TaskUs Q4 revenue beats expectations

Taskus

25/02/2026 21:30

Overview

Outsourced digital services firm's Q4 revenue grew 14.1% yr/yr, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company achieved record full-year revenue and adjusted EBITDA

Outlook

TaskUs expects Q1 2026 revenue between $296 mln and $298 mln

Company anticipates full-year 2026 revenue of $1.210 bln to $1.240 bln

TaskUs projects full-year 2026 adjusted free cash flow of ~$100 mln

Result Drivers

SERVICE LINE GROWTH - TaskUs reported broad-based growth across all service lines in Q4, led by AI Services and Trust & Safety, which increased by 45.9% and 18.2%, respectively

RECORD NET INCOME - TaskUs achieved a 235.3% increase in Q4 net income year-over-year, attributed to operational and financial discipline

Company press release: ID:nBw4RgWVWa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$313 mln
$303.72 mln (7 Analysts)
Q4 Adjusted EPS
Beat
$0.40
$0.36 (8 Analysts)
Q4 Adjusted Net Income
Beat
$37.10 mln
$33.79 mln (5 Analysts)
Q4 Adjusted EBITDA
Beat
$61.40 mln
$59.68 mln (7 Analysts)
Q4 Adjusted EBITDA Margin
19.60%
Q4 Free Cash Flow
$9.90 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 5 "hold" and 1 "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 Taskus Inc is $16.25, about 60.6% above its February 24 closing price of $10.12

The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 8 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.)