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Q2 FY2026 EarningsQ2 FY2026 results significantly exceeded consensus across all key profitability metrics despite a top-line print that was only slightly above expectations. Diluted GAAP EPS of $4.14 beat consensus of $3.53 by 17.3%, driven by robust margin expansion and aggressive share repurchases which reduced diluted share count by ~14% YoY. Free Cash Flow of $378M outperformed the mean estimate, supporting an increased full-year guidance for Adjusted EBITDA and EPS.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Gartner(IT) the Revenue is 1.676 B (-0.63%), Beat estimate;the EBIT is 378.5 M (+15.71%), Beat estimate;the EPS is 4.14 (+33.12%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.68B0.63%
1.65B2.20%
+0.03B1.57%
EBITExceed expectations
0.38B15.71%
0.35B6.29%
+0.03B9.42%
EPSExceed expectations
4.1433.12%
3.531213.54%
+0.608819.58%
Upcoming earnings report - Q3 FY2026
Available dateNov 3, 2026
Estimate Revenue$1.487 B
Estimate EBIT$253.47 M
Estimate EPS$2.6277
Revenue
ActualEstimateUnit: USD
Quarterly
EBIT
ActualEstimateUnit: USD
Quarterly
Net income
ActualEstimateUnit: USD
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EPS
ActualEstimateUnit: USD
Quarterly
