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Conduent Earnings Calls
| Release date | May 11, 2026 |
| EPS estimate | -$0.190 |
| EPS actual | -$0.0700 |
| EPS Surprise | 63.16% |
| Revenue estimate | 746.667M |
| Revenue actual | 712M |
| Revenue Surprise | -4.64% |
| Release date | Feb 12, 2026 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0900 |
| EPS Surprise | -50.00% |
| Revenue estimate | 792.333M |
| Revenue actual | 770M |
| Revenue Surprise | -2.82% |
| Release date | Nov 07, 2025 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.0900 |
| EPS Surprise | -28.57% |
| Revenue estimate | 793.5M |
| Revenue actual | 767M |
| Revenue Surprise | -3.34% |
| Release date | Aug 06, 2025 |
| EPS estimate | -$0.190 |
| EPS actual | -$0.130 |
| EPS Surprise | 31.58% |
| Revenue estimate | 806.5M |
| Revenue actual | 754M |
| Revenue Surprise | -6.51% |
Last 4 Quarters for Conduent
Below you can see how CNDT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $2.45 |
| EPS estimate | -$0.190 |
| EPS actual | -$0.130 |
| EPS surprise | 31.58% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $2.66 |
| Aug 01, 2025 | $2.46 |
| Aug 04, 2025 | $2.51 |
| Aug 05, 2025 | $2.46 |
| Aug 06, 2025 | $2.45 |
| Aug 07, 2025 | $2.48 |
| Aug 08, 2025 | $2.48 |
| Aug 11, 2025 | $2.54 |
| Aug 12, 2025 | $2.61 |
| 4 days before | -7.89% |
| 4 days after | 6.53% |
| On release day | 1.22% |
| Change in period | -1.88% |
| Release date | Nov 07, 2025 |
| Price on release | $1.78 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.0900 |
| EPS surprise | -28.57% |
| Date | Price |
|---|---|
| Nov 03, 2025 | $2.36 |
| Nov 04, 2025 | $2.28 |
| Nov 05, 2025 | $2.31 |
| Nov 06, 2025 | $2.22 |
| Nov 07, 2025 | $1.78 |
| Nov 10, 2025 | $1.86 |
| Nov 11, 2025 | $1.84 |
| Nov 12, 2025 | $1.91 |
| Nov 13, 2025 | $2.01 |
| 4 days before | -24.58% |
| 4 days after | 12.92% |
| On release day | 4.49% |
| Change in period | -14.83% |
| Release date | Feb 12, 2026 |
| Price on release | $1.35 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0900 |
| EPS surprise | -50.00% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $1.50 |
| Feb 09, 2026 | $1.48 |
| Feb 10, 2026 | $1.43 |
| Feb 11, 2026 | $1.34 |
| Feb 12, 2026 | $1.35 |
| Feb 13, 2026 | $1.54 |
| Feb 17, 2026 | $1.38 |
| Feb 18, 2026 | $1.41 |
| Feb 19, 2026 | $1.43 |
| 4 days before | -10.33% |
| 4 days after | 6.32% |
| On release day | 14.13% |
| Change in period | -4.67% |
| Release date | May 11, 2026 |
| Price on release | $1.70 |
| EPS estimate | -$0.190 |
| EPS actual | -$0.0700 |
| EPS surprise | 63.16% |
| Date | Price |
|---|---|
| May 05, 2026 | $1.74 |
| May 06, 2026 | $1.75 |
| May 07, 2026 | $1.83 |
| May 08, 2026 | $1.76 |
| May 11, 2026 | $1.70 |
| May 12, 2026 | $1.49 |
| May 13, 2026 | $1.44 |
| May 14, 2026 | $1.44 |
| May 15, 2026 | $1.39 |
| 4 days before | -2.30% |
| 4 days after | -18.24% |
| On release day | -12.35% |
| Change in period | -20.11% |
Conduent Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Execution and priorities: New CEO Harsha Agadi (115 days) reiterated five priorities—reduce cost structure, convert pipeline to growth, optimize the portfolio, increase speed and accountability, and enforce financial discipline—and said execution is improving. Two external advisers are engaged on cost review.
- Cost reduction target: Initial assessment identifies ~$100 million of potential cost savings over the next 18 months.
- Profitability progress: Q1 adjusted EBITDA was $49 million, a 6.8% adjusted EBITDA margin (up 190 bps year-over-year). Management targets sustainably higher margins (management stated a goal north of 10% EBITDA margins).
- Sales and pipeline: Q1 ACV wins were $114 million (sixth consecutive quarter of YoY ACV growth). Qualified ACV pipeline is $3.5 billion (up ~10% YoY), with Government pipeline strength noted.
- Revenue and earnings guidance: 2026 revenue guidance $2.8–$2.9 billion; 2026 adjusted EBITDA guidance $160–$190 million. 2027 initial targets: flat-to-positive revenue, adjusted EBITDA $190–$220 million and positive cash generation.
- Portfolio optimization and capital allocation: Management expects proceeds from identified divestitures in 2026 to exceed $200 million; potential uses include debt paydown, buybacks, or reinvestment.
- AI strategy: Company is implementing AI across fraud/risk detection, customer/citizen interactions (GenAI assistants, agent assist, 'Conni' chatbot), and workforce/productivity tools—both to improve client outcomes and reduce Conduent’s costs.
- Cash and leverage: Q1 cash ~$251 million, negative adjusted free cash flow of $15 million (an improvement YoY), and net leverage ~2.8x.
- Segment notes: Government and Transportation revenue grew (Government +4.6%), Commercial revenue declined (down ~10% YoY) driven largely by volume declines with one large Commercial client; Government margins improved materially (adj. EBITDA margin 26.1%).
- Near-term cadence: Management expects stronger Q1, softer Q2, and margin recovery in H2 2026 toward Q1 levels.
