Endava (DAVA) Earnings Date & Reports

Key Takeaways

• Endava's fiscal fourth-quarter and full-year 2026 results were delayed past the usual schedule and were targeted for release by November 2, 2026, following an accounting review.
• Management's May 2026 guidance calls for Q4 FY2026 revenue of £181.0 million to £185.0 million and adjusted diluted EPS of £0.09 to £0.13.
• For the full fiscal year 2026, Endava guided to revenue of £721.8 million to £725.8 million and adjusted diluted earnings per share (EPS) of £0.45 to £0.49.
• In Q3 FY2026, revenue fell 8.4% year over year to £178.5 million, while adjusted diluted EPS dropped to £0.05 from £0.34 a year earlier.
• A board investigation into the accounting treatment of certain customer and supplier agreements led to the chief financial officer being placed on administrative leave, adding uncertainty to the report.
• Endava's AI-driven business rose to 15% of total revenue from 5% a year earlier, a theme investors will track closely.
• For more detail on this ticker's Major News, Today's Price Move, Price Targets, and Forecast, explore the dedicated pages.
• Explore Trending AI Robots to see AI-driven trading tools in action.

Earnings Context and Why It Matters

Endava's upcoming quarterly earnings arrive at a delicate moment. The technology services firm, which reports in British pounds sterling (GBP), has seen demand soften as clients scrutinize spending and lengthen deal cycles, while a pivot toward AI-native delivery is still building momentum. The report was pushed past its normal timetable after outside auditors raised concerns about the accounting treatment of certain customer and supplier agreements, triggering an independent investigation and the appointment of an interim CFO. For investors, this update matters for two reasons: it should clarify whether the revenue decline is stabilizing, and it offers the first look at how the accounting review may affect previously issued guidance and financial statements.

Earnings Expectations

For the fiscal fourth quarter ended June 30, 2026, Endava previously guided to revenue between £181.0 million and £185.0 million, implying a constant-currency revenue decline of 3.5% to 1.0% year over year, along with adjusted diluted EPS of £0.09 to £0.13. Full-year 2026 guidance calls for revenue of £721.8 million to £725.8 million and adjusted diluted EPS of £0.45 to £0.49. Analysts generally expect results near the lower end of these ranges, reflecting the demand pressures that drove Q3 FY2026 revenue down 8.4% to £178.5 million and adjusted diluted EPS to just £0.05. Given the accounting investigation, investors will also watch whether the company adjusts any prior figures or guidance.

AI Screener

Tickeron's AI Screener is an AI-powered stock and exchange-traded fund (ETF) discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener helps identify trade ideas, trending stocks, breakout candidates, and market opportunities more efficiently than manual screening. For investors monitoring names like Endava and its peers, it offers a structured way to surface candidates that match specific technical and fundamental criteria.

Market Reaction and Investor Sentiment

Sentiment heading into this release is cautious. Endava's shares have come under sustained pressure as revenue has declined and profitability has narrowed, and the delay of the fiscal 2026 results—coupled with the CFO's administrative leave—has amplified uncertainty. The accounting investigation is the central risk factor: until its scope and conclusions are clear, investors are likely to discount the stock. The AI-driven revenue ramp, which climbed from 5% to 15% of total revenue year over year, is the key offsetting narrative, though these larger, outcome-based contracts are taking longer to close. The market's reaction will hinge on whether results land within guidance and whether management offers any update on the investigation.

Forward Outlook and Key Factors to Monitor

After this report, investors should watch several factors. First, any update on the accounting investigation and the timeline for filing the delayed Annual Report on Form 20-F will be critical, since unresolved questions around financial reporting can weigh on the stock regardless of operating performance.

Second, revenue trajectory matters. The company has guided to a narrower constant-currency decline in the fourth quarter than in the third, and confirmation of that stabilization would be a meaningful signal that demand is bottoming.

Third, the AI transition is central to the long-term story. Growth in the AI-driven business, progress on partnerships with hyperscalers and companies such as Mastercard, and the pace of converting pipeline into outcome-based contracts will indicate whether the strategic pivot is gaining traction.

Finally, cost and balance-sheet discipline remain in focus, including adjusted free cash flow, leverage levels, and any commentary on refinancing plans. Each of these factors will shape how investors reassess Endava's path after a difficult year.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations