NYSE$KD
Kyndryl Holdings Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Kyndryl reported fiscal Q4 2025 revenues of $3.8B with net income of $68M and diluted EPS of $0.28.
Fourth-quarter revenues were $3.8 billion, up 1.3% in constant currency, with pretax income of $118 million. Net income was $68 million, or $0.28 per diluted share; adjusted net income was $126 million, or $0.52 per adjusted diluted share, with record fiscal-year signings of $18.2 billion.
- Q4 revenues $3.8B; constant-currency growth 1.3%.
- Net income $68M; adjusted EPS $0.52.
- FY2025 signings $18.2B (+46% YoY).
- FY2026 outlook: adj. pretax income at least $725M.
Headline financials
Revenue & EPS history
Kyndryl · Revenue · Quarterly
$3.8B
Forward guidance
Kyndryl guided fiscal 2026 to at least $725M adjusted pretax income, ~18% adjusted EBITDA margin, and ~$550M adjusted free cash flow, assuming ~1% constant-currency revenue growth.
Tailwinds
- Record FY2025 signings $18.2B (+46% YoY).
- FY2026 adj. pretax income at least $725M.
- Share repurchase program active.
Headwinds
- Inherited low-margin contract runoff.
- IBM software cost step-up contractually required.
- Macro IT services spending uncertainty.
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
+0.8%
Avg return
Earnings day
+1.5%
Avg return
5 days after
+4.7%
Avg return
30 days after
55%
12 / 22 earnings
Positive
+27.1%
Q4 2024
Best reaction
-54.9%
Q3 2026
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | -3.8% | -12.5% | -11.5% | |
| Q3 2026 | -54.9% | -47.9% | -46.1% | |
| Q2 2026 | -4.7% | -5.0% | -4.5% | |
| Q4 2025 | +10.5% | +24.2% | +21.8% | |
| Q3 2025 | +5.2% | +10.1% | -6.6% | |
| Q2 2025 | +19.8% | +22.1% | +50.1% | |
| Q1 2025 | -12.2% | -14.4% | -11.4% | |
| Q4 2024 | +27.1% | +30.5% | +26.9% | |
| Q3 2024 | +1.6% | +7.8% | +5.9% | |
| Q2 2024 | +15.1% | +15.1% | +19.3% | |
| Q1 2024 | +16.0% | +27.0% | +32.1% | |
| Q4 2023 | -13.6% | -19.6% | -8.4% | |
| Q3 2023 | +24.8% | +23.5% | +14.9% | |
| Q1 2021 | +7.0% | +6.2% | +38.8% | |
| Q2 2023 | -15.1% | -9.1% | +17.9% | |
| Q2 2021 | -0.6% | -1.4% | -8.7% | |
| Q1 2023 | +4.5% | +12.4% | +4.6% | |
| Q4 2019 | +1.4% | -0.9% | -18.6% | |
| Q1 2022 | +15.2% | +12.1% | +0.5% | |
| Q4 2021 | -14.7% | -24.9% | -16.9% | |
| Q4 2020 | -5.5% | -10.9% | +1.7% | |
| Q3 2021 | -5.5% | -10.9% | +1.7% |
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