Stagwell Q2 Revenue Hits $786M, Raises 2026 EPS Guidance on Record New Business
STGW sits 97% above its 52-week low of $4.285.
Summary
Stagwell reported Q2 2026 revenue of $786 million, up 11% year-over-year, with adjusted EBITDA growing 15% to $109 million. The company raised its full-year adjusted EPS guidance to $1.03-$1.17 and repurchased 6 million shares, reducing the share count to 244 million.
Key Events · Earnings and Guidance · STGW
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Q2 Revenue and Profit Growth
Revenue rose 11% to $786M; net revenue up 6% to $632M. Adjusted EBITDA grew 15% to $109M, with margin expanding 140bps to 17.2%.
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Record Net New Business
Q2 net new business hit a record $171M, bringing the last twelve months to $540M. Top 100 customers grew 16% year-over-year.
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Raised Full-Year EPS Guidance
Adjusted EPS guidance raised to $1.03-$1.17 from $0.98-$1.12, while revenue growth (8-12%) and adjusted EBITDA ($475M-$525M) were reiterated.
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Share Buyback Continues
Repurchased 6M shares in Q2, reducing basic share count to 244M at quarter-end, down 17M from June 2025. $328M remains available under the buyback program.
Analysis · STGW · Trade & Services
Stagwell delivered accelerating organic growth, record net new business, and raised its full-year adjusted EPS outlook. The 39% jump in adjusted EPS to $0.25 and the guidance raise signal improving profitability, while the 6M share buyback in the quarter underscores management's commitment to returning capital. The stock is trading near its 52-week high, reflecting market optimism that these results validate.
At the time of this filing, STGW was trading at $8.43 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $2B. The 52-week trading range was $4.29 to $8.27. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.