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Unisys raises 2026 guidance on strong new business and pension de-risking

Nov 4, 2026, 4:31 PM EST1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Guidance upgrade and backlog growth suggest sustainable revenue visibility; pension de-risking reduces long-term liabilities, supporting valuation.

AI summary

What happened, with direct paths to the underlying reporting

Unisys reported solid 3Q26 results with revenue and margins beating prior expectations, prompting a raise in 2026 constant-currency revenue guidance and reaffirmed profitability targets. A jump in New Business TCV and a backlog near $3.0B signal durable demand across TS&S and ClearPath-related offerings, helped by an AI-first strategy. A one-time pension-liability transfer reduced reported net losses and de-risks the balance sheet ahead of potential 2027 settlements, though near-term cash flow remains pressured.

3Q26 revenue $471.5m, up 2.5% YoY; CC growth +0.6%.
TS&S revenue $387.1m; gross margin 26.7%, up 120 bps YoY.
New Business TCV $221m, +78% YoY; backlog $2.92b.
Pension group annuity transfer ~$200m; reduces US defined-benefit liabilities ~$520m since 7/2025; more in 1H2027.
Guidance: 2026 CC revenue growth -0.4% to 1.1%; non-GAAP margin reaffirmed; results driven by AI-first strategy.

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