Computacenter PLC (LSE:CCC) said first-quarter trading was significantly ahead of the prior year and well above expectations, supported by strong growth in Technology Sourcing and Services. Group Technology Sourcing revenue increased strongly during the quarter.
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The Touchstone Small Cap Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell 2000® Index, for the quarter ended December 31, 2025. The best performing stocks based on relative performance vs. the benchmark during the quarter included White Mountains Insurance Group, Revolve Group Inc. and Haemonetics Corp. The more challenged positions based on relative performance during the quarter included NewMarket Corp., Certara Inc., and Gates Industrial Corp plc.
My "Buy" rating for CCC Intelligent Solutions Holdings Inc. remains unchanged, considering its 4Q2025 EBITDA outperformance and its positive revenue outlook. CCC's quarterly EBITDA rose 11.7% YoY and beat the consensus by 7.6%. That was driven by a more favorable topline mix and improved operating efficiency. I predict that the company's future organic topline growth will be faster than 4Q25's 8%. It has solid levers like new vertical penetration and ancillary revenue expansion.
CCC Intelligent Solutions Holdings Inc. (CCC) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.1 per share a year ago.
CCC Intelligent Solutions Holdings Inc. (CCC) Q4 2025 Earnings Call Transcript