DXC Technology Co (DXC) Q4 2025 Earnings Call Highlights: Navigating Revenue Declines Amid ...

In This Article:

  • Total Revenue: $3.2 billion, declining 4.2% year-to-year on an organic basis.

  • Bookings Growth: Up more than 20% year-to-year, with a book-to-bill ratio of 1.2.

  • Adjusted EBIT Margin: 7.3%, down 110 basis points year-to-year.

  • Non-GAAP Gross Margin: 24.2%, down 40 basis points year-to-year.

  • Non-GAAP SG&A: 11.3% of revenue, expanded 160 basis points year-to-year.

  • Non-GAAP EPS: $0.84, down from $0.97 in the prior year quarter.

  • GBS Revenue: Down 2.4% year-to-year organically, with a profit margin of 10.9%.

  • GIS Revenue: Declined 6% year-to-year organically, with a profit margin of 7.0%.

  • Full Year Revenue: $12.9 billion, down 4.6% year-to-year on an organic basis.

  • Full Year Adjusted EBIT Margin: 7.9%, expanded 50 basis points year-to-year.

  • Full Year Non-GAAP EPS: $3.43, up 11% year-to-year.

  • Free Cash Flow: $687 million for fiscal 2025.

  • Total Debt: $3.9 billion, down $213 million year-to-year.

  • Total Cash: $1.8 billion, increased by approximately $570 million year-to-year.

  • Net Debt: Reduced by $785 million to approximately $2.1 billion.

  • Fiscal 2026 Guidance - Revenue Decline: Expected to decline 3% to 5% organically.

  • Fiscal 2026 Guidance - Adjusted EBIT Margin: Expected between 7% to 8%.

  • Fiscal 2026 Guidance - Non-GAAP EPS: Expected between $2.75 and $3.25.

  • Fiscal 2026 Guidance - Free Cash Flow: Approximately $600 million.

  • Q1 Fiscal 2026 Guidance - Revenue Decline: Expected between 4.0% and 5.5% organically.

  • Q1 Fiscal 2026 Guidance - Adjusted EBIT Margin: Expected between 6% to 7%.

  • Q1 Fiscal 2026 Guidance - Non-GAAP EPS: Expected between $0.55 to $0.65.

Release Date: May 14, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • DXC Technology Co (NYSE:DXC) reported a significant increase in bookings, up more than 20%, with a book-to-bill ratio of 1.2, indicating strong market traction.

  • The company has successfully recruited 22 new members to its leadership team, enhancing its operational capabilities.

  • DXC Technology Co (NYSE:DXC) has secured a major contract with Carnival Cruise Line, showcasing its ability to win competitive bids.

  • The company is well-positioned to capitalize on the growing AI market, with early success in delivering AI-driven solutions to clients.

  • DXC Technology Co (NYSE:DXC) plans to restart its share repurchase program, reflecting confidence in its future performance and commitment to shareholder value.

Negative Points

  • DXC Technology Co (NYSE:DXC) reported a 4.2% year-over-year decline in revenue for the fourth quarter, continuing a trend of revenue decline.

  • Adjusted EBIT margin decreased by 110 basis points year-over-year to 7.3%, impacted by investments in employees and sales force improvements.

  • The company projects a further 3% to 5% decline in organic revenue for fiscal year 2026, indicating ongoing challenges in reversing revenue decline.

  • Non-GAAP EPS decreased from $0.97 to $0.84 year-over-year, driven by lower adjusted EBIT.

  • DXC Technology Co (NYSE:DXC) faces near-term uncertainty due to tariffs and economic conditions, which could impact future performance.