Conduent's earnings call presented a balanced view with notable improvements in adjusted EBITDA margin and strong ACV and TCV growth, but these were offset by declines in adjusted revenue and challenges in the Commercial and Government segments. The company's strategic focus on AI initiatives and efficiency improvements shows promise for future performance, though current challenges in revenue growth and segment-specific issues remain.

Company Guidance

During Conduent's second quarter 2025 earnings call, the company reported revenue of $754 million, slightly up sequentially, with an adjusted EBITDA of $37 million and an adjusted EBITDA margin of 4.9%, exceeding expectations. Conduent signed $150 million in new business annual contract value (ACV), a 6% increase year-over-year and 38% sequentially, with a strong pipeline valued at $3.3 billion, up 5% from the previous year. The company achieved a 21% increase in new business total contract value (TCV) to $331 million. The Commercial segment reported a 5.9% decline in adjusted revenue to $365 million, while Government and Transportation segments saw respective revenue changes of -2.9% and +7.1%. Conduent's adjusted EBITDA for the Government segment grew 22% year-over-year to $60 million, with a margin increase of 520 basis points to 25.2%. The Transportation segment's adjusted EBITDA margin increased by 320 basis points to 5.3%. The company maintained a net leverage ratio of 2.7x and initiated a new three-year share buyback program for $50 million, repurchasing 2.7 million shares in Q2. Adjusted revenue guidance for 2025 was set between $3.1 billion and $3.2 billion, with adjusted EBITDA margin guidance increased to 5%-5.5%.

Increase in Adjusted EBITDA Margin

Adjusted EBITDA margin increased by 180 basis points year-over-year to 4.9%, exceeding expectations despite a typical low point in the year.

Strong ACV and TCV Growth

New business ACV was up 6% year-over-year and 38% sequentially. TCV increased by 21% year-over-year to $331 million.

Transportation Segment Revenue Growth

The Transportation segment's revenue increased by 7.1% year-over-year, driven by significant events in a large transit contract.

AI Initiatives and Efficiency Improvements

Conduent continues to roll out AI initiatives leading to efficiency and quality improvements, particularly in fraud reduction and telecom expenses.

Positive Adjusted Revenue Outlook

Despite a slight decrease in full-year revenue expectations, Conduent anticipates year-over-year revenue growth in the second half of 2025.

Conduent (CNDT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CNDT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	-0.06 / -	-0.14	―	―	―
Aug 06, 2025	2025 (Q2)	-0.15 / -0.13	-0.14	7.14% (+0.01)
May 07, 2025	2025 (Q1)	-0.15 / -0.13	-0.09	-44.44% (-0.04)
Feb 12, 2025	2024 (Q4)	-0.09 / -0.15	0.03	-600.00% (-0.18)
Nov 06, 2024	2024 (Q3)	-0.15 / -0.14	-0.09	-55.56% (-0.05)
Aug 07, 2024	2024 (Q2)	-0.28 / -0.14	0.01	-1500.00% (-0.15)
May 01, 2024	2024 (Q1)	-0.09 / -0.09	0	―
Feb 14, 2024	2023 (Q4)	0.04 / 0.03	0.01	200.00% (+0.02)
Nov 01, 2023	2023 (Q3)	0.02 / -0.09	0.09	-200.00% (-0.18)
Aug 02, 2023	2023 (Q2)	-0.06 / 0.01	0.03	-66.67% (-0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CNDT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$2.46	$2.45	-0.41%
May 07, 2025	$2.05	$1.98	-3.41%
Feb 12, 2025	$4.39	$4.12	-6.15%
Nov 06, 2024	$3.71	$4.13	+11.32%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Conduent Inc (CNDT) report earnings?

Conduent Inc (CNDT) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Conduent Inc (CNDT) earnings time?

Conduent Inc (CNDT) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CNDT EPS forecast?

CNDT EPS forecast for the fiscal quarter 2025 (Q3) is -0.06.

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