Certara reported third quarter 2026 revenue of $94.9 million, exceeding analyst expectations of $91.98 million, while adjusted EPS of $0.09 matched consensus. The performance was characterized by a recovery in the high-margin software segment, which achieved its first double-digit growth in two years, helping to offset a 2% decline in the services business.
Key Highlights
- Software revenue grew 11% year-over-year to $48.8 million, while services revenue contracted 2% to $46.1 million.
- Adjusted EBITDA margin reached 31.8%, a significant 370 basis point sequential expansion from the second quarter of 2026.
- Software bookings surged 15% year-over-year to $46.9 million, indicating strong forward momentum in the higher-margin segment.
- The company narrowed its full-year 2026 revenue growth guidance to 2%–3% and updated its adjusted EPS outlook to $0.31–$0.34.