Amdocs
Builds and operates the billing, customer-care, and network software behind major telecom operators.
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Profile
Builds and runs the back-end software telecom operators use to bill subscribers, manage accounts, and process orders, plus network tools for 5G charging and policy control. Delivery leans heavily on long-term managed-services contracts with a small set of large North American carriers, rather than one-off software sales.
Grew out of an Israeli phone-directory business founded in 1982 into the software that telecom operators use to bill subscribers, manage customer accounts, and process orders across post-paid and pre-paid plans.
Decades of acquisitions added network-domain tools — 5G charging, policy control, network optimization — plus media and content-licensing services, alongside more recent moves into cloud migration and generative-AI consulting for the same carrier customers.
Most of that work is delivered as multi-year managed-services engagements rather than one-off licenses, concentrated among a handful of large North American carriers that together generate most of the revenue. Development runs out of Israel and India, commercial operations are based in the US, and the parent company is incorporated in Guernsey.
Company facts
Categories
Key statistics
Year to date −21.5% · Average volume (30d) 1.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 29, 2026 | KeyBanc | Initiate | Sector Weight | |||
| May 14, 2026 | Stifel Nicolaus | Target | $88 | $71 | ||
| Feb 4, 2026 | Stifel Nicolaus | Target | $100 | $88 | ||
| Feb 4, 2026 | Barclays | Target | $95 | $92 | ||
| Nov 13, 2025 | Wolfe Research | Downgrade | Outperform | Peer Perform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q3 FY26 | $1.84 | $1.84 | 0.0% | $1.18B | $1.17B | 0.0% | +6.93% |
| May 13, 2026Q2 FY26 | $1.77 | $1.78 | +0.6% | $1.17B | $1.17B | +0.5% | +3.34% |
| Feb 3, 2026Q1 FY26 | $1.75 | $1.81 | +3.4% | $1.15B | $1.16B | +0.2% | −1.30% |
| Nov 11, 2025Q4 FY25 | $1.82 | $1.83 | +0.5% | $1.15B | $1.15B | +0.4% | −7.86% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.13B | $1.14B | $1.15B | $1.16B | $1.17B | $1.17B | |
| Gross profit | $430.2M | $433.3M | $430.0M | $428.2M | $434.1M | $467.2M | |
| Operating income | $197.7M | $202.5M | $205.7M | $206.7M | $192.5M | $211.0M | |
| Net income | $163.2M | $154.0M | $97.1M | $157.6M | $137.8M | $62.2M | |
| Diluted EPS | $1.45 | $1.39 | $0.88 | $1.45 | $1.28 | $0.59 | |
| Gross margin | 38.1% | 37.9% | 37.4% | 37.0% | 37.0% | 39.8% | |
| Operating margin | 17.5% | 17.7% | 17.9% | 17.9% | 16.4% | 18.0% |
Fiscal years (4-quarter sums)FY21 $4.29B · FY22 $4.58B · FY23 $4.89B · FY24 $5.00B · FY25 $4.53B
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $206.5M · Total debt $1.09B · Total assets $6.42B · Shareholders' equity $3.29B
Dividends
Raised for 12 straight years — most recently to $0.569 from $0.527 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 30, 2026 | Jun 30 | Jul 31 | $0.569 | |
| Mar 31, 2026 | Mar 31 | Apr 24 | $0.569 | raised from $0.527 |
| Dec 31, 2025 | Dec 31 | Jan 30 | $0.527 | |
| Sep 30, 2025 | Sep 30 | Oct 31 | $0.527 | |
| Jun 30, 2025 | Jun 30 | Jul 25 | $0.527 | |
| Mar 31, 2025 | Mar 31 | Apr 25 | $0.527 | raised from $0.479 |
| Dec 31, 2024 | Dec 31 | Jan 31 | $0.479 | |
| Sep 30, 2024 | Sep 30 | Oct 25 | $0.479 |
Ownership
Shares outstanding 107.57M · Float 103.89M · 96.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Pzena Investment Management LLC | 14.20M | 13.20% | 13G | Jul 15, 2026 |
| FMR LLC | 10.03M | 9.33% | 13F | Aug 13, 2026 |
| Beutel, Goodman & Co Ltd. | 4.61M | 4.29% | 13F | Aug 12, 2026 |
| Brandes Investment Partners, LP | 4.58M | 4.26% | 13F | Aug 14, 2026 |
| LSV Asset Management | 4.51M | 4.19% | 13F | Aug 6, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | Matthew E. Smith | officer: See Remarks | −464 | $62.51 |
Peers
- Oracle
Head-to-head in telecom billing, charging and cloud-bundled monetization
- Ericsson (ADR)
Competes in 5G monetization and BSS/OSS bundled with network equipment
- Accenture
Leading rival for large-scale telecom digital transformation consulting
- Nokia (ADR)
Rival in digital BSS/OSS and 5G monetization, paired with network gear
- Infosys (ADR)
Competes via offshore-led custom BSS/OSS builds and CSP system integration
- Salesforce
Cloud-native CRM challenger in telecom customer engagement and orders
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Amdocs | $62.91 | 0.00% | $6.77B | 15.0 | 8.0 | 1.5 | +2.7% |
| Oracle | $150.95 | +0.17% | $434.14B | 25.9 | 18.7 | 6.4 | +20.6% |
| Ericsson (ADR) | $9.91 | −0.35% | $32.67B | 12.9 | 20.2 | 1.4 | −6.7% |
| Accenture | $189.20 | −0.17% | $116.03B | 15.1 | 13.2 | 1.6 | +5.6% |
| Nokia (ADR) | $10.18 | −0.29% | $55.14B | 71.4 | 24.3 | 2.5 | +2.3% |
| Infosys (ADR) | $12.01 | −0.41% | $48.89B | 14.9 | 14.8 | 2.4 | +1.0% |
| Salesforce | $256.48 | +0.16% | $209.66B | 23.4 | 17.6 | 4.8 | +10.8% |
| Median | 19.3 | 18.1 | 2.4 | +3.9% |