III

MKT CAP:$196M

Information Services Group, Inc.

Market Cap

$196M

Technology·Information Technology Services·🇺🇸 United States·NASDAQ

Technology·IT Services·🇺🇸·NASDAQ

Stock Price

$4.26-$1.32 (-23.66%)

Apr 22, 2026

Company Details

Information Services Group, Inc., together with its subsidiaries, operates as a technology research and advisory company in the Americas, Europe, and the Asia Pacific. The company offers digital transformation services, including automation...

CEO

Michael Connors

IPO Date

Feb 12, 2007

Website

www.isg-one.com

Key Metrics TTM

Revenue

$245M

-1.2% YoY

Net Income

$9M

EPS (Diluted)

$0.18

Free Cash Flow

$24M

Revenue / Share

$4.84

Gross Margin

41.2%

Operating Margin

7.3%

Net Margin

3.8%

FCF Margin

9.8%

P/S

0.8x

P/E

21.0x

Earnings Reports

Q1 2026

May 7, 2026

PENDING

FY 2025

Mar 6, 2026

$245M-1.2%EPS $0.19

Q4 2025

Mar 6, 2026

$61M+5.9%EPS $0.05

Q3 2025

Nov 3, 2025

$62M+1.8%EPS $0.06

Q2 2025

Aug 7, 2025

$62M-4.2%EPS $0.04

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 22	$73M	$29M	$8M
Q2 22	$71M	$29M	$7M
Q3 22	$69M	$29M	$7M
Q4 22	$74M	$30M	$7M
Q1 23	$78M	$29M	$7M
Q2 23	$75M	$29M	$5M
Q3 23	$72M	$29M	$6M
Q4 23	$66M	$25M	-$4M
Q1 24	$64M	$23M	-$2M
Q2 24	$64M	$25M	$4M
Q3 24	$61M	$25M	$4M
Q4 24	$58M	$24M	$183.0K
Q1 25	$60M	$26M	$3M
Q2 25	$62M	$26M	$5M
Q3 25	$62M	$26M	$5M
Q4 25	$61M	$23M	$5M

Valuation

Quarter	P/S	P/E
Q1 22	0.7x	11.5x
Q2 22	0.7x	11.0x
Q3 22	0.7x	10.3x
Q4 22	0.7x	9.9x
Q1 23	0.7x	10.7x
Q2 23	0.7x	12.5x
Q3 23	0.7x	14.7x
Q4 23	0.7x	31.9x
Q1 24	0.7x	—
Q2 24	0.7x	—
Q3 24	0.8x	—
Q4 24	0.8x	69.1x
Q1 25	0.8x	25.4x
Q2 25	0.8x	24.9x
Q3 25	0.8x	20.1x
Q4 25	0.8x	21.0x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 22	$4M	$3M
Q2 22	$825.0K	-$233.0K
Q3 22	-$341.0K	-$851.0K
Q4 22	$7M	$6M
Q1 23	-$3M	-$4M
Q2 23	$3M	$2M
Q3 23	$3M	$2M
Q4 23	$10M	$8M
Q1 24	$2M	$1M
Q2 24	$2M	$1M
Q3 24	$9M	$8M
Q4 24	$7M	$6M
Q1 25	$978.0K	$141.0K
Q2 25	$12M	$11M
Q3 25	$11M	$9M
Q4 25	$5M	$3M

Capital Expenditures

Quarter	CapEx
Q1 22	$1M
Q2 22	$1M
Q3 22	$510.0K
Q4 22	$809.0K
Q1 23	$501.0K
Q2 23	$468.0K
Q3 23	$671.0K
Q4 23	$2M
Q1 24	$1M
Q2 24	$892.0K
Q3 24	$389.0K
Q4 24	$527.0K
Q1 25	$837.0K
Q2 25	$842.0K
Q3 25	$2M
Q4 25	$2M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 22	+9.0%	+5.3%
Q2 22	+0.1%	-1.9%
Q3 22	-3.2%	-3.8%
Q4 22	+6.6%	+7.3%
Q1 23	+8.2%	+10.2%
Q2 23	+5.5%	+9.7%
Q3 23	+4.3%	+6.7%
Q4 23	-10.8%	+4.0%
Q1 24	-18.1%	-6.7%
Q2 24	-13.9%	-13.1%
Q3 24	-14.6%	-13.1%
Q4 24	-12.7%	-17.4%
Q1 25	-7.3%	-15.7%
Q2 25	-4.2%	-6.1%
Q3 25	+1.8%	+1.4%
Q4 25	+5.9%	-2.7%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 22	$2M	2.1%
Q2 22	$2M	2.7%
Q3 22	$2M	2.9%
Q4 22	$2M	2.7%
Q1 23	$2M	2.6%
Q2 23	$3M	3.5%
Q3 23	$2M	2.9%
Q4 23	$2M	3.6%
Q1 24	$2M	3.5%
Q2 24	$1M	1.7%
Q3 24	$2M	3.8%
Q4 24	$2M	4.1%
Q1 25	$2M	4.1%
Q2 25	$2M	3.3%
Q3 25	$2M	2.8%
Q4 25	$2M	2.7%

OpEx Breakdown

Quarter	SG&A
Q1 22	$20M
Q2 22	$21M
Q3 22	$20M
Q4 22	$21M
Q1 23	$21M
Q2 23	$22M
Q3 23	$21M
Q4 23	$27M
Q1 24	$24M
Q2 24	$20M
Q3 24	$19M
Q4 24	$23M
Q1 25	$21M
Q2 25	$20M
Q3 25	$21M
Q4 25	$20M

Revenue by Geography

Quarter	Americas	Asia Pacific	Europe
Q1 22	$41M	$8M	$23M
Q2 22	$39M	$8M	$23M
Q3 22	$42M	$7M	$19M
Q4 22	$44M	$7M	$24M
Q1 23	$48M	$7M	$23M
Q2 23	$42M	$8M	$24M
Q3 23	$42M	$7M	$22M
Q1 24	$41M	$6M	$18M
Q2 24	$40M	$5M	$19M
Q3 24	$40M	$5M	$16M
Q4 24	$38M	$5M	$15M
Q1 25	$41M	$5M	$14M
Q2 25	$39M	$5M	$17M
Q3 25	$42M	$4M	$16M
Q4 25	$38M	$4M	$19M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$44M	$0	$44M
Q2 22	$31M	$0	$31M
Q3 22	$20M	$0	$20M
Q4 22	$31M	$0	$31M
Q1 23	$24M	$0	$24M
Q2 23	$20M	$0	$20M
Q3 23	$19M	$0	$19M
Q4 23	$23M	$0	$23M
Q1 24	$14M	$0	$14M
Q2 24	$12M	$0	$12M
Q3 24	$10M	$0	$10M
Q4 24	$23M	$0	$23M
Q1 25	$20M	$0	$20M
Q2 25	$25M	$0	$25M
Q3 25	$29M	$0	$29M
Q4 25	$29M	$0	$29M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 22	51M	-1.1%	-1.9%
Q2 22	51M	-1.1%	-1.1%
Q3 22	50M	-1.8%	-3.2%
Q4 22	50M	-0.2%	-4.1%
Q1 23	50M	+1.0%	-2.0%
Q2 23	50M	+0.1%	-0.8%
Q3 23	50M	-0.1%	+0.8%
Q4 23	50M	-0.8%	+0.1%
Q1 24	48M	-2.7%	-3.6%
Q2 24	50M	+2.2%	-1.5%
Q3 24	50M	+1.2%	-0.2%
Q4 24	51M	+1.0%	+1.6%
Q1 25	50M	-0.8%	+3.6%
Q2 25	50M	-0.2%	+1.1%
Q3 25	50M	+0.6%	+0.6%
Q4 25	51M	+0.2%	-0.2%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 22	$55.8K	1K
Q2 22	$54.4K	1K
Q3 22	$53.0K	1K
Q4 22	$46.4K	2K
Q1 23	$49.1K	2K
Q2 23	$46.7K	2K
Q3 23	$44.9K	2K
Q4 23	$43.6K	2K
Q1 24	$42.3K	2K
Q2 24	$42.3K	2K
Q3 24	$40.4K	2K
Q4 24	$43.7K	1K
Q1 25	$45.0K	1K
Q2 25	$46.5K	1K
Q3 25	$47.1K	1K
Q4 25	$47.5K	1K

Revenue / Employee