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Cognizant
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 29 lip 2026 i 29 kwi 2026
Net income down 3.9% on the previous quarter. Management sounded cautious, in its script and in answers to analysts.
1 · Liczby
−3,9%
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 636,0 mln vs 662,0 mln
Przychody +1,3%
2 · Jak mówił zarząd
Ostrożny
Less upbeat than 96% of company calls
Answers to analysts: upbeat, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Prognoza
Cognizant expects its India defined benefit plan to cost about $10 million per quarter for the foreseeable future, confirming that steady expense…
Między wierszami
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Główny temat
CTSH's strategy of doing old things in new ways helped it win more than half of deals, creating large deal momentum that is starting to become large deals.
Cytat ze źródła
“Now we have progressively gone into newer things, which is my second and third swim lane, which is doing old... We have we have done pretty well in winning more than half of the deals, and that has led to a large deal momentum over the last two years. All those are starting to become large deals.”
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Prognoza
Cognizant expects third-quarter revenue to grow 3.8% to 5.3% year-over-year in constant currency, giving investors a clear near-term growth target.
Cytat ze źródła
“For the third quarter, we expect revenue to grow 3.8% to 5.3% year-over-year in constant currency.”
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Liczba
CTSH highlighted that its healthcare platform generates more than $1.1 billion in annual revenue, underscoring the segment's significant scale as a revenue driver.
Cytat ze źródła
“Our healthcare platform business generates more than $1.1 billion in annual revenue.”
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Słabnie
Free cash flow was about $200 million while the company returned $600 million to shareholders, and the collection period rose three days to 84, indicating slower cash collection.
Cytat ze źródła
“First quarter free cash flow was approximately $200 million, impacted by a larger bonus payout this year and in line... DSO of 84 days increased 3 days sequentially and year-over-year. During the quarter, we returned about $600 million of capital to shareholders through share repurchases and dividends.”
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2025-12-31), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Aktualna cena
$57.07
zamknięcie z 2026-10-07
Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.
-1,8% przez 10 lat
Wartość godziwa / akcję
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Kupuj poniżej
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Cena vs wartość godziwa
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Cena vs cena zakupu
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Zarząd oczekuje
Przychody +4.55% · z raportu za II kw. 2026: “Cognizant expects third-quarter revenue to grow 3.8% to 5.3% year-over-year in constant currency, giving investors a clear near-term growth target.”
Prognoza zarządu, zwykle na rok do przodu — nie tempo wzrostu przepływów na 10 lat.
Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“We delivered a solid second quarter with organic revenue growth at the high end of our expectations and year-over-year adjusted operating margin expansion.”
“And, you know, as I talked, we are seeing accelerated momentum on new things in new ways using AI, which is primarily driving growth imperatives for enterprises.”
“As we expanded adjusted operating margins year-over-year for the sixth straight quarter demonstrating continued profitable revenue growth.”
Liczby
USD · ROIC.AI fundamentals (NASDAQ:CTSH, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 5,48 mld | 5,41 mld | +1,3% | 5,25 mld | +4,5% |
| Zysk brutto ze sprzedaży | 1,83 mld | — | — | ||
| Zysk operacyjny | 958,0 mln | 843,0 mln | +13,6% | 817,0 mln | +17,3% |
| Zysk netto | 636,0 mln | 662,0 mln | −3,9% | 645,0 mln | −1,4% |
| Zysk na akcję | 1,36 | 1,39 | −1,8% | 1,31 | +4,2% |
| C/Z dziś 12,6 | — | 13,3 | — | 15,8 | — |
Tematy
Najczęściej omawiane teraz
- As Cognizant expanded adjusted operating margins year-over-year for the sixth straight quarter demonstrating continued profitable revenue…
- As Cognizant begins to unlock entirely new business categories and client value pools.
- Financial services grew nearly 12% year-over-year in constant currency, the second consecutive quarter of 10%-plus growth.
- Cognizant is also seeing strong growth from industry-specific AI-led transformation in financial services, and life sciences.
- Year over year performance was driven by volume growth, increase in third-party product revenue associated with Cognizant's integrated…
Zniknęło od I kw. 2026
- Słabnie Cognizant is reforging its first principles, enabling an AI Era future operating model, equipping its go-to-market teams across the 3...
- Słabnie For fixed price programs, Cognizant has the opportunity to reduce the cost and keep the margin with it.
- Zniknęło As Cognizant has continued to hire the fresh college radiates into the mix.
- Słabnie Cognizant continues to drive profitable growth as adjusted operating margin expanded year-over-year for the fifth straight quarter.
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Material agreement; New financial obligation · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Regulation FD disclosure · SEC 8-K
- Shareholder vote results · SEC 8-K
- New financial obligation · SEC 8-K
- Regulation FD disclosure · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Director or officer change · SEC 8-K