The earnings call was largely positive, highlighting strong revenue growth and success in data and AI-led segments. However, there were some concerns about increased expenses and a slight decline in operating margin.

Company Guidance

During the third quarter of 2025, EXLService Holdings, Inc. reported a robust financial performance, driven by the successful execution of its data and AI growth strategy. The company generated revenue of $530 million, reflecting a 12% year-over-year increase, and achieved an adjusted EPS growth of 11% to $0.48 per share. Notably, data and AI-led revenue surged by 18% year-over-year, making up 56% of total revenue, while Digital Operations saw a 6% increase. The Insurance segment, which comprises one-third of the company's revenue, grew by 9%, and Healthcare and Life Sciences, the fastest-growing segment, expanded by 22%. The Banking, Capital Markets, and Diversified Industries segment also witnessed a 12% growth. International Growth Markets posted an 8% increase, representing 18% of total revenue. With a strong sales pipeline and high client renewal rates, EXL raised its full-year revenue and EPS guidance, projecting a revenue range of $2.07 billion to $2.08 billion and an adjusted EPS between $1.88 and $1.92. The introduction of the EXLdata.ai solution further positions the company to capitalize on the rising demand for AI-driven solutions, underscoring its leadership in embedding AI into client workflows.

Significant Revenue Growth

EXLService Holdings reported revenue of $530 million in Q3 2025, marking a 12% year-over-year increase.

Strong Data and AI-Led Revenue

Data and AI-led revenue grew 18% year-over-year, representing 56% of total revenue, showcasing the company's leadership in AI-driven solutions.

Healthcare and Life Sciences Surge

The Healthcare and Life Sciences segment grew by 22% year-over-year, driven by demand for data and AI solutions.

Launch of EXLdata.ai

The company launched EXLdata.ai, an agentic AI suite designed to make enterprise data AI-ready, reducing implementation time significantly.

High Client Retention and Recurring Revenue

More than 75% of revenue is recurring, providing stability and predictability, with exceptionally high renewal rates.

Improved Cash Flow

The company generated $233 million in cash flow from operations in the first nine months of the year, up from $163 million in the same period last year.

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
Feb 26, 2026	2025 (Q4)	0.47 / -	0.44	―	―	―
Oct 28, 2025	2025 (Q3)	0.47 / 0.48	0.44	9.09% (+0.04)
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)

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
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%
Feb 25, 2025	$48.70	$48.63	-0.14%

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 Feb 26, 2026, Before Open (Confirmed).

What is Exlservice Holdings (EXLS) earnings time?

Exlservice Holdings (EXLS) earnings time is at Feb 26, 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 2025 (Q4) is 0.47.

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