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May 31
Concentrix Q2 2025 Earnings Report
Concentrix posted modest revenue growth and met adjusted EPS expectations in Q2 2025.
Key Takeaways
Concentrix reported Q2 2025 revenue of $2.42B, surpassing guidance and reflecting slight year-over-year growth. Adjusted EPS remained stable, and the company generated strong adjusted free cash flow. Net income declined primarily due to temporary program pauses and upfront investments.
Revenue reached $2.42B, up 1.5% YoY and above guidance.
Net income fell to $42.1M from $66.8M YoY.
Adjusted EPS held steady at $2.70 compared to $2.69 YoY.
Generated $200.3M in adjusted free cash flow.
Concentrix
Concentrix
Concentrix Revenue by Segment
Revenue by Segment
Tech & Electronics Revenue
CapyFin.comRetail, Travel & eComm Revenue
CapyFin.comComms & Media Revenue
CapyFin.comBFSI Revenue
CapyFin.comHealthcare Revenue
CapyFin.comOther Industries Revenue
CapyFin.com Forward Guidance
Concentrix expects continued revenue growth and improving margins in the second half of fiscal 2025, driven by increasing demand and AI investments.
Positive Outlook
- Q3 revenue expected between $2.445B and $2.470B
- Full-year revenue forecast raised to $9.720B–$9.815B
- Non-GAAP EPS guidance for Q3 is $2.80 to $2.91
- AI investments are on track to be accretive by year-end
- Expecting $625M–$650M in adjusted free cash flow for FY 2025
Challenges Ahead
- Temporary program pauses affected Q2 performance
- YoY decline in GAAP net income and operating income
- Adjusted EBITDA and margin fell compared to last year
- No specific geographic revenue data reported
- Ongoing integration costs related to Webhelp acquisition
Revenue & Expenses
Visualization of income flow from segment revenue to net income