Conduent
Runs outsourced transaction, benefits, customer-care, document, and transportation-payment workflows.
Something off on this page? Send us feedback.
Profile
Provides business-process services across Commercial, Government, and Transportation segments, handling customer experience, claims and document processing, Medicaid administration, benefit payments, tolling, and transit payment systems. Revenue is U.S.-weighted with international delivery, and the business depends on public-agency contracts, client workflow volumes, data security, and recent portfolio reshaping.
Runs outsourced business-process services through Commercial, Government, and Transportation. Commercial covers customer experience management, business process as a service, and integrated digital solutions such as document capture, claims processing, health plan administration, mailroom digitization, and omnichannel communications.
Government work centers on Medicaid program administration, eligibility and enrollment, digital payments, benefit cards, and child support services. Transportation adds tolling, road-usage charging, congestion management, fare collection, account-based ticketing, and fleet technology for public agencies.
Delivery is U.S.-weighted but supported by onshore, nearshore, and offshore operations across multiple countries. The business is shaped by client transaction volumes, public-program rules, transportation-agency budgets, data-security obligations after a cyber event, and a smaller portfolio following divestitures.
Company facts
Categories
Key statistics
Year to date −9.7% · Average volume (30d) 904.0K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q2 FY26 | −$0.17 | −$0.18 | −3.8% | $702.0M | $530.0M | −24.5% | −8.24% |
| May 11, 2026Q1 FY26 | −$0.19 | −$0.07 | +63.2% | $746.7M | $712.0M | −4.6% | −12.35% |
| Feb 12, 2026Q4 FY25 | −$0.06 | −$0.09 | −50.0% | $792.3M | $770.0M | −2.8% | +14.07% |
| Nov 7, 2025Q3 FY25 | −$0.07 | −$0.09 | −28.6% | $793.5M | $767.0M | −3.3% | +4.49% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $751.0M | $754.0M | $767.0M | $770.0M | $723.0M | $531.0M | |
| Gross profit | $133.0M | $137.0M | $136.0M | $146.0M | $89.0M | $96.0M | |
| Operating income | $3.0M | $36.0M | $39.0M | $3.0M | −$3.0M | −$44.0M | |
| Net income | −$51.0M | −$40.0M | −$46.0M | −$33.0M | −$33.0M | −$116.0M | |
| Diluted EPS | −$0.33 | −$0.27 | −$0.30 | −$0.23 | −$0.21 | −$0.76 | |
| Gross margin | 17.7% | 18.2% | 17.7% | 19.0% | 12.3% | 18.1% | |
| Operating margin | 0.4% | 4.8% | 5.1% | 0.4% | -0.4% | -8.3% |
Fiscal years (4-quarter sums)FY21 $4.14B · FY22 $3.86B · FY23 $3.72B · FY24 $3.36B · FY25 $3.04B
Revenue by product · Q2 FY26
Revenue by geography · Q1 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $228.0M · Total debt $840.0M · Total assets $2.25B · Shareholders' equity $668.0M
Dividends
No dividends on record.
Ownership
Shares outstanding 155.10M · Float 138.92M · 89.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Neuberger Berman Group LLC | 16.73M | 10.79% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 13.83M | 8.92% | 13F | Aug 7, 2026 |
| Miller Value Partners, LLC | 12.99M | 8.37% | 13F | Aug 14, 2026 |
| DD Revocable Trust | 12.32M | 7.59% | 13D | Feb 13, 2026 |
| Dimensional Fund Advisors LP | 6.78M | 4.37% | 13F | Aug 11, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 20, 2026 | Harshavardhan V. Agadi | director, officer: Chief Executive Officer | +117,099 | $1.56 |
| Feb 19, 2026 | Michael Fucci | director | +60,000 | $1.44 |
| Feb 18, 2026 | Hernandez Margarita Palau | director | +50,000 | $1.45 |
| Feb 18, 2026 | Harshavardhan V. Agadi | director, officer: Chief Executive Officer | +110,000 | $1.44 |
| Feb 19, 2026 | Harshavardhan V. Agadi | director, officer: Chief Executive Officer | +110,000 | $1.41 |
Peers
- Accenture
Scale rival across enterprise operations and digital transformation
- Maximus
Government-program peer in health, eligibility, enrollment, and case work
- Cognizant Technology Solutions
Professional-services rival in BPS, healthcare, and customer operations
- Genpact
Process-operations peer in finance, procurement, customer care, and risk
- TTEC
Direct CX rival in contact-center technology and managed customer care
- Leidos
Federal-services peer in health, civil, transportation, and digital missions
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Conduent | $1.71 | −0.29% | $266.8M | — | — | 0.1 | −29.7% |
| Accenture | $189.20 | −0.17% | $116.03B | 15.1 | 13.2 | 1.6 | +5.6% |
| Maximus | $59.75 | +0.02% | $3.14B | 8.8 | 7.2 | 0.6 | −5.2% |
| Cognizant Technology Solutions | $64.12 | +0.11% | $28.85B | 13.8 | 10.6 | 1.3 | +4.5% |
| Genpact | $38.02 | −0.03% | $6.44B | 11.3 | 8.9 | 1.2 | +7.1% |
| TTEC | $1.40 | +0.72% | $68.1M | — | 1.2 | 0.0 | −11.3% |
| Leidos | $141.00 | +0.31% | $17.69B | 13.1 | 11.6 | 1.0 | +7.2% |
| Median | 13.1 | 9.8 | 1.1 | +5.0% |