CCC Intelligent Solutions Reports Strong Q4 & FY25 Results, Initiates $500M Share Repurchase Program

summarizeSummary

CCC Intelligent Solutions announced strong Q4 and full-year 2025 financial results with double-digit revenue and adjusted EBITDA growth, alongside a new $500 million share repurchase authorization, including a $300 million accelerated repurchase.

check_boxKey Events

• Solid Q4 and Full-Year 2025 Financial Performance

  Reported Q4 2025 revenue of $277.9 million, up 13% year-over-year, and full-year 2025 revenue of $1.057 billion, up 12%. Adjusted EBITDA grew 12% in Q4 to $118.7 million and 10% for the full year to $436.0 million. GAAP net income for FY25 was $1.7 million, down from $31.2 million in FY24, while adjusted net income remained stable at $238.0 million.

• New $500 Million Share Repurchase Program Authorized

  The Board authorized a new $500 million share repurchase program in December 2025, following the full utilization of a prior $300 million program. This includes an accelerated share repurchase of $300 million, with an initial delivery of approximately 33.2 million shares already received.

• Positive Financial Guidance for 2026

  Issued Q1 2026 revenue guidance of $273.5 million to $275.5 million and full-year 2026 revenue guidance of $1.147 billion to $1.157 billion. Adjusted EBITDA guidance for Q1 2026 is $113.0 million to $115.0 million, and for full-year 2026 is $477.0 million to $485.0 million.

• Strategic Growth in AI and New Markets

  AI-based solutions now generate approximately 10% of total revenue, with adoption expanding across over 125 insurers and 15,000 collision repair facilities. The EvolutionIQ business continues to expand beyond auto claims, now serving nine of the top-15 disability insurers.

auto_awesomeAnalysis

CCC Intelligent Solutions reported solid financial results for Q4 and full-year 2025, demonstrating consistent revenue and adjusted EBITDA growth. The company's commitment to shareholder returns is highlighted by the authorization of a new $500 million share repurchase program, which includes an immediate $300 million accelerated share repurchase. This significant capital allocation, representing a substantial portion of the company's market capitalization, signals strong management confidence in future performance and a focus on enhancing shareholder value. While GAAP net income saw a decline, adjusted profitability remained stable, reflecting the company's operational strength in its core SaaS platform and strategic growth initiatives in AI and new markets.