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CSG Systems International, Inc.(CSGS)Earnings, Financials & Key Ratios
CSGS•NASDAQ
$80.69
40.8× P/E·Price updated Jun 20, 2026
AboutCSG Systems International, Inc. provides revenue management and digital monetization, customer engagement, and payment solutions primarily to the communications industry in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It offers Advanced Convergent Platform, a private SaaS based platform; related solutions, including field force automation, analytics, electronic bill presentment, ACH, etc. to the North American cable and satellite markets. The company also provides managed services; and professional services to implement, configure, and maintain its solutions, as well as licenses various solutions, such as mediation, partner management, rating, and charging. It serves retail, financial services, healthcare, insurance, and government entities. The company was incorporated in 1994 and is headquartered in Greenwood Village, Colorado.Show more
- Revenue$1.22B+2.2%
- EBITDA$372M+82.4%
- Net Income$56M-35.7%
- EPS (Diluted)1.98-34.7%
- Gross Margin47.55%-2.3%
- EBITDA Margin30.39%+78.5%
- Operating Margin24.54%+123.7%
- Net Margin4.57%-37.0%
- ROE19.74%-36.8%
CSGS Price & Volume
CSG Systems International, Inc. (CSGS) stock price & volume — 10-year historical chart
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Stable Revenue Growth Faces Significant Concentration Risks
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Stable
Profitability:Moderate
Financial:Mixed
Cash Flow:Mixed
Primary Risk:Extreme customer concentration risk
Key Thesis Takeaways
- CSG Systems maintains a stable revenue trajectory with 4.8% year-over-year growth as of 2026Q1, supported by its entrenched position in the North American cable and broadband billing market.
- However, the firm's reliance on a limited set of major clients creates a binary risk profile that could lead to significant volatility if consolidation or insourcing trends accelerate.
- Investors should weigh the recent dramatic reduction in debt, which lowered the debt-to-equity ratio from 2.07 in 2025Q4 to 0.09 in 2026Q1, against the persistent challenges of inconsistent cash conversion and high goodwill exposure.
Verdict Logic
while the rapid deleveraging to a 0.09 debt-to-equity ratio is a positive development, the inconsistent cash conversion and extreme customer concentration risk warrant a cautious wait-and-see approach.
CSGS Growth Metrics
CSG Systems International, Inc. (CSGS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years4.98%
5 Years4.31%
3 Years3.93%
TTM3%
Profit CAGR
10 Years-1.12%
5 Years-0.98%
3 Years8.24%
TTM-23.79%
EPS CAGR
10 Years0.57%
5 Years1.7%
3 Years11.98%
TTM-23.21%
Return on Capital
10 Years17.14%
5 Years17.84%
3 Years21.05%
Last Year33.74%
CSGS Recent Earnings
CSG Systems International, Inc. (CSGS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$1.37+31.7%
$1.04
Rev
$284M+2.4%
$278M
Q1 2026
Feb 4, 2026Metric
Actual
Est
EPS
$1.53+15.0%
$1.33
Rev
$295M-3.5%
$305M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$1.31+18.0%
$1.11
Rev
$304M+2.5%
$296M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$1.16+11.5%
$1.04
Rev
$297M+5.5%
$282M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $1.37vs $1.04+31.7% | $284Mvs $278M+2.4% |
| Q1 2026 | Feb 4, 2026 | $1.53vs $1.33+15.0% | $295Mvs $305M-3.5% |
| Q4 2025 | Nov 5, 2025 | $1.31vs $1.11+18.0% | $304Mvs $296M+2.5% |
| Q3 2025 | Aug 6, 2025 | $1.16vs $1.04+11.5% | $297Mvs $282M+5.5% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for CSG Systems International, Inc. (CSGS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $80.69 | $2.3B | 40.75 | 2.18% | 4.57% | 19.74% | 1.64% | |
| $18.14 | $1.99B | 362.80 | 10.01% | 2.17% | 1.27% | — | |
| $18.95 | $2.03B | -41.20 | 32.89% | -10.55% | -13.96% | — | |
| $28.70 | $12.16B | 1728.92 | 18.67% | 0.74% | 0.3% | — | |
| $28.80 | $1.77B | 13.09 | 10.21% | 13.95% | 18.65% | — | |
| $146.38 | $10.59B | 23.46 | 7.21% | 20.64% | 24.03% | — |
Compare CSGS vs Peers
CSG Systems International, Inc. (CSGS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CSGS SEC Filings & Documents
CSG Systems International, Inc. (CSGS) SEC filings — annual & quarterly reports (10-K, 10-Q)
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CSGS Frequently Asked Questions
CSG Systems International, Inc. (CSGS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is CSG Systems International, Inc.'s revenue?
CSG Systems International, Inc. (CSGS) reported $1.24B in revenue for fiscal year 2025. This represents a 835% increase from $132.3M in 1996.
How fast is CSG Systems International, Inc. growing?
CSG Systems International, Inc. (CSGS) grew revenue by 2.2% over the past year. Growth has been modest.
Is CSGS profitable?
Yes, CSG Systems International, Inc. (CSGS) is profitable, generating $63.6M in net income for fiscal year 2025 (4.6% net margin).
Dividend & Returns
Does CSGS pay dividends?
Yes, CSG Systems International, Inc. (CSGS) pays a dividend with a yield of 1.64%. This makes it attractive for income-focused investors.
What is CSGS's return on equity?
CSG Systems International, Inc. (CSGS) has a return on equity (ROE) of 19.7%. This is reasonable for most industries.
What is CSG Systems International, Inc.'s free cash flow?
CSG Systems International, Inc. (CSGS) generated $131.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.