Information Svrs SEC Filings

Information Services Group (Nasdaq: III) reported Q3 2025 results. Revenue was $62,364,000 versus $61,277,000 a year ago, driven by gains in the Americas. Operating income rose to $4,588,000 from $4,294,000, and net income increased to $3,056,000, or $0.06 per diluted share, compared with $1,148,000, or $0.02 per diluted share. Other income benefited from a $720,000 gain related to the final working capital settlement from the prior Automation business sale and lower interest expense.

For the nine months, revenue was $183,512,000 (down from $189,808,000), with net income of $6,727,000 versus a loss of $203,000 last year. Cash and cash equivalents were $28,735,000, and long‑term debt was $59,202,000 as of September 30, 2025. The company closed the acquisition of Martino & Partners with total allocable purchase price of $3,459,000, recording $1,777,000 of goodwill and $1,020,000 of identifiable intangibles. The Board approved a fourth‑quarter dividend of $0.045 per share, payable December 19, 2025. Shares outstanding were 47,884,104 as of October 30, 2025.

Information Services Group (ISG) furnished an Item 2.02 Form 8-K announcing its earnings release for the third quarter ended September 30, 2025. The company will discuss results on a teleconference at 9:00am ET on November 3, 2025, accessible via www.isg-one.com. The press release is included as Exhibit 99.1 and is furnished, not filed, under the Exchange Act.

ISG highlights the use of non-GAAP measures such as adjusted EBITDA, adjusted net income, adjusted EPS, and constant-currency metrics, with reconciliations to the nearest GAAP measures provided.

Michael A. Sherrick, EVP & Chief Financial Officer of Information Services Group, Inc. (III), reported a transaction dated 09/01/2025 in which 7,651 shares of common stock were disposed of (code F) at an effective price of $5.17 per share. The filing explains these shares were withheld by the issuer to satisfy tax withholding obligations related to the vesting of restricted stock units (RSUs). After the withholding, Mr. Sherrick beneficially owned 358,727 shares, held directly. The Form 4 was signed by an attorney-in-fact on 09/03/2025.

Bruce Pfau, a director of Information Services Group, Inc. (III), reported a sale of 6,000 shares of the issuer's common stock on 08/12/2025 at a price of $4.98 per share to satisfy tax obligations. Following the reported transaction, the filing shows Mr. Pfau beneficially owns 175,419 shares as a direct owner. The Form 4 was filed as a single reporting-person filing and the signature on the form was provided by an attorney-in-fact on 08/14/2025. The filer checked the box indicating the reporting person is a Director. The form states the sale was carried out to satisfy tax obligations and provides no other transactions or derivative holdings.

Information Services Group, Inc. (Nasdaq: III) filed its Q2-25 Form 10-Q. Revenue fell 4% YoY to $61.6 m, driven by lower Automation and EMEA activity, while Americas was broadly flat. Tight cost control—particularly a $3.4 m drop in Automation license fees—lifted operating income 28% to $4.7 m. Net income in the quarter inched up 7% to $2.2 m (diluted EPS $0.04).

For the first six months, revenue declined 6% to $121.1 m; however, the company swung to a $3.7 m profit from a $1.4 m loss last year. Operating cash flow surged to $12.9 m (vs $4.5 m), aided by working-capital improvements. Cash ended at $25.2 m against unchanged revolver borrowings of $59.2 m; leverage covenants remain in compliance.

Gross liquidity supported $4.6 m of dividends ($0.09/share YTD) and $4.7 m of buybacks. A further $0.045 dividend is authorised for 26 Sep 25. Equity declined to $94.1 m (from $96.3 m) mainly on shareholder returns.

Notable items: (1) additional $2.0 m earn-out proceeds from the 2024 Automation divestiture; (2) $0.5 m out-of-period revenue correction (Q2-24); (3) signing of a Stamford HQ lease commencing 2026; (4) definitive agreement to acquire Martino & Partners (EUR 1.5 m cash plus stock and earn-out); and (5) contingent consideration reduced to $0.7 m.

The effective tax rate jumped to 38.7% due to jurisdictional mix and non-deductible charges. Remaining performance obligations total $112.1 m, most convertible within 12 months.