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Exlservice Holdings (EXLS)
NASDAQ:EXLS
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.53Last Year’s EPS
0.48Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong, sustained revenue and EPS growth, robust momentum in data- and AI-led services (now 57% of revenue), meaningful client wins, solid partner recognition, and a constructive outlook for 2026. Offsetting items include higher SG&A, flat near-term operating margin, talent constraints that could cap near-term data & AI capacity, the Indian labor-code impact on liabilities and EPS, modest operating cash flow relative to large buybacks, and increasing competition. Management conveyed confidence in pipeline and strategy while acknowledging these execution and cost considerations.Company Guidance
Full-Year Revenue and EPS Growth
Revenue for fiscal 2025 was $2.09B, up ~13.6% year-over-year; adjusted EPS grew 18% to $1.95, reflecting sustained double-digit growth and strong margin conversion.
Quarterly Revenue and EPS Beat
Q4 2025 revenue was $542.6M, up 12.6% organic constant currency year-over-year; Q4 adjusted EPS was $0.50, up 15% year-over-year, and both revenue and EPS exceeded expectations.
Data & AI Momentum
Data and AI-led revenue grew ~21% year-over-year and now represents 57% of total revenue; full-year data & AI-led growth was ~18% — validating the company's pivot to AI-led services.
Operations and Segment Strength
Total operations grew 11% in Q4 and 14% full-year; Healthcare & Life Sciences was the fastest-growing segment at ~26% YoY in Q4, Banking grew ~11% YoY, Insurance grew ~7% YoY, and International grew ~8% YoY.
Major Client Wins and Deal Momentum
Q4 dollar volume of wins was more than double any other quarter in 2025, including a new enterprise transformation engagement with a large North American insurer, a major expansion with a top-five healthcare payer, and significant renewals/expansions in financial services and fintech.
Partnerships, IP and Market Recognition
Strengthened partner ecosystem with AWS, Databricks, Google, Microsoft, NVIDIA, Genesys; 16 solutions on partner marketplaces; named Google Cloud strategic services partner and AWS 2025 AIML Market Disruptor of the Year; awarded 10 new U.S. patents in the past 12 months.
Recurring Revenue and Pipeline Visibility
More than 75% of revenue is recurring or annuity-like, management reports excellent visibility into 2026 with a robust pipeline and strong Q4 momentum leading into the year.
Capital Allocation Actions
Board authorized a new $500M stock repurchase program (two years); company repurchased ~7.5M shares in 2025 for $317M; cash & investments were $331M with a net cash position of $32M (after $299M revolver), signaling shareholder returns priority.
2026 Financial Outlook
Guidance for 2026: revenue of $2.275B–$2.315B (9%–11% organic constant-currency growth) and adjusted diluted EPS of $2.14–$2.19 (10%–12% growth), with capex expected at $50M–$55M and full-year effective tax rate 21%–22%.
EXLS 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
EXLS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $28.75 | ― | ― |
Oct 28, 2025 | $41.47 | $38.54 | -7.07% |
Jul 29, 2025 | $42.20 | $42.79 | +1.40% |
Apr 29, 2025 | $44.98 | $48.48 | +7.78% |
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 Apr 23, 2026, Before Open (Confirmed).
What is Exlservice Holdings (EXLS) earnings time?
Exlservice Holdings (EXLS) earnings time is at Apr 23, 2026, 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 2026 (Q1) is 0.53.