Monitor Q3 fiscal 2026 results in September for signs of revenue acceleration or further margin erosion. With constant currency growth below 1% and consensus already expecting $2.31 EPS for Q3, any guidance shortfall could amplify the bearish trend.
Price Chart
Executive Summary
Concentrix reported fiscal Q2 2026 results with slight misses on both revenue ($2.4625B vs $2.47B consensus) and non-GAAP EPS ($2.63 vs $2.64 consensus). Revenue grew just 1.9% (0.6% constant currency), while non-GAAP operating margin contracted 70 bps to 11.9%. Guidance for Q3 and FY2026 implies continued low constant currency growth of 0-1.25%, signaling persistent headwinds.
Key Financial Metrics
Key Facts
- Non-GAAP EPS of $2.63 missed consensus of $2.64 by $0.01.
- Revenue of $2.4625B missed consensus of $2.47B by ~$7.5M.
- Non-GAAP operating income declined 3.9% YoY; operating margin contracted 70 bps to 11.9%.
- Full-year FY2026 guidance implies constant currency revenue growth of only 0.25% to 1.25%.
- Cash flow from operations was $257.9M; adjusted free cash flow $242.3M.
Financial Impact
Slight EPS and revenue miss with margin compression, likely leading to a moderate negative stock reaction of 3-5%.
Risk Factors
- Continued low constant currency revenue growth implies weak organic demand.
- Margin compression from cost inflation and client pricing pressure may persist.
- Failure to deliver on AI (iX Suite) monetization could delay margin recovery.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3319275 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 4d ago | SC 13G/A | $33.88 $33.00 | ▼ −2.60% | ▼ −2.08% | $33.00 (−2.60%) |
Sep 29, 2026 27d ago | Press Release | $24.95 $27.01 | ▼ −8.26% | ▼ −8.08% | $33.00 (−32.26%) |
Sep 22, 2026 4w ago | Institutional Cluster | $30.51 $30.21 | ▼ −0.98% | ▼ −0.26% | $33.00 (+8.16%) |
Jun 29, 2026 17w ago | Press Release | $22.41 $24.41 | ▼ −8.95% | ▼ −9.08% | $33.00 (−47.29%) |
Jun 10, 2026 19w ago | Press Release | $26.27 $26.20 | ▼ −0.27% | ▼ −0.81% | $33.00 (+25.62%) |
May 27, 2026 21w ago | Press Release | $26.25 $26.48 | ▲ +0.88% | ▲ +0.32% | $33.00 (+25.71%) |
May 1, 2026 25w ago | 8-K | $23.51 $23.85 | ▲ +1.45% | ▲ +0.65% | $33.00 (+40.37%) |
Mar 27, 2026 30w ago | 3 | $26.06 $26.32 | ▲ +0.98% | ▲ +1.34% | $33.00 (+26.61%) |
Mar 24, 2026 30w ago | Press Release | $26.12 $24.34 | ▲ +6.84% | ▲ +7.40% | $33.00 (−26.32%) |
Mar 5, 2026 33w ago | Press Release | $34.04 $34.69 | ▲ +1.91% | ▲ +3.23% | $33.00 (−3.04%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers