Conduent Q4 revenue falls 3.8%, misses estimates

CONDUENT

12/02/2026 13:07

Overview

Tech-driven business process solutions firm's Q4 adjusted revenue missed analyst expectations

Company's adjusted EBITDA margin improved to 6.5% in Q4

Company focusing on enhancing sales strategy and expanding client solutions

Outlook

Company aims to accelerate execution and enforce financial discipline

Conduent plans to reduce cost structure and optimize portfolio

Company focuses on converting sales pipeline into growth

Result Drivers

GOVERNMENT AND TRANSPORTATION - Improved revenue trends and cost efficiency gains in these segments contributed positively to Q4 results

COMMERCIAL STRATEGY - Focus on strengthening go-to-market strategy and expanding client solutions in the Commercial segment

CEO PRIORITIES - Emphasis on accelerating execution, enforcing financial discipline, and simplifying organizational structure

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$770 mln
Q4 Adjusted Revenue
Miss
$770 mln
$792.33 mln (3 Analysts)
Q4 Adjusted EPS
Miss
-$0.09
-$0.06 (2 Analysts)
Q4 EPS
-$0.23
Q4 Net Income
-$33 mln
Q4 Adjusted EBITDA
$50 mln
Q4 Adjusted EBITDA Margin
6.50%


Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy."

Wall Street's median 12-month price target for Conduent Inc is $7.00, about 422.4% above its February 11 closing price of $1.34

Press Release: ID:nGNX5c6BRv

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)