CTSH · 8-K · 20261029PR000039
Guidance / Outlook
COGNIZANT TECHNOLOGY SOLUTIONS CORP · 2026-10-29 · Importance 53 · Surprise 32 · No source text
For full-year 2026, Cognizant expects revenue of $22.05 billion to $22.14 billion, representing 4.5% to 4.9% reported growth and 4.0% to 4.4% constant-currency growth. Adjusted operating margin is expected to be approximately 16.1%, or 30 basis points of expansion, and adjusted diluted EPS is expected to be $5.72 to $5.79, up 8% to 10%. Fourth-quarter revenue guidance is $5.49 billion to $5.57 billion, with 3.0% to 4.5% reported growth.
Key facts
- Cognizant's fourth-quarter 2026 revenue guidance is $5.49 billion to $5.57 billion, representing year-over-year growth of 3.0% to 4.5%, or 3.2% to 4.7% in constant currency. source
- Cognizant's full-year 2026 revenue guidance is $22.05 billion to $22.14 billion, representing year-over-year growth of 4.5% to 4.9%, or 4.0% to 4.4% in constant currency. source
- Cognizant expects full-year 2026 Adjusted Diluted EPS of $5.72 to $5.79, representing growth of 8% to 10%. source
- Cognizant expects full-year 2026 Adjusted Operating Margin of approximately 16.1%, or 30 basis points of expansion. source
- Cognizant entered into a definitive agreement to acquire DyFlex Solutions, an Australia-headquartered SAP transformation firm serving Australia and New Zealand. source
- Cognizant plans to hire 1,500 U.S. college graduates and scale its Frontier Certified Engineer and Frontier Business Operator workforce to 15,000 people. source
- Cognizant launched its Talent Accelerator program with 489 newly hired graduates from 58 business schools across 37 cities in India. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +14.9% | Cognizant's full-year 2026 revenue guidance is $22.05 billion to $22.14 billion, representing year-over-year growth of 4.5% to 4.9%, or… |
| revenue | positive | committed | +3.0% | Cognizant's fourth-quarter 2026 revenue guidance is $5.49 billion to $5.57 billion, representing year-over-year growth of 3.0% to 4.5%, or… |
| margin | positive | committed | +0.3% | Cognizant expects full-year 2026 Adjusted Operating Margin of approximately 16.1%, or 30 basis points of expansion. |
| net_income | positive | committed | — | Cognizant expects full-year 2026 Adjusted Diluted EPS of $5.72 to $5.79, representing growth of 8% to 10%. |