What changed in this filing

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Item 1. Financial Statements

2026-08-04 compared with 2026-05-05 · 195 added, 90 removed, 546 unchanged (34% of the section changed)

4 unchanged sentences

in thousands, except share data)

March 31, December 31,

June 30, December 31,

Current assets:

Cash and cash equivalents $ 1,488,706 $ 1,722,521

Fees receivable, net of allowances of $ 5,000 for both periods

Fees receivable, net of allowances of $ 4,500 and $ 5,000 , respectively

1,202,212 1,684,522

9 unchanged sentences

Total Assets $ 7,193,674 $ 8,085,400

Liabilities and Stockholders’ Equity

Liabilities and Stockholders’ (Deficit) Equity

Current liabilities:

8 unchanged sentences

Total Liabilities 7,361,019 7,765,492

Stockholders’ Equity

Stockholders’ (Deficit) Equity

Preferred stock, $ 0.01 par value, 5,000,000 shares authorized;

7 unchanged sentences

( 10,109,643 ) ( 9,040,498 )

Total Stockholders’ Equity 63,384 319,908

Total Liabilities and Stockholders’ Equity $ 7,655,273 $ 8,085,400

Total Stockholders’ (Deficit) Equity ( 167,345 ) 319,908

Total Liabilities and Stockholders’ (Deficit) Equity $ 7,193,674 $ 8,085,400

See the accompanying notes to Condensed Consolidated Financial Statements.

3 unchanged sentences

in thousands, except per share data)

Three Months Ended

Three Months Ended Six Months Ended

June 30, June 30,

2026 2025 2026 2025

Insights $ 1,289,870 $ 1,263,505 $ 2,584,065 $ 2,519,074

27 unchanged sentences

in thousands)

Three Months Ended

Three Months Ended Six Months Ended

June 30, June 30,

2026 2025 2026 2025

Net income $ 275,498 $ 240,783 $ 497,842 $ 451,722

8 unchanged sentences

AND SUBSIDIARIES

Condensed Consolidated Statements of Changes in Stockholders’ Equity

Condensed Consolidated Statements of Changes in Stockholders’ (Deficit) Equity

in thousands)

Three Months Ended March 31, 2026

Three and Six Months Ended June 30, 2026

Common Stock Additional Paid-In Capital Accumulated Other Comprehensive Loss, Net Accumulated Earnings Treasury Stock Total

7 unchanged sentences

Balance at March 31, 2026 $ 82 $ 2,729,386 $ ( 45,055 ) $ 6,944,582 $ ( 9,565,611 ) $ 63,384

Three Months Ended March 31, 2025

Net income — — — 275,498 — 275,498

Other comprehensive loss

— — ( 7,364 ) — — ( 7,364 )

Issuances under stock plans — 4,179 — — 1,994 6,173

Common share repurchases (including excise tax) — — — — ( 546,026 ) ( 546,026 )

Stock-based compensation expense — 40,990 — — — 40,990

Balance at June 30, 2026 $ 82 $ 2,774,555 $ ( 52,419 ) $ 7,220,080 $ ( 10,109,643 ) $ ( 167,345 )

Three and Six Months Ended June 30, 2025

Common Stock Additional Paid-In Capital Accumulated Other Comprehensive Loss, Net Accumulated Earnings Treasury Stock Total

7 unchanged sentences

Balance at March 31, 2025 $ 82 $ 2,553,170 $ ( 67,849 ) $ 6,203,946 $ ( 7,191,495 ) $ 1,497,854

Net income — — — 240,783 — 240,783

Other comprehensive income

— — 21,234 — — 21,234

Issuances under stock plans — 6,779 — — 981 7,760

Common share repurchases (including excise tax) — — — — ( 278,032 ) ( 278,032 )

Stock-based compensation expense — 43,027 — — — 43,027

Balance at June 30, 2025 $ 82 $ 2,602,976 $ ( 46,615 ) $ 6,444,729 $ ( 7,468,546 ) $ 1,532,626

See the accompanying notes to Condensed Consolidated Financial Statements.

3 unchanged sentences

in thousands)

Three Months Ended

Six Months Ended

Operating activities:

5 unchanged sentences

Gain from sale of divested operation ( 5,399 ) —

Loss on impairment of lease related assets — 591

Reduction in the carrying amount of operating lease right-of-use assets 29,895 34,738

16 unchanged sentences

Payments of deferred financing fees ( 1,508 ) —

Payments on long-term debt

Purchases of treasury stock ( 1,081,754 ) ( 437,155 )

20 unchanged sentences

In the opinion of management, all normal recurring accruals and adjustments considered necessary for a fair presentation of financial position, results of operations and cash flows at the dates and for the periods presented herein have been included.

The results of operations for the three months ended March 31, 2026 may not be indicative of the results of operations for the remainder of 2026 or beyond.

The results of operations for the three and six months ended June 30, 2026 may not be indicative of the results of operations for the remainder of 2026 or beyond.

When used in these notes, the terms “Gartner,” the “Company,” “we,” “us,” or “our” refer to Gartner, Inc.

8 unchanged sentences

In addition, estimates are used in revenue recognition, income tax expense or benefit, performance-based compensation charges, depreciation and amortization.

Management believes its use of estimates in the accompanying Consolidated Financial Statements to be reasonable.

Management believes its use of estimates in the accompanying Condensed Consolidated Financial Statements to be reasonable.

Management continually evaluates and revises its estimates using historical experience and other factors, including the general economic environment and actions it may take in the future.

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Accounting standards issued but not yet adopted.

The FASB has issued accounting standards that have not yet become effective as of March 31, 2026 and may impact the Company’s Consolidated Financial Statements or related disclosures in future periods.

The FASB has issued accounting standards that have not yet become effective as of June 30, 2026 and may impact the Company’s Consolidated Financial Statements or related disclosures in future periods.

The standards and their potential impacts are discussed below.

Income Statement — In November 2024, the FASB issued ASU 2024-03, Income Statement-Reporting Comprehensive Income- Expense Disaggregation Disclosures (“ASU No.

Income Statement — In November 2024, the FASB issued ASU 2024-03, Income Statement-Reporting Comprehensive Income- Expense Disaggregation Disclosures (“ASU 2024-03”).

The amendments in this ASU are expected to improve the disclosures about a public business entity’s expenses and address requests from investors for more detailed information about the types of expenses (including employee compensation, depreciation and amortization) in commonly presented expense captions (such as cost of sales, SG&A and research and development).

9 unchanged sentences

In February 2026, the Company completed the sale of its Digital Markets business, for approximately $ 104.8 million net of cash transferred, subject to post-close adjustments.

The Company recorded a pre-tax gain of $ 6.1 million on the sale, which is included in Gain from sale of divested operation in the Consolidated Statement of Operations during the three months ended March 31, 2026.

The Company recorded a pre-tax gain of $ 5.4 million on the sale, which is included in Gain from sale of divested operation in the Consolidated Statement of Operations during the six months ended June 30, 2026.

The Digital Markets business was included in the Company’s Other segment.

12 unchanged sentences

Subsequent to completing the 2025 annual impairment test, there were no events or changes in circumstances noted that required an interim impairment test.

The table below presents changes to the carrying amount of goodwill by segment during the three months ended March 31, 2026 (in thousands).

The table below presents changes to the carrying amount of goodwill by segment during the six months ended June 30, 2026 (in thousands).

Insights Conferences Consulting Total

1 unchanged sentence

Foreign currency translation impact ( 1,833 ) ( 36 ) ( 302 ) ( 2,171 )

Balance at March 31, 2026 $ 2,459,868 $ 184,042 $ 96,354 $ 2,740,264

Balance at June 30, 2026 $ 2,458,482 $ 184,016 $ 96,133 $ 2,738,631

Finite-Lived Intangible Assets

The tables below present reconciliations of the carrying amounts of the Company’s finite-lived intangible assets as of the dates indicated (in thousands).

March 31, 2026 Customer

June 30, 2026 Customer

Relationships Other Total

3 unchanged sentences

Accumulated amortization (1) ( 722,687 ) ( 8,709 ) ( 731,396 )

Balance at March 31, 2026 $ 314,028 $ 1,726 $ 315,754

Balance at June 30, 2026 $ 292,943 $ 1,491 $ 294,434

December 31, 2025 Customer

5 unchanged sentences

Customer relationships— 6 to 13 years and Other— 11 years.

Amortization expense related to finite-lived intangible assets was $ 20.1 million and $ 21.9 million during the three months ended March 31, 2026 and 2025, respectively.

Amortization expense related to finite-lived intangible assets was $ 20.0 million and $ 20.2 million during the three months ended June 30, 2026 and 2025, and $ 40.1 million and $ 42.1 million during the six months ended June 30, 2026 and 2025, respectively.

The estimated future amortization expense by year for finite-lived intangible assets is presented in the table below (in thousands).

2026 (remaining nine months) $ 60,052

2026 (remaining six months) $ 39,861

Note 4 — Revenue and Related Matters

1 unchanged sentence

By Primary Geographic Market (1)

Three Months Ended March 31, 2026

Three Months Ended June 30, 2026

Primary Geographic Market Insights Conferences Consulting Total

United States and Canada $ 769,525 $ 162,259 $ 92,467 $ 1,024,251

Europe, Middle East and Africa 355,022 64,910 38,237 458,169

Other International 165,323 16,988 11,212 193,523

Total revenues $ 1,289,870 $ 244,157 $ 141,916 $ 1,675,943

Three Months Ended June 30, 2025

Primary Geographic Market Insights Conferences Consulting Other Total

3 unchanged sentences

Total revenues $ 1,263,505 $ 211,407 $ 155,594 $ 55,948 $ 1,686,454

Three Months Ended March 31, 2025

Six Months Ended June 30, 2026

Primary Geographic Market Insights Conferences Consulting Other Total

3 unchanged sentences

Total revenues $ 2,584,065 $ 322,482 $ 261,045 $ 19,392 $ 3,186,984

Six Months Ended June 30, 2025

Primary Geographic Market Insights Conferences Consulting Other Total

United States and Canada $ 1,572,078 $ 193,869 $ 182,743 $ 101,561 $ 2,050,251

Europe, Middle East and Africa 636,030 64,437 75,099 15,487 791,053

Other International 310,966 25,698 37,458 5,158 379,280

Total revenues $ 2,519,074 $ 284,004 $ 295,300 $ 122,206 $ 3,220,584

(1) Revenue is reported based on where the sale is fulfilled.

The Company’s revenue is generated primarily through direct sales to clients by domestic and international sales forces and a network of independent international sales agents.

The Company’s revenues are generated primarily through direct sales to clients by domestic and international sales forces and several independent international sales agents.

By Timing of Revenue Recognition

Three Months Ended March 31, 2026

Three Months Ended June 30, 2026

Timing of Revenue Recognition Insights Conferences Consulting Total

Transferred over time (1) $ 1,287,650 $ — $ 95,800 $ 1,383,450

Transferred at a point in time (2) 2,220 244,157 46,116 292,493

Total revenues $ 1,289,870 $ 244,157 $ 141,916 $ 1,675,943

Three Months Ended June 30, 2025

Timing of Revenue Recognition Insights Conferences Consulting Other Total

2 unchanged sentences

Total revenues $ 1,263,505 $ 211,407 $ 155,594 $ 55,948 $ 1,686,454

Three Months Ended March 31, 2025

Six Months Ended June 30, 2026

Timing of Revenue Recognition Insights Conferences Consulting Other Total

2 unchanged sentences

Total revenues $ 2,584,065 $ 322,482 $ 261,045 $ 19,392 $ 3,186,984

Six Months Ended June 30, 2025

Timing of Revenue Recognition Insights Conferences Consulting Other Total

Transferred over time (1) $ 2,512,737 $ — $ 214,034 $ 762 $ 2,727,533

Transferred at a point in time (2) 6,337 284,004 81,266 121,444 493,051

Total revenues $ 2,519,074 $ 284,004 $ 295,300 $ 122,206 $ 3,220,584

(1) Insights revenues in this category are recognized in connection with performance obligations that are satisfied over time using a time-elapsed output method to measure progress.

1 unchanged sentence

(2) The revenues in this category are recognized in connection with performance obligations that are satisfied at the point in time that the contractual deliverables are provided to the customer.

Performance Obligations — For customer contracts that are greater than one year in duration, the aggregate amount of the transaction price allocated to performance obligations that were unsatisfied (or partially unsatisfied) as of March 31, 2026 was approximately $ 6.6 billion.

The Company expects to recognize $ 2.3 billion, $ 3.0 billion and $ 1.2 billion of this revenue (most of which pertains to Insights) during the remainder of 2026, the year ending December 31, 2027 and thereafter, respectively.

7 unchanged sentences

The table below provides information regarding certain of the Company’s balance sheet accounts that pertain to its contracts with customers (in thousands).

March 31, December 31,

June 30, December 31,

Fees receivable, gross (1) $ 1,206,712 $ 1,689,522

8 unchanged sentences

Both situations occur before the completion of the Company’s performance obligation(s).

The Company recognized revenue of $ 1.1 billion and $ 1.0 billion during the three months ended March 31, 2026 and 2025, respectively, that was attributable to deferred revenues that were recorded at the beginning of each such period.

The Company recognized revenue of $ 1.3 billion and $ 1.2 billion during the three months ended June 30, 2026 and 2025, and $ 1.9 billion and $ 1.8 billion during the six months ended June 30, 2026 and 2025, respectively, that was attributable to deferred revenues that were recorded at the beginning of each such period.

Those amounts primarily consisted of Insights revenues that were recognized ratably as control of the goods or services passed to the customer during the reporting periods.

During each of the three months ended March 31, 2026 and 2025, the Company did not record any material impairments related to its contract assets.

During each of the three months ended June 30, 2026 and 2025, the Company did not record any material impairments related to its contract assets.

Note 5 — Computation of Earnings Per Share

Basic earnings per share (“EPS”) is computed by dividing net income by the weighted average number of shares of Common Stock outstanding during the period.

Basic earnings per share (“EPS”) is computed by dividing net income by the weighted average number of shares of common stock, par value $ 0.0005 per share, (the “Common Stock”) outstanding during the period.

Diluted EPS reflects the potential dilution of securities that could share in earnings.

1 unchanged sentence

The table below sets forth the calculation of basic and diluted income per share for the periods indicated (in thousands, except per share data).

Three Months Ended

Three Months Ended Six Months Ended

June 30, June 30,

2026 2025 2026 2025

Net income used for calculating basic and diluted income per share $ 275,498 $ 240,783 $ 497,842 $ 451,722

5 unchanged sentences

(1) Certain outstanding awards associated with stock-based compensation plans were not included in the computation of diluted income per share because the effect would have been anti-dilutive.

These anti-dilutive outstanding awards associated with stock-based compensation plans was 0.8 million and 0.2 million for the three months ended March 31, 2026 and March 31, 2025, respectively.

These anti-dilutive outstanding awards associated with stock-based compensation plans was 1.0 million and 0.4 million for the three months ended June 30, 2026 and 2025, respectively, and 0.9 million and 0.3 million for the six months ended June 30, 2026 and 2025, respectively.

Note 6 — Stock-Based Compensation

1 unchanged sentence

The Company currently awards stock-settled stock appreciation rights, service-based and performance-based restricted stock units, and common stock equivalents.

As of March 31, 2026, the Company had 3.9 million shares of its common stock, par value $ 0.0005 per share, (the “Common Stock”) available for stock-based compensation awards under the Gartner, Inc.

As of June 30, 2026, the Company had 3.9 million shares of its Common Stock available for stock-based compensation awards under the Gartner, Inc.

Long-Term Incentive Plan as amended and restated in June 2023 (the “Plan”).

The tables below summarize the Company’s stock-based compensation expense by award type and expense category line item during the periods indicated (in millions).

Three Months Ended

Three Months Ended Six Months Ended

June 30, June 30,

Award type 2026 2025 2026 2025

3 unchanged sentences

Total (1) $ 41.0 $ 43.0 $ 86.9 $ 93.2

Three Months Ended

Three Months Ended Six Months Ended

June 30, June 30,

Expense category line item 2026 2025 2026 2025

2 unchanged sentences

Total (1) $ 41.0 $ 43.0 $ 86.9 $ 93.2

(1) Includes costs of $ 23.5 million and $ 28.0 million during the three months ended March 31, 2026 and 2025, respectively, for awards to retirement-eligible employees.

(1) Includes costs of $ 17.8 million and $ 19.0 million during the three months ended June 30, 2026 and 2025, and $ 41.3 million and $ 47.0 million during the six months ended June 30, 2026 and 2025, respectively, for awards to retirement-eligible employees.

Those awards are expensed on an accelerated basis.

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The CODM uses gross contribution to allocate resources (including financial resources and employees) for each segment primarily in the Company's annual budgeting process.

The CODM then monitors budgeted versus actual results regularly to assess segment operating performance, identify business trends, and modify resource allocations as needed.

The CODM then monitors budgeted versus actual results regularly to

assess segment operating performance, identify business trends, and modify resource allocations as needed.

The accounting policies used by the reportable segments are the same as those used by the Company.

3 unchanged sentences

The tables below present information about the Company’s reportable segments for the periods indicated (in thousands).

Three Months Ended March 31, 2026 Insights Conferences Consulting Other (1) Consolidated

Three Months Ended June 30, 2026 Insights Conferences Consulting Consolidated

Revenues $ 1,289,870 $ 244,157 $ 141,916 $ 1,675,943

9 unchanged sentences

Income before income taxes $ 354,623

Three Months Ended March 31, 2025 Insights Conferences Consulting Other (1) Consolidated

Three Months Ended June 30, 2025 Insights Conferences Consulting Other (3) Consolidated

Revenues $ 1,263,505 $ 211,407 $ 155,594 $ 55,948 $ 1,686,454

8 unchanged sentences

Income before income taxes $ 317,793

(1) Other includes the Company's Digital Markets operating segment, which was divested during the three months ended March 31, 2026.

See Note 2 — Divestiture for additional information.

Six Months Ended June 30, 2026 Insights Conferences Consulting Other (3) Consolidated

Revenues $ 2,584,065 $ 322,482 $ 261,045 $ 19,392 $ 3,186,984

Personnel expenses 547,630 37,258 156,441 2,210 743,539

Product and content delivery expenses 10,860 100,401 6,765 9,475 127,501

Other expenses (1) 14,686 9,192 7,264 130 31,272

Gross contribution 2,010,889 175,631 90,575 7,577 2,284,672

Cost of services and product development - unallocated (2) 13,904

Selling, general and administrative 1,490,941

Depreciation and amortization 90,614

Gain from sale of divested operation ( 5,399 )

Interest expenses and other, net 47,577

Income before income taxes $ 647,035

Six Months Ended June 30, 2025 Insights Conferences Consulting Other (3) Consolidated

Revenues $ 2,519,074 $ 284,004 $ 295,300 $ 122,206 $ 3,220,584

Personnel expenses 568,427 36,626 165,603 20,460 791,116

Product and content delivery expenses 11,327 89,368 7,314 68,148 176,157

Other expenses (1) 12,640 9,240 7,436 1,080 30,396

Gross contribution 1,926,680 148,770 114,947 32,518 2,222,915

Cost of services and product development - unallocated (2) 9,092

Selling, general and administrative 1,507,196

Depreciation and amortization 101,499

Interest expenses and other, net 20,327

Income before income taxes $ 584,801

(1) Other expenses consists primarily of travel and entertainment and workplace expenses.

2 unchanged sentences

Amounts above or below 100 % are absorbed by corporate.

(3) Other includes the Company's Digital Markets operating segment, which was divested during the three months ended March 31, 2026.

See Note 2 — Divestiture for additional information.

Note 8 — Debt

The Company’s total outstanding borrowings are summarized in the table below (in thousands).

March 31, December 31,

June 30, December 31,

Description 2026 2025

14 unchanged sentences

Net balance sheet carrying amount $ 2,979,281 $ 2,981,674

(1) The Company had approximately $ 1.0 billion of available borrowing capacity on the 2024 Credit Agreement revolver (not including the expansion feature) as of March 31, 2026.

(2) Consists of a State of Connecticut economic development loan originated in 2019 with a 10 -year maturity and bears interest at a fixed rate of 1.75 %.

(1) The Company had approximately $ 1.0 billion of available borrowing capacity on the 2024 Credit Agreement revolver (not including the expansion feature) as of June 30, 2026.

(2) Consists of a State of Connecticut economic development loan originated in 2019 with a 10 -year maturity and bore interest at a fixed rate of 1.75 %.

The Company repaid the loan in April 2026.

(3) The weighted average annual effective rate on the Company’s outstanding debt for the three months ended March 31, 2026, was 4.34 %.

(3) The weighted average annual effective rate on the Company’s outstanding debt for the three and six months ended June 30, 2026, was 4.31 % and 4.32 %, respectively.

(4) Deferred financing fees and unamortized discounts are being amortized to Interest expense, net over the term of the related debt obligation.

2024 Credit Agreement

On March 26, 2024, the Company entered into a Credit Agreement (the “2024 Credit Agreement”) among the Company, as borrower, the lenders party thereto and JPMorgan Chase Bank, N.A., as administrative agent (the “Administrative Agent”).

The 2024 Credit Agreement provides for a $ 1.0 billion senior unsecured five-year revolving facility.

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The 2024 Credit Agreement contains certain customary restrictive loan covenants, including, among others, a financial covenant requiring a maximum leverage ratio and covenants limiting the Company’s ability to grant liens, make acquisitions, be acquired and the ability of the Company’s subsidiaries to incur indebtedness.

The Company was in compliance with all financial covenants as of March 31, 2026.

Interest under the revolving facility accrues, at a variable rate, based on, at our option, (i) the Secured Overnight Funding Rate (“SOFR”) plus a credit spread adjustment of 0.10 % or (ii) an alternate base rate (“Base Rate”) plus, in each case, an applicable margin, and is payable monthly.

The Company was in compliance with all financial covenants as of June 30, 2026.

Interest under the revolving facility accrues, at a variable rate, based on, at our option, (i) the Term Secured Overnight Funding Rate (“SOFR”) plus a credit spread adjustment of 0.10 % or (ii) an alternate base rate (“Base Rate”) plus, in each case, an applicable margin, and is payable monthly.

The applicable margin ranges between 1.125 % and 1.75 %, depending on the lower rate determined by either the Company’s leverage ratio or the credit rating of the Company’s senior unsecured debt.

At March 31, 2026, the applicable all-in margin on the revolving facility was 1.48 % (including the credit spread adjustment).

The contractual annualized interest rate as of March 31, 2026 on the 2024 Credit Agreement was 5.23 %, which consisted of Term Secured Overnight Financing Rate (“SOFR”) of 3.75 % plus a margin of 1.48 %.

At June 30, 2026, the applicable all-in margin on the revolving facility was 1.48 % (including the credit spread adjustment).

The contractual annualized interest rate as of June 30, 2026 on the 2024 Credit Agreement was 5.23 %, which consisted of SOFR of 3.75 % plus a margin of 1.48 %.

The commitment fee payable on the unused portion of the facility is equal to between 0.125 % and 0.25 % based on utilization of the facility.

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The 2031 Notes were issued at an issue price of 99.970 % and the 2035 Notes were issued at an issue price of 99.992 %.

The Notes were offered and sold pursuant to Gartner’s automatic shelf registration statement on Form S-3 (File No.

The Notes were offered and sold pursuant to Gartner’s automatic shelf registration statement on Form S-3

333-291447) and the prospectus included therein, filed with the Securities and Exchange Commission on November 12, 2025, and supplemented by the prospectus supplement dated November 13, 2025.

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In 2015, the Company’s Board of Directors (the “Board”) authorized a share repurchase program to repurchase up to $ 1.2 billion of the Company’s Common Stock.

The Board authorized incremental share repurchases of up to an aggregate additional $ 6.3 billion of the Company’s common stock from February 2021 to January 2026.

As of March 31, 2026, $ 0.7 billion remained available under the share repurchase program.

The Board authorized incremental share repurchases of up to an aggregate additional $ 6.9 billion of the Company’s Common Stock from February 2021 to April 2026.

As of June 30, 2026, $ 0.8 billion remained available under the share repurchase program.

The Company may repurchase its Common Stock from time-to-time in amounts, at prices and in the manner that the Company deems appropriate, subject to the availability of stock, prevailing market conditions, the trading price of the stock, the Company’s financial performance and other conditions.

2 unchanged sentences

The Company’s share repurchase activity is presented in the table below for the periods indicated.

Three Months Ended

Three Months Ended Six Months Ended

June 30, June 30,

2026 2025 2026 2025

Number of shares repurchased (1) 3,630,175 659,883 6,940,428 960,628

Cash paid for repurchased shares (in thousands) (2) $ 547,117 $ 274,483 $ 1,081,754 $ 437,155

(1) The average purchase price for repurchased shares was $ 158.49 and $ 507.65 for the three months ended March 31, 2026 and 2025, respectively.

The repurchased shares during the three months ended March 31, 2026 and 2025 included purchases for both open market purchases and stock-based compensation award settlements.

(2) The cash paid for repurchased shares during the three months ended March 31, 2026 excluded excise tax accrued and included $ 10.0 million of open market purchases with trade dates in December 2025 that settled in January 2026.

The cash paid for repurchased shares during the three months ended March 31, 2025 included $ 10.0 million of open market purchases with trade dates in December 2024 that settled in January 2025.

(1) The average purchase price for repurchased shares was $ 148.93 and $ 417.99 for the three months ended June 30, 2026 and 2025, respectively, and $ 153.49 and $ 446.06 for the six months ended June 30, 2026 and 2025, respectively.

The repurchased shares during the three and six months ended June 30, 2026 and 2025 included purchases for both open market purchases and stock-based compensation award settlements.

(2) The cash paid for repurchased shares during the six months ended June 30, 2026 excluded excise tax accrued and included $ 10.0 million of open market purchases with trade dates in December 2025 that settled in January 2026.

The cash paid for repurchased shares during the three months ended June 30, 2026 excluded $ 11.3 million of open market purchases with trade dates in June 2026 that settled in July 2026 and excise tax accrued.

The cash paid for repurchased shares during the six months ended June 30, 2025 included $ 10.0 million of open market purchases with trade dates in December 2024 that settled in January 2025.

The cash paid for repurchased shares during the three months ended June 30, 2025 excluded $ 6.0 million of open market purchases with trade dates in June 2025 that settled in July 2025 and excise tax accrued.

Accumulated Other Comprehensive Loss, net (“AOCL”)

The tables below provide information about the changes in AOCL by component and the related amounts reclassified out of AOCL to income during the periods indicated (net of tax, in thousands) (1).

Three Months Ended March 31, 2026

Three Months Ended June 30, 2026

Pension Plans Foreign

Adjustments Total

Balance – December 31, 2025 $ ( 5,944 ) $ ( 35,071 ) $ ( 41,015 )

Balance – March 31, 2026 $ ( 6,131 ) $ ( 38,924 ) $ ( 45,055 )

Other comprehensive income (loss) activity during the period:

3 unchanged sentences

Other comprehensive income (loss), net 117 ( 7,481 ) ( 7,364 )

Balance – March 31, 2026 $ ( 6,131 ) $ ( 38,924 ) $ ( 45,055 )

Three Months Ended March 31, 2025

Balance – June 30, 2026 $ ( 6,014 ) $ ( 46,405 ) $ ( 52,419 )

Three Months Ended June 30, 2025

Interest Rate

2 unchanged sentences

Adjustments Total

Balance – March 31, 2025 $ ( 6,410 ) $ ( 5,166 ) $ ( 56,273 ) $ ( 67,849 )

Other comprehensive income (loss) activity during the period:

Change in AOCL before reclassifications to income

— — 17,789 17,789

Reclassifications from AOCL to income (2), (4) 3,394 51 — 3,445

Other comprehensive income (loss), net 3,394 51 17,789 21,234

Balance – June 30, 2025 $ ( 3,016 ) $ ( 5,115 ) $ ( 38,484 ) $ ( 46,615 )

Six Months Ended June 30, 2026

Pension Plans Foreign

Adjustments Total

Balance – December 31, 2025 $ ( 5,944 ) $ ( 35,071 ) $ ( 41,015 )

5 unchanged sentences

Other comprehensive income (loss), net ( 70 ) ( 11,334 ) ( 11,404 )

Balance – March 31, 2025 $ ( 6,410 ) $ ( 5,166 ) $ ( 56,273 ) $ ( 67,849 )

Balance – June 30, 2026 $ ( 6,014 ) $ ( 46,405 ) $ ( 52,419 )

Six Months Ended June 30, 2025

Interest Rate

Swaps Defined

Pension Plans Foreign

Adjustments Total

Balance – December 31, 2024 $ ( 9,800 ) $ ( 5,214 ) $ ( 73,319 ) $ ( 88,333 )

Other comprehensive income (loss) activity during the period:

Change in AOCL before reclassifications to income

— — 34,835 34,835

Reclassifications from AOCL to income (2), (4) 6,784 99 — 6,883

Other comprehensive income (loss), net 6,784 99 34,835 41,718

Balance – June 30, 2025 $ ( 3,016 ) $ ( 5,115 ) $ ( 38,484 ) $ ( 46,615 )

(1) Amounts in parentheses represent debits (deferred losses).

(2) The reclassifications related to defined benefit pension plans were recorded in Other (expense) income, net.

(3) $ 4.5 million of the reclassifications related to interest rate swaps (cash flow hedges) were recorded in Interest expense, net, for the three months ended March 31, 2025.

(3) The reclassification related to foreign currency translation adjustments was recorded to Gain from sale of divested operation.

(4) $ 4.5 million and $ 8.9 million of the reclassifications related to interest rate swaps (cash flow hedges) were recorded in Interest expense, net, for the three and six months ended June 30, 2025, respectively.

The swap contract matured in September 2025.

Note 10 — Income Taxes

The provision for income taxes was $ 70.1 million and $ 56.1 million for the three months ended March 31, 2026 and 2025, respectively.

The effective income tax rate was 24.0 % and 21.0 % for the three months ended March 31, 2026, and 2025, respectively.

The Company had gross unrecognized tax benefits of $ 292.6 million on March 31, 2026 and $ 301.6 million on December 31, 2025.

The provision for income taxes was $ 79.1 million and $ 77.0 million for the three months ended June 30, 2026 and 2025, respectively.

The effective income tax rate was 22.3 % and 24.2 % for the three months ended June 30, 2026, and 2025, respectively.

The decrease in the effective income tax rate in the current period was primarily attributable to a favorable change in the forecasted geographic mix of earnings compared to the same period in 2025.

The provision for income taxes was $ 149.2 million and $ 133.1 million for the six months ended June 30, 2026 and 2025, respectively.

The effective income tax rate was 23.1 % and 22.8 % for the six months ended June 30, 2026 and 2025, respectively.

The increase in the effective income tax rate in the current period was primarily due to the unfavorable impact of stock-based compensation, partially offset by the favorable release of reserves upon the resolution of the related inquiries as well as a favorable change in the forecasted geographic mix of earnings compared to the same period in 2025.

The Company had gross unrecognized tax benefits of $ 297.7 million on June 30, 2026 and $ 301.6 million on December 31, 2025.

Recent legislative developments in the U.S.

1 unchanged sentence

These changes have various effective dates, with some provisions already in effect and others to be implemented over the coming years.

While these evolving legislative measures have not had a material impact on the Company’s consolidated financial results in the current period, the Company is actively monitoring and assessing their potential effects.

While these evolving legislative measures have not had a material impact on the Company’s consolidated financial

results in the current period, the Company is actively monitoring and assessing their potential effects.

The Company will continue to evaluate and reflect the impact of these legislative changes in its future financial statements as appropriate.

3 unchanged sentences

The tables below provide information regarding the Company’s outstanding derivative contracts as of the dates indicated (in thousands, except for number of contracts).

March 31, 2026

June 30, 2026

Derivative Contract Type Number of

3 unchanged sentences

Foreign currency forwards (1)

28 $ 110,353 $ 1 Other current assets/accrued liabilities

28 $ 89,849 $ ( 234 ) Other current assets/

accrued liabilities

December 31, 2025

3 unchanged sentences

Foreign currency forwards (1)

104 $ 427,482 $ 230 Other current assets/accrued liabilities

104 $ 427,482 $ 230 Other current assets/

accrued liabilities

(1) The Company has foreign exchange transaction risk because it typically enters into transactions in the normal course of business that are denominated in foreign currencies that differ from the local functional currency.

1 unchanged sentence

These contracts are accounted for at fair value with realized and unrealized gains and losses recognized in Other (expense) income, net because the Company does not designate these contracts as hedges for accounting purposes.

All of the outstanding foreign currency forward exchange contracts at March 31, 2026 matured before April 28, 2026.

All of the outstanding foreign currency forward exchange contracts at June 30, 2026 matured before July 31, 2026.

(2) See Note 12 — Fair Value Disclosures for the determination of the fair values of these instruments.

At March 31, 2026, all of the Company’s derivative counterparties were investment grade financial institutions.

At June 30, 2026, all of the Company’s derivative counterparties were investment grade financial institutions.

The Company did not have any collateral arrangements with its derivative counterparties and none of the derivative contracts contained credit-risk related contingent features.

The table below provides information regarding amounts recognized in the accompanying Condensed Consolidated Statements of Operations for derivative contracts for the periods indicated (in thousands).

Three Months Ended

Three Months Ended Six Months Ended

June 30, June 30,

Amount recorded in:

2026 2025 2026 2025

Interest expense, net (1) $ — $ 4,471 $ — $ 8,935

21 unchanged sentences

Generally, the Company does not utilize Level 3 valuation inputs to remeasure any of its assets or liabilities.

However, Level 3 inputs may be

used by the Company when certain long-lived assets, including identifiable intangible assets, goodwill, and right-of-use assets are measured at fair value on a nonrecurring basis when there are indicators of impairment.

However, Level 3 inputs may be used by the Company when certain long-lived assets, including identifiable intangible assets, goodwill, and right-of-use assets are measured at fair value on a nonrecurring basis when there are indicators of impairment.

Additionally, Level 3 inputs may be used by the Company in its required annual impairment review of goodwill.

2 unchanged sentences

The table below presents the fair values of certain financial assets and liabilities that are measured at fair value on a recurring basis in the Company's financial statements (in thousands).

Description March 31,

Description June 30,

2026 December 31,

20 unchanged sentences

Carrying Amount Fair Value

March 31, December 31, March 31, December 31,

June 30, December 31, June 30, December 31,

Description 2026 2025 2026 2025

16 unchanged sentences

these agreements have not been material.

As of March 31, 2026, the Company did not have any material payment obligations under any such indemnification agreements.

As of June 30, 2026, the Company did not have any material payment obligations under any such indemnification agreements.

Note 14 — Leases

2 unchanged sentences

The Company also has leases for office equipment and other assets, which are not significant.

Certain of these lease agreements include (i) renewal options to extend the lease term for up to ten years and/or (ii) options to terminate the agreement within one year .

Certain of these lease agreements include (i) renewal options to extend the lease term for up to fifteen years and/or (ii) options to terminate the agreement within one year .

Additionally, certain of the Company’s lease agreements provide standard recurring escalations of lease payments for, among other things, increases in a lessor’s maintenance costs and taxes.

9 unchanged sentences

The table below presents the Company’s net lease cost and certain other information related to the Company’s leasing activities as of and for the periods indicated (dollars in thousands).

Three Months Ended

Three Months Ended Six Months Ended

2026 2025 2026 2025

Operating lease cost (1) $ 19,931 $ 23,296 $ 39,820 $ 47,644

5 unchanged sentences

Right-of-use assets obtained in exchange for new operating lease liabilities $ 1,817 $ 10,048 $ 27,698 $ 15,119

(1) Included in operating lease cost was $ 8.0 million and $ 8.5 million for the three months ended March 31, 2026 and 2025, respectively, for costs related to subleasing activities.

(2) These amounts are primarily variable lease and nonlease costs that are not fixed at the lease commencement date or are dependent on something other than an index or a rate.

(1) Included in operating lease cost was $ 8.0 million and $ 8.4 million for the three months ended June 30, 2026 and 2025, respectively, and $ 16.0 million and $ 16.9 million for the six months ended June 30, 2026 and 2025, respectively, for costs related to subleasing activities.

(2) These amounts are primarily variable lease and non-lease costs that are not fixed at the lease commencement date or are dependent on something other than an index or a rate.

(3) The Company did not capitalize any operating lease costs during any of the periods presented.

The table below indicates where the discounted operating lease payments from the above table are classified in the accompanying Condensed Consolidated Balance Sheets (in thousands).

March 31, December 31,

June 30, December 31,

Accounts payable and accrued liabilities $ 96,789 $ 96,076

2 unchanged sentences

Note 15 — Subsequent Event

On April 30, 2026, the Company’s Board of Directors authorized incremental share repurchases of up to an additional $ 600.0 million of Gartner’s common stock.

This authorization is in addition to the previously authorized repurchases of up to $ 7.5 billion, which, as of the end of April 2026, had approximately $ 640.0 million remaining.

On July 30, 2026, the Company’s Board of Directors authorized incremental share repurchases of up to an additional $ 500.0 million of Gartner’s Common Stock.

This authorization is in addition to the previously authorized repurchases of up to $ 8.1 billion, which, as of the end of July 2026, had approximately $ 640.0 million remaining.

Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.

What changed 10-Q

Item 1. Financial Statements