The combination of strong financial performance, raised guidance, and a significant buyback suggests confidence in continued growth. Traders should monitor the execution of AI initiatives and margin trends in upcoming quarters.
Price Chart
Executive Summary
ExlService (EXLS) reported strong 2025 full-year results with revenue of $2.09 billion (up 13.6% YoY) and GAAP EPS of $1.54 (up 28% YoY). The company issued 2026 guidance for revenue growth of 9-11% and adjusted EPS growth of 10-12%, alongside a $500 million stock buyback authorization. All key financial metrics showed robust year-over-year growth.
Key Financial Metrics
Key Facts
- 2025 full-year revenue: $2.09 billion, up 13.6% YoY
- 2025 GAAP EPS: $1.54, up 28% YoY; adjusted EPS: $1.95, up 18% YoY
- 2026 guidance: revenue of $2.275-$2.315 billion (9-11% growth), adjusted EPS of $2.14-$2.19 (10-12% growth)
- $500 million stock repurchase program authorized for two years
- Q4 2025 revenue: $542.6 million, up 12.7% YoY; GAAP EPS: $0.38, up 21.8% YoY
Financial Impact
Revenue growth of 13.6% and EPS growth of 28% in 2025, with guidance for continued double-digit growth in 2026
Segment Breakdown
| Segment | Revenue |
|---|---|
| Insurance | $710.6M |
| Healthcare and Life Sciences | $532.5M |
| Banking, Capital Markets and Diversified Industries | $482.4M |
| International Growth Markets | $362.2M |
Risk Factors
- Forward-looking statements are subject to risks including client demand, AI technology risks, and international business risks
- Currency fluctuations could impact reported results despite constant currency guidance
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 11 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (EXLS) — Batch item 1 | 0001297989-26-000006 |
| Exhibit: exls-20260224.htm | 0001297989-26-000006 |
| Document: 0001297989-26-000006-index-headers.html | 0001297989-26-000006 |
| Document: 0001297989-26-000006-index.html | 0001297989-26-000006 |
| Document: 0001297989-26-000006.txt | 0001297989-26-000006 |
| 8-K Filing (EXLS) — Batch item 6 | 0001297989-26-000006 |
| Exhibit: exls-20260224.htm | 0001297989-26-000006 |
| Document: 0001297989-26-000006-index-headers.html | 0001297989-26-000006 |
| Document: 0001297989-26-000006-index.html | 0001297989-26-000006 |
| Document: 0001297989-26-000006.txt | 0001297989-26-000006 |
| CONTEXT: Previous Earnings (2026-02-24) | 0001297989-26-000006 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | Institutional Cluster | $39.52 | awaiting T+60 | — | $41.77 (+5.69%) |
Oct 7, 2026 19d ago | SC 13G/A | $35.51 | awaiting T+60 | — | $41.77 (+17.63%) |
Sep 2, 2026 7w ago | 8-K | $36.91 | awaiting T+60 | — | $41.77 (+13.17%) |
Sep 2, 2026 7w ago | Press Release | $36.91 | awaiting T+60 | — | $41.77 (+13.17%) |
Aug 3, 2026 12w ago | Press Release | $34.24 | awaiting T+60 | — | $41.77 (+21.99%) |
Jul 21, 2026 13w ago | 8-K | $26.83 $39.10 | ▲ +45.73% | ▲ +42.47% | $41.77 (+55.68%) |
Jun 12, 2026 19w ago | Press Release | $28.84 $35.52 | ▲ +23.16% | ▲ +19.90% | $41.77 (+44.83%) |
May 12, 2026 23w ago | 8-K | $29.73 $34.66 | ▲ +16.58% | ▲ +12.20% | $41.77 (+40.50%) |
May 12, 2026 23w ago | Press Release | $29.73 $34.66 | ▲ +16.58% | ▲ +12.20% | $41.77 (+40.50%) |
Apr 28, 2026 25w ago | Press Release | $31.19 $27.67 | ▼ −11.29% | ▼ −15.40% | $41.77 (+33.92%) |
US Market Status
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