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EPAM Systems returned to more confident organic growth in Q2. While the macroeconomic backdrop is still uncertain, AI investments seem to be paying off. The company raised the 2025 guidance for the second time, and I believe that a third raise may be coming in the next report. Profitability has seen pressure from recent acquisitions and higher compensation, but such pressure should remain temporary.
EPAM Systems' second-quarter 2025 results benefit from growth across all its segments.
While the top- and bottom-line numbers for Epam (EPAM) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
While the top- and bottom-line numbers for Epam (EPAM) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
EPAM Systems, Inc. (NYSE:EPAM ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants Arkadiy Dobkin - Co-Founder, Chairman, CEO & President Balazs Fejes - President of Global Business & Chief Revenue Officer Jason Peterson - Senior VP, CFO & Treasurer Mike Rowshandel - Corporate Participant Conference Call Participants Bryan C. Bergin - TD Cowen, Research Division Darrin David Peller - Wolfe Research, LLC David Michael Grossman - Stifel, Nicolaus & Company, Incorporated, Research Division Jonathan Lee - Unidentified Company Margaret Marie Niesen Nolan - William Blair & Company L.L.C.
Epam (EPAM) came out with quarterly earnings of $2.77 per share, missing the Zacks Consensus Estimate of $2.61 per share. This compares to earnings of $2.45 per share a year ago.
Epam (EPAM) came out with quarterly earnings of $2.45 per share, missing the Zacks Consensus Estimate of $2.61 per share. This compares to earnings of $2.45 per share a year ago.
EPAM Systems raised its annual revenue and profit forecasts on Thursday, encouraged by strong demand for its software services as enterprises continue to invest heavily in artificial intelligence technologies.
Second quarter revenues of $1.353 billion, up 18.0% year-over-year GAAP income from operations was 9.3% of revenues and non-GAAP income from operations was 15.0% of revenues for the second quarter Second quarter GAAP diluted EPS of $1.56, a decrease of $0.14, and non-GAAP diluted EPS of $2.77, an increase of $0.32 on a year-over-year basis Based on the strength of organic constant currency revenue growth and updates to our foreign exchange rate assumptions, EPAM raises its expected year-over-year revenue growth rate to now be in the range of 13.0% to 15.0% for 2025 NEWTOWN, Pa. , Aug. 7, 2025 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, today announced results for the second quarter ended JuneĀ 30, 2025.