Q2 FY2026 EarningsQ2 FY26 significantly outperformed consensus across all primary metrics: revenue reached $92.1M (+58% YoY) vs. $86.3M expected, while gross margin expanded to 46.1% vs. the 40.1% mean estimate. Diluted GAAP EPS of $0.41 more than doubled the consensus of $0.21, driven by surging AI data engineering demand from existing customer programs. Management's strategic shift to a single reportable segment and massive cash flow generation ($164.4M in H1 FY26) reinforce a strong outlook for AI lifecycle services.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Innodata(INOD) the Revenue is 92.14 M (+57.8%), Beat estimate;the EBIT is 15.86 M (+77.98%), Beat estimate;the EPS is 0.41 (+105%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.09B57.80%
0.09B47.82%
+0.01B9.98%
EBITExceed expectations
0.02B77.98%
0.01B12.15%
+0.01B65.83%
EPSExceed expectations
0.41105.00%
0.2136.50%
+0.197098.50%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf