Cognizant Technology Solutions Corporation (CTSH)

Cognizant Technology Solutions’ adjusted EPS topped consensus while revenue came in line for the third fiscal quarter of 2026, with results reported October 29, 2026. Revenue rose 4.6% to about $5.7 billion (up from roughly $5.4 billion a year ago), with the company’s technology services work spanning verticals including Financial Services and Healthcare. On expectations, adjusted EPS of $1.49 topped the $1.46 estimate (+2.1%), while revenue of $5.664 billion was in line with the $5.645 billion consensus (+0.3%). Profitability held at a gross margin of roughly 34% and an operating margin of about 15%, translating to operating income of roughly $872 million. Net income climbed 128.8% year over year to about $627 million (up from roughly $274 million a year ago). The quarter generated operating cash flow of about $1.0 billion, and Cognizant returned cash through roughly $270 million of share repurchases and about $149 million in dividends. For the next period, consensus calls for EPS of $1.52 on revenue of $5.605 billion.