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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Toni Kaplan | Morgan Stanley | 13 (8%) |
| Joshua Chan | UBS | 12 (25%) |
| George Tong | Goldman Sachs | 12 (8%) |
| Andrew Nicholas | William Blair | 12 (8%) |
| Jason Haas | Wells Fargo | 12 (8%) |
| Jeff Meuler | Robert W. Baird | 11 (18%) |
| Surinder Thind | Jefferies | 10 (10%) |
| Faiza Alwy | Deutsche Bank | 10 (0%) |
| Jeff Silber | BMO Capital Markets | 10 (10%) |
| Ashish Sabadra | RBC Capital Markets | 6 (17%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 | 13 (8%) |
| Wells Fargo | 1 | 12 (8%) |
| Goldman Sachs | 1 | 12 (8%) |
| UBS | 1 |
| 12 (25%) |
| William Blair | 1 | 12 (8%) |
| Robert W. Baird | 1 | 11 (18%) |
| Jefferies | 1 | 10 (10%) |
| BMO Capital Markets | 1 | 10 (10%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.72B | +8.1% | $5.11 | +93.6% | 66.5% | 18.5% | 23.2% | $311M |
| FY2025 Q1 | $1.53B | +4.2% | $2.71 | +1.5% | 69.0% | 18.1% | 13.7% | $288M |
| FY2025 Q2 | $1.69B | +5.7% | $3.11 | +6.1% | 68.5% | 19.4% | 14.3% | $347M |
| FY2025 Q3 | $1.52B | +2.7% | $0.47 | -91.2% | 68.9% | 5.7% | 2.3% | $269M |
| FY2025 Q4 | $1.75B | +2.2% | $3.36 | -34.2% | 64.6% | 19.1% | 13.8% | $271M |
| FY2026 Q1 | $1.51B | -1.5% | $3.18 | +17.3% | 71.6% | 20.9% | 14.7% | $371M |
| FY2026 Q2 | $1.68B | -0.6% | $4.14 | +33.1% | 70.9% | 22.6% | 16.4% | $378M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Gartner delivered Q1 2026 revenue up 2% reported with adjusted EPS of $3.32, up 11%, as CV growth showed early signs of acceleration to 1% overall and 3.5% excluding US federal headwinds that are approaching the lap point. EBITDA, EPS, and FCF all exceeded expectations, with full-year EPS guidance raised meaningfully to at least $13.25 (+7.7%) and EBITDA to at least $1.545B. Continued share buybacks reduced the count by 10% year-over-year, and client engagement metrics reached multi-year highs. A March decision slowdown from geopolitical uncertainty partially offset BTI transformation progress.
Revenue Growth | Demand | Competitive Dynamics | Cloud & AI | Guidance Reliability | Macroeconomic | Capex Investment | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 5 | 4 | 1 | 3 | 1 | 3 | 2 |
| 2025Q1 | 5 | 4 | 1 | 1 | 1 | 2 | 1 | 5 |
| 2025Q2 | 2 | 7 | 6 | 6 | 2 | 1 | 1 | |
| 2025Q3 | 8 | 9 | 7 | 4 | 3 | 1 | 2 | 1 |
| 2025Q4 | 3 | 2 | 3 | 2 | 4 | 2 | 2 | 1 |
| 2026Q1 | 8 | 5 | 4 | 4 | 5 | 5 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 9 | 5 | 2 | 8 | 3 | 8 |
| Demand | 5 | 4 | 7 | 9 | 2 | 5 |
| Competitive Dynamics | 4 | 1 | 6 | 7 | 3 | 4 |
| Cloud & AI | 1 | 1 | 6 | 4 | 2 | 4 |
| Guidance Reliability | 3 | 1 | 3 | 4 | 5 | |
| Macroeconomic | 1 | 2 | 2 | 1 | 2 | 5 |
| Capex Investment | 3 | 1 | 1 | 2 | 2 | 3 |
| Regulation Policy | 2 | 5 | 1 | 1 | 1 | 1 |
What IT and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“The well-known research from Gartner recently published a research paper highlighting our internal AI deployment, which stands out across the industries that they've researched.”
Revvity cites Gartner research that highlighted Revvity's internal AI deployment as standing out across industries, using Gartner as an outside validator.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IT Gartner | 8 | +2.0% | |
| ACN Accenture | 8 | +8.3% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 7 | +30.1% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |