Climb Global Solutions, Inc. (DE:PYA)
NASDAQ:PYA
Earnings Data
Report Date
Aug 05, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.26Last Year’s EPS
0.3Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted robust top-line performance (gross billings +14%, net sales +32%) and strategic progress (acquisition of Interwork, selective high-impact vendor additions, investments in automation/AI, and a clean balance sheet with no debt). Near-term profitability metrics were modestly pressured by one-time and strategic investments (including ~ $0.5M Fortinet-related costs), a higher effective tax rate, and a decline in effective margin (29.9% vs 32.7%). Management framed these costs as intentional, short-term investments expected to drive scalable growth and margin improvement later in 2026 (returns expected by Q3). Given the strength of growth metrics, clear M&A and product strategy, and liquidity, balanced against manageable short-term margin pressure, the overall tone is constructive and confidence-oriented.Company Guidance
Gross Billings Growth
Gross billings increased 14% year-over-year to $542.8 million (from $474.6 million). Distribution segment billings rose 15% to $520.9 million and Solutions segment billings rose 4% to $21.9 million.
Strong Net Sales Expansion
Net sales increased 32% year-over-year to $182.4 million (from $138.0 million), driven by double-digit organic growth from new and existing vendors and contributions from the Interwork acquisition.
Improved Gross Profit and Adjusted EBITDA
Gross profit increased 13% to $26.5 million (from $23.4 million). Adjusted EBITDA rose 4% to $7.9 million (from $7.6 million), reflecting underlying organic growth despite near-term investments.
Strategic M&A and Geographic Expansion
Acquired Interwork (Feb 24, 2026), adding over 600 cloud resellers and MSP relationships and strengthening presence in Southeastern Europe. Early integration shows meaningful cross-sell and regional expansion opportunities.
Selective Vendor Additions and Product Partnerships
Evaluated 39 new brands and added only 2 (including Czech MK and LogicMonitor). Launched partnership with LogicMonitor (AI-powered hybrid observability) and added Czech MK (enterprise-grade monitoring), signaling disciplined, high-impact vendor strategy.
Healthy Balance Sheet and Liquidity
Cash and cash equivalents increased to $41.8 million as of March 31, 2026 (from $36.6 million on Dec 31, 2025). Company had no outstanding debt or borrowings under its $50 million revolving credit facility.
Investment in Automation and AI to Scale
Investing in infrastructure and automation: over 41 IT projects underway and use of AI agents to streamline workflows with the objective of scaling revenue without proportionally increasing headcount (goal to double business in 3 years without doubling head count).
Corporate Actions and Investor Engagement
Board approved a 4-for-1 forward stock split to enhance liquidity and accessibility. Company announced an Investor Day scheduled for July 7 in New York City.
DE:PYA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:PYA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | €17.60 | €16.20 | -7.95% |
Feb 25, 2026 | €20.63 | €18.50 | -10.30% |
Oct 29, 2025 | €28.70 | €28.45 | -0.87% |
Jul 30, 2025 | €21.68 | €25.67 | +18.39% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Climb Global Solutions, Inc. (DE:PYA) report earnings?
Climb Global Solutions, Inc. (DE:PYA) is schdueled to report earning on Aug 05, 2026, TBA (Confirmed).
What is Climb Global Solutions, Inc. (DE:PYA) earnings time?
Climb Global Solutions, Inc. (DE:PYA) earnings time is at Aug 05, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Climb Global Solutions, Inc. stock?
The P/E ratio of Climb Global Solutions is N/A.
What is DE:PYA EPS forecast?
DE:PYA EPS forecast for the fiscal quarter 2026 (Q2) is 0.26.