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Kyndryl Holdings Incorporation (KD)
NYSE:KD
RESEARCH TOOLSreports
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
0.57Last Year’s EPS
-0.01Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 03, 2025
|% Change Since: 7.59%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong quarter of financial performance with significant growth in signings and revenue, particularly in the Kyndryl Consult segment. However, there were some challenges such as the revenue decline in constant currency and the impact of currency movements on reported revenue. The company also continues to face headwinds from IBM software costs. Overall, the highlights significantly outweigh the lowlights, showing positive momentum and a strong outlook.Company Guidance
During Kyndryl's third quarter 2025 earnings call, the company reported robust financial metrics, highlighting a 31% year-over-year increase in signings, amounting to $16.3 billion over the last 12 months, and delivering more than $170 million in adjusted free cash flow for the quarter. The company's adjusted pretax margins saw substantial growth, with a significant contribution from Kyndryl Consult, which achieved an 18% revenue increase and a 45% rise in signings over the past year. Hyperscaler-related revenues exceeded $300 million, positioning Kyndryl on track to surpass its $1 billion full-year target. The strategic focus on the 3A’s initiatives—alliances, accounts, and advanced delivery—continued to bolster incremental signings, revenue, and earnings, with projected pretax margins from new signings in the high single digits. Kyndryl also initiated a stock buyback under its share repurchase authorization. Looking forward, the company aims to triple its adjusted free cash flow by fiscal 2028, more than double its adjusted pretax income, and achieve mid-single-digit annual revenue growth, underscoring their commitment to sustained profitable growth.Record Signings and Revenue Growth
Signings grew year-over-year for the fifth consecutive quarter, up 31% to $16.3 billion over the last 12 months. Kyndryl Consult revenues were up 18%, and signings were up 45%, reaching a $3 billion revenue stream.
Strong Financial Performance
Adjusted pretax margins increased substantially, and adjusted free cash flow exceeded $170 million. Adjusted EBITDA margin reached a record 18.8%, up 320 basis points year-over-year.
Increased Fiscal 2025 Earnings Outlook
Fiscal 2025 adjusted EBITDA margin outlook increased to at least 16.7%, and adjusted pretax income outlook increased to at least $475 million.
Growth in Hyperscaler Related Revenue
Hyperscaler related revenue surpassed $300 million in the quarter, tracking ahead of the nearly $1 billion full year target.
Successful Execution of 3A's Initiatives
The 3A's initiatives (alliances, accounts, advanced delivery) continue to drive incremental signings, revenue, and earnings.
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KD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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KD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 03, 2025 | $37.96 | $39.92 | +5.16% |
| Nov 06, 2024 | $24.13 | $27.55 | +14.17% |
| Jul 31, 2024 | $26.87 | $23.49 | -12.58% |
| May 07, 2024 | $20.77 | $26.55 | +27.83% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Kyndryl Holdings Incorporation (KD) report earnings?
Kyndryl Holdings Incorporation (KD) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is Kyndryl Holdings Incorporation (KD) earnings time?
Kyndryl Holdings Incorporation (KD) earnings time is at May 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KD EPS forecast?
KD EPS forecast for the fiscal quarter 2025 (Q4) is 0.57.
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