BLKB · Blackbaud Inc
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AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Blackbaud reported Q2 results largely in line with plan and reaffirmed FY26 guidance while pointing investors to the upper half of the ranges across revenue, adjusted EBITDA, EPS, and free cash flow (with EPS and free cash flow at or above the high end), though organic revenue growth moderated to 3% and non-GAAP operating and adjusted EBITDA margins contracted year-over-year amid a larger renewal cohort and a tough transactional compare.
- + Reaffirmed FY26 guidance and pointed investors to the upper half across all four metrics, with EPS and free cash flow at or above the high end
- + Non-GAAP EPS grew 9% YoY to $1.33 and non-GAAP adjusted EBITDA grew to $110.3 million (38.0% margin)
- + Non-GAAP free cash flow rose 46% YoY to $75.3 million in the quarter
- + Repurchased just over 6% of outstanding common stock YTD, continuing the ~15% reduction in shares outstanding since Q4 2023, with ~$850M remaining under the program
- + Launched/announced five AI 'Agents for Good' products with the development agent now in general availability and producing measurable customer outcomes
- + GAAP operating margin expanded 100 bps to 21.3% and GAAP diluted EPS rose $0.24 to $0.79
- − Q2 organic revenue growth moderated to 3.0% and is expected to remain moderate due to a 2026 renewal cohort ~40% larger than last year
- − Gross dollar retention is expected to dip below the 91%-92% recent norm before recovering by year-end 2027
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BLKB
this stock
Blackbaud Inc
|
$2.06B | -28.2% | +7.9% | 14.3 | 8.1% |
|
SAP
Sap SE
|
$238.18B | -15.0% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$203.87B | -6.5% | +25.9% | 22.6 | 3.5% |
|
SHOP
Shopify Inc.
|
$165.71B | -20.0% | +30.1% | 86.4 | 1.4% |
|
UBER
Uber Technologies, Inc
|
$146.39B | -12.3% | +18.3% | 15.3 | 2.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BLKB | -6.2% | -1.6% | +3.0% | -5.4% | -28.2% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -5.0% | +0.2% | -14.8% | -5.0% | -40.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.