Earning Analysis
Welcome to our in-depth analysis of Kyndryl Holdings Inc(KD) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Kyndryl Holdings Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2026Q2 | 2025-11-04 | After Hours | 0.36 | 0.38 | +5.56 | 3.84B | 3.72B | -3.10 | -4.70 | -4.99 |
| FY2026Q1 | 2025-08-04 | After Hours | 0.36 | 0.37 | +2.78 | 3.80B | 3.74B | -1.47 | -21.14 | -16.38 |
| FY2025Q4 | 2025-05-07 | After Hours | 0.51 | 0.52 | +1.96 | 3.77B | 3.80B | +0.69 | +10.53 | +24.17 |
| FY2025Q3 | 2025-02-03 | After Hours | 0.41 | 0.51 | +24.39 | 3.81B | 3.74B | -1.75 | +5.16 | +8.06 |
| FY2025Q1 | 2024-07-31 | - | 0.02 | 0.05 | +150.00 | 3.79B | 3.74B | -1.34 | +0.45 | -16.75 |
| FY2024Q4 | 2024-05-07 | - | -0.22 | -0.01 | +95.45 | 3.76B | 3.85B | +2.38 | -0.57 | +26.14 |
| FY2024Q3 | 2024-02-06 | - | -0.01 | -0.15 | -1400.00 | 3.92B | 3.94B | +0.53 | -0.15 | +4.76 |
| FY2024Q2 | 2023-11-07 | - | -0.21 | -0.05 | +76.19 | 3.95B | 4.07B | +3.04 | +1.11 | +13.68 |
| FY2024Q1 | 2023-08-07 | - | -0.55 | 0.00 | +100.00 | 4.09B | 4.19B | +2.46 | -2.12 | +26.97 |
| - | 2023-05-16 | - | -1.23 | -0.21 | +82.93 | - | - | - | -0.90 | -16.40 |
KD Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Kyndryl Holdings Inc reported performance for FY2026Q2, announced on 2025-11-04. The company achieved an EPS of 0.38, compared to analyst estimates of 0.36 by 5.56% . Revenue for the quarter reached 3.72B compared to expectations of 3.84B by -3.10% .
The stock price reacted with a -4.70% one-day change and a -4.99% five-day change following the earnings release. These movements reflect market reaction in Kyndryl Holdings Inc growth trajectory and strategic initiatives.
KD Earnings Forecast
Looking ahead, Kyndryl Holdings Inc(KD) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q3 project quarter revenue of 3.94B and an EPS of 0.67.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Downward by -0.55%, while EPS estimates have been Revise Upward by 1.07%. For the upcoming Q3 2026, revenue estimates have been adjusted Revise Downward by -0.72% . These revisions correlate with a -19.81% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Kyndryl Holdings Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between KD's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Downward
-0.55%
In Past 3 Month
EPS Estimates for FY2026
Revise Upward
+1.07%
In Past 3 Month
Revenue Estimates for Q3 2026
Revise Downward
-0.72%
In Past 3 Month
Stock Price
Go Down
-19.81%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2026:15.53B
--
EPS Estimate-Annual FY 2026:2.24
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Stock Price26.27
KD Revenue and EPS Performance: A Historical Perspective
Kyndryl Holdings Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2026Q2 (2025-11-04,After Hours):
EPS: 0.38 (Actual) vs.0.36 (Estimate) (5.56%)
Revenue: 3.72B (Actual) vs. 3.84B (Estimate) (-3.10%)
Price Reaction: -4.70%(1-Day), -4.99%(5-Day)
FY2026Q1 (2025-08-04,After Hours):
EPS: 0.37 (Actual) vs.0.36 (Estimate) (2.78%)
Revenue: 3.74B (Actual) vs. 3.80B (Estimate) (-1.47%)
Price Reaction: -21.14%(1-Day), -16.38%(5-Day)
FY2025Q4 (2025-05-07,After Hours):
EPS: 0.52 (Actual) vs.0.51 (Estimate) (1.96%)
Revenue: 3.80B (Actual) vs. 3.77B (Estimate) (0.69%)
Price Reaction: 10.53%(1-Day), 24.17%(5-Day)
Earnings Reaction
The chart below shows how KD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, KD sees a +0.28% change in stock price 10 days leading up to the earnings, and a +5.33% change 10 days following the report. On the earnings day itself, the stock moves by -0.63%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -4.70% on the day following the earnings release and then changed by -13.89% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Kyndryl Holdings Inc (KD) Q2 2026 Earnings Call Summary
Positive
2025-11-05
The earnings call reveals strong financial performance, with significant growth in Kyndryl Consult revenues and hyperscaler-related revenues. Adjusted EBITDA and pretax income have increased substantially, indicating operational efficiency. The company is investing in AI and acquisitions, enhancing its competitive position. Shareholder returns through repurchases and optimistic guidance for the second half further support a positive outlook. Despite some uncertainties in management's responses, the overall sentiment is positive, suggesting a likely stock price increase.
Kyndryl Holdings Inc (KD) Q1 2026 Earnings Call Summary
Positive
2025-08-05
The earnings call reveals strong growth in Kyndryl Consult and Hyperscaler-related revenue, improved EBITDA margins, and a solid increase in signings. Despite a Q1 cash outflow, the company expects significant free cash flow for the fiscal year. The Q&A highlights confidence in growth and margin expansion, with positive catalysts like AI partnerships. Stock buybacks indicate shareholder returns. Overall, the positive aspects outweigh the negatives, suggesting a likely stock price increase in the short term.
Kyndryl Holdings Inc (KD) Q4 2025 Earnings Call Summary
Positive
2025-05-08
The earnings call summary shows strong financial performance with significant increases in revenue, adjusted EBITDA, and free cash flow, along with a robust share repurchase program. The Q&A section indicates positive sentiment with expectations of continued growth and strategic investments. Despite some macroeconomic uncertainties and cost concerns, the company's proactive measures and optimistic guidance suggest a positive outlook. The absence of specific market cap data limits the precise prediction, but overall indicators point towards a positive stock price movement in the next two weeks.
Kyndryl Holdings Inc (KD) Q2 2025 Earnings Call Summary
Neutral
2024-11-07
The earnings call summary shows mixed signals. While there are positive developments such as strong consulting revenue growth, increased signings, and a new partnership with NVIDIA, there are also negative factors like a revenue decline and workforce rebalancing charges. The Q&A section reveals uncertainty about the outlook, which management didn't clarify, creating doubt. The economic factors and modernization challenges add to the neutral sentiment. The lack of clear guidance and the economic headwinds balance out the positives, suggesting a neutral impact on the stock price.
Kyndryl Holdings, Inc. (KD) Q1 2025 Earnings Call Summary
Neutral
2024-08-01
The earnings call reveals mixed signals: while there is strong growth in Kyndryl Consult and optimistic guidance, there are concerns about cash flow management and an 8% revenue decline. The Q&A indicates confidence in future growth and margin improvements, but unclear responses on acquisitions suggest some uncertainty. The overall sentiment is balanced, leading to a neutral prediction for stock price movement.
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FAQ
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