Citable filing context
IT's research view summarizes recent SEC filing context, starting with earnings from Aug 4, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 4, 2026 | earnings | Gartner reported Q2 2026 financial results and authorized an additional $500 million share repurchase program. |
| Jun 2, 2026 | other | Gartner Inc. reported voting results from its 2026 Annual Meeting, approving board nominees, executive compensation, and KPMG. |
| May 5, 2026 | earnings | Gartner reported Q1 2026 revenues of $1.5 billion and diluted EPS of $3.18. |
| Aug 4, 2026 | mda_quarterly | Gartner’s financial performance for the first half of 2026 reflects a strategic focus on its core Insights segment, which grew 3% year-over-year to $2.58 billion. Total revenue for the six-month period was $3.19 billion, a 1% decline primarily driven by the February 2026 divestiture of the Digital Markets business. Operating income rose 15% to $694.6 million, bolstered by a 9% reduction in operating expenses, including lower headcount and decreased product delivery costs. The Insights segment remains the primary growth engine, with contract value reaching $5.3 billion, a 2% increase on a foreign currency neutral basis. Growth was led by the banking and energy sectors, though public sector demand remained soft. Conversely, the Consulting segment faced headwinds, with revenues declining 12% to $261 million due to weakness in the U.S. public sector and commercial markets in Japan and EMEA. The Conferences segment performed strongly, with revenues rising 14% to $322.5 million, driven by higher exhibitor and attendee participation. Gartner maintains a robust liquidity position with $1.5 billion in cash and $1 billion in available revolving credit. The company continues to prioritize shareholder returns, utilizing $1.08 billion for share repurchases during the first half of 2026. |
| May 5, 2026 | mda_quarterly | Gartner reported first-quarter 2026 total revenues of $1.51 billion, a 2% decrease primarily attributed to the February 2026 divestiture of the Digital Markets business for $104.8 million. Insights revenue grew 3% to $1.29 billion, with foreign currency neutral contract value increasing 1% to $5.3 billion; growth in the banking and energy sectors was offset by high single-digit declines in the US federal public sector. Conferences revenue rose 8% due to higher exhibitor revenue, while Consulting revenue fell 15% driven by weakness in Japan and the US public sector. Despite the revenue dip, operating income increased 14% to $316.1 million, and diluted EPS rose to $3.18. The company maintains strong liquidity with $1.7 billion in cash and $1.0 billion in available revolving credit, while aggressively returning capital through $534.6 million in share repurchases during the quarter. Key strategic risks include the necessity of keeping pace with artificial intelligence developments and evolving regulations, as well as volatility in global geopolitical conditions. Wallet retention declined in both Global Technology and Global Business Sales, reflecting reduced spending by existing clients compared to the prior year. |
| Feb 12, 2026 | business | Gartner, Inc. provides objective business and technology insights to over 13,000 enterprises across approximately 90 countries. The company operates through three reportable segments: Business and Technology Insights, Conferences, and Consulting. The Insights segment is the primary revenue driver, generating $5.1 billion in 2025 through subscription-based contracts that are generally non-cancellable. Conferences and Consulting provide complementary revenue through event fees and custom strategic analysis for technology-driven initiatives. Geographically, the United States and Canada represent the largest market, followed by Europe, Middle East, and Africa. A critical financial risk is the $301.6 million in gross unrecognized tax benefits, primarily related to transfer pricing on intercompany transactions. Furthermore, the company recognized a $150 million goodwill impairment in its Digital Markets unit during 2025 due to market weakness and organizational restructuring, subsequently completing the sale of that business in February 2026 for approximately $110 million. Gartner’s capital structure is characterized by significant long-term debt, including senior notes maturing between 2028 and 2035, and an aggressive share repurchase strategy, spending $2.0 billion on treasury stock in 2025. |
Source: SEC EDGAR filing text and events; period Aug 4, 2026; filed Aug 4, 2026.
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