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Genpact (G)
NYSE:G
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.92Last Year’s EPS
0.84Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based progress: record revenue, significant acceleration in Advanced Technology Solutions (ATS), meaningful margin expansion, robust bookings and backlog, accelerating agentic (AgenTeq) traction, expanding product pipeline and partner momentum, and disciplined capital returns. Weaknesses were limited: softness in decision support services, modest consumer & healthcare growth, some reliance on a client prepayment for cash-flow benefit, variable large-deal timing, ongoing client productivity demands, and a higher effective tax rate. Overall, positives (growth, margin expansion, bookings, product/AI momentum) materially outweigh the listed challenges, and management provided constructive 2026 guidance.Company Guidance
Record Annual Revenue
Full-year 2025 revenue of $5.08 billion, up 6.6% year over year, marking a record year for Genpact.
Rapid Advanced Technology Solutions (ATS) Growth
ATS revenue grew 17% in 2025 to approximately $1.20 billion (24% of total revenue), contributing more than half of total revenue growth and expected to grow at least in the high teens in 2026.
Strong Q4 ATS & Segment Performance
Q4 ATS revenue increased 15% to $323 million; data, tech & AI revenue rose 7.4% in Q4 to $639 million (9.3% growth for the full year to $2.442 billion); digital operations increased 4% in Q4 to $681 million.
Agentic Solutions Traction
AgenTeq closed over $200 million TCV in 2025 with >40% of awarded contract value from new clients; AP Suite adoption examples (e.g., Vesco) show meaningful operational improvements and accelerated uptake.
Operational & Margin Expansion
Gross margin expanded 60 basis points in 2025 to 36.0% (Q4 gross margin ~36.6%, +90 bps YoY); adjusted operating income margin improved 40 basis points to 17.5% for the year (Q4 AOI margin 17.6%).
EPS and Profitability Gains
Adjusted diluted EPS reached a record $3.65 for 2025, up 11.3% year over year; Q4 adjusted diluted EPS of $0.97, up 6.6% and growing faster than revenue for the fifth consecutive year; full-year net income was $552 million.
Robust Bookings, Backlog and Large Deals
Over $5.5 billion in new bookings in 2025, 16 large deals closed during the year, and management reports a record-high backlog entering 2026 with more large-deal awards than at the start of any prior fiscal year.
Cash, Capital Return and Liquidity
Cash and cash equivalents ended Q4 at $854 million (up $207 million YoY); operating cash flow of $813 million for 2025 (includes $170 million client prepayment); returned $401 million to shareholders in 2025 via $283 million buybacks and $118 million dividends.
Product & Go-to-Market Momentum
AI Gigafactory scaled to >400 GenAI solutions in market (nearly 3x YoY); data & AI pipeline up 50% YoY; partner-related revenue grew nearly 50% YoY; company now >7,000 AI builders and nearly 20,000 AI practitioners.
Clear 2026 Financial Guidance
Management guides 2026 revenue growth of at least 7% (as-reported), ATS growth at least in the high teens, further gross margin expansion of ~50 bps to 36.5%, adjusted operating income margin up ~25 bps to 17.7%, and adjusted diluted EPS growth ~10%.
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 |
|---|---|---|---|
Feb 05, 2026 | $37.70 | $40.39 | +7.14% |
Nov 06, 2025 | $38.25 | $44.33 | +15.89% |
Aug 07, 2025 | $41.40 | $43.21 | +4.36% |
May 07, 2025 | $48.98 | $41.55 | -15.16% |
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 May 13, 2026, After Close (Confirmed).
What is Genpact (G) earnings time?
Genpact (G) earnings time is at May 13, 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 (Q1) is 0.92.