Gartner, Inc. Q2 2026 Earnings Recap

Gartner’s Q2 results and outlook notably outperformed expectations, driving a 23% jump in the stock. Accelerating contract value growth, improved client engagement, and solid margin management underpinned confidence in the company’s Business and Technology Insights transformation and sustained demand for AI-related services.

Key Takeaways

• Contract value growth accelerated in Q2, supported by mid-single-digit growth with midsized enterprise clients across both GTS and GBS segments.
• Client engagement rose 140 basis points year-over-year, with digital engagement up over 110 bps and human interactions increasing more than 150 bps.
• Wallet retention improved sequentially as downsell activity stabilized, reflecting stronger customer loyalty across key segments, including government accounts.
• Return on invested capital remained robust at 31%, while free cash flow generation remained strong, enabling continued shareholder returns.
• Gartner reiterated confidence in delivering adjusted EPS CAGR above 12% over the next three years, driven by continued BTI transformation and expanding AI advisory demand.