US Equity · NYSE · Earnings Dossier

GLOB earnings intelligence

Globant SA

Technology · Information Technology Services · USD reporting basis

Current earnings profile Mixed earnings transmission

Delivery and market response do not currently form a persistent directional pattern.

Evidence99/100 · Deep

Next scheduled catalyst

Thursday 13 August 2026

After the close · Fiscal period ending 30 Jun 2026

60event risk

Elevated

Countdown0 dayscalendar proximity
EPS estimate1.16 USDprovider consensus
Estimate growth-24.2%versus comparable year-ago actual
Historical movement10.7%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Earnings ahead

Earnings power is leading market price; the spread is widening and has persisted through 6 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move-78.7%2023-08-18 to 2026-08-07
Earnings move9.2%trailing diluted EPS
Unresolved spread88.0 ptsWidening
Current multiple6.4xprice divided by TTM EPS
Relationship pressure75/100High
Model confidence94/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Persistent earnings lead

Earnings power has led market price across several updates.

Business quality supportive

Cash generation and operating evidence are broadly supportive.

Fresh improvement awaiting confirmation

Earnings improved at the latest reported update, but market price remains below its pre-update level.

Beat rate58.3%7 beats in 12 measured quarters
Average surprise+0.3%median 0.6%
Delivery streak11 consecutive in-line reports
Average response-4.1%12 measured reactions
Result-price confirmation63%same directional sign
Surprise variability2.3 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth-28.7%year on year
Revenue growth-0.2%year on year
Average surprise1.1%latest four quarters
SUE0.03standardised surprise
Net margin4.5%trailing basis
Cash conversion4.01xcash flow / net income
P/E14.8xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close37.40 USDcompleted week
13-week return-4.7%price momentum
Fair-value gap-72.9%price versus current fair value
Relative strength-36.6exchange benchmark
Trend signalInactiveweekly architecture
Next-week stateNegative42.0%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period14 May 202631 Mar 2026 · exact
EPS actual / estimate1.50 / 1.50USD
Surprise0.0%In-Line
EPS growth+30.4%year on year
Revenue / growth607085000-0.7% · USD
Next close / four weeks-0.8% / -2.4%completed weekly closes
ReadContainedresult versus price sign
Reported / period26 Feb 202631 Dec 2025 · exact
EPS actual / estimate1.24 / 1.18USD
Surprise+5.1%Beat
EPS growth-29.1%year on year
Revenue / growth612469000-4.7% · USD
Next close / four weeks+8.6% / -2.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period13 Nov 202530 Sep 2025 · exact
EPS actual / estimate1.53 / 1.55USD
Surprise-1.3%Miss
EPS growth-6.1%year on year
Revenue / growth617143000+0.4% · USD
Next close / four weeks+0.6% / +17.3%completed weekly closes
ReadContainedresult versus price sign
Reported / period14 Aug 202530 Jun 2025 · exact
EPS actual / estimate1.53 / 1.52USD
Surprise+0.7%Beat
EPS growth+1.3%year on year
Revenue / growth614180000+4.5% · USD
Next close / four weeks-11.0% / -15.5%completed weekly closes
ReadDivergedresult versus price sign
Reported / period15 May 202531 Mar 2025 · exact
EPS actual / estimate1.15 / 1.22USD
Surprise-5.7%Miss
EPS growth-24.8%year on year
Revenue / growth611085000+7.0% · USD
Next close / four weeks-21.2% / -21.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period20 Feb 202531 Dec 2024 · exact
EPS actual / estimate1.75 / 1.74USD
Surprise+0.6%Beat
EPS growth+8.0%year on year
Revenue / growth642483000+10.6% · USD
Next close / four weeks-32.4% / -40.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period14 Nov 202430 Sep 2024 · exact
EPS actual / estimate1.63 / 1.63USD
Surprise0.0%In-Line
EPS growth+10.1%year on year
Revenue / growth614667000+12.7% · USD
Next close / four weeks-12.1% / -0.7%completed weekly closes
ReadContainedresult versus price sign
Reported / period15 Aug 202430 Jun 2024 · exact
EPS actual / estimate1.51 / 1.49USD
Surprise+1.3%Beat
EPS growth+11.0%year on year
Revenue / growth587461000- · USD
Next close / four weeks+10.1% / +5.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period16 May 202431 Mar 2024 · exact
EPS actual / estimate1.53 / 1.53USD
Surprise0.0%In-Line
EPS growth-year on year
Revenue / growth571078000- · USD
Next close / four weeks-3.1% / -11.0%completed weekly closes
ReadContainedresult versus price sign
Reported / period15 Feb 202431 Dec 2023 · exact
EPS actual / estimate1.62 / 1.61USD
Surprise+0.6%Beat
EPS growth-year on year
Revenue / growth580705000- · USD
Next close / four weeks-7.8% / -12.5%completed weekly closes
ReadDivergedresult versus price sign
Reported / period16 Nov 202330 Sep 2023 · exact
EPS actual / estimate1.48 / 1.47USD
Surprise+0.7%Beat
EPS growth-year on year
Revenue / growth545282000- · USD
Next close / four weeks+17.9% / +30.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period17 Aug 202330 Jun 2023 · exact
EPS actual / estimate1.36 / 1.34USD
Surprise+1.5%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks+2.2% / +17.6%completed weekly closes
ReadConfirmedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context