Jun 2026 (Q3 FY26) — Aug 5, 2026
Amdocs Q3 FY26 — Agentic AI Strategy Drives Key Wins and Margin Expansion
Read the full callAmdocs (DOX) earnings
- Sep 2024
- Jun 2026 (Q3 FY26)
- Sep 2024
Amdocs earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,264 | +1.7% YoY | Quarterly, as filed | Quarter to Sep 2024 | Revenue from operations as filed. |
| Operating margin | 8.9 | −2.3 pts YoY | Operating profit / revenue | Quarter to Sep 2024 | For the quarter; a change is in percentage points. |
| Net profit | 86.4 | −15.3% YoY | Quarterly, as filed | Quarter to Sep 2024 | Profit after tax as filed. |
Guidance
What management said, and what became of it
23 of 28 judged targets kept · 22 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Cognitive Core and aOS market launch | Bring the Cognitive Core-based offering to market in mid-2026 | Sep 2025 | Remember, we launched aOS in the beginning of March, we are in August. | Achieved |
| Full-year financing costs | Higher financing costs than the prior year | Sep 2025 | Interest and other expenses amounted to roughly $14 million in Q3 and consistent with our prior quarter. | On Track |
| Quarterly non-GAAP effective tax rate | Above the 19% high end of the annual 16% to 19% range | Dec 2025 | Ghosted |
5 of AMDOCS LTD's 50 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 47 more targets are in the full ledger.
Claimed
- Q3 revenue of $1.175 billion was consistent with the midpoint of guidance.
- Non-GAAP diluted earnings per share of $1.84 was consistent with the midpoint of guidance.
- Non-GAAP operating margin improved by 20 basis points year-over-year to 21.6%.
- Managed Services delivered record revenue of $791 million, accounting for 67% of total revenue.
- Signed a new large-scale, 10-year multiyear partnership with Liberty Latin America leveraging aOS.
Qualified
- GAAP diluted EPS of $0.59 was below guidance range due to a $0.91 per share restructuring charge.
- 12-month backlog was down $20 million sequentially, though up 2.7% year-over-year.
- Days Sales Outstanding (DSO) increased by 5 days sequentially to 78 days.
Price
$60.68 +2.41% · +$1.43
Performance −27.5% 1Y
1Y: $83.66 on 14 Oct 2025 → $60.68. High $85.49 (10 Nov 2025), low $49.87 (25 Jun 2026).
- Previous close
- $59.25
- 52-week range
- $49.87 – $85.49
- One year
- −26.39%
Overview
- Symbol
- DOX
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
23 of 28 judged targets kept · 22 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Cognitive Core and aOS market launch | Bring the Cognitive Core-based offering to market in mid-2026 | Sep 2025 | Remember, we launched aOS in the beginning of March, we are in August. | Achieved |
| Full-year financing costs | Higher financing costs than the prior year | Sep 2025 | Interest and other expenses amounted to roughly $14 million in Q3 and consistent with our prior quarter. | On Track |
| Quarterly non-GAAP effective tax rate | Above the 19% high end of the annual 16% to 19% range | Dec 2025 | Ghosted |
Claimed
- Q3 revenue of $1.175 billion was consistent with the midpoint of guidance.
- Non-GAAP diluted earnings per share of $1.84 was consistent with the midpoint of guidance.
- Non-GAAP operating margin improved by 20 basis points year-over-year to 21.6%.
- Managed Services delivered record revenue of $791 million, accounting for 67% of total revenue.
- Signed a new large-scale, 10-year multiyear partnership with Liberty Latin America leveraging aOS.
Qualified
- GAAP diluted EPS of $0.59 was below guidance range due to a $0.91 per share restructuring charge.
- 12-month backlog was down $20 million sequentially, though up 2.7% year-over-year.
- Days Sales Outstanding (DSO) increased by 5 days sequentially to 78 days.
The full ledger
Open AMDOCS LTD’s full ledger
A free account opens 5 company ledgers a month. All 50 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q2 FY26) — May 13, 2026
Amdocs Q2 FY26 — Solid Performance and Agentic Era Vision
Read the full callEvery analysed call
Amdocs earnings calls (DOX)
Financials
What the filings say
Net profit, year on year: −15% (quarter to sep 2024 against sep 2023).
| Line item | Dec 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,186 | 1,223 | 1,236 | 1,243 | 1,245 | 1,246 | 1,250 | 1,264 |
| Operating profit | 150 | 182 | 183 | 139 | 184 | 156 | 176 | 113 |
| Operating margin | 12.7% | 14.9% | 14.8% | 11.2% | 14.8% | 12.5% | 14.1% | 8.9% |
| Net profit | 130 | 150 | 159 | 102 | 148 | 119 | 140 | 86 |
| EPS ($ per share) | 1.07 | 1.24 | 1.33 | 0.86 | 1.27 | 1.02 | 1.22 | 0.76 |
| Line item | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 4 | 4 | 4 | 4 | 5 | 5 | 5 | 5 |
| Reserves | 4,457 | 4,674 | 5,013 | 5,342 | 5,851 | 6,212 | 6,550 | 6,828 |
| Total liabilities | 1,705 | 1,856 | 1,750 | 2,676 | 2,877 | 2,830 | 2,859 | 2,887 |
| Fixed assets | 356 | 497 | 525 | 608 | 699 | 794 | 791 | 756 |
| Total assets | 5,279 | 5,348 | 5,293 | 6,342 | 6,512 | 6,390 | 6,426 | 6,386 |
| Line item | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 636 | 557 | 656 | 658 | 926 | 757 | 823 | 724 |
| Cash from investing | -185 | -362 | -87 | -462 | -329 | -263 | -224 | -127 |
| Cash from financing | -570 | -426 | -517 | 315 | -871 | -630 | -651 | -771 |
| Net cash flow | -119 | -231 | 53 | 512 | -274 | -136 | -53 | -174 |
| Capital expenditure | -133 | -231 | — | — | -210 | -227 | -124 | -105 |
| Free cash flow | 503 | 326 | — | — | 715 | 530 | 698 | 619 |
DOX operating KPIs by quarter
| KPI | Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| 12-month backlog | $4.28BOverall, we closed the quarter with 12 months backlog of $4.28 billion, up $30 million sequentially and 2.6% from a year ago.Source: earnings call transcript | $4.26BManaged Services delivered a record quarter, accounting for 67% of total revenue, and we closed the quarter with 12-month backlog of $4.26 billion, up 2.7% from a year ago.Source: earnings call transcript | -0.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
2 filings between May 13, 2026 and May 29, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$29.0K
1 sale by 1 insider
Compensation
not trading decisions- 1
- Award — granted as compensation
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Smith Matthew E. | — | $29.0K | May 29, 2026 |
Latest filings (2)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 29, 2026 | Smith Matthew E. See Remarks | Sale | 464 | $29.0K |
| May 13, 2026 | Hortig Shimie See Remarks | Award | 84,483 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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