The Motley Fool·2d ago
Infosys: 3 Key Takeaways for Long-Term InvestorsInfosys signed $5.2 billion in second-quarter large deal total contract value. Artificial intelligence revenue reached 10.5% of total company sales in Q2.
Infosys' fundamentals present a classic tension: revenue growth has decelerated to 1.5% year over year in 2027Q2, down from 6.6% two quarters earlier, while operating margin has held near 21.3% largely through overhead containment, with SG&A confined to a $454M-$528M band across ten quarters rather than scale-driven…
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Revenue growth stalled at 1.5% year over year in 2027Q2 versus 6.6% in 2026Q4, yet gross margin recovered to 31.1% and operating margin held at 21.3%, suggesting pricing and utilization discipline are offsetting weak demand rather than reflecting organic momentum.
AI creates massive new transformation work for Fortune 500 clients, driving services revenue for Infosys.
AI adoption raises labor productivity for Infosys itself, potentially expanding margins.
Infosys is a global leader in next-generation digital services and consulting, enabling clients across 50+ countries.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 23, 2026 | $0.20-4.8% vs $0.21 | $5.2B+1.0% vs $5.1B |
Q3 2026 Jul 23, 2026 | $0.20-4.8% vs $0.21 | $5.0B-1.8% vs $5.1B |
Q2 2026 Apr 23, 2026 | $0.23+15.0% vs $0.20 | $5.0B+1.0% vs $5.0B |
Q1 2026 Jan 14, 2026 | $0.21+5.0% vs $0.20 | $5.0B+0.1% vs $5.0B |
Infosys signed $5.2 billion in second-quarter large deal total contract value. Artificial intelligence revenue reached 10.5% of total company sales in Q2.
VeriSign (NASDAQ: VRSN - Get Free Report) and Infosys (NYSE: INFY - Get Free Report) are both large-cap technology companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, analyst recommendations, dividends, institutional ownership, earnings, valuation and profitability. Volatility and Risk VeriSign has a beta of 0.69,
The 13th edition of awards recognized 37 financial institutions across ten categories for next-gen banking innovations BENGALURU, India and PARIS, Oct. 29, 2026 /PRNewswire/ -- Infosys Finacle, part of EdgeVerve Systems, a wholly-owned subsidiary of Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY) and Qorus, a global association for retail financial institutions, announced the winners of the 13th edition of the Qorus-Infosys Finacle Banking Innovation Awards. Winners were felicitated in an award ceremony, conducted as part of the Infosys Finacle Conclave 2026, the company's annual leadership conference for the banking and financial services industry, in Rome, Italy.
Network-wide deployment of a cloud-native solution to simplify branch operations and enable more consistent member experiences CARAQUET, NB and BENGALURU, India, Oct. 28, 2026 /PRNewswire/ -- Infosys Finacle, part of EdgeVerve Systems, a wholly owned subsidiary of Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), and UNI Financial Cooperation (UNI), a leading financial cooperative in Atlantic Canada, today announced the deployment of Finacle Universal Banker across all UNI branches. The deployment marks an important milestone in UNI's ongoing technology transformation, enabling omnichannel service continuity for members and providing a scalable foundation for continued improvements in efficiency and the member experience.
Benchmark INFY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Infosys Limited (INFY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $12.50 | $50.72B | 15.06 | 4.57% | 16.44% | 31.41% | 4.27% | |
| $2.16 | $21.37B | 16.17 | 3.97% | 13.58% | 15.68% | 5.4% | |
| $64.72 | $29.15B | 14.22 | 6.95% | 11.75% | 17.36% | 1.96% | |
| $1190.44 | $58.49B | 93.37 | 26.43% | 23.85% | 24.04% | 0.5% | |
| $260.50 | $159.41B | 21.44 | 7.36% | 11.32% | 25.66% | 2.25% | |
| $245.00 | $230.82B | 21.93 | 7.62% | 15.99% | 32.72% | 2.69% |
Infosys Limited (INFY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Infosys Limited (INFY) stock FAQ — growth, dividends, profitability & financials explained
Infosys Limited (INFY) reported $20.37B in revenue over the trailing twelve months. Revenue was $20.16B in fiscal year 2026. That is 16566% more than the $121.0M of fiscal year 1999.
Infosys Limited (INFY) grew revenue by 4.6% in fiscal year 2026, compared with the prior fiscal year.
Yes. Infosys Limited (INFY) earned $3.30B in net income over the trailing twelve months (a 16.2% net margin).
Yes. Infosys Limited (INFY) pays a dividend that yields 4.27% at the current price, a high yield.
Infosys Limited (INFY) had a return on equity (ROE) of 31.4% in fiscal year 2026. That is well above the market's typical 10-15%.
Infosys Limited (INFY) generated $3.67B in free cash flow over the trailing twelve months.
