IT · Earnings call · 2026Q2T · Full report
Margin Drivers
GARTNER INC · 2026-08-04 · Importance 80 · Surprise 68 · No source text
Total contribution margin was 71% in the second quarter, while Insights contribution margin was 77%, up about 140 basis points year-over-year. Conferences contribution margin was 59%, and Consulting contribution margin was 38%. EBITDA was $466 million, up 6% as reported and 4% FX neutral, reflecting revenue upside, expense management and disciplined guidance. Full-year 2026 EBITDA guidance increased to at least $1.57 billion, with expected margins of at least 24.6%.
Key facts
- Second quarter EBITDA: $466 million, up 6% reported and 4% FX neutral.
- EBITDA for the second quarter was $466 million, up 6% from last year's reported and 4% FX neutral.
- Second quarter adjusted EPS: $4.37, up 24% from Q2 of last year.
- Total contribution margin in Q2: 71%.
- Second quarter Insights contribution margin: 77%, up about 140 basis points versus last year.
- Conferences contribution margin was 59% in Q2.
- Consulting contribution margin was 38% in Q2.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +1.6% | Second quarter EBITDA: $466 million, up 6% reported and 4% FX neutral. |