Education
About Us
Working with TipRanks
Follow Us
IBEX (IBEX)
NASDAQ:IBEX
Earnings Data
Report Date
May 20, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.86Last Year’s EPS
0.82Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents strong operational and financial momentum: record revenue, accelerated EPS growth, improved adjusted EBITDA margins, raised full-year guidance, and clear progress in high-growth verticals (notably HealthTech), offshore expansion and AI capabilities. Lowlights are manageable and largely reflect intentional, growth-oriented investments (higher CapEx, India expansion, and temporary training revenue timing) and a sharp decline in the telecommunications vertical. On balance, the positives and upward guidance significantly outweigh the negatives.Company Guidance
Record Quarterly Revenue and Continued Double-Digit Growth
Q2 revenue of $164.2M, up 16.7% year-over-year (CEO cited ~17%). This marks the fourth consecutive quarter of double-digit organic revenue growth and builds on calendar-year 2025 results that surpassed $600M in revenue with 16% growth.
Strong EPS and Profitability Expansion
GAAP diluted EPS of $0.83, up ~45% from $0.57; non-GAAP diluted EPS of $0.87, up 46% from $0.59. Net income rose to $12.2M from $9.3M. Adjusted EBITDA reached a record $20.7M (12.6% of revenue) versus $16.5M (11.8% prior), an ~25.5% increase in adjusted EBITDA and an 80 basis point margin improvement. SG&A decreased from 18.3% to 16.8% of revenue, providing operating leverage.
High-Margin Vertical and Service Outperformance
HealthTech grew 35.1% and increased to 17.4% of revenue (from 15.1%). Travel, transportation & logistics grew 20.2% (now 14.1% of revenue). Retail & e-commerce grew 17.2% and remains ~28.6% of revenue. Higher-margin digital and omnichannel services grew 19% and now represent 82% of total revenue.
Favorable Geographic Mix and Offshore Expansion
Offshore revenues comprised 52.3% of total revenue; highest-margin offshore revenues grew 16.2% YoY. Onshore grew 27.5% (driven by digital acquisition services) and nearshore grew 8.5%. Strategic India expansion (entered March 2025) now operating 2 sites with nearly 1,000 agents, supporting growth in healthcare-related services.
Raised Full-Year Guidance and Strong Net Cash Position
FY26 revenue guidance raised to $620M–$630M (from $605M–$620M). Adjusted EBITDA guidance raised to $80M–$82M (from $78M–$81M). Quarter-end cash $15.5M, debt $1.4M, net cash ~$14M (consistent with prior year-end), providing capacity for investments.
Advancement in AI Capabilities and Talent
Company positions itself as an AI leader with Wave iX (client-facing AI agents and internal AI across agent lifecycle). Senior leadership investment includes promotion of Chief AI & Digital Officer; management is investing in AI, sales resources and capacity to extend differentiation.
IBEX 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
IBEX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $34.21 | ― | ― |
Nov 06, 2025 | $36.86 | $36.85 | -0.03% |
Sep 11, 2025 | $30.46 | $41.58 | +36.51% |
May 08, 2025 | $25.66 | $30.55 | +19.06% |
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 IBEX (IBEX) report earnings?
IBEX (IBEX) is schdueled to report earning on May 20, 2026, After Close (Confirmed).
What is IBEX (IBEX) earnings time?
IBEX (IBEX) earnings time is at May 20, 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 IBEX EPS forecast?
IBEX EPS forecast for the fiscal quarter 2026 (Q3) is 0.86.