III · Information Services Group Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. ISG posted Q2 2026 revenue of $65.5M (up 6.4%) and adjusted EBITDA of $9.4M (up 13%), both above guidance, with adjusted EBITDA margin expanding 80+ bps to 14.3% and a $30M share repurchase expansion announced. Recurring revenue hit a record $30M (up 7%) and AI-related revenue grew 64% to $26M, while the M&A valuation environment was characterized as 'a little bit more frothy' and Asia-Pacific revenue declined 7%.
- + Q2 revenue of $65.5M (up 6.4%) and adjusted EBITDA of $9.4M (up 13%) both exceeded guidance
- + Adjusted EBITDA margin expanded 80+ bps to 14.3%, with GAAP EPS up 75% and adjusted EPS up 25%
- + Recurring revenue reached a record $30M, up 7%, with goal of >50% of revenue recurring
- + AI-related revenue grew 64% to $26M in Q2, representing 37% of H1 revenue
- + Americas revenue up 7% and Europe revenue up 10%, both on reported basis
- + Board authorized a $30M expansion of share repurchase program, the largest in company history
- − Asia-Pacific revenue declined 7% to $5.1M, down $400,000 year-over-year
- − M&A valuation environment described as 'a little bit more frothy' than a year ago
- − Q3 guidance of $63.5-64.5M revenue and $8.5-9.5M adjusted EBITDA implies sequential decline from Q2's $65.5M revenue and $9.4M adjusted EBITDA
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $9.37M | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income 3.3M
+870K Interest expense (net of interest income)
+1.94M Income taxes provision
+1.06M Depreciation and amortization
+3K Loss (gain) on asset disposal
+5K Interest accretion associated with contingent consideration
+7K Acquisition and disposition-related costs
+257K Severance, integration and other expense
-254K Foreign currency transaction (gain) loss
+2.18M Non-cash stock compensation
= Adjusted EBITDA 9.37M
|
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| Adjusted net income non-GAAP | $4.95M | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income 3.3M
+2.18M Non-cash stock compensation
+235K Intangible amortization
+3K Loss (gain) on asset disposal
+5K Interest accretion associated with contingent consideration
+7K Acquisition and disposition-related costs
+257K Severance, integration and other expense
-254K Foreign currency transaction (gain) loss
-779K Tax effect
= Adjusted net income 4.95M
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| Adjusted net income per diluted share non-GAAP | $0.1 | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income per diluted share $0.07
+$0.04 Non-cash stock compensation
+$0 Intangible amortization
+$0 Loss (gain) on asset disposal
+$0 Interest accretion associated with contingent consideration
+$0 Acquisition and disposition-related costs
+$0.01 Severance, integration and other expense
-$0.01 Foreign currency transaction (gain) loss
-$0.01 Tax effect
= Adjusted net income per diluted share $0.1
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Information Technology Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
III
this stock
Information Services Group Inc.
|
$254.65M | -1.4% | +4.5% | 21.9 | 1.2% |
|
IBM
International Business Machines Corp
|
$212.46B | -24.8% | +7.6% | 20.0 | 2.4% |
|
ACN
Accenture plc
|
$116.59B | -25.9% | +7.4% | 14.0 | 3.7% |
|
INFY
Infosys Ltd
|
$42.53B | -38.0% | — | — | 3.1% |
|
CTSH
Cognizant Technology Solutions Corp
|
$27.26B | -29.5% | +7.0% | 12.5 | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| III | +8.4% | +11.1% | +39.7% | +3.1% | -1.4% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +8.6% | +11.6% | +27.5% | +2.2% | -14.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.