Information
2025 Fourth Quarter Revenue of $542.6 Million, up 12.7% year-over-yearQ4 Diluted EPS (GAAP) of $0.38, up 21.8% from $0.31 in Q4 of 2024Q4 Adjusted Diluted EPS (Non-GAAP) (1) of $0.50, up 15.0% from $0.44 in Q4 of 2024
Original sourceAI Summary
ExlService Holdings (EXLS) reported robust Q4 2025 results with revenue of $542.6 million, reflecting a 12.7% increase year-over-year. The strong performance underpins guidance for 2026 revenue growth of 9% to 11%, coupled with a $500 million stock buyback, indicating confidence in future growth prospects.
Sentiment Rationale
The strong quarterly results and stock repurchase suggest robust demand and a commitment to returning value to shareholders, akin to past performance trends pre-existing high earnings.
Trading Thesis
Consider acquiring EXLS shares to capitalize on growth momentum over the next year.
Market-Moving
- The $500 million stock repurchase may support share prices in the near term.
- Consensus revenue guidance for 2026 indicates solid growth expectations.
- Increased demand for AI solutions could enhance future revenues.
Key Facts
- EXLS reported Q4 2025 revenue of $542.6 million, up 12.7% YoY.
- Q4 2025 diluted EPS was $0.38, up 21.8% YoY.
- Total revenue for 2025 reached $2.09 billion, up 13.6% YoY.
- 2026 revenue guidance forecasts $2.275 billion to $2.315 billion.
- $500 million stock repurchase program demonstrates strong confidence in growth.
Companies Mentioned
- ExlService Holdings, Inc. (EXLS): Strong earnings report includes a significant repurchase program.
- Insurance Council of Australia: Partnership for fraud detection aligns with EXL's growth strategy.
Corporate Developments
This news falls under 'Corporate Developments' due to the significant financial milestones and proactive capital management actions. The strong growth and strategic buybacks signal resilience and a positive outlook for investors.