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Aug 31
Concentrix Q3 2025 Earnings Report
Concentrix reported Q3 2025 results with revenue and earnings surpassing expectations, and a strong improvement in profitability year-over-year.
Key Takeaways
Concentrix exceeded its revenue guidance for Q3 2025 and delivered a notable improvement in GAAP net income, driven by ongoing demand for integrated solutions. The company also raised its full-year growth outlook.
Revenue grew to $2.48 billion, surpassing guidance.
GAAP net income surged to $88.1 million from $16.6 million a year earlier.
EPS improved to $1.34, while non-GAAP EPS was $2.78.
Raised FY25 growth outlook and plans to return $240 million to shareholders.
Concentrix
Concentrix
Concentrix Revenue by Segment
Revenue by Segment
Tech & Electronics Revenue
CapyFin.comRetail & eCommerce Revenue
CapyFin.comComms & Media Revenue
CapyFin.comBFSI Revenue
CapyFin.comHealthcare Revenue
CapyFin.comOther Revenue
CapyFin.com Forward Guidance
Concentrix expects Q4 revenue between $2.525B–$2.550B and full-year revenue of $9.798B–$9.823B, with continued growth in non-GAAP EPS and operating income.
Positive Outlook
- Raised FY25 full-year revenue outlook.
- Q4 revenue expected to grow 1.5% to 2.5% in constant currency.
- Non-GAAP EPS for Q4 projected at $2.85 to $2.96.
- Adjusted free cash flow expected to reach $585M–$610M for FY25.
- Plans to return $240 million to shareholders through buybacks and dividends.
Challenges Ahead
- Non-GAAP operating margin declined YoY in Q3.
- Adjusted EBITDA margin decreased from 16.3% to 14.5%.
- Non-GAAP EPS dropped slightly YoY from $2.87 to $2.78.
- Cost of revenue increased 7% YoY.
- FX impacts remain a risk in upcoming quarters.
Revenue & Expenses
Visualization of income flow from segment revenue to net income