Brief: Epam Systems Q2 Adjusted EPS USD 2.77 Vs. IBES Estimate USD 2.61

EPAM Systems

07/08/2025 11:01

Overview

Epam Q2 revenue rises 18% yr/yr, beating analyst expectations, per LSEG data

Non-GAAP diluted EPS for Q2 beats consensus, rising to $2.77, per LSEG data

Co raises full-year revenue growth outlook to 13-15% for 2025

Outlook

EPAM raises full-year revenue growth forecast to 13%-15%

Company expects Q3 revenue between $1.365 bln and $1.380 bln

EPAM sees full-year GAAP diluted EPS $6.48-$6.64

Company anticipates Q3 non-GAAP diluted EPS $2.98-$3.06

Result Drivers

AI SOLUTIONS - Co attributes strong performance to demand for AI-led solutions and modernization efforts, per CEO Arkadiy Dobkin

CLIENT PORTFOLIO - Distinct client portfolio with no material exposure to traditional legacy outsourcing services seen as a strength

ORGANIC GROWTH - Sequential organic growth and AI momentum cited as key drivers for revenue increase, per President Balazs Fejes

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.35 bln
$1.33 bln (13 Analysts)
Q2 Adjusted EPS
Beat
$2.77
$2.61 (15 Analysts)
Q2 EPS
$1.56
Q2 Adjusted Income from Operations
Beat
$202.90 mln
$192.50 mln (12 Analysts)
Q2 Income from Operations
$126.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 5 "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 Epam Systems Inc is $215.00, about 29.6% above its August 6 closing price of $151.31

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nPn2Tfc80a

(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.)