Quarterly ResultJul 28, 2026, 04:18 PM
ExlService Q2 Revenue +15.6% to $594.8M; EPS $0.42; ASR
AI Summary
ExlService Holdings reported a 15.6% increase in Q2 2026 net revenue to $594.8 million, with diluted EPS rising 5% to $0.42. Net income for the quarter slightly decreased by 2.3% to $64.5 million. The company also executed an accelerated share repurchase transaction during the period, reducing outstanding shares. Data and AI-led solutions saw significant growth, while digital operations revenue remained stable.
Key Highlights
- Q2 2026 net revenue increased 15.6% to $594.8 million from $514.5 million in Q2 2025.
- Q2 2026 diluted earnings per share rose 5% to $0.42, up from $0.40 in Q2 2025.
- Q2 2026 net income was $64.5 million, a 2.3% decrease from $66.1 million in Q2 2025.
- Executed an accelerated share repurchase (ASR) transaction with Morgan Stanley on March 16, 2026.
- Data and AI-led revenue grew 30% to $362.6 million in Q2 2026.
- Digital operations revenue was $232.2 million in Q2 2026, a slight decrease from Q2 2025.
- Insurance segment revenue increased to $197.8 million in Q2 2026.
- Healthcare and Life Sciences segment revenue grew to $158.0 million in Q2 2026.
Price Impact
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