Quarterly guidance

Revenue growth
3.2% to 4.7% year-over-year in constant currency.

Annual guidance

Revenue growth
4% to 4.4% in constant currency.
Adjusted operating margin
Approximately 16.1%.
Adjusted EPS
$5.72 to $5.79.

Outlook

Healthcare
Regulatory uncertainty in Medicaid and Medicare is constraining discretionary spending, but stability is expected to improve in 2027.
Financial Services
The segment has seen double-digit growth for three consecutive quarters and is expected to remain a strong performer.
Discretionary spending
Macro uncertainty is weighing on discretionary spending in the fourth quarter, particularly in consumer-facing sectors.
Project LEAP
Total program costs are now estimated at $180 million to $250 million, with $200 million in savings expected for 2026.
AI adoption
AI is viewed as a significant enterprise opportunity, with over 8,500 AI engagements and 50% of software development being AI-assisted.