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Dec 31, 2025
Globant Q4 2025 Earnings Report
Globant reported a revenue decline in the fourth quarter of 2025, with stable operating margins and improved earnings per share year-over-year.
Key Takeaways
Globant generated 612469000 in Q4 2025 revenue, reflecting a year-over-year decline, while maintaining a 9.7% IFRS operating margin and delivering net income growth with disciplined cost control and strong free cash flow generation.
Revenue declined 4.7% year-over-year to 612469000.
IFRS operating margin improved to 9.7% from 9.1% year-over-year.
Diluted EPS increased to 0.93 from 0.85 year-over-year.
Quarterly free cash flow reached 152784000, the highest in company history.
Revenue by Geographic Location
Forward Guidance
For 2026, Globant expects stable revenue with modest growth potential and continued margin discipline despite near-term demand softness.
Positive Outlook
- Q1 2026 revenue guidance between 598000000 and 604000000.
- Full year 2026 revenue guidance between 2460000000 and 2510000000.
- Q1 2026 adjusted operating margin expected between 14.0% and 15.0%.
- Full year 2026 adjusted operating margin expected between 14.0% and 15.0%.
- Full year 2026 adjusted diluted EPS guidance between 6.10 and 6.50.
Challenges Ahead
- Q1 2026 revenue expected to decline 2.1% to 1.2% year-over-year.
- Full year 2026 revenue growth projected between 0.2% and 2.2%.
- Q1 2026 adjusted diluted EPS guidance between 1.44 and 1.54 implies sequential pressure.
- FX impact embedded in revenue guidance assumptions.
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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