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Industry top-down

Information Technology Services

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

25 companiesMedian revenue YoY: +6.5%EPS beat rate:

AI industry top-down

The IT services industry overall experienced sales growth, recording a median 7.13% year-over-year increase in sales. Notably, some companies achieved high double-digit sales growth, indicating strength in specific segments. However, Earnings Per Share (EPS) growth rates showed significant divergence among companies. While some companies experienced a substantial decline in EPS, others demonstrated solid growth, leading to observed polarization in profitability within the industry. The overall industry performance presented a mixed picture.

  • Most companies experienced revenue growth year-over-year (median 7.13%).
  • Some companies achieved high, double-digit revenue growth rates.
  • Earnings Per Share (EPS) growth rates showed mixed trends across companies.
Where companies diverge: Profitability Gap: Some companies experienced significant EPS declines, while others achieved high EPS growth. · Revenue Growth Discrepancy: A significant difference between companies showing low single-digit growth and those recording triple-digit growth.

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
IBMINTERNATIONAL BUSINESS MACHINES CORPFY2026 Q1$14.54B+0.5%$1.12-34.9%
ACNAccenture plcFY2026 Q2$34.35B+7.3%$6.42+12.0%
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORPFY2026 Q1$5.12B+7.5%$1.34+21.8%
FISFidelity National Information Services, Inc.FY2026 Q1$2.53B+2.6%$0.15-87.7%
BRBROADRIDGE FINANCIAL SOLUTIONS, INC.FY2026 Q3$4.82B+5.7%$3.93+25.2%
LDOSLeidos Holdings, Inc.FY2026 Q1$4.23B+7.0%$2.77+33.8%
CDWCDW CorpFY2026 Q1$5.2B+6.7%$1.69+6.3%
APLDApplied Digital Corp.FY2026 Q3$177.49M+45.6%$-0.93
CACICACI INTERNATIONAL INC /DE/FY2026 Q3$6.32B+12.5%$15.21+20.4%
ITGARTNER INCFY2026 Q1$1.53B+4.2%$2.71+1.5%
JKHYJACK HENRY & ASSOCIATES INCFY2026 Q3$1.76B+6.3%$4.49+16.6%
CIFRCipher Digital Inc.FY2026 Q1$48.96M+1.7%$-0.11
INGMIngram Micro Holding CorpFY2026 Q1$12.28B+8.3%$0.29+31.8%
PSNPARSONS CORPFY2026 Q1$1.55B+1.2%$0.60+62.2%
GGenpact LTDFY2026 Q1$1.21B+7.4%$0.73+14.1%
EPAMEPAM Systems, Inc.FY2026 Q1$1.3B+11.7%$1.28-35.0%
EXLSExlService Holdings, Inc.FY2026 Q1$501.02M+14.8%$0.40+37.9%
KEELKeel Infrastructure Corp.FY2026 Q1$47.65M$-0.11
INODINNODATA INCFY2026 Q1$58.34M+120.1%$0.22
PENGPenguin Solutions, Inc.FY2026 Q2$706.62M+26.4%$0.19
KDKyndryl Holdings, Inc.FY2026 Q1$3.74B-10.8%$0.05
BBAIBigBear.ai Holdings, Inc.FY2026 Q1$34.76M+4.9%$-0.25
CNXCConcentrix CorpFY2026 Q1$2.37B-1.3%$1.04+36.8%
DXCDXC Technology CoFY2026 Q3$9.7B-5.6%$0.68-52.4%
CLVTCLARIVATE PLCFY2026 Q1$593.7M-4.4%$-0.15

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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