earnings
confidence high
sentiment positive
materiality 0.85
EXL Q2 revenue $594.8M (+15.6% YoY); raises FY2026 revenue guidance to $2.39-2.415B
ExlService Holdings, Inc.
- Revenue $594.8M, up 15.6% YoY; adjusted diluted EPS $0.59, up 22.3% from $0.49.
- Raises FY2026 organic revenue growth guidance to 13-14% (from 10-12%); total revenue guidance $2.39-2.415B.
- Agreed to acquire iMerit (expected close July 31, 2026) adding $28-32M anticipated revenue.
- Segment revenue: Insurance $197.8M, Healthcare & Life Sciences $158.0M, Banking $133.9M, International $105.1M.
- Adjusted operating margin 19.7% vs 19.6% in Q2 2025; GAAP diluted EPS $0.42 vs $0.40.