The earnings call highlighted strong financial performance, particularly in data and AI initiatives and revenue growth across various segments. However, challenges such as decreased operating margins and increased employee costs were noted. Overall, the positive developments in strategic partnerships and AI advancements significantly outweigh the lowlights, indicating a robust performance outlook.

Company Guidance -

Q3 2025

During the ExlService Holdings, Inc. second quarter 2025 earnings call, the company reported a robust performance with a revenue increase of 15% year-over-year to $514 million and a 20% rise in adjusted EPS to $0.49 per share. The insurance segment, which accounted for one-third of the revenue, grew by 8.6% to $172.2 million, while the health care and life sciences segment, the fastest-growing segment, reported a 22% increase in revenue to $129.5 million. Meanwhile, the banking, capital markets, and diversified industries segment and the international growth markets segment also demonstrated significant growth, with revenues of $121.1 million and $91.7 million, respectively. The company highlighted that its data and AI-led revenue surged by 17%, comprising 54% of total revenue, showcasing its competitive edge in embedding AI into workflows. Looking forward, EXL raised its full-year guidance, anticipating revenue between $2.05 billion and $2.07 billion, alongside adjusted EPS growth of 13% to 15%, while maintaining its adjusted operating margin target slightly higher than last year's 19.4%.

Strong Revenue Growth

EXL reported revenue of $514 million for the second quarter of 2025, an increase of 15% year-over-year. This growth is attributed to strong performance across all operating segments, particularly in data and AI-led revenue, which increased by 17% year-over-year.

Increased EPS

Adjusted EPS grew by 20% to $0.49 per share, demonstrating significant financial performance improvements.

Healthcare and Life Sciences Segment Growth

The healthcare and life sciences segment reported revenue growth of 22% year-over-year, driven by higher volumes in payment services and expansion in existing client relationships.

International Growth Market Expansion

The international growth markets segment grew to 18% of total revenue, with substantial potential for further client base expansion.

AI Advancements and New Offerings

EXL expanded its proprietary large language model offerings, including solutions for property insurance underwriting and finance and accounting, which are expected to enhance client services and operational efficiency.

Strategic Partnerships

EXL announced a collaboration with Genesys, enhancing AI-powered customer experience services. This partnership aims to transform customer engagement across multiple industries.

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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