Epam Systems stock kpis
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Revenue by Segment
Analyzes revenue from different business segments, highlighting which areas drive growth and profitability, and indicating strategic focus and market demand.
Financial Services and Emerging Verticals have emerged as EPAM’s primary growth engines, with Life Sciences providing steady upside, while Software & Hi‑Tech and Business Information & Media remain drags that compress near‑term growth. Management’s AI‑native momentum (> $160M) helps explain recent acceleration, but many large AI deals are unsigned and likely shift material contribution into 2027, creating timing risk. Given lowered 2026 guidance and Americas weakness, investors should watch AI pipeline conversion, North America go‑to‑market execution, and DSO/cash conversion as the keys to sustaining higher‑margin growth.
EPAM Revenue by Segment
| Date | Financial Services | Consumer Goods Retail and Travel | Software and Hi tech | Business Information and Media | Life Sciences and Healthcare | Emerging Verticals |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | $383.97M | $269.25M | $199.32M | $158.44M | $175.01M | $240.44M |
| Jun 30, 2026 | $366.19M | $274.25M | $202.01M | $166.73M | $169.08M | $236.50M |
| Mar 31, 2026 | $350.20M | $273.88M | $210.72M | $165.38M | $164.13M | $235.75M |
| Dec 31, 2025 | $336.40M | $277.90M | $214.90M | $171.10M | $154.91M | $252.20M |
| Sep 30, 2025 | $337.80M | $276.03M | $212.16M | $167.63M | $159.19M | $241.56M |
| Jun 30, 2025 | $328.30M | $268.00M | $204.70M | $170.40M | $156.50M | $225.50M |
| Mar 31, 2025 | $314.00M | $255.50M | $190.10M | $166.50M | $155.00M | $220.60M |
| Dec 31, 2024 | $280.90M | $250.60M | $182.00M | $171.10M | $152.00M | $211.80M |
| Sep 30, 2024 | $254.60M | $251.10M | $178.10M | $167.40M | $142.30M | $174.00M |
| Jun 30, 2024 | $244.40M | $252.30M | $168.80M | $165.80M | $140.10M | $175.20M |
| Mar 31, 2024 | $242.80M | $259.10M | $173.50M | $170.30M | $140.20M | $179.60M |
| Dec 31, 2023 | $242.30M | $258.20M | $169.00M | $178.00M | $140.10M | $169.70M |
| Sep 30, 2023 | $246.40M | $263.00M | $174.30M | $183.90M | $124.20M | $160.30M |
| Jun 30, 2023 | $259.00M | $273.50M | $175.20M | $189.70M | $114.40M | $158.40M |
| Mar 31, 2023 | $270.70M | $278.30M | $189.20M | $202.40M | $111.10M | $159.10M |
| Dec 31, 2022 | $260.90M | $270.20M | $203.00M | $208.90M | $125.40M | $162.90M |
| Sep 30, 2022 | $254.70M | $280.40M | $205.40M | $208.90M | $129.70M | $147.80M |
| Jun 30, 2022 | $251.00M | $276.30M | $195.30M | $197.90M | $128.50M | $145.90M |
| Mar 31, 2022 | $260.10M | $265.30M | $189.50M | $194.30M | $123.80M | $138.60M |
| Dec 31, 2021 | $254.70M | $233.00M | $184.00M | $188.40M | $112.40M | $134.90M |
| Sep 30, 2021 | $230.90M | $197.50M | $174.30M | $173.00M | $96.10M | $116.70M |
| Jun 30, 2021 | $193.90M | $171.50M | $159.20M | $157.90M | $91.70M | $107.20M |
| Mar 31, 2021 | $168.90M | $139.00M | $147.10M | $147.70M | $91.10M | $87.00M |
