Highest-materiality recent filing
Shareholders approved 4,000,000 share increase to 2025 LTIP, raising total pool to 6,500,000 shares.
EPAM Q1 revenue $1.4B up 7.6% YoY; non-GAAP EPS $2.86 beats; raises full-year guidance
Revenue $1.400B (+7.6% YoY); GAAP EPS $1.52 (+18.8%); non-GAAP EPS $2.86 (+18.7%).
EPAM Systems launches $300M accelerated share repurchase with Morgan Stanley
Company pays $300M to Morgan Stanley, receives initial delivery of 1,703,336 shares (~$240M based on Mar 4 close).
EPAM Q4 revenue up 12.8% YoY to $1.41B; guides 2026 rev growth 4.5-7.5%
Q4 revenues $1.408B (+12.8% YoY); GAAP diluted EPS $1.98 (+10%); non-GAAP diluted EPS $3.26 (+14.8%).
EPAM Q3 rev $1.394B (+19.4% YoY); raises FY rev growth to 15%, EPS to $6.75-6.83; new $1B buyback
Q3 GAAP EPS $1.91 (-19.4% YoY); non-GAAP EPS $3.08 (-1.3% YoY). GAAP op margin 10.4%; non-GAAP 16.0%.
EPAM enters into new $700M revolving credit facility, upsizable to $1.2B
New five-year $700M revolving credit facility replaces 2021 credit agreement, effective October 3, 2025.
EPAM appoints Balazs Fejes as CEO, Dobkin becomes Executive Chairman effective Sept 1
Balazs Fejes appointed CEO and President effective Sept 1, 2025; Arkadiy Dobkin becomes Executive Chairman.
EPAM Q2 revenue $1.353B (+18% YoY), raises FY2025 revenue growth guidance to 13-15%
GAAP diluted EPS $1.56 (down 8.2% YoY); non-GAAP diluted EPS $2.77 (up 13.1% YoY).
EPAM Q1 revenue up 11.7% to $1.302B; raises FY2025 guidance; CEO succession planned
Q1 revenue $1.302B (+11.7% YoY); GAAP op income $99.3M (7.6% rev); non-GAAP op income $175.8M (13.5% rev).
EPAM Q4 revenue $1.248B +7.9% YoY; non-GAAP EPS $2.84; guides FY2025 rev growth 10-14%
Q4 revenues $1.248B (+7.9% YoY); organic constant currency growth 1.0%; GAAP EPS $1.80 (+8.4%), non-GAAP EPS $2.84 (+3.3%).
EPAM Q3 revenue up 1.3% YoY to $1.168B; GAAP EPS $2.37; raises full-year outlook
GAAP diluted EPS $2.37 (+43.6% YoY); non-GAAP diluted EPS $3.12 (+14.3%).
EPAM completes $630M acquisition of NEORIS, boosting LatAm and Europe delivery
Acquired 99.692% of NEORIS for $630M cash, subject to customary adjustments.
EPAM to acquire NEORIS for $630M cash; expands LATAM delivery capabilities
Purchase price $630M in cash, subject to customary adjustments; expected close Q4 2024.
EPAM Q2 revenue $1.147B (-2% YoY); narrows FY24 guidance; new $500M buyback
Q2 GAAP diluted EPS $1.70 (-$0.33 YoY); non-GAAP diluted EPS $2.45 (-$0.19 YoY).
EPAM Q1 revenue $1.165B (-3.8% YoY), GAAP EPS $1.97; cuts FY revenue guidance to $4.575-4.675B
Q1 revenue $1.165B (-3.8% YoY); GAAP operating margin 9.5%, non-GAAP 14.9%.
Arkadiy Dobkin, the Company’s Chief Executive Officer and President, will transition to the role of Executive Chairman on September 1, 2025
Balazs Fejes, the Company’s current President of Global Business and Chief Revenue Officer, will become Chief Executive Officer and President as of the Effective Date.
Max materiality 0.80 · Median 0.70 · Most common event earnings