Earnings Call
Aug 4, 2026
Q2 FY2026
EPS Estimate
3.76
EPS Actual
4.37
Post-Earnings Close
$185.79
Earnings Reaction
+22.6%
Gartner's second quarter 2026 results came in ahead of expectations across every major financial metric, with adjusted EPS of $4.37 representing a 24% year-over-year increase driven in large part by aggressive share repurchases that reduced the diluted count by roughly 14% year-over-year. Revenue of $1.7 billion grew 3% as reported and 2% on an FX-neutral basis, while EBITDA of $466 million expanded 6% reported. Free cash flow of $378 million was up 9% year-over-year, and the company exited the quarter with a rolling four-quarter ROIC of 31%. Management raised full-year EBITDA guidance by $40 million on an operational basis (net $25 million after a stronger-dollar headwind), lifted adjusted EPS guidance to at or above $14, and increased the free cash flow floor to $1.185 billion.
Report generated on Aug 5, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
Read the full IT analysis
The complete report, with key themes, analyst Q&A summary, notable quotes, and market context — is free with an account. No password, no card.