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Epam (EPAM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended June 2025, Epam (EPAM - Free Report) reported revenue of $1.35 billion, up 18% over the same period last year. EPS came in at $2.77, compared to $2.45 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.33 billion, representing a surprise of +1.53%. The company delivered an EPS surprise of +6.13%, with the consensus EPS estimate being $2.61.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Epam performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues by Customer Location- Americas: $801.43 million compared to the $799.89 million average estimate based on two analysts. The reported number represents a change of +16% year over year.
  • Revenues by Customer Location- APAC: $27.2 million versus the two-analyst average estimate of $27.19 million. The reported number represents a year-over-year change of +13%.
  • Revenues by Customer Location- EMEA: $524.81 million compared to the $498.6 million average estimate based on two analysts. The reported number represents a change of +21.7% year over year.
  • Revenues by Industry Verticals- Financial Services: $328.31 million versus $312.51 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +34.4% change.
  • Revenues by Industry Verticals- Software & Hi-Tech: $204.67 million versus the two-analyst average estimate of $189.86 million. The reported number represents a year-over-year change of +21.2%.
  • Revenues by Industry Verticals- Life Sciences & Healthcare: $156.51 million versus the two-analyst average estimate of $162.54 million. The reported number represents a year-over-year change of +11.7%.
  • Revenues by Industry Verticals- Emerging Verticals: $225.51 million versus $215.24 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +28.7% change.
  • Revenues by Industry Verticals- Consumer Goods, Retail & Travelr: $268.05 million versus the two-analyst average estimate of $269.77 million. The reported number represents a year-over-year change of +6.2%.
  • Revenues by Contract Type- Time-and-material: $1.09 billion versus $1.12 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +15.2% change.
  • Revenues by Contract Type- Fixed-price: $258 million versus the two-analyst average estimate of $205.76 million. The reported number represents a year-over-year change of +31.9%.
  • Revenues by Contract Type- Licensing and other revenues: $8.05 million versus the two-analyst average estimate of $10.78 million. The reported number represents a year-over-year change of +9.9%.
  • Revenues by Industry Verticals- Business Information & Media: $170.39 million versus the two-analyst average estimate of $182.45 million. The reported number represents a year-over-year change of +2.8%.

View all Key Company Metrics for Epam here>>>

Shares of Epam have returned -11.3% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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