IT · Earnings call · 2026Q2T · Full report

Guidance and Outlook

GARTNER INC · 2026-08-04 · Importance 80 · Surprise 68 · In source text

Gartner raised full-year 2026 EBITDA guidance to at least $1.57 billion, including a $40 million operational increase and a $25 million increase after foreign-exchange effects. Adjusted EPS guidance increased to at least $14, primarily because of the higher EBITDA outlook and lower share count. Free-cash-flow guidance increased to at least $1.185 billion, representing 136% conversion from GAAP net income. Management expects Q3 EBITDA of at least $315 million and adjusted EPS growth above 12% on a compound annual basis over the next three years.

Key facts

Updated 2026 revenue guidance: expect revenue at or above $6.375 billion, FX-neutral growth of 1%.
Expect full year 2026 EBITDA at or above $1.57 billion (updated guidance).
For Q3, expect EBITDA at or above $315 million.
Expect 2026 adjusted EPS at or above $14.
Expect adjusted EPS on a compound annual basis above 12% over the next three years.
Expect full year 2026 margins at or above 24.6%.
Company expects to deliver adjusted EPS on a compound annual basis above 12% over the next three years (forward-looking statement).
For Conferences guidance, company is basing it on 55 in-person destination conferences planned for 2026.

Impact estimates

metric	direction	stage	expected	basis
revenue	positive	committed	—	Updated 2026 revenue guidance: expect revenue at or above $6.375 billion, FX-neutral growth of 1%.
operating_income	positive	committed	—	Expect full year 2026 EBITDA at or above $1.57 billion (updated guidance).
operating_income	positive	committed	—	For Q3, expect EBITDA at or above $315 million.
net_income	positive	committed	—	Expect 2026 adjusted EPS at or above $14.
net_income	positive	committed	—	Expect adjusted EPS on a compound annual basis above 12% over the next three years.
margin	positive	committed	—	Expect full year 2026 margins at or above 24.6%.
revenue	positive	probable	—	For Conferences guidance, company is basing it on 55 in-person destination conferences planned for 2026.