CCC Intelligent Solutions第三季度营收2.941亿美元同比增10.1%，AI相关营收年化约1.3亿美元增40%
保险理赔软件与平台公司 CCC Intelligent Solutions 10月29日在 Chicago 公布2026年第三季度业绩：截至2026年9月30日的季度总营收为2.941亿美元，同比增长10.1%；调整后 EBITDA 为1.305亿美元，同比增18.5%，利润率约44%。
盈利方面，公司第三季度 GAAP 毛利2.180亿美元、毛利率74%；GAAP 营业利润5,740万美元，高于去年同期的3,000万美元；GAAP 净利润3,020万美元，而去年同期为净亏损200万美元；调整后净利润7,510万美元。流动性方面，季度经营活动现金流1.004亿美元，自由现金流8,250万美元；截至9月30日，公司现金及等价物2.029亿美元，总债务12.8亿美元。
业务进展方面，公司称其 AI 相关营收在第三季度达到年化约1.3亿美元的运行率，同比增40%，高于第二季度的约1.2亿美元。公司表示，这反映保险客户正从尝试 AI 转向在核心理赔流程中规模化部署；当季一家全美前五大保险公司成为采用其 Medhub for Auto Casualty 产品的最大客户。
董事长兼首席执行官 Githesh Ramamurthy 表示，第三季度的业绩体现了业务的韧性与客户的信任，平台在保险理赔全流程中的作用日益重要。关于待完成的收购交易，他表示与 GTCR 和 Elliott 的合作将开启公司新篇章，有望加速客户期待的 AI 与智能体能力建设。
CCC 于10月15日宣布将被 GTCR 领衔、Elliott 参与的财团以全现金方式收购，股东每股获得7.75美元，企业价值约61亿美元，交易预计2027年第一季度交割、完成后公司将退市。因交易待完成，公司已暂停提供业绩指引，也不会召开本季财报电话会。
CCC Intelligent Solutions Q3 Revenue Rises 10.1% to $294.1 Million as AI Revenue Run-Rate Reaches About $130 Million
CCC Intelligent Solutions Holdings Inc., a SaaS and AI platform provider for the insurance economy, announced third-quarter 2026 results on October 29 in Chicago. Total revenue for the three months ended September 30, 2026 was $294.1 million, up 10.1% from $267.1 million a year earlier. Adjusted EBITDA was $130.5 million, up 18.5%, for a margin of approximately 44%.
GAAP gross profit was $218.0 million, a 74% gross margin. GAAP operating income rose to $57.4 million from $30.0 million a year earlier, and GAAP net income was $30.2 million, compared with a net loss of $2.0 million in the prior-year quarter. Adjusted net income was $75.1 million. CCC generated $100.4 million in operating cash flow and $82.5 million in free cash flow in the quarter, ending it with $202.9 million in cash and $1.28 billion in total debt.
The company said its AI-related revenue reached an annualized run-rate of approximately $130 million in the quarter, up 40% year over year, reflecting a shift by insurers from AI experimentation to deployment at scale in core claims workflows. A top-five U.S. insurer also became the largest adopter of CCC's Medhub for Auto Casualty product during the quarter.
Chairman and CEO Githesh Ramamurthy said the results reflect the durability of the business and the trust customers place in the platform. On October 15, CCC agreed to be acquired by a consortium led by GTCR and including Elliott Investment Management for $7.75 per share in cash, an enterprise value of approximately $6.1 billion; the deal is expected to close in the first quarter of 2027. In light of the pending transaction, CCC is suspending guidance and will not host an earnings call.
来源：GSM·美国（原文链接）
图片来源：图：Illinois 州 Chicago 市中心，CCC Intelligent Solutions 总部所在地。照片：Ken Lund 摄，CC BY-SA 2.0，经 Wikimedia Commons。 / Downtown Chicago, Illinois, home of CCC Intelligent Solutions' headquarters. Photo: Ken Lund, CC BY-SA 2.0, via Wikimedia Commons.
