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Concentrix (CNXC) investor relations material
Concentrix Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary25 Sep, 2025
Executive summary
Q3 2025 revenue reached $2.48 billion, up 4% year-over-year, exceeding guidance and driven by integrated AI, CX, and IT solutions, with growth across all major verticals except 'Other.'
Net income surged to $88.1 million from $16.6 million a year ago, with diluted EPS rising to $1.34 from $0.25.
Margins were below plan due to excess capacity, transformation investments, and integration costs, but sequential improvement is expected.
AI solutions are a positive tailwind, with 40% of new wins including AI platforms and strong demand across the client base.
Strong cash flow and capital returns, with over $240 million to be returned to shareholders in FY 2025 through dividends and buybacks.
Financial highlights
Q3 revenue: $2.48 billion, up 4% year-over-year (2.6% constant currency), above guidance.
Non-GAAP operating income: $305.1 million (12.3% margin), down from $331 million (13.9%) last year.
Adjusted EBITDA: $359.2 million (14.5% margin); Non-GAAP EPS: $2.78, down from $2.87.
GAAP net income: $88.1 million; GAAP EPS: $1.34.
Adjusted free cash flow: $179 million in Q3, up $44 million year-over-year; year-to-date $291.3 million.
Outlook and guidance
Q4 2025 revenue expected at $2.525–$2.55 billion, with 1.5%–2.5% constant currency growth.
Full-year 2025 revenue guidance raised to $9.798–$9.823 billion, 1.75%–2% constant currency growth.
Q4 non-GAAP EPS: $2.85–$2.96; full-year: $11.11–$11.23.
Full-year adjusted free cash flow guidance: $585–$610 million, up $110–$135 million year-over-year.
Capital returns to exceed $240 million in 2025; debt repayment prioritized for 2026.
Timeline for resolving excess capacity
iX suite monetization strategy and ramp
2026 debt repayment vs. share repurchases?
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Next Concentrix earnings date
Q4 202513 Jan, 2026
Next Concentrix earnings date
Q4 202513 Jan, 2026
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Frequently asked questions
Concentrix Corporation and its subsidiaries provide technology-infused customer experience solutions worldwide. Concentrix Corporation's Technology Solutions segment provides customer care and related services, as well as digital technology services that enable travel and hospitality, insurance, energy and utilities, financial services, healthcare, retail, telecommunications, and high-tech companies to increase their productivity; including proactive service delivery models, corporate customer service management outsourcing, digital technology platforms, integrated knowledge sharing platforms and consulting offerings that help clients connect with their customers. It also provides managed operations service offerings consisting of back-office support services. Concentrix Corporation's Global Services segment helps clients deploy a range of new technologies to improve their customer engagement capabilities; drive growth through existing customer relationships or acquire new customers; optimize investments in key parts of the client infrastructure; and meet new regulatory standards or other external requirements like offering online products or services.
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