Globant Q4 EPS $1.54 Matches Estimates; Revenue $612.5M Beats by 1.1%

GLOBGLOB

Globant posted Q4 EPS of $1.54, matching forecasts but down from $1.75 a year ago, and reported $612.47 million in revenue, 1.1% above estimates but below prior-year sales. Shares have fallen 31.9% year to date versus a 1.5% S&P 500 rise, increasing focus on next-quarter outlook.

1. Q4 Financial Results

Globant reported adjusted EPS of $1.54 for the quarter ended December 2025, aligning precisely with consensus estimates. Revenue reached $612.47 million, representing a 1.1% beat on forecasts but down from $642.48 million in the year-ago period.

2. Historical Estimate Performance

Over the last four quarters, the company has surpassed earnings estimates only once and exceeded revenue forecasts in three periods. The year-over-year EPS decline from $1.75 to $1.54 underscores persistent margin pressures.

3. Stock Performance

Globant shares have fallen 31.9% since January 2026, contrasting with a 1.5% gain in the S&P 500, as investors weigh mixed quarterly results. The underperformance has heightened scrutiny on management’s commentary during the upcoming earnings call.

4. Forward Consensus Outlook

For the quarter ending March 2026, the current consensus EPS estimate is $1.44 on $597.39 million in revenue, while full-year forecasts stand at EPS of $6.23 on $2.49 billion in revenue. Changes in these estimates will likely influence near-term stock movements.

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