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ExlService Holdings Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.530 |
| EPS actual | $0.580 |
| EPS Surprise | 9.43% |
| Revenue estimate | 557.672M |
| Revenue actual | 570.351M |
| Revenue Surprise | 2.27% |
| Release date | Feb 24, 2026 |
| EPS estimate | $0.460 |
| EPS actual | $0.500 |
| EPS Surprise | 8.70% |
| Revenue estimate | 531.209M |
| Revenue actual | 542.615M |
| Revenue Surprise | 2.15% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.465 |
| EPS actual | $0.480 |
| EPS Surprise | 3.16% |
| Revenue estimate | 522.346M |
| Revenue actual | 529.585M |
| Revenue Surprise | 1.39% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.450 |
| EPS actual | $0.490 |
| EPS Surprise | 8.89% |
| Revenue estimate | 519.383M |
| Revenue actual | 514.46M |
| Revenue Surprise | -0.95% |
Last 4 Quarters for ExlService Holdings
Below you can see how EXLS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $42.20 |
| EPS estimate | $0.450 |
| EPS actual | $0.490 |
| EPS surprise | 8.89% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $42.81 |
| Jul 24, 2025 | $42.40 |
| Jul 25, 2025 | $42.86 |
| Jul 28, 2025 | $42.22 |
| Jul 29, 2025 | $42.20 |
| Jul 30, 2025 | $42.79 |
| Jul 31, 2025 | $43.43 |
| Aug 01, 2025 | $42.16 |
| Aug 04, 2025 | $42.57 |
| 4 days before | -1.42% |
| 4 days after | 0.88% |
| On release day | 1.40% |
| Change in period | -0.561% |
| Release date | Oct 28, 2025 |
| Price on release | $41.47 |
| EPS estimate | $0.465 |
| EPS actual | $0.480 |
| EPS surprise | 3.16% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $41.28 |
| Oct 23, 2025 | $41.32 |
| Oct 24, 2025 | $41.21 |
| Oct 27, 2025 | $41.47 |
| Oct 28, 2025 | $41.47 |
| Oct 29, 2025 | $38.54 |
| Oct 30, 2025 | $40.22 |
| Oct 31, 2025 | $39.10 |
| Nov 03, 2025 | $39.16 |
| 4 days before | 0.460% |
| 4 days after | -5.57% |
| On release day | -7.07% |
| Change in period | -5.14% |
| Release date | Feb 24, 2026 |
| Price on release | $28.75 |
| EPS estimate | $0.460 |
| EPS actual | $0.500 |
| EPS surprise | 8.70% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $30.90 |
| Feb 19, 2026 | $30.41 |
| Feb 20, 2026 | $30.07 |
| Feb 23, 2026 | $28.51 |
| Feb 24, 2026 | $28.75 |
| Feb 25, 2026 | $28.67 |
| Feb 26, 2026 | $30.99 |
| Feb 27, 2026 | $31.25 |
| Mar 02, 2026 | $31.21 |
| 4 days before | -6.96% |
| 4 days after | 8.56% |
| On release day | -0.278% |
| Change in period | 1.00% |
| Release date | Apr 28, 2026 |
| Price on release | $30.64 |
| EPS estimate | $0.530 |
| EPS actual | $0.580 |
| EPS surprise | 9.43% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $31.60 |
| Apr 23, 2026 | $30.56 |
| Apr 24, 2026 | $30.40 |
| Apr 27, 2026 | $30.38 |
| Apr 28, 2026 | $30.64 |
| Apr 29, 2026 | $31.19 |
| Apr 30, 2026 | $31.88 |
| May 01, 2026 | $31.74 |
| May 04, 2026 | $31.72 |
| 4 days before | -3.04% |
| 4 days after | 3.52% |
| On release day | 1.80% |
| Change in period | 0.380% |
ExlService Holdings Earnings Call Transcript Summary of Q1 2026
EXL reported a strong start to 2026: Q1 revenue was $570.4M, up ~14% YoY, and adjusted EPS was $0.58, up ~20% YoY. Data- and AI-led offerings are the primary growth engine (data & AI-led revenue grew ~28% and now represents ~60% of total revenue) and total operations grew 10% YoY. By vertical: Insurance (+13% YoY), Healthcare & Life Sciences (+21% YoY), Banking/Capital Markets & Diversified (+8% YoY) and International Growth Markets (+11% YoY). Management is raising full-year guidance: revenue now $2.30B–$2.33B (10%–12% growth) and adjusted EPS $2.18–$2.23 (12%–14% growth). Q1 adjusted operating margin was 20.5% (up 40 bps YoY); full-year margin outlook remains in the mid-19% range due to continued investments in data and AI capabilities. Balance sheet: cash ~$266M, net debt ~$151M; capex guide $50M–$55M; repurchased $136M of shares in Q1. Key strategic highlights: acceleration of AI pilots into production, shift toward IP-led and outcome-based commercial models, strong partner recognition (NVIDIA, AWS, Genesis), high renewal rates and ~75% of revenue recurring/annuity-like. Management continues to emphasize hiring/talent investments and selective M&A to build AI capabilities. Risks noted include macro/geopolitical uncertainty and the need to scale talent to meet demand.
