Information Services Group's second quarter revenue of $65.5M topped estimates, led by record recurring revenue.

Information Services Group reported second-quarter 2026 revenues of $65.5 million, an increase of 6.4% year-over-year, exceeding analyst expectations. The company posted a GAAP EPS of $0.07 and an adjusted EPS of $0.10, which also surpassed consensus estimates. Adjusted EBITDA grew 13% from the prior year to $9.4 million, with margins expanding.

Key Highlights

• Second-quarter revenue increased 6.4% year-over-year to $65.5 million, with growth led by Europe (up 10%) and the Americas (up 7%).
• Recurring revenues reached a new quarterly record of $30 million, driven by demand for AI-centered research and governance services.
• Adjusted EBITDA rose 13% to $9.4 million, and the adjusted EBITDA margin expanded by 80 basis points to 14.3% from the prior year.
• The company announced a $30 million expansion of its share repurchase program and declared a third-quarter dividend of $0.045 per share.