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Conduent (CNDT)
NASDAQ:CNDT
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.18Last Year’s EPS
-0.13Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mixed but constructive tone: tangible operational progress (notably ACV growth, deal activity, EBITDA improvement, margin expansion in government and transportation, and reduced corporate costs) contrasts with ongoing challenges (top-line revenue decline, a negative full-year free cash flow of $130M, commercial segment weakness, and working capital timing issues). Management emphasized an active turnaround plan (cost reduction, portfolio rationalization, stronger sales conversion and AI partnerships) and committed to further transparency and guidance in Q1. Given the material cash flow and revenue challenges alongside clear early profitability and pipeline improvements, the picture is balanced with both meaningful positives and notable risks.Company Guidance
Strong ACV and Pipeline Momentum
Qualified ACV at $3.2B, up ~4% year-over-year; Q4 new business ACV $152M (up 11% vs Q4 2024); full-year 2025 new business ACV $517M (up 6% vs 2024). Government qualified pipeline up ~29% YoY and in-year 2026 qualified pipeline nearly double vs start of 2025.
Increased New Business Activity and Capabilities Sold
Signed 14 new logos and 20 new capabilities in Q4; full year: 41 new logos and 87 new capabilities. New business TCV for 2025 up ~16% vs 2024 and new capability ACV up ~60% YoY.
Adjusted EBITDA Growth and Margin Expansion
Full-year adjusted EBITDA $164M vs $124M in 2024 (+$40M); adjusted EBITDA margin improved to 5.4%, up 150 basis points YoY. Q4 adjusted EBITDA margin at 6.5%, up 250 bps YoY and up 130 bps sequentially.
Segment-Level Profitability Improvements
Government adjusted EBITDA $221M with 24% margin (up ~270 bps YoY). Transportation revenue +3.9% and adjusted EBITDA margin 3% (up ~300 bps YoY).
Corporate Cost Reductions and Lower Unallocated Costs
Unallocated (corporate) costs decreased to $229M for the year, a reduction of ~10.2% vs 2024, driven by cost efficiency programs and recovery of legal costs.
Leverage Reduction and Capital Discipline
Net leverage ratio improved to 2.8x. CapEx at ~3.4% of revenue in line with expectations; management emphasizing disciplined capital allocation and portfolio rationalization with proceeds prioritized to reduce debt.
Positive Q4 Cash Flow Dynamics Despite Annual Deficit
Adjusted free cash flow was positive $28M in Q4 (though lower than anticipated due to timing), and management expects delayed contract cash collections in Q1 or early Q2.
AI and Product Wins Driving Efficiency
AI initiatives cited as drivers of government margin expansion (fraud reduction, lower labor/telecom). Transportation product (Fairgate) progressing to deployment in NYC transit with potential to scale.
CNDT 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
CNDT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $1.34 | $1.34 | +0.37% |
Nov 07, 2025 | $2.22 | $1.78 | -19.82% |
Aug 06, 2025 | $2.46 | $2.45 | -0.41% |
May 07, 2025 | $2.05 | $1.98 | -3.41% |
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 (CNDT) report earnings?
Conduent (CNDT) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Conduent (CNDT) earnings time?
Conduent (CNDT) earnings time is at May 06, 2026, 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 2026 (Q1) is -0.18.
