NYSE$KD

Kyndryl Holdings Inc · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

Kyndryl reported fiscal Q4 2026 revenue of $3.8B, net income of $17M, and diluted EPS of $0.08.

Fourth-quarter revenue was $3.8 billion, down 1% reported and 5% in constant currency. Pretax income was $132 million; net income was $17 million, or $0.08 per diluted share, versus $68 million and $0.28. Adjusted EBITDA was $688 million; adjusted EPS was $0.18.

  • Q4 revenue $3.8B (-1% reported).
  • Net income $17M; diluted EPS $0.08.
  • Adjusted EBITDA $688M; adjusted EPS $0.18.
  • FY26 revenue $15.1B; net income $198M for full year.

Headline financials

Total Revenue

$3.8B

Previous: $3.8B+0.0%
EPS (adj)

$0.08

Previous: $0.52-84.6%
Net Income

$17M

Previous: $68M-75.0%

Revenue & EPS history

Kyndryl · Revenue · Quarterly

$3.8B

Q4 2026+0%vs Q4 2025
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

Press release discusses signings, AI services pipeline, and margin improvement targets for fiscal 2027.

Tailwinds

  • Adjusted EBITDA stable near $688M.
  • Cash flow from operations $499M in quarter.

Headwinds

  • Revenue down in constant currency.
  • Non-cash tax accrual pressured net income.

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 2026

Historical avgQ4 2026

+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

Earnings price reactions
QuarterReport dateReaction (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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