Earnings summaries and quarterly performance for Alight, Inc. / Delaware.
Executive leadership at Alight, Inc. / Delaware.
David Guilmette
Detailed
Chief Executive Officer
CEO
AB
Allison Bassiouni
Detailed
Chief Delivery Officer
DD
Deepika Duggirala
Detailed
Chief Technology Officer
GG
Gregory George
Detailed
Chief Commercial Officer, North America
JH
Jeremy Heaton
Detailed
Chief Financial Officer
MF
Martin Felli
Detailed
Chief Legal Officer and Corporate Secretary
RS
Robert Sturrus
Detailed
Chief Client Officer
Board of directors at Alight, Inc. / Delaware.
CR
Coretha Rushing
Detailed
Director
DW
Denise Williams
Detailed
Director
KR
Kausik Rajgopal
Detailed
Director
MH
Michael Hayes
Detailed
Director
RM
Richard Massey
Detailed
Director
RL
Robert Lopes Jr.
Detailed
Director
RS
Robert Schriesheim
Detailed
Director
RF
Russell Fradin
Detailed
Chair of the Board
SN
Siobhan Nolan Mangini
Detailed
Director
WF
William Foley II
Detailed
Director
Research analysts who have asked questions during Alight, Inc. / Delaware earnings calls.
Scott Schoenhaus
KeyBanc Capital Markets
8 questions for ALIT
Also covers: CERT, DOCS, GDRX +9 more
Kyle Peterson
Needham & Company
6 questions for ALIT
Also covers: AFRM, AX, BR +14 more
KM
Kevin McVeigh
Credit Suisse Group AG
4 questions for ALIT
Also covers: ACN, ADP, ASGN +15 more
Peter Christiansen
Citigroup Inc.
4 questions for ALIT
Also covers: ADP, ADT, BLSH +12 more
PH
Peter Heckmann
D.A. Davidson
3 questions for ALIT
Also covers: ACIW, BR, CPIG +12 more
TH
Tien-tsin Huang
JPMorgan Chase & Co.
3 questions for ALIT
Also covers: ACN, ADP, AVDX +27 more
KM
Kevin McVeigh
UBS
2 questions for ALIT
MP
Michail Paraskevopoulos
Citigroup Inc.
2 questions for ALIT
Also covers: DK
PF
Pala Fang
Canaccord Genuity
2 questions for ALIT
RC
Ross Cole
Needham & Company, LLC
2 questions for ALIT
Also covers: ACLS, AMKR, AXTI +6 more
AP
Andrew Polkowitz
J.P. Morgan
1 question for ALIT
Also covers: NSP, PAY, TNET
Joseph Vafi
Canaccord Genuity - Global Capital Markets
1 question for ALIT
Also covers: ADV, ASGN, BLND +20 more
PC
Peter Christensen
Citi
1 question for ALIT
Recent press releases and 8-K filings for ALIT.
Alight Under Investigation Following Q4 2025 Financial Results
ALIT
Earnings
Legal Proceedings
Profit Warning
- Bragar Eagel & Squire, P.C. is investigating Alight, Inc. for potential violations of federal securities laws and unlawful business practices on behalf of stockholders.
- The investigation follows Alight's February 19, 2026, disclosure of its fourth quarter 2025 financial results, which included an additional goodwill impairment charge of approximately $800 million.
- For Q4 2025, Alight reported adjusted earnings per share of $0.18 and adjusted EBITDA of $178 million, both falling below market expectations.
- Following these disclosures, Alight's share price declined approximately 35%.
2 days ago
Alight Reports Q4 and Full Year 2025 Results, Announces Capital Allocation Shift and 2026 Outlook
ALIT
Earnings
Guidance Update
Dividends
- Alight missed its internal financial targets in 2025, reporting $2.3 billion in revenue and $561 million in Adjusted EBITDA, with an Adjusted EBITDA margin of approximately 25%. Full year Adjusted EPS was $0.50, down from $0.57 in 2024. The company also recognized a non-cash goodwill impairment charge of $803 million in Q4 2025.
- The company is suspending future dividend payments to reallocate capital towards higher return priorities, including investing in long-term growth, deleveraging, and opportunistic share repurchases. There is a $216 million remaining buyback authorization for share repurchases.
- Alight expects the weakness from 2025 to spill into 2026, projecting Q1 2026 revenue to be down by a high single-digit percentage range and Adjusted EBITDA margin to decline by 500-750 basis points compared to last year's first quarter due to planned investments. The company plans to deploy more than $100 million of capital to strengthen the business.
- Alight will make a $156 million TRA payment in 2026 for 2024 tax returns, but does not expect significant TRA payments in 2027 or 2028 due to tax reform.
Feb 19, 2026, 1:30 PM
Alight Reports Q4 and Full-Year 2025 Results, Updates Capital Allocation and 2026 Outlook
ALIT
Earnings
Guidance Update
Dividends
- Alight reported full-year 2025 revenue of approximately $2.3 billion and Adjusted EBITDA of $561 million, with Adjusted EPS of $0.50. The company also recognized a non-cash goodwill impairment charge of $803 million in Q4 2025.
- For Q1 2026, Alight expects revenue to be down by a high single-digit percentage range and anticipates Adjusted EBITDA margin pressure of 500-750 basis points compared to Q1 2025, primarily due to planned investments.
- The company generated $250 million in free cash flow in 2025 and announced a change in capital allocation strategy, discontinuing future dividend payments in favor of investing in business growth, deleveraging, and opportunistic share repurchases, with a remaining buyback authorization of $216 million.
- CEO Rohit Verma noted that 2025 financial targets were not met due to missed bookings and renewals, and the weakness is expected to spill into 2026. The company plans to deploy more than $100 million of capital in 2026 to strengthen the business, focusing on service excellence, AI-enabled product innovation, and client relationships.
Feb 19, 2026, 1:30 PM
Alight Reports Q4 and Full Year 2025 Results and Strategic Capital Allocation Shift
ALIT
Earnings
Guidance Update
Share Buyback
- Alight, Inc. reported full-year 2025 revenue of $2.3 billion and adjusted EBITDA of $561 million, with adjusted EPS of $0.50. The company also recognized a non-cash goodwill impairment charge of $803 million in Q4 2025.
- For Q4 2025, revenue was $653 million and adjusted EBITDA was $178 million, impacted by $45 million in increased compensation expense. Adjusted EPS for the quarter was $0.18.
- The company expects Q1 2026 revenue to be down by a high single-digit percentage range and anticipates a 500-750 basis point decline in Adjusted EBITDA margin compared to Q1 2025 due to planned investments.
- Alight is reallocating capital from future dividend payments to debt reduction and opportunistic share repurchases, with $216 million remaining on the buyback authorization. The company plans to deploy over $100 million in 2026 to strengthen the business, focusing on operational excellence, AI-enabled product innovation, and client relationship management.
- The new CEO indicated that 2025's financial underperformance was primarily due to execution challenges, particularly in operational excellence and renewals, which are expected to spill into 2026.
Feb 19, 2026, 1:30 PM
Alight, Inc. Reports Q4 and Full-Year 2025 Earnings
ALIT
Earnings
Guidance Update
New Projects/Investments
- For the full year 2025, Alight, Inc. reported Total Revenue of $2,262 million, a 3.9% decrease year-over-year, and Adjusted EBITDA of $561 million, a 5.6% decrease year-over-year, while generating $250 million in Free Cash Flow.
- In Q4 2025, Total Revenue was $653 million, a 4.0% decrease from Q4 2024, and Adjusted Diluted EPS was $0.18, a 25.0% decrease from Q4 2024.
- The company ended FY 2025 with Net Debt of $1,732 million and $603 million of liquidity entering 2026. Its near-term capital allocation focus includes re-investment, deleveraging, and opportunistic share repurchases.
- Alight, Inc. is innovating with AI, having piloted conversational AI assist in Q4 2025 with a feature rollout planned for the 2026 annual enrollment cycle, and projects over $100 million in CAPEX for 2026.
Feb 19, 2026, 1:30 PM
Alight Reports Fourth Quarter and Full Year 2025 Results
ALIT
Earnings
Dividends
Share Buyback
- Alight reported a 4.0% decrease in revenue to $653 million for Q4 2025 and a 3.0% decrease to $2,262 million for the full year 2025, compared to the prior year periods.
- The company posted a net loss of $933 million and diluted earnings per share of $(1.78) for Q4 2025, and a net loss of $3,078 million and diluted earnings per share of $(5.83) for the full year 2025, primarily driven by a $3,124 million non-cash goodwill impairment charge for the full year.
- Adjusted EBITDA for Q4 2025 was $178 million, while full year 2025 Adjusted EBITDA increased to $561 million. The company generated $250 million in free cash flow for the full year 2025.
- Alight announced it will replace its cash dividend with capital allocation activities focused on deleveraging the balance sheet and share repurchases. The company repurchased $65 million of common stock in 2025.
Feb 19, 2026, 12:45 PM
Alight Reports Fourth Quarter and Full Year 2025 Results
ALIT
Earnings
Dividends
Share Buyback
- Alight reported fourth quarter 2025 revenue of $653 million and full year 2025 revenue of $2,262 million, representing decreases of 4.0% and 3.0% respectively compared to the prior year.
- The company recorded a net loss of $933 million for Q4 2025 and a net loss of $3,078 million for full year 2025, primarily driven by non-cash goodwill impairment charges of $803 million and $3,124 million, respectively.
- Adjusted diluted earnings per share for Q4 2025 was $0.18 and for full year 2025 was $0.50.
- For the full year 2025, cash provided by operating activities was $360 million and free cash flow was $250 million.
- Alight announced it will replace its cash dividend with more efficient capital allocation activities, including deleveraging the balance sheet and, subject to market conditions, for share repurchases.
Feb 19, 2026, 12:30 PM
Alight Announces CEO Transition and Operational Updates at UBS Conference
ALIT
CEO Change
Management Change
New Projects/Investments
- Alight announced a CEO transition, with Dave Guilmette stepping down at the end of December 2024 and Rohit Verma assuming the role on January 1, 2025. The company's strategy will continue to prioritize growth, client retention, and innovation in benefits administration.
- Operational improvements include an 800 basis point increase in large market client retention from the 2023 to 2024 cycle, with the 2025 cycle expected to be in line with 2024. Additionally, call volumes have decreased by double digits, and 97% of annual enrollments are now digital.
- Project revenue is currently at its lowest level in years, impacting overall performance, though it is a high-margin segment and an attachment to recurring revenue. The company expects this to eventually cycle back but maintains a cautious outlook.
- Alight is investing in AI technology through a partnership with IBM, utilizing WatsonX AI to develop a new GenAI-backed, personalized annual enrollment experience, which will see a full rollout next year after a pilot with three clients this year.
Dec 2, 2025, 7:15 PM
Alight Announces CEO Transition and Strategic Priorities
ALIT
CEO Change
Management Change
New Projects/Investments
- Alight will transition CEOs on January 1, 2025, with Rohit Verma succeeding Dave Guilmette, maintaining a focus on growth and transformation.
- The company's primary focus is top-line growth, emphasizing client retention, which saw large market renewal rates improve from 77-78% in 2023 to mid-80% in 2024 and 2025.
- Alight is actively using technology and AI, including a partnership with IBM's WatsonX AI, to enhance client experience, leading to 97% digital enrollments and double-digit reductions in call volumes.
- 92% of Alight's revenue is recurring, providing high visibility, but project revenue (8%) is at its lowest in years due to macro factors, despite its higher margin profile.
Dec 2, 2025, 7:15 PM
Alight Reports Q3 2025 Financial Results and Strategic Progress
ALIT
Earnings
Guidance Update
Share Buyback
- Alight reported Q3 2025 total revenue of $533 million, a 4.0% decrease year-over-year, while Adjusted EBITDA increased 16.9% to $138 million, representing a 460 bps margin expansion to 25.9%.
- Year-to-date free cash flow for the nine months ended September 30, 2025, was $151 million, a 45% increase from the prior year, with Full Year 2025 free cash flow projected between $225-$250 million.
- As of September 30, 2025, revenue under contract was $2.25 billion for 2025, $1.8 billion for 2026, and $1.3 billion for 2027.
- The company expanded capabilities through new partnerships and launched AI-based conversational enrollment tools and agent assist solutions, with broad rollout expected in 2026.
- Alight repurchased $25 million of shares in Q3 2025, with $216 million remaining under its share repurchase authorization as of September 30, 2025.
Nov 5, 2025, 1:30 PM
Quarterly earnings call transcripts for Alight, Inc. / Delaware.
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