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Jun 30, 2025
Cannae Holdings Q2 2025 Earnings Report
Cannae Holdings reported Q2 2025 results with $110.2M in revenue and GAAP EPS of -$3.93.
Key Takeaways
Quarterly operating revenues were $110.2M, and the company posted a net loss attributable to common shareholders of $238.8M (EPS -$3.93), driven by operating losses and losses from unconsolidated affiliates; Alight’s Adjusted EBITDA margin improved to 24.1%.
Total operating revenues were $110.2M for Q2 2025.
Net loss attributable to common shareholders was $238.8M; EPS was -$3.93.
Operating loss totaled $60.9M in the quarter.
Alight’s Adjusted EBITDA margin reached 24.1% in Q2 2025, up from 19.5% YoY.
Forward Guidance
Management highlighted expected Q3 2025 close of the D&B sale with $630M gross cash proceeds and plans to allocate funds to buybacks, debt repayment and dividends; it also noted progress on JANA stake purchase and reiterated Alight’s 2025 guidance for Adjusted EBITDA and FCF while reducing revenue guidance.
Positive Outlook
- Anticipated D&B transaction close in Q3 2025 with $540M cash at close and $90M pre-close proceeds.
- Planned use of proceeds includes ≥$300M share repurchases and full repayment of $141M margin loan.
- Board increased dividend by 25% to $0.15 per share (declared Aug 7, 2025).
- Alight reaffirmed 2025 Adjusted EBITDA ($620–$645M) and FCF ($250–$285M) guidance.
- Ongoing portfolio optimization and capital returns, including 7.6M shares repurchased through Aug 8, 2025.
Challenges Ahead
- Alight reduced 2025 revenue outlook to $2.28–$2.33B.
- Equity losses from unconsolidated affiliates weighed on quarterly results.
- Recognized net losses and operating loss pressured earnings in Q2.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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