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Nov 30, 2025
Concentrix Q4 2025 Earnings Report
Concentrix reported Q4 results with modest revenue growth but a significant net loss due to a goodwill impairment.
Key Takeaways
Concentrix exceeded revenue guidance in Q4 2025 but posted a substantial net loss driven by a $1.52B goodwill impairment. Adjusted EPS remained solid and cash flow generation was strong.
Posted $2.55B in revenue, up 4.3% YoY and above guidance
Reported a GAAP net loss of $1.48B due to a $1.52B goodwill impairment
Adjusted EPS came in at $2.95, reflecting stable core performance
Generated $344M in operating cash flow and $287M in adjusted free cash flow for the quarter
Revenue by Segment
Forward Guidance
Concentrix expects low single-digit constant currency revenue growth and continued strong adjusted free cash flow in FY26.
Positive Outlook
- Revenue guidance for Q1 FY26 between $2.475B and $2.5B
- Constant currency Q1 revenue growth expected at 1.5% to 2.5%
- Non-GAAP EPS guidance for Q1 between $2.57 and $2.69
- Full-year revenue expected between $10.035B and $10.18B
- FY26 adjusted free cash flow expected to reach $630M–$650M
Challenges Ahead
- Modest revenue growth outlook for FY26 (1.5% to 3.0%)
- Ongoing margin pressures highlighted in Q4 results
- Non-GAAP operating income guidance slightly lower than FY25 actuals
- Diluted share count expected to increase slightly
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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