Kyndryl Holdings, Inc. (KD) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

By Zacks Equity Research | November 04, 2025, 6:30 PM

For the quarter ended September 2025, Kyndryl Holdings, Inc. (KD) reported revenue of $3.72 billion, down 1.4% over the same period last year. EPS came in at $0.38, compared to $0.01 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $3.82 billion, representing a surprise of -2.49%. The company delivered an EPS surprise of +8.57%, with the consensus EPS estimate being $0.35.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Kyndryl Holdings, Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Geographic Revenue- Japan: $581 million versus the three-analyst average estimate of $588.81 million.
  • Geographic Revenue- United States: $899 million versus the three-analyst average estimate of $964.38 million.
  • Revenue- Strategic Markets: $906 million versus $894.6 million estimated by three analysts on average.
  • Revenue- Principal Markets: $1.33 billion versus the three-analyst average estimate of $1.37 billion.
  • Adjusted EBITDA- Principal Markets: $210 million compared to the $199.05 million average estimate based on two analysts.
  • Adjusted EBITDA- Corporate and other: $-28 million versus the two-analyst average estimate of $-24 million.
  • Adjusted EBITDA- Strategic Markets: $142 million compared to the $157.43 million average estimate based on two analysts.

View all Key Company Metrics for Kyndryl Holdings, Inc. here>>>

Shares of Kyndryl Holdings, Inc. have returned -6.1% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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