The earnings call highlighted significant revenue growth, particularly in the Digital Workplace Solutions segment, and a successful pension plan improvement. However, challenges in the CA&I segment and broader macroeconomic uncertainties impacting revenue guidance balanced out the positive aspects. Overall, the sentiment of the call is neutral, with a cautious approach towards future performance amidst uncertain market conditions.

Company Guidance -

Q3 2025

During the Unisys Corporation Second Quarter 2025 Earnings Conference Call, the company provided guidance reflecting both optimism and caution. They raised their outlook for full-year profitability and non-GAAP operating margin to 8-9%, citing strong performance in their License and Support (L&S) solutions, which exceeded expectations with a 7.7% year-over-year increase in revenue. Despite these positive indicators, they tempered their total revenue growth expectations to between -1% and +1% in constant currency, due to macroeconomic uncertainties impacting backlog conversion and decision-making in the public sector. The company also expects Ex-L&S constant currency growth to be relatively flat year-over-year. Furthermore, Unisys highlighted strategic steps to simplify their financial structure by eliminating pension volatility, which is expected to enhance cash flows over the next five years. The call emphasized ongoing investments in AI and technology to drive future growth and operational efficiencies.

Revenue Growth

Second quarter reported revenue increased 12% sequentially and 1% year-over-year, exceeding expectations shared in the previous quarter. Ex-L&S solutions revenue increased 10% sequentially.

Digital Workplace Solutions Performance

The Digital Workplace segment showed growth, with a 4.6% increase in revenue compared to the previous year and a 13% sequential growth in the second quarter.

Pension Plan Improvement

Unisys issued $700 million of senior secured notes and made a $250 million discretionary pension contribution, reducing the U.S. pension deficit significantly.

L&S Revenue Strength

License and Support (L&S) revenue was $88 million in the second quarter, up 7.7% year-over-year, exceeding the $70 million expected for the quarter.

Improved Profitability Guidance

Full-year non-GAAP operating profit margin guidance was raised to 8% to 9%, reflecting higher L&S mix and improved operational efficiency.

Unisys (UIS) 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 >

UIS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.03 / -	-0.08	―	―	―
Jul 30, 2025	2025 (Q2)	-0.28 / 0.19	0.16	18.75% (+0.03)
Apr 30, 2025	2025 (Q1)	-0.22 / -0.05	0.04	-225.00% (-0.09)
Feb 18, 2025	2024 (Q4)	0.30 / 0.33	0.51	-35.29% (-0.18)
Oct 29, 2024	2024 (Q3)	0.13 / -0.08	-0.33	75.76% (+0.25)
Aug 05, 2024	2024 (Q2)	>-0.01 / 0.16	-0.09	277.78% (+0.25)
May 07, 2024	2024 (Q1)	-0.02 / 0.04	0.51	-92.16% (-0.47)
Feb 21, 2024	2023 (Q4)	0.20 / 0.51	1.22	-58.20% (-0.71)
Nov 06, 2023	2023 (Q3)	-0.52 / -0.33	0.05	-760.00% (-0.38)
Aug 01, 2023	2023 (Q2)	-0.47 / -0.09	0.24	-137.50% (-0.33)

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

UIS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$4.06	$4.13	+1.72%
Apr 30, 2025	$3.97	$4.05	+2.02%
Feb 18, 2025	$6.69	$5.94	-11.21%
Oct 29, 2024	$5.38	$7.20	+33.83%

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.