NASDAQ$CTSH
Cognizant Technology Solutions Corp · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Cognizant reported Q4 2025 revenue of $5.33B with net income of $648M and diluted EPS of $1.34.
Fourth-quarter revenue rose 4.9% year over year to $5.33 billion (3.8% in constant currency). GAAP net income was $648 million with diluted EPS of $1.34; adjusted diluted EPS was $1.35. Trailing 12-month bookings reached $28.4 billion, up 5%, including twelve large deals in the quarter. Management guided 2026 constant-currency revenue growth of 4.0%–6.5% and adjusted diluted EPS of $5.56–$5.70.
- Q4 revenue $5.33B (+4.9% YoY); adjusted diluted EPS $1.35.
- FY25 revenue $21.1B; adjusted diluted EPS $5.28 (+11% YoY).
- Plans to return ~$1.6B to shareholders in 2026 via buybacks and dividends.
- Q1 2026 revenue guide $5.36–$5.44B.
Headline financials
Revenue & EPS history
Cognizant · Revenue · Quarterly
$5.33B
Revenue by segment
Cognizant · $4.9B total across 4 segments · Q3 2023
- Financial Services$1.48B-3.0%30.1%
- Health Sciences$1.41B+0.0%28.7%
- Products and Resources$1.17B+1.9%23.9%
- Communications, Media and Technology$847M+8.2%17.3%
Forward guidance
The release discusses Cognizant's outlook for upcoming periods, including capital allocation, operating priorities, and market risks.
Tailwinds
- Cognizant cites operational execution and demand trends supporting the outlook.
- Balance sheet and liquidity actions aim to fund growth and returns.
Headwinds
- Macro, pricing, and input-cost volatility could pressure margins.
- Segment mix and one-time items may affect quarter-to-quarter comparability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
+0.0%
Avg return
Earnings day
-0.3%
Avg return
5 days after
+1.2%
Avg return
30 days after
50%
36 / 72 earnings
Positive
+12.6%
Q4 2019
Best reaction
-17.9%
Q1 2019
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +1.3% | -5.2% | +1.8% | |
| Q4 2025 | +2.5% | +0.1% | -11.1% | |
| Q3 2025 | +5.6% | +7.2% | +14.6% | |
| Q1 2025 | +2.3% | +5.5% | +10.1% | |
| Q4 2024 | +4.2% | +5.1% | -0.4% | |
| Q3 2024 | -1.2% | -0.8% | +6.6% | |
| Q2 2024 | +0.6% | -5.4% | +2.6% | |
| Q1 2024 | +0.9% | +1.1% | +0.7% | |
| Q4 2023 | +0.5% | -0.6% | -0.2% | |
| Q3 2023 | -1.3% | +2.8% | +9.8% | |
| Q2 2023 | +7.0% | +8.3% | +8.9% | |
| Q1 2023 | +5.9% | +3.8% | +7.4% | |
| Q4 2022 | -0.9% | -1.9% | -9.2% | |
| Q3 2022 | -16.9% | -14.0% | -0.2% | |
| Q2 2022 | -1.8% | -0.7% | -5.0% | |
| Q1 2022 | -9.7% | -6.5% | -9.8% | |
| Q4 2021 | -0.4% | +1.5% | +2.8% | |
| Q3 2021 | -1.8% | -1.0% | -0.4% | |
| Q2 2021 | +6.9% | +6.6% | +11.7% | |
| Q1 2021 | -7.5% | -8.9% | -12.0% | |
| Q4 2020 | -6.7% | -5.2% | -7.9% | |
| Q3 2020 | -3.2% | -3.5% | +6.8% | |
| Q2 2020 | +10.4% | +8.6% | +8.1% | |
| Q1 2020 | -0.7% | -7.6% | +0.4% | |
| Q4 2019 | +12.6% | +9.4% | -8.2% | |
| Q3 2019 | +0.8% | +2.7% | +6.1% | |
| Q2 2019 | +1.7% | -5.0% | -6.0% | |
| Q1 2019 | -17.9% | -18.9% | -14.2% | |
| Q4 2018 | +2.5% | +2.5% | -0.1% | |
| Q3 2018 | -0.3% | +0.4% | +1.6% | |
| Q2 2018 | -5.2% | -4.9% | -4.5% | |
| Q1 2018 | -8.1% | -6.8% | -4.9% | |
| Q4 2017 | +1.7% | +4.8% | +14.6% | |
| Q3 2017 | -1.7% | -1.2% | -5.7% | |
| Q2 2017 | +3.9% | +2.6% | +3.4% | |
| Q1 2017 | +5.8% | +5.3% | +11.1% | |
| Q4 2016 | +7.8% | +7.2% | +9.2% | |
| Q3 2016 | +5.4% | +3.6% | +9.6% | |
| Q2 2016 | -0.8% | -2.1% | -0.7% | |
| Q1 2016 | +5.6% | — | — | |
| Q4 2015 | -10.6% | — | — | |
| Q3 2015 | -1.4% | — | — | |
| Q2 2015 | +6.0% | — | — | |
| Q1 2015 | +3.1% | — | — | |
| Q4 2014 | +4.6% | — | — | |
| Q3 2014 | +8.6% | — | — | |
| Q2 2014 | -11.2% | — | — | |
| Q1 2014 | -2.4% | — | — | |
| Q4 2013 | -1.6% | — | — | |
| Q3 2013 | +4.4% | — | — | |
| Q2 2013 | +0.5% | — | — | |
| Q1 2013 | +5.5% | — | — | |
| Q4 2012 | +3.2% | — | — | |
| Q3 2012 | -3.1% | — | — | |
| Q2 2012 | +0.3% | — | — | |
| Q1 2012 | -13.4% | — | — | |
| Q4 2011 | -0.9% | — | — | |
| Q3 2011 | -1.1% | — | — | |
| Q2 2011 | -6.6% | — | — | |
| Q1 2011 | +1.0% | — | — | |
| Q4 2010 | -0.8% | — | — | |
| Q3 2010 | -2.0% | — | — | |
| Q2 2010 | +0.5% | — | — | |
| Q1 2009 | +6.2% | — | — | |
| Q1 2010 | -1.2% | — | — | |
| Q4 2009 | -0.1% | — | — | |
| Q4 2007 | -0.1% | — | — | |
| Q3 2009 | +3.3% | — | — | |
| Q3 2008 | +3.3% | — | — | |
| Q2 2009 | -0.1% | — | — | |
| Q2 2008 | -0.1% | — | — | |
| Q4 2008 | -0.1% | — | — |
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