UIS UNISYS CORP

MIXED Impact: 5/10 8-K
Horizon days Filed May 5, 2026 Processed 18d 6h ago SEC 0000746838-26-000015
8-K Item 2.02: Earnings release
Latest settled — T+5d ⚠ clustered
UIS ▼ -0.92% at T+5d
NEUTRAL call ✗ call lost -0.92% · α vs SPY -2.05% · entry $3.27 → $3.24
Next anchor: T+20d in 10d
Last close $2.95 (close May 22) · -9.79% from $3.27 entry
Entry anchored
May 5, 2026
via day open
T+1d
-6.73%
call -6.73% · α -6.40%
$3.05
settled 18d ago
T+5d
-0.92%
call -0.92% · α -2.05%
$3.24
settled 12d ago
T+20d
call — · α —
in 10d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Unisys reported Q1 2026 Non-GAAP EPS of -$0.14, beating the -$0.38 consensus by 63%, while revenue of $437.6M was flat at +1.3% reported (-4.5% constant currency). The company reaffirmed full-year guidance for constant currency revenue growth of -6.5% to -4.5% and non-GAAP operating margin of 9-11%. Net loss widened to $35.8M from $29.5M a year ago.

Key Financial Metrics

Guidance
-6.5% to -4.5% constant currency growth
maintained
Free Cash Flow
-$25.5M
Gross Margin
25.7%

Actionable Insight

The EPS beat is significant but masks underlying constant currency revenue contraction. Watch for further deterioration in Ex-LS constant currency growth (-2.9%) and ability to sustain margin improvements. Near-term focus on pension liability and cash flow generation.

Key Facts

  • Non-GAAP EPS -$0.14 vs consensus -$0.38 (63% beat)
  • Revenue $437.6M, up 1.3% YoY reported, down 4.5% constant currency
  • Operating profit margin improved to 3.7% from 1.2% YoY; Non-GAAP operating margin 4.5% vs 2.8%
  • Net loss attributable to Unisys widened to $35.8M from $29.5M
  • New Business TCV surged 45% YoY to $158M
  • Full-year 2026 guidance reaffirmed: constant currency revenue growth -6.5% to -4.5%, non-GAAP operating margin 9-11%

Financial Impact

Non-GAAP EPS beat consensus by $0.24; operating cash flow negative $4.4M vs positive $33.3M a year ago due to pension contributions and interest payments

epsrevenueoperating margincash flow

Risk Factors

  • Constant currency revenue decline of 4.5% indicates underlying business weakness
  • Widening GAAP net loss and negative free cash flow raise liquidity concerns
  • Pension obligations ($448.5M deficit) remain a significant overhang

Market Snapshot

Exchange
NYSE
Sector
Services-Computer Integrated Systems Design
Analyst Consensus
75% bullish (8 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000746838-26-000015
Document: uis-20260505.htm0000746838-26-000015
Document: 0000746838-26-000015-index-headers.html0000746838-26-000015
Document: 0000746838-26-000015-index.html0000746838-26-000015
Document: 0000746838-26-000015.txt0000746838-26-000015
8-K Data (Synthetic)0000746838-26-000015
5 reports for UIS
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for UIS — sortable, filterable
Type Now
May 19, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 5, 2026
18d ago
8-K
MIXED ★ 5/10
$3.27 $3.24▼ −0.92%▼ −2.05%$2.95 (−9.79%)
May 4, 2026
19d ago
8-K
NEUTRAL ★ 2/10
$2.84 $3.24▲ +14.08%▲ +12.10%$2.95 (+3.87%)
Mar 16, 2026
9w ago
DEFA14A
NEUTRAL ★ 2/10
$2.31 $2.14▼ −7.36%▼ −4.70%$2.95 (+27.71%)
Feb 24, 2026
12w ago
8-K
BEARISH ★ 7/10
$2.46 $2.41▲ +2.03%▲ +0.93%$2.95 (−19.92%)
Showing 5 of 5

US Market Status

Market Closed — Opens Tue (34h 51m)

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