Genpact (G)
NYSE:G
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.97Last Year’s EPS
0.88Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive picture: accelerating high-value revenue in Advanced Technology Solutions (ATS) and agentic offerings, strong margin expansion, record backlog/pipeline, and meaningful partner and client wins outweigh measured near-term challenges such as slow growth in legacy core business services, early-stage realization of headcount decoupling, and macro/ execution risks tied to rapid adoption of new technologies.Company Guidance
Record start to fiscal year
Total revenue $1.296B, up 6.7% year-over-year; company reiterates full-year expectation of at least 7% growth (as-reported). Q2 revenue guidance $1.324B–$1.336B (~6% growth at midpoint).
Advanced Technology Solutions (ATS) acceleration
ATS revenue $345M, up 24% year-over-year and now ~27% of total revenue; management notes ATS pipeline grew >30% over the last 90 days and expects ATS to grow at least 20% for the year.
Strong agentic momentum and bookings
Agentic solutions total contract value nearly doubled versus all of 2025; more than 50% of cumulative awarded agentic contract value from new clients; six large deals signed in Q1 (large = ≥ $50M TCv); building annualized recurring, amortized revenue streams.
Margin expansion and strong adjusted EPS growth
Gross margin expanded ~110 basis points to 36.4% (12th consecutive quarter of expansion); adjusted operating income $224M with margin 17.3%; adjusted diluted EPS $0.98, up 16.7% year-over-year, and management expects adjusted diluted EPS to grow >10% for the year.
Commercial model shift toward non‑FTE outcomes
Non‑FTE revenue represented 48% of total revenue in Q1 and management highlights a '2x 2x, 70/70' thesis for ATS (more than 2x revenue per headcount, >2x revenue growth vs. company, ~70% amortized revenue and ~70% from non‑FTE models), indicating a durable recurring revenue mix.
Partner strategy progress and ecosystem wins
Partner-related revenues grew 35% year-over-year and now account for ~13% of total revenue; announced a strategic alliance with Google to create agentic and AI-led finance solutions and showcased joint client wins (e.g., Cardinal Health).
Balance sheet and shareholder returns
Ended Q1 with $578M in cash and cash equivalents (up $16M YoY); used $24M cash in operations (typical Q1 seasonality); returned $102M to shareholders in Q1 via $70M share repurchases and $32M dividends.
Global client traction and transformational deals
Signed multiyear strategic partnerships with major clients including a European insurance/financial-services leader and Bendigo Bank (Australia), demonstrating global adoption of agentic and AI-led transformations.
G Earnings History
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
G Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $34.48 | $32.56 | -5.57% |
Feb 05, 2026 | $37.52 | $40.19 | +7.14% |
Nov 06, 2025 | $38.06 | $44.11 | +15.89% |
Aug 07, 2025 | $41.20 | $43.00 | +4.36% |
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 Genpact (G) report earnings?
Genpact (G) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Genpact (G) earnings time?
Genpact (G) earnings time is at Aug 06, 2026, After Close (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 G EPS forecast?
G EPS forecast for the fiscal quarter 2026 (Q2) is 0.97.