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Kyndryl Holdings Incorporation (KD)
NYSE:KD
US Market
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Kyndryl Holdings Incorporation (KD) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 10, 2026
After Close (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
0.62
Last Year’s EPS
0.51
Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Nov 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
Kyndryl's earnings call highlighted significant margin expansion and earnings growth, strong performance in Kyndryl Consult and Hyperscaler-related revenues, and an increase in the share repurchase program, indicating confidence in future objectives. However, revenue fell short of expectations due to longer sales cycles and a strategic focus on higher-margin content. Despite these challenges, the company is optimistic about the second half due to a strong pipeline and strategic acquisitions.
Company Guidance
During the Kyndryl Second Quarter 2026 Earnings Conference Call, the company provided several key metrics and insights into their performance and future outlook. The CEO, Martin Schroeter, highlighted margin expansion, a significant increase in earnings, and strong growth in Kyndryl Consult and Hyperscaler-related revenue streams. The company reported a trailing 12-month revenue book-to-bill ratio above 1, indicating robust future revenue growth. The revenue for the quarter was approximately $100 million below target due to longer sales cycles linked to expanded scope deals, which are expected to close before the fiscal year-end. Despite a 4-point drag on revenue growth from removing low-margin content, constant currency revenue growth would have been positive. The company reaffirmed its fiscal year 2026 outlook and increased its share repurchase program by $400 million, reflecting confidence in achieving fiscal 2028 objectives. Kyndryl is on track to deliver over $1 billion in adjusted free cash flow and over $1.2 billion in adjusted pretax income by fiscal 2028. The company reported strong growth in Kyndryl Consult, with a 32% increase in constant currency over the last 12 months and Hyperscaler-related revenues surpassing initial targets. The advanced delivery initiative is generating $875 million in annual savings, and Kyndryl Bridge, their AI-powered operating platform, is performing over 186 million automations monthly. The company's strategic progress is supported by a gross profit book-to-bill ratio above 1, and they maintain a positive outlook for the second half of fiscal 2026, expecting revenue growth of 4% to 5%.
Margin Expansion and Earnings Growth
Kyndryl delivered margin expansion with adjusted EBITDA increasing by 15% year-over-year and adjusted pretax income growing by 171%, reflecting strong earnings growth.
Growth in Kyndryl Consult and Hyperscaler-Related Revenue
Kyndryl Consult revenue increased by 32% in constant currency over the last 12 months, and Hyperscaler-related revenues doubled, surpassing the initial fiscal 2026 target of $1.8 billion.
Increase in Share Repurchase Program
Kyndryl increased its share repurchase program by $400 million, demonstrating confidence in achieving fiscal 2028 objectives.
Strong Pipeline for Second Half
Entered the third quarter with a record pipeline, supporting second half signings growth and a full-year book-to-bill ratio above 1.
Strategic Acquisition
Kyndryl announced the acquisition of a midsized cloud services provider in Europe, expanding its capabilities in the sovereign cloud market.

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

KD Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 10, 2026
2026 (Q3)
0.62 / -
0.51
Nov 04, 2025
2026 (Q2)
0.36 / 0.38
0.013700.00% (+0.37)
Aug 04, 2025
2026 (Q1)
0.36 / 0.37
0.13184.62% (+0.24)
May 07, 2025
2025 (Q4)
0.51 / 0.52
-0.015300.00% (+0.53)
Feb 03, 2025
2025 (Q3)
0.41 / 0.51
-0.051120.00% (+0.56)
Nov 06, 2024
2025 (Q2)
-0.03 / 0.01
-0.05120.00% (+0.06)
Jul 31, 2024
2025 (Q1)
0.17 / 0.13
0
May 07, 2024
2024 (Q4)
-0.02 / -0.01
-3.23899.69% (+3.23)
Feb 06, 2024
2024 (Q3)
0.19 / -0.05
-2.24197.77% (+2.19)
Nov 07, 2023
2024 (Q2)
-0.17 / -0.05
-0.4789.36% (+0.42)
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
Nov 04, 2025
$27.43$26.14-4.70%
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%
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 Feb 10, 2026, After Close (Confirmed).
    What is Kyndryl Holdings Incorporation (KD) earnings time?
    Kyndryl Holdings Incorporation (KD) earnings time is at Feb 10, 2026, 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 (Q3) is 0.62.
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