Gartner Inc

Gartner delivered a solid second quarter, beating Wall Street expectations on both the top and bottom lines as the research and advisory firm posted adjusted EPS of $3.53, ahead of the $3.31 consensus by 6.80%, while revenue of $1.69 billion grew 5.7% year over year and edged past estimates by 0.74%. The outperformance was broad-based across all three segments, with the company's newly rebranded Business and Technology Insights division, formerly called Research, anchoring results with a 73.9% contribution margin. Adjusted EBITDA climbed 6.6% to $443.00 million, and contract value reached $5.00 billion, growing 4.9% on an FX-neutral basis, with the Global Business Sales segment showing particular momentum at 9.2% FX-neutral growth. Capital return remained aggressive, with Gartner repurchasing 0.7 million shares for $274.00 million during the quarter and the Board authorizing an additional $700.00 million in buyback capacity in July; however, the stock has faced pressure this year as investors weigh competitive concerns around AI-driven insights against the company's updated full-year 2025 outlook, details of which are available in its earnings supplement.