US · Technology · Information Technology Services
EPS came in at 0.47 against a street estimate of 0.45 — a beat of 4.4%.
Analysts rate ExlService Holdings Inc a buy (8 buy, 1 hold, 0 sell out of 9) with an average price target of $44.62.
CONFIDENT EXL delivered 16% YoY revenue growth to $595M and 22% EPS growth. Data & AI revenue accelerating at 30% YoY. iMerit acquisition signals pivot into AI model training. Raised FY26 guidance above street. Q2 2026 International growing 15% driven by ramp-ups and new client wins. New leadership (Bhupender Singh) focused on EMEA/APAC GTM expansion and U.S. cross-selling. Analysts pressed on durability of 30% AI growth (all service lines strong), token optimization strategy (IP-driven, complex), and H2 guidance deceleration (macro risk, iMerit integration, ROI validation needs). Management emphasized workflow expertise, domain context, and long-term production-deployment tailwind outweighing near-term caution. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.61% |
| FMR Inc | 8.84% |
| AQR Capital Management LLC | 6.51% |
| Vanguard Capital Management, LLC | 4.44% |
| Vanguard Portfolio Management, LLC | 4.29% |
| State Street Corp | 3.16% |
| Geode Capital Management, LLC | 2.78% |
| Two Sigma Investments LLC | 2.65% |
| Document | Date |
|---|---|
| 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 |
| Proxy statement · Q2 2026 EXLSERVICE HOLDINGS, INC. – 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Rohit Kapoor (Chairman and CEO) total compensation for fiscal year 2025: | 2026-04-27 |
| Annual report FY2025 EXLSERVICE HOLDINGS, INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market cap as of June 30, 2025: $6.89 billion • Outstanding shares | 2026-02-24 |
Readable in the app.
| 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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Google PlayApp StoreData updated 2026-09-18.