Industry top-down
Information Technology Services
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
26 companiesMedian revenue YoY: +4.9%EPS beat rate: —
AI industry top-down
IT 서비스 산업 커버리지 21개사 중 데이터가 유효한 다수 기업에서 매출 중간값 YoY 6.27%의 완만한 외형 성장이 관측됩니다. 다만 파슨스 등 일부 기업의 역성장과 레이도스, SAIC의 EPS 감소 등 종목별 수익성 지표는 엇갈리는 양상을 보이고 있습니다.
- 다수 IT 서비스 기업의 매출 YoY 한 자릿수 중반대 완만한 성장세 지속
- INGM, 가트너, EPAM 등 주요 기업의 두 자릿수 이상 EPS 개선세
- 금융 및 공공 IT 관련 종목의 5~10% 수준 안정적 외형 확장 확인
Where companies diverge: 매출 YoY 기준 FIS(29.1%) 고성장 대비 가트너(-0.6%), PSN(-4.1%)의 역성장 · EPS YoY 기준 INGM(+200.0%) 급증 대비 PSN(-18.3%), SAIC(-12.2%)의 감소세
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| IBMINTERNATIONAL BUSINESS MACHINES CORP | FY2026 Q3 | $17.1B | +4.7% | $2.30 | +25.0% | — |
| ACNAccenture plc | FY2026 Q3 | $18.72B | +5.6% | $3.80 | +8.9% | — |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP | FY2026 Q3 | $5.66B | +4.6% | $1.39 | +148.2% | — |
| BRBROADRIDGE FINANCIAL SOLUTIONS, INC. | FY2027 Q1 | $1.67B | +5.0% | $0.83 | -40.7% | — |
| CDWCDW Corp | FY2026 Q3 | $6.75B | +17.7% | $2.46 | +11.3% | — |
| LDOSLeidos Holdings, Inc. | FY2027 Q3 | $4.62B | +3.8% | $3.28 | +16.3% | — |
| FISFidelity National Information Services, Inc. | FY2026 Q3 | $3.45B | +27.1% | $0.69 | +38.0% | — |
| CACICACI INTERNATIONAL INC /DE/ | FY2027 Q1 | $2.47B | +8.2% | $5.84 | +3.7% | — |
| 018260SAMSUNG SDS CO., LTD. | FY2026 Q2 | ₩3.72T | +5.9% | ₩2250.00 | +2.0% | — |
| JKHYJACK HENRY & ASSOCIATES INC | FY2027 Q1 | $701.55M | +8.8% | $2.28 | +15.7% | — |
| ITGARTNER INC | FY2026 Q3 | $1.5B | -1.3% | $3.35 | — | — |
| EPAMEPAM Systems, Inc. | FY2026 Q3 | $1.43B | +2.3% | $2.53 | +32.5% | — |
| GGenpact LTD | FY2026 Q3 | $1.39B | +7.3% | $0.89 | +7.2% | — |
| EXLSExlService Holdings, Inc. | FY2026 Q3 | $633.96M | +19.7% | $0.45 | +25.0% | — |
| SAICScience Applications International Corp | FY2027 Q2 | $1.88B | +6.3% | $2.38 | -12.2% | — |
| INGMIngram Micro Holding Corp | FY2026 Q3 | $15.22B | +20.8% | $0.57 | +35.7% | — |
| 064400LG CNS Co., Ltd. | FY2026 Q2 | ₩1.52T | +4.2% | ₩1223.00 | +20.1% | — |
| PSNPARSONS CORP | FY2026 Q3 | $1.65B | +1.8% | $0.51 | -13.6% | — |
| APLDApplied Digital Corp. | FY2027 Q1 | $262.76M | — | $-0.82 | — | — |
| KDKyndryl Holdings, Inc. | FY2027 Q2 | $3.65B | -1.9% | $0.27 | -6.9% | — |
| CIFRCipher Digital Inc. | FY2026 Q3 | $26.7M | -62.8% | $-0.22 | — | — |
| PENGPenguin Solutions, Inc. | FY2026 Q3 | $478.71M | +47.6% | $0.68 | — | — |
| 022100POSCO DX COMPANY LTD. | FY2026 Q2 | ₩232.58B | -14.8% | ₩77.00 | -18.1% | — |
| DXCDXC Technology Co | FY2027 Q2 | $3.03B | -4.0% | $0.15 | -25.0% | — |
| CNXCConcentrix Corp | FY2026 Q3 | $2.45B | -1.2% | $-16.24 | — | — |
| CHRNChronoScale Corp | FY2027 Q1 | $41.48M | — | $-0.29 | — | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).