Amdocs Limited (DOX)
NASDAQ:DOX
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.85Last Year’s EPS
1.72Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive, growth-oriented tone: Amdocs reported revenues and EPS above guidance midpoints, delivered regional strengths (record Europe quarter, RoW growth), improved YoY operating margin, generated strong free cash flow and announced strategic product (aOS) launches and initial customer wins. Challenges include modest organic growth, early-stage aOS monetization, incremental financing costs due to lower cash and borrowings, and quarter-to-quarter project timing volatility. Management reiterated guidance, increased investment in GenAI/aOS, and emphasized liquidity and capital return plans. On balance the positive operational results, strong cash generation, backlog growth and clear strategic direction around agentic/GenAI initiatives outweigh the listed near-term headwinds.Company Guidance
Revenue and EPS Above Guidance
Q2 revenue of $1.172B (reported) was above the guidance midpoint, up 3.9% year-over-year as reported and up 2.2% in constant currency. Non-GAAP diluted EPS was $1.78, $0.02 above the guidance midpoint; GAAP diluted EPS was $1.28 (included non-recurring items).
Regional Strength with Record Europe Quarter
North America revenue of $754M was up >2% YoY; Europe delivered a record quarter at $192M, up >6% YoY (partly reflecting the MATRIXX acquisition); Rest of World was $226M, up 8% YoY and the highest since fiscal Q3 2024.
Improved Operating Margin and Operational Efficiency
Non-GAAP operating margin was 21.5%, an improvement of 20 basis points year-over-year, reflecting cost and efficiency gains from automation and AI tool deployment, while balancing growth investments.
Backlog and Bookings Momentum
12-month backlog ended Q2 at $4.28B, up $30M sequentially and 2.6% year-over-year, providing forward visibility into demand.
Strong Cash Generation and Capital Return
Free cash flow before restructuring payments was $97M in Q2 (reported FCF $80M after $17M restructuring), ~50% of the fiscal 2026 target already achieved. The company repurchased $138M of shares in the quarter and paid $57M in cash dividends; remaining repurchase authority is ~$702M.
Liquidity and Balance Sheet Actions
Established a U.S. commercial paper program up to $800M, upsized revolving credit facility to $800M, ended Q2 with approximately $214M cash and aggregate borrowings of roughly $900M, with no outstanding commercial paper and $630M available on the revolver.
Strategic Product Launch (aOS) and Early Commercial Wins
Launched aOS (Amdocs agentic operating system) at Mobile World Congress and signed initial commercial agreements with customers including Cricket, Lumen, Bell Canada, EchoStar and PLDT; PLDT reported >90% of customer requests now resolved through aOS in retail stores.
Significant Customer Deals and Project Milestones
Secured notable deals (expanded AT&T/Cricket managed services, 5-year Vodafone Spain CRM/OSS agreement, KT charging upgrade) and key project milestones (AT&T next-gen charging handling 5G SA subscribers, Vodafone Germany commercial launch, Elisa mainframe-to-Google Cloud milestone, Brightspeed go-live).
Platform and eSIM Traction
Cloud-based ConnectX platform added new customers (Vanta Wireless, Que tal Movil, Singapore operator) and Amdocs eSIM won selections at Cielo (Brazil) and Mobifone (Vietnam), demonstrating product momentum.
DOX Earnings History
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
DOX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $59.93 | $61.93 | +3.34% |
Feb 03, 2026 | $73.37 | $72.42 | -1.30% |
Nov 11, 2025 | $82.68 | $76.18 | -7.86% |
Aug 06, 2025 | $82.74 | $86.95 | +5.08% |
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 Amdocs Limited (DOX) report earnings?
Amdocs Limited (DOX) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is Amdocs Limited (DOX) earnings time?
Amdocs Limited (DOX) earnings time is at Aug 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DOX EPS forecast?
DOX EPS forecast for the fiscal quarter 2026 (Q3) is 1.85.