Epam Posts $1.43 Billion Quarterly Revenue
The IT services firm's September 2026 quarter revenue rose 2.3% year over year and beat consensus estimates.
Updated on Nov. 6, 2026 in Economic Indicators
Epam reported quarterly revenue of $1.43 billion and earnings per share of $3.51 for the quarter ended September 2026, up from $3.08 a year earlier. Both figures topped the Zacks Consensus Estimate.
Why it matters
The results show continued revenue growth at the digital engineering and IT services provider, with the Financial Services vertical and EMEA region growing faster than the company overall. Headcount and delivery staffing also came in above analyst estimates.
Epam reported revenue of $1.43 billion, up 2.3% year over year and 0.56% above the $1.42 billion Zacks consensus, with EPS of $3.51 beating the $3.41 estimate by 2.93%. Americas revenue of $809.86 million, up just 0.2%, came in below the $831.88 million estimate, while EMEA grew 5.8% to $587.78 million.
The players
Epam Systems
A global digital engineering and IT services company headquartered in the United States, serving clients across financial services, software and other industries.
The details
Revenue is broken out by customer location, vertical and contract type. Financial Services revenue rose 13.7% to $383.97 million, while Software & Hi-Tech fell 6.1% to $199.32 million. Fixed-price contract revenue climbed 17.8% to $315.81 million, well above estimates.
Timeline
• Quarter ended September 30, 2026: Epam's reported period for the results.
Economic Indicators Context
Epam's beat of the Zacks Consensus Estimate on revenue and EPS offers one company-level signal about demand for outsourced digital engineering services. Its growth lagged in the Americas, the largest customer-location segment, even as EMEA and Financial Services expanded.
For investors tracking IT services stocks, Epam's beat on revenue and EPS is a concrete data point on sector performance. Fixed-price contract growth of 17.8% also indicates a shift in how clients are buying services.
The takeaway
Compare quarterly results against consensus estimates rather than prior-year figures alone to judge whether a company is outperforming expectations. Watch segment-level data, such as customer-location and contract-type breakdowns, for early signs of shifting demand.
Further reading
Track more company and sector results in Economic Indicators.
Source note: This article includes information reported by FXStreet.
