ExlService Q4 revenue up 12.7%, beats analyst expectations

ExlService Holdings

24/02/2026 21:12

Overview

Global data and AI firm's Q4 revenue grew 12.7%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company announced $500 mln stock repurchase program effective February 28, 2026

Outlook

ExlService expects 2026 revenue between $2.275 bln and $2.315 bln

Company anticipates 2026 adjusted EPS between $2.14 and $2.19

ExlService announces $500 mln stock repurchase program effective Feb 28, 2026

Result Drivers

DATA AND AI STRATEGY - CEO Rohit Kapoor attributed revenue growth to EXL's competitive position and investments in data and AI solutions

SEGMENT GROWTH - Healthcare and Life Sciences segment saw significant revenue growth, contributing to overall performance

Company press release: ID:nGNXbd5rGH

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$542.60 mln
$532.15 mln (8 Analysts)
Q4 Adjusted EPS
Beat
$0.50
$0.46 (8 Analysts)
Q4 EPS
$0.38
Q4 Adjusted Operating Margin
18.80%
Q4 Operating Margin
14.40%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the business support services peer group is "buy"

Wall Street's median 12-month price target for Exlservice Holdings Inc is $52.50, about 84.1% above its February 23 closing price of $28.51

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 18 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)