earnings
confidence high
sentiment positive
materiality 0.85
Kyndryl Q4 net income $68M, adjusted EPS $0.52; record FY signings $18.2B, FY2026 guide
Kyndryl Holdings, Inc.
2025-FY EPS
reported $1.05
vs consensus $0.62
▲ beat
(+69.0%)
- Q4 revenue $3.8B (-1% reported, +1.3% CC); net income $68M ($0.28 diluted) vs net loss of $45M a year ago.
- Adjusted pretax income $185M (+510% YoY); adjusted EBITDA $698M (+23%); adjusted free cash flow $335M.
- FY2025 revenue $15.1B (-6%); net income $252M ($1.05 diluted); record signings $18.2B (+46% YoY).
- FY2026 outlook: adjusted pretax income at least $725M, adjusted free cash flow ~$550M, CC revenue growth ~1%.
- Hyperscaler alliance revenue $1.2B FY2025 (more than double prior year); share repurchases of $64M in Q4.