Group 1 - DXC Technology will participate in the Morgan Stanley Technology, Media & Telecom Conference on March 2, 2026, in San Francisco [1] - Raul Fernandez, President and CEO of DXC, and Rob Del Bene, CFO, are scheduled to present at 11:30 am PST (2:30 pm EST) [1] - The presentation will be available on the "Events and Presentations" section of DXC's investor webpage [1] Group 2 - DXC Technology is a leading global technology services company, delivering software, services, and solutions to enterprises and public sector organizations [1] - The company specializes in Managed Infrastructure Services, Application Modernization, and Industry-Specific Software Solutions [1] - DXC aims to help organizations harness AI to drive outcomes amid rapid technological changes [1]

Core Insights - DXC Technology has launched a new Customer Experience Center in London aimed at helping organizations transition from AI experimentation to large-scale implementation [1] - The center will employ 150 AI specialists in the UK and Ireland to enhance its capabilities and support various sectors including government, healthcare, and finance [1] - The initiative is designed to foster collaboration between DXC's 6,000 AI experts and customers, enabling the co-creation of solutions that deliver measurable business outcomes [1] Group 1: Company Developments - The London Customer Experience Center is strategically located in the heart of London's business hub, facilitating collaborative innovation across DXC's platforms and services [1] - The center will support key public and private sector organizations, including the Metropolitan Police and the Ministry of Defence, in accelerating their digital transformation efforts [1] - DXC's global network of 40,000 developers will further enhance the center's ability to deliver enterprise-scale solutions [1] Group 2: Industry Impact - The center addresses the industry's need to transform AI from isolated pilots into secure, scalable operational capabilities [1] - Industry analysts highlight the importance of multi-disciplinary teams in overcoming organizational and regulatory barriers to scaling AI solutions [1] - The center is expected to accelerate the path to production and scaling of AI and data-driven solutions, leading to measurable business outcomes [1]

Core Viewpoint - DXC Technology Company is positioned as a noteworthy investment opportunity within the IT consulting sector at its current price level [1]. Company Overview - DXC operates in the information technology sector, specifically within the IT consulting industry [1]. Investment Strategy - The article emphasizes the importance of having both long-term and short-term trading strategies, with a focus on executing a trading plan effectively to achieve positive investment results [1].

此前，Le Busque曾担任Verizon Communications公司旗下企业服务与解决方案事业部Verizon Business的 亚太区副总裁。他还曾担任澳大利亚美国商会董事会成员，目前拥有澳大利亚公司董事学会会员资格 （MAICD）。 （全球TMT2026年2月3日讯）DXC Technology宣布，任命Rob Le Busque为亚太及日本地区（APJ）总 裁，该任命即刻生效。Le Busque将向首席营收官T.R. Newcomb汇报工作。Le Busque将负责制定DXC亚 太及日本地区的增长战略，加强与高管客户的关系，并推动该地区的市场拓展执行与销售卓越发展。他 将围绕优先发展行业和战略客户群体整合各个团队，同时领导复杂的多年期合作项目，拓展新老客户伙 伴关系，推动盈利性增长。 ...

Core Insights - The article emphasizes the focus on value investing in Asia, particularly in Hong Kong, targeting stocks with significant discrepancies between market price and intrinsic value [1] - It highlights two main categories of investment opportunities: deep value balance sheet bargains and wide moat stocks, which are characterized by their strong competitive advantages [1] Group 1: Investment Strategy - The service aims to identify deep value stocks, such as net cash stocks and low price-to-book (P/B) ratio stocks, which are available at a discount [1] - It also seeks wide moat stocks, which are high-quality businesses with sustainable competitive advantages, often referred to as "Magic Formula" stocks [1] - Monthly updates and watch lists are provided to keep investors informed about potential investment opportunities [1]

Group 1 - DXC Technology has appointed Rob Le Busque as President of Asia Pacific & Japan, effective immediately [1] - Le Busque will focus on shaping DXC's growth strategy in the APJ region, enhancing client relationships, and driving sales excellence [2] - His previous experience includes serving as Asia Pacific Regional Vice President at Verizon Business, where he achieved sustained growth in consulting, managed services, and cybersecurity [3][4] Group 2 - Le Busque possesses deep expertise in large-scale digital initiatives and cybersecurity, with a proven track record of delivering strategic outcomes [4] - He has been involved with the American Chamber of Commerce Australia and is a member of the Australian Institute of Company Directors [4] - DXC Technology is recognized as a leading global provider of IT services, helping clients modernize their systems and integrate AI into operations [5]

Core Insights - DXC Technology, Inc. reported better-than-expected non-GAAP earnings of 96 cents per share for Q3 fiscal 2026, exceeding the Zacks Consensus Estimate by 12.94% and reflecting a 4.3% year-over-year increase [1] - Despite the earnings beat, shares fell 6.3% in after-hours trading due to revenue shortfalls, with reported revenues of $3.19 billion, missing estimates by 0.31% and decreasing 1% year over year [2] Financial Performance - DXC's non-GAAP operating income (Adjusted EBIT) for Q3 was $263 million, down 8% year over year, with a non-GAAP operating margin of 8.2%, a contraction of 70 basis points [5] - The company generated operating cash flow of $414 million and free cash flow of $266 million in Q3, with share repurchases totaling $65 million during the quarter [7] Revenue Breakdown - Revenues from the Consulting & Engineering Services (CES) segment declined 0.1% year over year to $1.27 billion, with an organic decline of 3.6% [4] - Global Infrastructure Services (GIS) revenues totaled $1.61 billion, down 2.7% year over year, with an organic decline of 6.2% [4] - Insurance Services revenues increased 4.6% year over year to $321 million, with organic growth of 3.2% [4] Guidance Update - DXC updated its fiscal 2026 revenue outlook to approximately $12.69 billion, slightly down from the previous guidance of $12.67-$12.81 billion [8] - The adjusted EBIT margin is now projected to be around 7.5%, with adjusted EPS expected to be about $3.15, up from the previous range of $2.85-$3.35 [9] - For Q4, the company anticipates organic revenue declines of 4-5% and adjusted EPS of 65-75 cents [10] Market Position - DXC Technology currently holds a Zacks Rank 2 (Buy), indicating a favorable outlook compared to other stocks in the Computer and Technology sector [12]

Core Insights - DXC Technology Company reported an earnings per share (EPS) of $0.96, exceeding the estimated $0.83, indicating improved profitability despite a slight revenue decline [2][3][6] - The company's revenue was approximately $3.19 billion, surpassing the estimated $3.18 billion, although it reflects a 1% decline compared to the previous year [2][6] Financial Metrics - DXC has a price-to-earnings (P/E) ratio of approximately 6.85, indicating a low market valuation compared to its peers [4][6] - The price-to-sales ratio is about 0.20, suggesting a low market valuation relative to its revenue [4][6] - The enterprise value to sales ratio stands at 0.42, indicating that DXC's enterprise value is less than half of its sales [4] Financial Stability - The enterprise value to operating cash flow ratio is 3.45, reflecting the company's ability to generate cash flow [5][6] - DXC's earnings yield is approximately 14.59%, offering a substantial return on investment [5] - The debt-to-equity ratio is 1.53, indicating significant reliance on debt financing [5][6] - The current ratio of 1.09 suggests a modest level of short-term financial health, with current assets slightly exceeding current liabilities [5]

Financial Performance - Revenues for the three months ended December 31, 2025, were $3,194 million, a decrease of 1% compared to $3,225 million for the same period in 2024[9] - Net income for the three months ended December 31, 2025, was $110 million, compared to $63 million for the same period in 2024, representing a 75% increase[9] - Total revenues reached $9,514 million for the nine months ended December 31, 2025, down from $9,702 million in 2024[107] - The company reported a net income of $110 million for the three months ended December 31, 2025, an increase of $47 million or 74.6% compared to the prior year[167] - The effective tax rate for the three months ended December 31, 2025, was 35.7%, a significant decrease from 51.9% for the same period in 2024[76] Costs and Expenses - Total costs and expenses for the nine months ended December 31, 2025, were $9,145 million, down from $9,410 million in 2024, reflecting a 2.8% decrease[9] - The company incurred restructuring costs of $20 million for the three months ended December 31, 2025, down from $43 million in the same period of 2024[9] - Total costs and expenses for the third quarter were $3.0 billion, a decrease of $71 million (-2.3%) compared to the prior-year period[136] - Selling, general and administrative (SG&A) expenses for the third quarter were $309 million, a decrease of $26 million (-7.8%) compared to the prior-year period[142] Cash Flow and Liquidity - Cash and cash equivalents as of December 31, 2025, were $1,731 million, a slight decrease from $1,796 million as of March 31, 2025[13] - Net cash provided by operating activities for the nine months ended December 31, 2025, was $1,009 million, compared to $1,083 million for the same period in 2024[14] - The company expects existing cash and cash equivalents, along with cash generated from operations, to be sufficient for normal operating requirements for the next 12 months[184] - Net cash used in investing activities was $365 million for the nine months ended December 31, 2025, an increase of $22 million from $343 million in 2024[178] Shareholder Returns - The company executed a share repurchase program, acquiring 13,087 thousand shares, which resulted in a reduction of additional paid-in capital by $552 million[16] - The company repurchased a total of 4,494,144 shares during the quarter ended December 31, 2025, with an average price of $13.35 per share[200] - As of December 31, 2025, approximately $402 million remained available for share repurchase under the approved $1.0 billion authorization[200] - The company suspended payment of quarterly dividends for fiscal 2026 to maintain financial flexibility[187] Assets and Liabilities - Total assets as of December 31, 2025, were $13,177 million, compared to $13,205 million as of March 31, 2025[13] - The company’s total liabilities as of December 31, 2025, were $9,764 million, compared to $9,715 million as of March 31, 2025[13] - The total debt of the company was $3.624 billion as of December 31, 2025, a decrease from $3.876 billion as of March 31, 2025[62] - The accumulated deficit decreased to $(2,931) million as of December 31, 2025, from $(3,451) million at March 31, 2025[16] Segment Performance - DXC's new segment structure includes Consulting & Engineering Services, Global Infrastructure Services, and Insurance Services, aimed at enhancing operational performance and resource allocation[19] - Segment profit for the CES segment was $144 million, down 12.2% year-over-year, with a margin of 11.4%[132] - Segment profit for the GIS segment was $113 million, up 0.9% year-over-year, with a margin of 7.0%[132] - Segment profit for the Insurance segment was $35 million, down 30.0% year-over-year, with a margin of 10.9%[132] Tax and Regulatory Matters - The effective tax rate (ETR) for the three months ended December 31, 2025, was 35.7%, compared to 33.2% for the non-GAAP results[169] - The company is currently under IRS examination regarding its federal income tax returns for certain fiscal years, with disputes being contested in the U.S. Tax Court[114] - The company recorded a $13 million tax indemnification receivable related to uncertain tax positions as part of its tax matters agreement with Hewlett Packard Enterprise[78] Miscellaneous - The company has not disclosed any new products or technologies in this report[204] - There were no significant legal proceedings reported that could impact the company's financial condition[196] - The company reported no material changes to risk factors affecting its operations and financial results in the three months ended December 31, 2025[197]

Core Viewpoint - DXC Technology Company reported a slight decline in revenue for the quarter ended December 2025, but exceeded earnings expectations, indicating mixed financial performance [1]. Financial Performance - Total revenue for the quarter was $3.19 billion, down 1% year-over-year, and slightly below the Zacks Consensus Estimate of $3.2 billion, resulting in a revenue surprise of -0.31% [1][4]. - Earnings per share (EPS) was reported at $0.96, an increase from $0.92 in the same quarter last year, surpassing the consensus EPS estimate of $0.85, leading to an EPS surprise of +12.94% [1]. Key Metrics - Global Infrastructure Services (GIS) revenue was $1.61 billion, reflecting a year-over-year change of -2.7%, which was better than the average estimate of -3.2% [4]. - Consulting & Engineering Services (CES) revenue matched the average estimate at $1.27 billion [4]. - Insurance revenue was reported at $321 million, slightly below the average estimate of $334.55 million [4]. Stock Performance - Over the past month, shares of DXC Technology have returned -1.5%, contrasting with the Zacks S&P 500 composite's +0.8% change [3]. - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3].