NYSE$CNNE
Cannae Holdings Inc · Q1 2025 earnings
Q1 2025 earnings · · After market close · Investor relations
Briefing
Cannae Holdings reported a net loss in Q1 2025 but highlighted progress in portfolio realignment, including a planned divestiture and investment in strategic assets.
Cannae Holdings posted a net loss of $113M in Q1 2025, driven in part by discontinued operations, while progressing with the $630M D&B sale, increasing its stake in JANA Partners, and reporting positive Adjusted EBITDA performance across several holdings.
- Reported GAAP EPS of -$1.81 due to losses from discontinued operations
- Dun & Bradstreet Q1 Adjusted EBITDA grew 4.8% YoY to $211M with 3.6% organic revenue growth
- Alight posted $118M in Adjusted EBITDA and a margin expansion to 21.5%
- System1 saw strong Adjusted EBITDA growth from $0.4M to $12.1M despite lower revenues
Headline financials
Revenue & EPS history
Cannae Holdings · Revenue · Quarterly
$103M
Revenue by segment
Cannae Holdings · $99.4M total across 1 segment · Q2 2020
- Restaurant Group$99.4M—100.0%
Forward guidance
Cannae expects to focus on shareholder returns, capital redeployment and enhancing portfolio efficiency, especially following the D&B sale.
Tailwinds
- Expects $630M proceeds from D&B sale in Q3 2025
- Plans to use $300M for buybacks and $101M for debt repayment
- Announced strategic expansion with JANA Partners to 50% ownership
- Black Knight Football investments showing operational and commercial momentum
- Restaurant Group implementing cost savings and leadership changes for turnaround
Headwinds
- Reported net loss of $113M driven by discontinued operations
- Restaurant revenue declined YoY with negative Adjusted EBITDA
- Continued losses from investments in unconsolidated affiliates
- No Adjusted EPS or consolidated Adjusted Net Income guidance provided
- Remaining exposure to economic uncertainty in hospitality and dining sectors
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q1 2025
-0.4%
Avg return
Earnings day
-0.8%
Avg return
5 days after
-0.9%
Avg return
30 days after
42%
16 / 38 earnings
Positive
+19.6%
Q3 2019
Best reaction
-14.5%
Q1 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -2.5% | -7.4% | — | |
| Q4 2025 | -10.2% | -3.7% | -13.0% | |
| Q3 2025 | -9.6% | -10.0% | -0.8% | |
| Q1 2025 | -6.0% | -2.1% | +5.1% | |
| Q4 2024 | -0.5% | +4.4% | -1.8% | |
| Q3 2024 | -1.1% | -4.6% | -3.1% | |
| Q2 2024 | -1.3% | -2.1% | -1.5% | |
| Q1 2024 | +4.1% | +6.0% | -12.2% | |
| Q4 2023 | +9.0% | +8.5% | +9.3% | |
| Q3 2023 | -1.3% | +1.3% | +6.1% | |
| Q2 2023 | -4.6% | -1.4% | -1.7% | |
| Q1 2023 | -2.4% | -1.4% | +9.8% | |
| Q4 2022 | +2.7% | -0.2% | -14.5% | |
| Q3 2022 | +9.2% | +10.8% | -4.6% | |
| Q2 2022 | -1.6% | +1.3% | -3.2% | |
| Q1 2022 | -14.5% | -10.7% | -3.9% | |
| Q4 2021 | -8.2% | -10.9% | -14.8% | |
| Q3 2021 | -2.6% | -6.6% | -4.7% | |
| Q2 2021 | +4.1% | +1.4% | +0.3% | |
| Q1 2021 | -5.3% | -4.8% | -8.7% | |
| Q4 2020 | +0.1% | -4.2% | -0.3% | |
| Q3 2020 | +5.6% | -0.2% | +5.1% | |
| Q2 2020 | +0.9% | +0.7% | -5.6% | |
| Q1 2020 | +7.9% | +3.9% | +19.4% | |
| Q4 2019 | -4.6% | -10.3% | -28.8% | |
| Q3 2019 | +19.6% | +21.0% | +25.9% | |
| Q2 2019 | +0.2% | -1.0% | -5.4% | |
| Q1 2019 | -2.7% | -2.6% | +1.9% | |
| Q4 2018 | +3.2% | +2.8% | +10.4% | |
| Q3 2018 | -1.0% | -4.1% | -8.2% | |
| Q2 2018 | -1.9% | +2.8% | +5.3% | |
| Q1 2017 | -1.9% | -5.1% | -2.9% | |
| Q1 2018 | -1.6% | -4.2% | -2.9% | |
| Q4 2015 | +1.0% | +1.7% | +9.6% | |
| Q2 2017 | +1.0% | +1.7% | +9.6% | |
| Q4 2017 | -0.1% | +3.3% | +2.6% | |
| Q4 2016 | +1.0% | -2.4% | -5.0% | |
| Q3 2017 | +1.0% | -2.4% | -5.0% | |
| Q3 2016 | — | — | — | |
| Q2 2016 | — | — | — | |
| Q1 2016 | — | — | — | |
| Q3 2015 | — | — | — | |
| Q2 2015 | — | — | — | |
| Q1 2015 | — | — | — | |
| Q4 2014 | — | — | — | |
| Q3 2014 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — | |
| Q4 2013 | — | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q1 2013 | — | — | — |
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