“The increase in net income during both the three and six months ended June 30, 2026 was primarily due to a decrease in operating expenses, partially offset by a decrease in revenues and an increase in interest expense, net.”10-Q · Aug 4, 2026 ↗
Gartner, Inc.
IT
Market read
Gartner, Inc.'s current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- Operating margin improved 3.2 percentage points.
- Revenue decreased 0.6% versus the comparable filing period.
- Net income increased despite lower revenue, with Gartner citing higher net interest expense as a partial offset to lower operating costs.
Invalidation: The isolated read changes if IT's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing evidence is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- Operating margin improved 3.2 percentage points.
- Revenue decreased 0.6% versus the comparable filing period.
- Net income increased despite lower revenue, with Gartner citing higher net interest expense as a partial offset to lower operating costs.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating cash flow covered net income at 1.77x in the latest annual period.
- Operating margin changed -2.7 percentage points in the latest annual period.
- Net margin changed -8.8 percentage points in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 5 filings.
- Restructuring and cost reductions has repeated adverse evidence across 3 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
179.57Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Adjustments resulting from the translation of these assets and liabilities are deferred and recorded as a component of stockholders’ equity.”10-Q · Aug 4, 2026 ↗
“The decrease in SG&A expense during the three months ended June 30, 2026 was primarily due to reduced severance expenses.”10-Q · Aug 4, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for IT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
The latest filing shows material pressure
10-Q filed 2026-08-04 against the comparable filing from 2025-08-05.
Capital and cash conversion
Reported investment and cash context
- Stock compensation / revenue
- +2.4%
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
What improved
- Operating margin improved 3.2 percentage points.
What weakened
- Revenue decreased 0.6% versus the comparable filing period.
Filing receipts
“The decrease in SG&A expense during the three months ended June 30, 2026 was primarily due to reduced severance expenses.”
“The increase in net income during both the three and six months ended June 30, 2026 was primarily due to a decrease in operating expenses, partially offset by a decrease in revenues and an increase in interest expense, net.”
“The decrease in Cost of services and product development during the three months ended June 30, 2026 was primarily due to a $22.8 million decrease in product and content delivery expenses principally as a result of the sale of the Digital Markets business in February 2026, in addition to a $22.8 million decrease in personnel expenses due to lower headcount.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
The relationships behind IT
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
JPMJPMorgan Chase & Co.lenderFeb 12, 2026 ▾
“2024 Credit Agreement On March 26, 2024, the Company entered into a Credit Agreement (the “2024 Credit Agreement”) among the Company, as borrower, the lenders party thereto and JPMorgan Chase Bank, N.A., as administrative agent (the “Administrative Agent”).”
Depended on by
CXMSprinklr, Inc.customerMar 19, 2026 ▾
“Sprinklr is recognized by leading industry analysts, including Gartner, Forrester, and IDC, across various customer experience and enterprise software categories.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
IT is currently a Participant in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for IT; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.