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Quarterly ResultJul 28, 2026, 04:05 PM

EXL Q2 Revenue $594.8M, Adj. EPS $0.59; Raises FY26 Guidance

AI Summary

ExlService Holdings, Inc. reported strong second quarter 2026 financial results, with revenue increasing 15.6% year-over-year to $594.8 million and adjusted diluted EPS growing 22.3% to $0.59. Building on this momentum, the company raised its full-year 2026 revenue guidance to $2.390 billion to $2.415 billion and adjusted diluted EPS guidance to $2.25 to $2.29. Additionally, EXL announced the acquisition of iMerit, which is expected to contribute $28.0 million to $32.0 million in revenue for the remainder of 2026.

Key Highlights

  • Q2 2026 revenue increased 15.6% year-over-year to $594.8 million.
  • Q2 2026 adjusted diluted EPS rose 22.3% year-over-year to $0.59.
  • Full-year 2026 revenue guidance raised to $2.390 billion to $2.415 billion.
  • Full-year 2026 adjusted diluted EPS guidance raised to $2.25 to $2.29.
  • Agreed to acquire iMerit, expected to add $28.0 million to $32.0 million to FY26 revenue.
  • Insurance segment revenue was $197.8 million in Q2 2026.
  • Healthcare and Life Sciences segment revenue was $158.0 million.
  • Won 17 new clients in the second quarter of 2026.