Kyndryl比2025年Q2的收入估计数高,实现了AI驱动的增长,提高了回购率,但没有达到收入目标。 Kyndryl beat earnings estimates in Q2 2025, saw AI-driven growth, and raised buyback, but missed revenue targets.

Kyndryl报告说,经过调整的2025年第二季度收入为每股38美分,比预期少,尽管收入为37.2亿美元,但全年损失估计数减少1%。 Kyndryl reported second-quarter 2025 adjusted earnings of 38 cents per share, beating expectations, though revenue of $3.72 billion missed estimates and declined 1% year over year. 超大型云层收入增长强劲 — — 高达65%至4.4亿美元 — — Kyndryl Consult收入增长28%,与AI有关的交易占新签名的25%左右。 The company saw strong growth in hyperscaler cloud revenue—up 65% to $440 million—and Kyndryl Consult revenue rose 28%, with AI-related deals making up about 25% of new signings. Kyndryl扩大了其全球AI的存在,在英国、法国、新加坡建立了新的中心,在印度建立了AI创新实验室。 Kyndryl expanded its global AI presence with new hubs in the U.K., France, Singapore, and an AI Innovation Lab in India. 经调整的EBITDA公司增加了15%,达到6.41亿美元,该公司又批准了4亿美元股票回购。 Adjusted EBITDA rose 15% to $641 million, and the company approved an additional $400 million share buyback. 对于2026年财政,Kyndryl预计固定货币收入增长1%,经调整的欧洲双边投资条约差值约为18%,自由现金流量约为5.5亿美元。 For fiscal 2026, Kyndryl expects constant-currency revenue growth of 1%, an adjusted EBITDA margin of about 18%, and free cash flow of around $550 million.