The earnings call reflected strong performance with significant growth in signings, revenue, and profitability. Strategic initiatives and investments are paying off, contributing to a positive outlook for future growth. However, challenges such as increased IBM software costs and legacy revenue decline remain. Overall, the positive aspects and growth far outweigh the negatives.

Company Guidance -

Q2 2026

During the Kyndryl Fourth Quarter 2025 Earnings Conference Call, significant metrics were shared regarding the company's performance and future outlook. Kyndryl reported a 48% increase in signings, reaching over $18 billion, and a rise in earnings to $482 million in adjusted pretax income. The company achieved $446 million in adjusted free cash flow, a 53% increase from the previous year. In fiscal 2025, Kyndryl Consult saw revenue growth of more than 25%, and hyperscaler-related revenue more than doubled to $1.2 billion. The company surpassed its savings targets, achieving $775 million from Advanced Delivery and $900 million from account initiatives. Entering fiscal 2026, Kyndryl anticipates substantial earnings and cash flow growth, with a continued focus on growing its revenue and maintaining a book-to-bill ratio above 1. The company's strategy and investments are aligned to meet its financial objectives for fiscal 2028, which include delivering more than $1 billion in adjusted free cash flow and more than $1.2 billion in adjusted pretax income.

Significant Increase in Signings

Signings were up 48% in constant currency to more than $18 billion, indicating strong demand for Kyndryl's services.

Record Adjusted Pretax Income

Adjusted pretax income increased by $317 million to $482 million, reflecting significant profit growth.

Strong Cash Flow Generation

Generated $446 million in adjusted free cash flow, a 53% increase from the previous year.

Kyndryl Consult Growth

Kyndryl Consult revenue increased by more than 25%, showing robust growth in advisory services.

Hyperscaler Revenue Surge

Hyperscaler related revenue more than doubled to $1.2 billion, highlighting successful partnerships and market positioning.

Positive Constant Currency Revenue Growth

The company returned to positive constant currency revenue growth in the fourth quarter.

Improved Gross Margin Signings

Contracts signed with projected gross margins in the mid-20s and pretax margins in the very high single digits.

Kyndryl Holdings Incorporation (KD) 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

Daily Earnings Calendar >

KD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2026 (Q2)	0.35 / -	0.01	―	―	―
Aug 04, 2025	2026 (Q1)	0.36 / 0.37	0.13	184.62% (+0.24)
May 07, 2025	2025 (Q4)	0.51 / 0.52	-0.01	5300.00% (+0.53)
Feb 03, 2025	2025 (Q3)	0.41 / 0.51	-0.05	1120.00% (+0.56)
Nov 06, 2024	2025 (Q2)	-0.03 / 0.01	-0.05	120.00% (+0.06)
Jul 31, 2024	2025 (Q1)	0.17 / 0.13	0	―
May 07, 2024	2024 (Q4)	-0.02 / -0.01	-3.238	99.69% (+3.23)
Feb 06, 2024	2024 (Q3)	0.19 / -0.05	-2.241	97.77% (+2.19)
Nov 07, 2023	2024 (Q2)	-0.17 / -0.05	-0.47	89.36% (+0.42)
Aug 07, 2023	2024 (Q1)	-1.11 / 0.00	-1.24	―

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

KD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$36.70	$28.94	-21.14%
May 07, 2025	$33.14	$36.63	+10.53%
Feb 03, 2025	$37.96	$39.92	+5.16%
Nov 06, 2024	$24.13	$27.55	+14.17%

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 Kyndryl Holdings Incorporation (KD) report earnings?

Kyndryl Holdings Incorporation (KD) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Kyndryl Holdings Incorporation (KD) earnings time?

Kyndryl Holdings Incorporation (KD) earnings time is at Nov 05, 2025, After Close (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 KD EPS forecast?

KD EPS forecast for the fiscal quarter 2026 (Q2) is 0.35.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing