EX-99.2 3 exhibit9923312026.htm EX-99.2 exhibit9923312026
GAAP and Adjusted Operating Margin | 15.6% GAAP EPS | $1.39 Adjusted Diluted EPS | $1.40 In a complex macroeconomic environment, we delivered first quarter revenue growth in the upper half of our guidance range, with sustained bookings momentum and Financial Services again leading performance. We signed seven large deals in the quarter and delivered over 70% large deal total contract value growth year-over-year. We believe our AI builder strategy, deep industry expertise and scaled partnership ecosystem uniquely position us to bridge the 'AI Velocity Gap' by helping clients convert their significant AI investments into tangible business outcomes. Q1 2026 Ravi Kumar S | Chief Executive Officer ” Revenue $5.4 billion Reported YoY é 5.8% Constant Currency YoY é 3.9% GAAP Diluted EPS | $1.39 $4.1 $1 .0 $0.3 Rest of World 3.5% Revenue by Geography ($ In billions) Reported YoY | Constant Currency YoY Q1 2026 Cash Flow Cash Flow From Operations $274M Free Cash Flow $198M Q1 2026 Capital Return Dividends $159M Share Repurchases $444M $0.33/share Revenue by Segment ($ In billions) Reported YoY | Constant Currency YoY Europe North America 1.5% $1 .6 $0.9 $1 .3 $1 .6 Products & Resources Health Sciences Financial Services Communications, Media & Technology 9.4% 0.6% 5.1% 4.9% 8.1% 6.5%3.4% 1.1% 12.4% 10.2%0.5% 0.9% Total Employees 357,600 ” +6,000 QoQ +21,300 YoY Voluntary Attrition - Tech Services1 (Trailing 12-Month) 12.3% é é é é é é é é é é é Adjusted Diluted EPS | $1.40 Employee Metrics Adjusted Operating Margin | 15.6% é é é For additional details on revenue and growth drivers and non-GAAP financial reconciliations refer to Cognizant's 2026 first quarter earnings release issued on April 29, 2026, which accompanies this presentation and is available at investors.cognizant.com. 1 During the first quarter of 2026, we modified our definition of Voluntary Attrition - Tech Services to exclude certain categories of negotiated separations. é Company Recognition Exhibit 99.2