As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the it services & consulting industry, including Everforth (NYSE: EFOR) and its peers.
IT Services & Consulting companies stand to benefit from increasing enterprise demand for digital transformation, AI-driven automation, and cybersecurity resilience. Many enterprises can't attack these topics alone and need IT services and consulting on everything from technical advice to implementation. Challenges in meeting these needs will include finding talent in specialized and evolving IT fields. While AI and automation can enhance productivity, they also threaten to commoditize certain consulting functions. Another ongoing challenge will be pricing pressures from offshore IT service providers, which have lower labor costs and increasingly equal access to advanced technology like AI.
The 8 it services & consulting stocks we track reported a satisfactory Q2. As a group, revenues were in line with analysts’ consensus estimates while next quarter’s revenue guidance was 0.7% below.
Thankfully, share prices of the companies have been resilient as they are up 9% on average since the latest earnings results.
Everforth (NYSE: EFOR)
Evolving from its roots in IT staffing to become a high-end technology consulting powerhouse, Everforth (EFOR) provides specialized IT consulting services and staffing solutions to Fortune 1000 companies and U.S. federal government agencies.
Everforth reported revenues of $1.01 billion, down 1.3% year on year. This print exceeded analysts’ expectations by 1.6%. Overall, it was an exceptional quarter for the company with an impressive beat of analysts’ EPS guidance for next quarter estimates and a beat of analysts’ EPS estimates.
Everforth scored the highest guidance raise among its peers. Unsurprisingly, the stock is up 33% since reporting and currently trades at $31.13.
Is now the time to buy Everforth? Access our full analysis of the earnings results here, it’s free.
Best Q2: Gartner (NYSE: IT)
With over 2,500 research experts guiding organizations through complex technology landscapes, Gartner (NYSE: IT) provides research, advisory services, and conferences that help executives make better decisions about technology and other business priorities.
Gartner reported revenues of $1.68 billion, flat year on year, outperforming analysts’ expectations by 1.8%. The business had an exceptional quarter with a beat of analysts’ EPS estimates.
Gartner achieved the biggest analyst estimate beat in the group. The market seems happy with the results as the stock is up 27.3% since reporting. It currently trades at $192.97.
Is now the time to buy Gartner? Access our full analysis of the earnings results here, it’s free.
Weakest Q2: Accenture (NYSE: ACN)
With a workforce of approximately 774,000 people serving clients in more than 120 countries, Accenture (NYSE: ACN) is a professional services firm that helps organizations transform their businesses through consulting, technology, operations, and digital services.
Accenture reported revenues of $18.72 billion, up 5.6% year on year, in line with analysts’ expectations. It was a slower quarter as it posted revenue guidance for next quarter missing analysts’ expectations.
Accenture delivered the weakest guidance update of the whole group. Interestingly, the stock is up 9.3% since the results and currently trades at $183.11.
Read our full analysis of Accenture’s results here.
EPAM (NYSE: EPAM)
Founded in 1993 during the early days of offshore software development, EPAM Systems (NYSE: EPAM) provides digital engineering, cloud, and AI transformation services to help global enterprises and startups modernize their technology systems and create digital products.
EPAM reported revenues of $1.41 billion, up 4.5% year on year. This number beat analysts’ expectations by 0.6%. Zooming out, it was a mixed quarter as it also logged a beat of analysts’ EPS estimates but revenue guidance for next quarter missing analysts’ expectations.
The stock is flat since reporting and currently trades at $109.70.
Read our full, actionable report on EPAM here, it’s free.
DXC (NYSE: DXC)
Born from the 2017 merger of Computer Sciences Corporation and HP Enterprise's services business, DXC Technology (NYSE: DXC) is a global IT services company that helps businesses transform their technology infrastructure, applications, and operations.
DXC reported revenues of $3.00 billion, down 5.1% year on year. This result was in line with analysts’ expectations. Zooming out, it was a slower quarter as it recorded a significant miss of analysts’ EPS estimates.
DXC had the slowest revenue growth and weakest full-year guidance update among its peers. The stock is down 5.9% since reporting and currently trades at $10.58.
Read our full, actionable report on DXC here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
