US · Technology · Information Technology Services
EPS came in at 0.49 against a street estimate of 0.44 — a beat of 11.4%.
Analysts rate ExlService Holdings Inc a strong buy (9 buy, 0 hold, 0 sell out of 9) with an average price target of $48.62.
CONFIDENT EXL delivered broad-based growth, raised 2026 revenue and EPS guidance, and sees accelerating demand for data, AI, agentic workflows and payment integrity. Q3 FY26 International growth accelerated from approximately 13% in the first half, with management describing the opportunity as largely untapped. Analysts focused on growth durability, international expansion, iMerit, payment integrity and margins. Management emphasized broad-based AI-led demand while acknowledging that commercial-model changes and margin benefits may take time. 2026-10-28…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 12.52% |
| FMR Inc | 9.21% |
| AQR Capital Management LLC | 4.52% |
| Vanguard Capital Management, LLC | 4.41% |
| Vanguard Portfolio Management, LLC | 4.30% |
| State Street Corp | 3.23% |
| Geode Capital Management, LLC | 2.70% |
| Two Sigma Investments LLC | 2.67% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $633,959 thousand, up from $529,585 thousand in Q3 2025. • Nine-month 2026 revenue was $1,799,073 | 2026-10-27 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $634.0 million, up 19.7% year-over-year and 6.6% sequentially. Constant-currency growth was 19.9%. • GAAP dil | 2026-10-27 |
| Board / officer change · Q3 2026 EXLSERVICE HOLDINGS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • No financial results disclosed in this filing • Report date: August 31, 2026; filed | 2026-09-02 |
| Material agreement · Q3 2026 EXLSERVICE HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • New credit facility total: $1,000,000,000 ($600 million revolving + $400 million ter | 2026-08-18 |
| Quarterly report · Q2 2026 EXLSERVICE HOLDINGS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $594.763 million (up 15.6% YoY from $514.460 million in Q2 2025 | 2026-07-28 |
| Results announced · Q3 2026 EXLSERVICE HOLDINGS Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $594.8 million, up 15.6% year-over-year and 4.3% sequentially • Q2 D | 2026-07-28 |
| Board / officer change · Q3 2026 EXLSERVICE HOLDINGS, INC. — FORM 8-K SUMMARY OTHER NOTABLE POINTS • New Board Director Elected: Bina Mehta was elected to the Board of Directors eff | 2026-07-21 |
| Quarterly report · Q1 2026 EXLSERVICE HOLDINGS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (Q1 2026): $570,351k vs. $501,019k (Q1 2025) – increase of 13.8% | 2026-04-28 |
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| Announcement | Date |
|---|---|
| Agreed to acquire iMerit for $170 million upfront plus earnouts ExlService Holdings announced the acquisition of iMerit, a data annotation and AI training company, for $170 million upfront plus up to $140 million in earnout payments over two years based | 2026-06-24 |
| Accelerated share repurchase transaction of $125 million announced ExlService Holdings announced on March 16, 2026, that it entered into a $125 million accelerated share repurchase (ASR) transaction with Morgan Stanley. This is the first tranche of a broade | 2026-03-18 |
| Company repurchases 1.55 million shares from affiliate for $63.4M ExlService Holdings, Inc. repurchased 1,551,970 shares of its common stock from Orogen Echo LLC (an Orogen group affiliate) on December 15, 2025, for $63.4 million, or approximately $40.85 p | 2025-12-15 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.