Stagwell Raises Full-Year EBITDA Guidance Amid Digital Transformation and Software Growth
Stagwell (STGW) has raised its full-year adjusted EBITDA guidance to a range of $490 million to $540 million following strong third-quarter 2026 results. The company is successfully pivoting toward high-margin digital transformation services and marketing cloud software, which saw organic net revenue increase by 108% to $56 million. This shift is driving expanded operating margins and record levels of new business. Beyond its core marketing services, Stagwell is diversifying into non-cyclical revenue streams through federal government contracts. The company secured a role as a prime subcontractor for CACI on a $1.5 billion, five-year contract with the U.S. Central Command. Looking forward, management has doubled its 2027 enterprise tech bookings goal to $150 million, signaling an aggressive push to transition from a traditional agency model to a tech-first marketing transformation firm.
Topics: digital transformation earnings guidance EBITDA government contracts software sales