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Gartner (IT)
NYSE:IT
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.91Last Year’s EPS
2.98Same Quarter Last Year
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflected a mix of positive operational and financial execution (Q4 and full-year beats, strong EBITDA, free cash flow, ROIC, successful $2B buybacks, and product momentum in AI and AskGartner) alongside meaningful near-term headwinds (a tougher selling environment, modest contract value growth, weaker consulting and new-business trends, and a margin guide below 2025). Management emphasized a multi-quarter transformation (impact, volume, timeliness, user experience) intended to drive CV acceleration through 2026 and beyond, but acknowledged that benefits will phase in over multiple quarters/years. Overall, progress on profitability, cash generation and strategic actions is offset by conservative 2026 growth guidance and several industry- and government-driven challenges.Company Guidance
Quarterly and Full-Year Revenue Beat
Q4 revenue of $1.8B (+2% year-over-year reported, FX neutral) and full-year revenue of $6.5B (+4% reported, +3% FX neutral), with Q4 results ahead of expectations.
Strong Profitability and Margins
Q4 adjusted EBITDA of $436M (+5% reported, +1% FX neutral) with EBITDA margin of 24.9% (up ~60 bps year-over-year Q4); full-year EBITDA $1.6B with margin 24.8%, above initial guidance.
Robust Free Cash Flow and ROIC
Full-year free cash flow $1.2B, Q4 free cash flow $271M; rolling 4-quarter FCF = 161% of GAAP net income and ~73% of EBITDA. Return on invested capital ~24%.
Significant Share Repurchases and Capital Actions
Repurchased ~$2.0B of stock in 2025 (including ~$500M in Q4), reducing share count ~8% year-over-year (~6M shares). Raised leverage via inaugural investment-grade bond offering to support repurchases; board refreshed repurchase authorization to ~$1.2B.
Insight Segment Strength
Insights revenue grew 3% in Q4 (1% FX neutral) and +5% for full year (4% FX neutral). Insight contribution margin at 77% in Q4 (up 59 bps) and full year (up 14 bps). Insight contract value $5.2B (up 1% YoY), with ex-U.S. federal CV growth ~4%.
Product & AI Momentum
Expanded AI capability: >6,000 AI documents, >1,000 unique use cases, >200,000 in-depth AI client conversations and >500,000 AI questions answered via AskGartner. Active Insights library grew ~50% by end of 2025; AskGartner users had substantially higher renewal rates.
Conferences and Event Recovery
Q4 conferences revenue $286M with same-conference growth ~8% FX neutral and contribution margin 51%. Full-year conferences revenue $645M (+11% reported, +9% FX neutral) with 56 destination conferences planned for 2026.
Prudent Liquidity and Balance Sheet
Cash ~$1.7B, total liquidity ~$2.7B, gross debt $3.0B, gross debt to trailing EBITDA ~1.9x; 100% fixed interest rates and sufficient liquidity to support capital allocation strategy.
IT 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
IT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $202.40 | $160.16 | -20.87% |
Nov 04, 2025 | $245.92 | $227.17 | -7.62% |
Aug 05, 2025 | $336.71 | $243.93 | -27.55% |
May 06, 2025 | $426.98 | $432.92 | +1.39% |
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 Gartner (IT) report earnings?
Gartner (IT) is schdueled to report earning on May 05, 2026, Before Open (Confirmed).
What is Gartner (IT) earnings time?
Gartner (IT) earnings time is at May 05, 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 IT EPS forecast?
IT EPS forecast for the fiscal quarter 2026 (Q1) is 2.91.