The guidance raise and adjusted EPS beat should support the stock, but the GAAP EPS miss introduces uncertainty. Watch for analyst reactions and the next quarter's report to confirm momentum.
Price Chart
Executive Summary
EXL reported Q1 2026 revenue of $570.4M (+13.8% YoY), beating the $557.7M consensus, but GAAP diluted EPS of $0.43 missed the $0.54 estimate. Adjusted diluted EPS of $0.58 beat expectations. The company raised full-year 2026 guidance for both revenue and adjusted EPS, reflecting strong business momentum.
Key Financial Metrics
Key Facts
- Q1 2026 revenue: $570.4M, +13.8% YoY, beat consensus of $557.7M
- GAAP diluted EPS: $0.43 (miss vs $0.54 consensus), adjusted diluted EPS: $0.58 (beat)
- Full-year 2026 guidance raised: revenue $2.30B-$2.33B (prior $2.275B-$2.315B), adjusted EPS $2.18-$2.23 (prior $2.14-$2.19)
- Adjusted operating margin expanded to 20.5% from 20.1% YoY
Financial Impact
Revenue beat by ~2.3% and guidance raised by ~1% at midpoint; GAAP EPS miss of ~20% but adjusted EPS beat by ~7%.
Risk Factors
- GAAP EPS miss raises questions about cost structure or non-operating items
- Macroeconomic headwinds could impact client spending
- Foreign exchange volatility may affect reported results
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3283150 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $42.61 | awaiting T+60 | — | $40.93 (−3.94%) |
Oct 27, 2026 today | Press Release | $42.90 | awaiting T+60 | — | $40.93 (−4.59%) |
Oct 16, 2026 11d ago | Institutional Cluster | $39.52 | awaiting T+60 | — | $40.93 (+3.57%) |
Oct 7, 2026 20d ago | SC 13G/A | $35.51 | awaiting T+60 | — | $40.93 (+15.26%) |
Sep 2, 2026 7w ago | 8-K | $36.91 | awaiting T+60 | — | $40.93 (+10.89%) |
Sep 2, 2026 7w ago | Press Release | $36.91 | awaiting T+60 | — | $40.93 (+10.89%) |
Aug 3, 2026 12w ago | Press Release | $34.24 $40.63 | ▲ +18.66% | ▲ +16.88% | $40.93 (+19.54%) |
Jul 21, 2026 14w ago | 8-K | $26.83 $39.10 | ▲ +45.73% | ▲ +42.47% | $40.93 (+52.55%) |
Jun 12, 2026 19w ago | Press Release | $28.84 $35.52 | ▲ +23.16% | ▲ +19.90% | $40.93 (+41.92%) |
May 12, 2026 24w ago | 8-K | $29.73 $34.66 | ▲ +16.58% | ▲ +12.20% | $40.93 (+37.67%) |
US Market Status
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