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Jun 30, 2025
EPAM Q2 2025 Earnings Report
EPAM reported strong sequential organic growth for the second quarter of 2025, exceeding revenue expectations and raising its full-year outlook.
Key Takeaways
EPAM Systems, Inc. announced robust results for the second quarter ended June 30, 2025, with revenues reaching $1.35 billion, an 18.0% increase year-over-year. The company reported GAAP diluted EPS of $1.56 and non-GAAP diluted EPS of $2.77, demonstrating a return to consistent performance driven by deep engineering and AI-led solutions.
EPAM achieved $1.35 billion in revenue for Q2 2025, marking an 18.0% year-over-year increase.
GAAP diluted EPS was $1.56, while non-GAAP diluted EPS stood at $2.77.
The company reported its third consecutive quarter of sequential organic growth, indicating a return to consistent performance.
EPAM's focus on AI-led solutions and complex modernization efforts for AI adoption is driving client engagement and growth.
Forward Guidance
EPAM provided an optimistic outlook for both the third quarter and the full year 2025, anticipating continued revenue growth and strong non-GAAP diluted EPS.
Positive Outlook
- Full-year 2025 revenue growth is projected to be between 13.0% and 15.0%.
- Full-year 2025 non-GAAP diluted EPS is expected to be in the range of $10.96 to $11.12.
- Third-quarter 2025 revenue growth is anticipated at 17.6%.
- Third-quarter 2025 non-GAAP diluted EPS is projected to be between $2.98 and $3.06.
- Non-GAAP operating margin for the full year 2025 is expected to be between 14.5% and 15.5%.
Challenges Ahead
- GAAP diluted EPS for the full year 2025 is projected lower than non-GAAP, ranging from $6.48 to $6.64.
- GAAP diluted EPS for the third quarter 2025 is projected lower than non-GAAP, ranging from $1.89 to $1.97.
- Foreign exchange rates are expected to have a negative impact of 0.9% on full-year revenue growth.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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