The earnings call highlighted strong revenue growth driven by data and AI initiatives and expansion across segments, particularly in health care and life sciences and international markets. However, the insurance segment's growth lagged slightly, and there are indications of lower EPS performance in the second half due to ongoing investments. Despite these challenges, the company's increased full-year guidance reflects confidence in sustaining growth.

Company Guidance -

Q3 2025

In the second quarter of 2025, ExlService Holdings, Inc. reported revenue of $514.5 million, representing a 14.7% increase year-over-year on a reported basis and 14.6% on a constant currency basis. The company achieved an adjusted EPS of $0.49, marking a 20.3% year-over-year growth. The insurance segment contributed $172.2 million, reflecting an 8.6% increase. The Health Care and Life Sciences segment saw a 22% rise, reaching $129.5 million in revenue. The banking, capital markets, and diversified industries segment reported $121.1 million, a 15.8% growth. International growth markets revenue was $91.7 million, up 15% year-over-year. The company aims to achieve a 12% to 13% year-over-year growth in 2025, with revenue projected between $2.05 billion to $2.07 billion and an adjusted EPS of $1.86 to $1.90. Over 54% of total revenue was derived from data and AI-led solutions, which grew 17% year-over-year. The company also reported a strong cash position with $356 million in cash and short-term investments as of June 30, and announced a $125 million accelerated share repurchase program.

Strong Revenue Growth

EXL reported revenue of $514 million in Q2 2025, an increase of 15% year-over-year. The adjusted EPS grew by 20% to $0.49 per share.

Health Care and Life Sciences Segment Growth

The health care and life sciences segment reported revenue of $129.5 million, representing growth of 22% year-over-year, driven by higher volumes in payment services and expansion in existing client relationships.

Data and AI-Led Revenue Surge

Data and AI-led revenue increased 17% year-over-year, growing to 54% of total revenue.

International Growth Markets Expansion

The international growth markets segment generated revenue of $91.7 million, up 15% year-over-year.

Raising Full-Year Revenue and EPS Guidance

EXL raised its full-year revenue and EPS guidance, anticipating 2025 revenue to be in the range of $2.05 billion to $2.07 billion, representing year-over-year growth of 12% to 13%.

Exlservice Holdings (EXLS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

EXLS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.47 / -	0.44	―	―	―
Jul 29, 2025	2025 (Q2)	0.45 / 0.49	0.4	22.50% (+0.09)
Apr 29, 2025	2025 (Q1)	0.44 / 0.48	0.38	26.32% (+0.10)
Feb 25, 2025	2024 (Q4)	0.41 / 0.44	0.35	25.71% (+0.09)
Oct 29, 2024	2024 (Q3)	0.41 / 0.44	0.37	18.92% (+0.07)
Aug 01, 2024	2024 (Q2)	0.39 / 0.40	0.364	9.89% (+0.04)
May 02, 2024	2024 (Q1)	0.36 / 0.38	0.348	9.20% (+0.03)
Feb 29, 2024	2023 (Q4)	0.34 / 0.35	0.312	12.18% (+0.04)
Oct 26, 2023	2023 (Q3)	0.34 / 0.37	0.308	20.13% (+0.06)
Jul 27, 2023	2023 (Q2)	0.34 / 0.36	0.3	21.33% (+0.06)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EXLS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$42.20	$42.79	+1.40%
Apr 29, 2025	$44.98	$48.48	+7.78%
Feb 25, 2025	$48.70	$48.63	-0.14%
Oct 29, 2024	$39.02	$41.65	+6.74%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Exlservice Holdings (EXLS) report earnings?

Exlservice Holdings (EXLS) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Exlservice Holdings (EXLS) earnings time?

Exlservice Holdings (EXLS) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is EXLS EPS forecast?

EXLS EPS forecast for the fiscal quarter 2025 (Q3) is 0.47.

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