Jun 2026 (Q2 FY26) — Aug 10, 2026
Cannae Holdings Q2 FY26 — Strategic Shift to Sports & Entertainment, Non-Core Asset Monetization
Read the full callCannae Holdings earnings: last reported Mon, 10 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 102 | −7.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -55.6 | −0.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 37.5 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $18.28 on 17 Oct 2025 → $15.94. High $18.74 (21 Oct 2025), low $10.64 (24 Mar 2026).
Overview
Call summaries
Cannae Holdings Q2 FY26 — Strategic Shift to Sports & Entertainment, Non-Core Asset Monetization
Read the full callEvery analysed call
Financials
Net profit, year on year: +116% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 138 | — | 103 | 110 | 107 | 103 | 96 | 102 |
| Expenses | 132 | 132 | 125 | 171 | 120 | 127 | 118 | 159 |
| Operating profit | -18 | -22 | -21 | -61 | -13 | -24 | -22 | -57 |
| Operating margin | −13.1% | — | −20.7% | −55.3% | −12.3% | −23.3% | −23.0% | −55.6% |
| Other income | 21 | -26 | 5 | -75 | 7 | -8 | -7 | 85 |
| Interest | 3 | 4 | 4 | 3 | 3 | 2 | 2 | 1 |
| Profit before tax | 3 | -48 | -17 | -136 | -6 | -32 | -29 | 28 |
| Tax rate | −220.7% | 29.0% | −121.7% | 1.3% | 58.5% | — | −1.7% | 6.0% |
| Net profit | -14 | -46 | -113 | -239 | -68 | — | -32 | 38 |
| EPS ($ per share) | -0.22 | — | -1.81 | -3.93 | -1.25 | — | -0.70 | 0.86 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 46 | 144 | 1,930 | 1,643 | 1,215 | 901 | 567 | 12 |
| Total liabilities | 260 | 562 | 828 | 549 | 411 | 378 | 414 | 330 |
| Fixed assets | 176 | 163 | 146 | 101 | 88 | 59 | 62 | 49 |
| Investments | 31 | 1 | — | — | — | — | — | — |
| Total assets | 1,460 | 2,092 | 4,613 | 3,890 | 3,126 | 2,687 | 2,229 | 1,309 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -23 | -84 | -114 | -176 | -205 | -88 | -90 | -18 |
| Cash from investing | 187 | -24 | -74 | -272 | 521 | 53 | 298 | 518 |
| Cash from financing | -86 | 319 | 379 | -190 | -154 | -107 | -183 | -449 |
| Net cash flow | 77 | 211 | 191 | -639 | 162 | -141 | 25 | 51 |
| Capital expenditure | -16 | -28 | -22 | -14 | -14 | -10 | -7 | -10 |
| Free cash flow | -38 | -112 | -136 | -190 | -219 | -98 | -97 | -28 |
54 filings between Nov 12, 2025 and Sep 30, 2026.
Purchases
None
No insider bought shares.
Sales
$1.9K
1 sale by 1 insider
Also filed: 3 dispositions to the issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| SADOWSKI PETER T | — | $1.9K | Apr 8, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Schaible Cherie L Director | Award | 2,038 | $31.3K |
| Sep 30, 2026 | Harris Hugh R Director | Award | 1,060 | $16.3K |
| Sep 30, 2026 | Ammerman Douglas K Director | Award | 2,853 | $43.8K |
| Sep 30, 2026 | Tyler Woodrow Director | Award | 1,019 | $15.6K |
| Aug 13, 2026 | Caswell Ryan R. CEO | Disposition to issuer | 33,333 | $0 |
| Aug 13, 2026 | Caswell Ryan R. CEO | Award | 33,333 | $0 |
| Aug 13, 2026 | Caswell Ryan R. CEO | Tax withheld | 13,116 | $204.1K |
| Jun 30, 2026 | Schaible Cherie L Director | Award | 2,171 | $31.3K |
| Jun 30, 2026 | Tyler Woodrow Director | Award | 1,086 | $15.6K |
| Jun 30, 2026 | Harris Hugh R Director | Award | 1,129 | $16.3K |
| Jun 30, 2026 | Ammerman Douglas K Director | Award | 3,039 | $43.8K |
| Apr 8, 2026 | SADOWSKI PETER T EVP, Chief Legal Officer | Sale | 157 | $1.9K |
| Mar 31, 2026 | Ammerman Douglas K Director | Award | 3,848 | $43.8K |
| Mar 31, 2026 | Tyler Woodrow Director | Award | 1,375 | $15.6K |
| Mar 31, 2026 | Schaible Cherie L Director | Award | 2,437 | $27.7K |
| Mar 31, 2026 | Harris Hugh R Director | Award | 1,430 | $16.3K |
| Mar 19, 2026 | Gravelle Michael L EVP, Gen'l Counsel, Corp. Secy | Tax withheld | 1,681 | $18.6K |
| Mar 13, 2026 | SADOWSKI PETER T EVP, Chief Legal Officer | Tax withheld | 2,435 | $28.0K |
| Mar 13, 2026 | Caswell Ryan R. CEO | Tax withheld | 19,597 | $225.6K |
| Mar 13, 2026 | Coy Bryan D. Chief Financial Officer | Tax withheld | 4,245 | $48.9K |
| Mar 9, 2026 | FOLEY WILLIAM P II Director | Award | 150,000 | $0 |
| Mar 9, 2026 | Caswell Ryan R. CEO | Award | 150,000 | $0 |
| Mar 9, 2026 | SADOWSKI PETER T EVP, Chief Legal Officer | Award | 20,765 | $0 |
| Mar 9, 2026 | Gravelle Michael L EVP, Gen'l Counsel, Corp. Secy | Award | 20,765 | $0 |
| Feb 28, 2026 | Caswell Ryan R. CEO | Tax withheld | 19,675 | $240.0K |
| Feb 28, 2026 | Coy Bryan D. Chief Financial Officer | Tax withheld | 4,590 | $56.0K |
| Feb 28, 2026 | Caswell Ryan R. CEO | Tax withheld | 18,218 | $222.3K |
| Feb 28, 2026 | Caswell Ryan R. CEO | Award | 30,325 | $0 |
| Feb 28, 2026 | Caswell Ryan R. CEO | Disposition to issuer | 30,325 | $0 |
| Feb 28, 2026 | SADOWSKI PETER T EVP, Chief Legal Officer | Tax withheld | 3,432 | $41.9K |
| Feb 26, 2026 | SADOWSKI PETER T EVP, Chief Legal Officer | Tax withheld | 886 | $11.1K |
| Feb 26, 2026 | Gravelle Michael L Executive Vice President | Tax withheld | 1,266 | $15.9K |
| Feb 26, 2026 | Coy Bryan D. Chief Financial Officer | Tax withheld | 760 | $9.6K |
| Feb 26, 2026 | Caswell Ryan R. CEO | Award | 30,325 | $0 |
| Feb 26, 2026 | Caswell Ryan R. CEO | Disposition to issuer | 30,325 | $0 |
| Feb 26, 2026 | Caswell Ryan R. CEO | Tax withheld | 19,675 | $247.3K |
| Dec 31, 2025 | Schaible Cherie L Director | Award | 277 | $4.4K |
| Dec 31, 2025 | Tyler Woodrow Director | Award | 994 | $15.6K |
| Dec 31, 2025 | Harris Hugh R Director | Award | 1,034 | $16.3K |
| Dec 31, 2025 | Ammerman Douglas K Director | Award | 2,782 | $43.8K |
| Dec 15, 2025 | Schaible Cherie L Director | Award | 4,616 | $0 |
| Dec 15, 2025 | Aboelnaga Mona Director | Award | 4,616 | $0 |
| Nov 12, 2025 | WILLEY FRANK P Director | Award | 7,818 | $0 |
| Nov 12, 2025 | Tyler Woodrow Director | Award | 7,818 | $0 |
| Nov 12, 2025 | Stallings James B JR Director | Award | 7,818 | $0 |
| Nov 12, 2025 | Royan William T. Director | Award | 7,818 | $0 |
| Nov 12, 2025 | MOULLET BARRY B Director | Award | 7,818 | $0 |
| Nov 12, 2025 | Meinhardt Erika Director | Award | 7,818 | $0 |
| Nov 12, 2025 | MARTIRE FRANK R Director | Award | 7,818 | $0 |
| Nov 12, 2025 | Linehan Mark David Director | Award | 7,818 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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