earnings
confidence high
sentiment positive
materiality 0.77
EXL Q3 revenue up 12% to $529.6M; GAAP EPS $0.36, adj. EPS $0.48; lifts FY guidance
ExlService Holdings, Inc.
2025-Q3 EPS
reported $1.17
vs consensus $0.47
▲ beat
(+146.6%)
- Revenue of $529.6M, up 12.2% YoY; GAAP diluted EPS $0.36 (+10.7%); adjusted diluted EPS $0.48 (+10.8%).
- FY2025 revenue guidance raised to $2.07-2.08B (13% growth); adjusted EPS guidance raised to $1.88-1.92 (14-16% growth).
- Insurance segment revenue $180.5M, Healthcare & Life Sciences $135.3M, Banking/Diversified $121.0M, International $92.8M.
- Won 21 new clients in Q3; unveiled EXLdata.ai with Databricks; collaborations with Genesys and FNBO.
- Adjusted operating margin 19.4% vs 19.9% year ago; revenue gross margin improved to 38.5% from 37.8%.