Endava plc Earnings Recaps
Q2 2026
Feb 20, 2026
Endava plc reported a revenue of £184.1 million in Q2 FY 2026, reflecting a 5.9% year-over-year decline but a 3.3% increase sequentially, driven by strong initial demand for its AI-native solutions.
Key takeaways
- Continued investment in AI initiatives, enhancing staffing and operational capabilities to position Endava as a leader in AI-native solutions.
- Dava Flow, the company's AI-native engagement lifecycle, is gaining traction among clients, yielding faster delivery and improved productivity.
- New strategic partnerships, including a joint venture with PayNetNets, reinforce Endava's presence in the payments sector.
- Successful enterprise-wide AI projects underway, demonstrating significant potential to streamline operations and enhance decision-making efficiency for clients.
- Expectations to expand Dava Flow's delivery portfolio and convert client interest into substantial, outcome-driven programs in the upcoming quarter.
Q4 2025
Sep 4, 2025
Endava reported strong fourth-quarter results, achieving its highest-ever order book value, driven by a robust pipeline of AI-focused opportunities. Despite short-term volatility, the company remains optimistic about its transformation to an AI-native model.
Key takeaways
- Order book value for FY 2025 reached a record high, indicating strong client relationships and engagement with transformative technology.
- More than half of Endava’s workforce is actively using AI in projects, highlighting a significant shift towards AI-driven solutions.
- The company successfully developed an AI-driven document processing platform for a U.S. healthcare provider, enhancing operational efficiency and cost management.
- Continued partnerships with industry leaders, including OpenAI, are bolstering Endava’s AI capabilities and expanding deal flow.
- The operational environment remains challenging, with clients recalibrating spending, leading to a cautious outlook for fiscal year 2026.