Kyndryl Holdings, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 38/100
What the filing says
Kyndryl reported Q2 FY27 revenue of $3.7B (down 1.9% YoY), pretax income of $112M, net income of $59M ($0.27 EPS), adjusted EBITDA of $699M. Trailing twelve-month signings reached $15.5B ($4.1B in Q2). Company reaffirmed FY27 guidance: adjusted pretax income $600–700M, free cash flow $400–500M, constant-currency revenue flat to down 2%. On September 28, 2026, completed $1B debt refinancing: issued $600M of 7.80% notes due 2029 and $400M of 7.875% notes due 2032; repaid $700M maturing 2.05% notes in October and $1B revolving credit facility. Healthcare IT Leaders acquisition closed mid-September.
Why this rating
Modest revenue decline, steady margin, maintained guidance. Strong signings offset operational headwinds. Refinancing neutral; leverage stable. Acquisition tuck-in. Significance modest relative to $6.8B market cap.
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