Ethic Inc. increased its stake in Concentrix Corporation (NASDAQ: CNXC) by 66.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,789 shares of the company's stock after purchasing an additional 2,718 shares during the period. Ethic Inc.'s holdings in
Concentrix Corporation (CNXC) came out with quarterly earnings of $2.78 per share, missing the Zacks Consensus Estimate of $2.88 per share. This compares to earnings of $2.87 per share a year ago.
Investors looking for stocks in the Business - Services sector might want to consider either Concentrix Corporation (CNXC) or Thomson Reuters (TRI). But which of these two stocks presents investors with the better value opportunity right now?
Concentrix Corporation (NASDAQ:CNXC ) Q2 2025 Earnings Conference Call June 26, 2025 5:00 PM ET Company Participants Andre S. Valentine - Chief Financial Officer Christopher A.
Concentrix Corporation (CNXC) came out with quarterly earnings of $2.7 per share, missing the Zacks Consensus Estimate of $2.76 per share. This compares to earnings of $2.69 per share a year ago.
Concentrix is deeply undervalued, trading at a steep discount to peers despite global scale, diversification, and strong free cash flow potential. Execution on free cash flow targets ($625–650M in 2025) and credible debt reduction are key catalysts for a significant share price re-rating. AI-driven service enhancements and post-acquisition synergies offer upside, but risks include high leverage, modest organic growth, and integration challenges.
Concentrix is transitioning to an AI-focused business model, enhancing digital transformation and customer service with AI tools like GenAI Conversational Assist. Despite a slight revenue decline in recent Q1 2025, Concentrix showed strong profitability with improved EBIT and net margins, and significant debt reduction. Considering the $625 million cash flow guidance, the stock is trading at less than 6 times cash flow despite rising nearly 20% since the quarterly report.
Shares of Concentrix surged a day after the company's first-quarter results came in ahead of management and Wall Street expectations, and raised its outlook for the year.
H.B. Fuller's profit and sales fell in its fiscal first quarter, but results topped Wall Street's estimates. The adhesives manufacturer logged adjusted earnings of 54 cents on revenue of $788.7 million, ahead of analyst expectations for adjusted earnings of 49 cents on revenue of 769 million, according to FactSet.
Concentrix Corporation (NASDAQ:CNXC ) Q1 2025 Earnings Conference Call March 26, 2025 5:00 PM ET Company Participants Sara Buda - Vice President, Investor Relations Chris Caldwell - President and Chief Executive Officer Andre Valentine - Chief Financial Officer Conference Call Participants Joseph Vafi - Canaccord Genuity David Koning - Baird Ruplu Bhattacharya - Bank of America Securities Vincent Colicchio - Barrington Research Divya Goyal - Scotiabank Operator Good day and thank you for standing by. Welcome to Concentrix's First Quarter 2025 Earnings Call.
Concentrix Corporation delivered better-than-expected EPS and revenue, driven by significant investments in its GenAI product suite and a booming AI customer experience market. The AI in customer experience market is projected to grow at a 22% CAGR, potentially boosting CNXC's future revenue and free cash flow growth. Despite risks from high debt levels and potential global tariffs, CNXC's substantial headcount growth and consistent net income make it appear undervalued.
Concentrix Corporation (NASDAQ:CNXC ) Q4 2024 Earnings Conference Call January 15, 2025 5:00 PM ET Company Participants Sara Buda - VP of IR Chris Caldwell - President and CEO Andre Valentine - CFO Conference Call Participants Joseph Vafi - Canaccord Genuity David Koning - Baird Aisling Grueninger - Bank of America Securities Divya Goyal - Scotiabank Operator Good day, and thank you for standing by. Welcome to the Concentrix's Fiscal Fourth Quarter FY 2024 Financial Results Conference Call.