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Kyndryl
Kyndryl (KD) investor relations material
Kyndryl Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary9 Feb, 2026
Executive summary
Revenue for the quarter ended December 31, 2025, was $3.9 billion, up 3% year-over-year, with adjusted EBITDA of $696 million and margin expansion, though results were below expectations due to longer sales cycles and evolving customer needs.
Kyndryl Consult delivered 24% year-over-year revenue growth in the quarter, now representing 25% of total revenue, reflecting a strategic focus on high-growth areas.
Strategic focus remains on AI, hyperscaler alliances, and private cloud, with ongoing investments in automation and innovation to drive future growth.
Eleven customer contracts exceeding $50 million were signed in the quarter, with total signings of $15.4 billion for the trailing twelve months.
Leadership changes were announced, including new interim CFO, General Counsel, and Corporate Controller.
Financial highlights
Adjusted EBITDA was $696 million, down 1% year-over-year, with an 18.0% margin; adjusted pre-tax income rose to $168 million.
Free cash flow for the quarter was $217 million; cash flow from operations was $427 million; net CapEx was $210 million.
Net income was $57 million ($0.25 per diluted share); adjusted net income was $122 million ($0.52 per diluted share).
Gross profit book-to-bill ratio was 1.2x, with $4 billion in projected gross profit added to backlog over the last 12 months.
Hyperscaler-related revenue grew 58% year-over-year to $500 million in Q3.
Outlook and guidance
Fiscal 2026 outlook: adjusted pre-tax income of $575–$600 million, adjusted EBITDA margin of ~17.5%, free cash flow of $325–$375 million, and constant-currency revenue decline of 2–3%.
Fiscal 2028 targets reaffirmed: over $1.2 billion in adjusted pre-tax income and more than $1 billion in adjusted free cash flow.
Drivers of hyperscaler revenue exceeding target?
Signings margin trend and future profit impact?
What is the nature of the 10-Q delay review?
Beyond filing delay, any SEC review impact?
How do AI and data sovereignty affect deal scope?
Key drivers for FY28 targets despite FY26 miss
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Next Kyndryl earnings date
Q4 20268 May, 2026
Kyndryl
Next Kyndryl earnings date
Q4 20268 May, 2026
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Frequently asked questions
Kyndryl Holdings Inc. provides IT infrastructure services including cloud management, network services, data center operations, and cybersecurity. The company serves enterprise clients across industries such as financial services, manufacturing, and government. It is headquartered in New York, New York, and its shares are listed on the NYSE.
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