secwatch.observer — SEC 8-K summary
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Issuer:     ExlService Holdings, Inc. (EXLS)
CIK:        0001297989
Form:       8-K
Filed at:   2026-07-28T20:03:41+00:00
Accession:  0001297989-26-000021
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

EXL Q2 revenue $594.8M (+15.6% YoY); raises FY2026 revenue guidance to $2.39-2.415B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1297989/000129798926000021/0001297989-26-000021-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1297989/000129798926000021/exls-20260728.htm
  HTML page:      https://secwatch.observer/filing/0001297989-26-000021

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer