Stagwell reports Q3 growth and raises 2026 profit guidance

Stagwell reported third-quarter 2026 revenue of $816 million, up 10% year over year, and net revenue of $664 million, up 8%, for the period ended September 30, 2026. Adjusted EBITDA increased 25% to $145 million, while adjusted EPS rose to $0.34 from $0.24. Digital Transformation net revenue grew 23% organically and The Marketing Cloud grew 108% organically. Stagwell raised 2026 adjusted EBITDA guidance to $490 million to $540 million and adjusted EPS guidance to $1.07 to $1.21.

The raised guidance increases Stagwell's projected 2026 adjusted profit ranges for investors. Management attributed the performance to software, AI-powered marketing transformation and digital services, while the company reiterated total net revenue growth guidance of 8% to 12%.

  • 1Stagwell's Q3 2026 revenue was $816 million, an increase of 10% versus the prior-year period.
  • 2Q3 adjusted EBITDA was $145 million, up 25% versus the prior-year period.
  • 3Q3 adjusted EPS was $0.34 versus $0.24 in the prior-year period.
  • 4Digital Transformation Q3 net revenue increased 23% organically, while The Marketing Cloud Q3 net revenue increased 108% organically.
  • 5Stagwell raised 2026 adjusted EBITDA guidance to $490 million to $540 million and adjusted EPS guidance to $1.07 to $1.21.
  • 6Stagwell reported a $1.5 billion federal assignment over 5 years, with the company serving as prime subcontractor to CACI for work with U.S. Central Command.
  • Material 13 reports year-to-date operating cash flow of $155 million, while the company release in material 2 reports $152 million for the same period.

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