earnings
confidence high
sentiment positive
materiality 0.75
Cognizant Q4 rev $5.3B (+4.9% YoY) beats guidance; FY25 adj EPS $5.28; 2026 guide rev growth 4.0-6.5%
COGNIZANT TECHNOLOGY SOLUTIONS CORP
2025-FY EPS reported
$4.56
revenue$21,108,000,000
- Q4 revenue $5.3B (+4.9% YoY, +3.8% CC); FY revenue $21.1B (+7.0% YoY, +6.4% CC), exceeding full-year guidance.
- FY adjusted diluted EPS $5.28 (+11% YoY); GAAP diluted EPS $4.56 (includes $0.80 one-time non-cash tax charge).
- FY adjusted operating margin 15.8% (+50 bps); FY GAAP operating margin 16.1% (+140 bps).
- Trailing 12-month bookings $28.4B (+5% YoY); 28 large deals signed in 2025, with large deal TCV growth ~50%.
- 2026 outlook: CC revenue growth 4.0-6.5%; adj. op. margin 15.9-16.1%; dividend +6.5% to $0.33/share; plans $1.6B shareholder return.