earnings
confidence high
sentiment positive
materiality 0.85
Cognizant Q2 beat: revenue $5.25B (+8.1% YoY), record bookings $27.8B, guided 4-6% CC growth
COGNIZANT TECHNOLOGY SOLUTIONS CORP
2025-Q2 EPS reported
$2.65
revenue$10,360,000,000
- Q2 revenue $5.245B, up 8.1% YoY (7.2% CC), above guidance high end; GAAP EPS $1.31 (+15%), adj EPS $1.31 (+12%).
- Record trailing 12-month bookings $27.8B (+6%); Q2 bookings +18% driven by two $1B+ mega deals.
- Return to shareholders increased: planned $2.0B for 2025 (from $1.7B); YTD $885M via buybacks and dividends.
- FY2025 CC revenue growth guidance narrowed to 4.0-6.0%; adjusted op margin unchanged at 15.5-15.7%.
- Acquisitions contributed ~400 bps to YoY revenue growth; operating margin expanded 100 bps GAAP, 40 bps adjusted.
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