Concentrix (NASDAQ: CNXC) Misses on Q2 EPS but Raises Full-Year Guidance

Concentrix Corporation (NASDAQ: CNXC) reported mixed financial results for its fiscal second quarter, narrowly missing Wall Street's earnings expectations but delivering a slight revenue beat. The company reaffirmed its long-term growth plans with strong guidance for the remainder of the year.

Q2 Fiscal 2025 Highlights

• Adjusted EPS: $2.70 vs. $2.78 expected

• Revenue: $2.42 billion vs. $2.38 billion expected

• Revenue Growth: +1.5% year-over-year

• Non-GAAP Operating Income: $303.7 million, down 5.4% YoY

Management cited temporary program pauses and strategic investments as key reasons behind the earnings miss. Despite short-term pressure on margins, Concentrix continues to drive top-line growth.

Analyst Commentary

"In the second quarter, we continued to outperform expectations on revenue growth despite some mid-quarter volatility,"
said Chris Caldwell, President and CEO.

The company remains focused on operational execution and margin improvement in the second half of FY2025.

📈 Forward Guidance

Concentrix issued a more optimistic outlook for the upcoming quarter and fiscal year, signaling confidence in demand trends and cost control.

• Q3 Revenue: $2.445-$2.47 billion (above $2.392 billion consensus)

• Q3 Adjusted EPS: $2.80-$2.91

• FY2025 Revenue: $9.72-$9.815 billion

• FY2025 Adjusted EPS: $11.53-$11.76

Shareholder Returns

• Quarterly Dividend: $0.33275 per share

• Stock Buyback: ~920,000 shares repurchased at an average price of $49.09

Recommended APIs for Further Earnings & Valuation Analysis

1. Earnings Historical API

This API helps track Concentrix's past earnings performance vs. consensus estimates, including:

• Surprise percentages

• Historical EPS and revenue trends

• YoY and QoQ comparisons

Ideal for modeling earnings consistency and investor expectations.

2. Key Metrics (TTM) API

Use this API to assess:

• Return on capital and equity

• EBITDA margins and revenue per employee

• Valuation ratios vs. industry benchmarks

This enables a holistic view of Concentrix's operational efficiency and capital allocation.

Bottom Line

While Q2 earnings came in slightly below estimates, Concentrix demonstrated resilient revenue performance and a commitment to long-term margin expansion. With confident guidance, ongoing share repurchases, and continued reinvestment into AI and automation, the company appears well-positioned to capitalize on secular demand for tech-enabled business services.

Would you like the same format applied to your next earnings blog?