FY27 Full Year Revenue: High Single-Digit Growth
Management expects revenue to grow in high single digits for fiscal year 2027, with Q1 delivering 11.4% constant currency growth in line with May guidance.
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FY27 Full Year EBITDA Margin: 18-20%
Full year EBITDA margin expected in the 18-20% range, reflecting continued delivery discipline and phased margin build-up in Sweet Rush, with Q1 at 18.3%.
Q2 FY27: 9-11% YoY Growth, ~18% Margins
Second quarter guidance expects 9-11% year-on-year revenue growth with margins around 18%, noting Q2 is a European vacation quarter (July-September) which will dampen sequential growth.
Q4 FY26 Revenue Growth: 10-12% QoQ / 25-26% YoY in Constant Currency
Growth aided by robust contract pipeline, continued ramp-up in new clients, and Sweet Rush acquisition contribution. The January 9th acquisition will contribute approximately 80 days in Q4 versus only a partial quarter.
FY26 Full-Year Revenue Growth: 14.5-15% in Constant Currency
Full-year guidance provided, inclusive of Sweet Rush consolidation and excluding the real estate contract that ended June 30, 2025.
FY26 Full-Year EBITDA Margin: 20-21%
Margins expected in the 20-21% range for full year FY26 and for Q4 specifically, with management committed to maintaining above threshold despite Sweet Rush's lower-margin profile through other operational initiatives.
Sweet Rush Margin Accretion in 6-8 Quarters
Sweet Rush currently at early double-digit margins with near-term expected improvements through delivery mix optimization and operating leverage, targeting margin accretive status within 6-8 quarters and EPS accretive starting FY27.