“Interest expense was 0.9% of revenue in the three months ended June 30, 2026 compared to 0.5% in the prior-year quarter, driven by an increase in debt due to cash borrowed under a revolving credit agreement.”10-Q · Aug 5, 2026 ↗
Kyndryl Holdings, Inc.
KD
Market read
Kyndryl Holdings, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
- KD's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if KD's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- KD's market-adjusted activity becomes unusual and at least one connected name confirms.
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?
- Credit and interest rates has repeated favorable evidence across 5 filings.
- Foreign exchange has repeated favorable evidence across 5 filings.
No qualifying adverse evidence was identified; that is not proof there is no downside.
- EV/sales is 71% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
13.15Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The revenue decline was largely attributable to actions the Company has taken to reduce low-margin components of its customer relationships, as well as an unfavorable currency exchange rate impact of three points.”10-K · May 29, 2026 ↗
“Impairment expense was 1.0% of revenue in the three months ended June 30, 2026 driven by the sale of a facility in the United States.”10-Q · Aug 5, 2026 ↗
“Derivatives designated as net investment hedges are accounted for using the spot method, with changes in the fair value of the derivatives attributable to changes in spot rates recorded within foreign currency translation adjustments (“CTA”) as a component of…”10-K · May 29, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.2× · EV/sales 0.3×. Comparisons use only industry-matched filing peers.
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 KD. 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.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for KD. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind KD
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMZNAmazon.com, Inc.partnerMay 29, 2026 ▾
“Our strategic relationships with hyperscalers, such as Amazon Web Services, Google Cloud and Microsoft, allow us to expand the role we play with existing customers and access new customers and market opportunities.”
CSCOCisco Systems, Inc.partnerMay 29, 2026 ▾
“We have several key partnerships, including with Amazon Web Services, Broadcom, Cisco, Dell, Dynatrace, Google Cloud, HPE, Microsoft, NVIDIA, Oracle, Palo Alto Networks, Red Hat, Rubrik, SAP and ServiceNow that accelerate market participation, joint solution…”
Depended on by
BRBroadridge Financial Solutions, Inc.partnerApr 30, 2026 ▾
“54 Table of Contents Contractual Obligations Data Center Agreements The Company is a party to an Amended and Restated IT Services Agreement (“ITSA”) with Kyndryl, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 15 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
KD is currently a Follower in the organic co-movement group Information Technology Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.