Unisys (UIS) Investor Day 2026 summary

Strategic direction and transformation

• Transitioned to an AI-first, outcome-based strategy, embedding AI across all solutions and services, with ClearPath as a core pillar for enterprise AI and modernization without disruption.

• Multi-year transformation underway, prioritizing agentic AI, digital workforce transformation, and workforce upskilling to scale delivery without proportional headcount growth.

• Precision targeting and expanded partnerships with OEMs, hyperscalers, technology, and frontier-model providers to accelerate growth and margin expansion.

• Prioritized outcome-based client results, speed, agility, and trusted partnerships to drive measurable business outcomes and operational excellence.

• Positioned to access larger market opportunities through an integrated AI framework and go-to-market model.

Business segments and AI integration

• Enterprise Computing Solutions leverages ClearPath for secure, scalable, AI-integrated workloads, targeting high-volume, regulated industries.

• Cloud, Applications & Infrastructure targets a $1T market with AI-driven infrastructure, application transformation, and enterprise AI orchestration.

• Digital Workplace Solutions expands into high-value field services, unified endpoint management, and experience-as-a-service, leveraging agentic AI for proactive support and operational efficiency.

• AI is central to all offerings, enabling agentic solutions, digital workforce transformation, and measurable business outcomes.

• Recognized as a leader in multiple analyst reports and industry awards for innovation and delivery.

Financial guidance and capital allocation

• ClearPath revenue guidance for 2026 raised to $425M, with gross margin maintained at 70% due to higher consumption and longer-term deals.

• Technology Solutions and Services targeted for 3–5% CAGR through 2026, with 200 basis points of gross margin improvement expected over three years.

• SG&A targeted for a 150 basis point reduction as a percentage of revenue, leveraging AI to drive productivity and efficiency, translating to $10–20M in savings.

• Adjusted EBITDA margin projected at 17–19% by 2029, with free cash flow target of $50M ($110M pre-pension) and net leverage below 2.0x.

• Capital allocation focused on de-leveraging, pension deficit reduction, and reinvestment in growth, with potential for capital return post-deleveraging.