ExlService Holdings, Inc. (EXLS) Form 8-K — Oct 27, 2026
ExlService Holdings (NASDAQ: EXLS) reported Q3 2026 revenue of $634.0 million, up 19.7% year-over-year, with GAAP diluted EPS of $0.45 (up 25.3%) and adjusted diluted EPS of $0.62 (up 28.5%). Every segment grew more than 15% organically, and data and AI-led revenue, nearly two-thirds of the business, grew 36% on a reported basis. Management raised full-year 2026 guidance for the second time: revenue to $2.430-$2.440 billion (16-17% growth, up from $2.390-$2.415 billion) and adjusted diluted EPS to $2.34-$2.36 (20-21% growth, up from $2.25-$2.29). CEO Rohit Kapoor cited accelerating momentum and strong visibility into the balance of the year.
Key figures
- Eps
- 0.45
- Revenue
- 634000000
- Guidance
- FY2026 revenue of $2.430B-$2.440B (16-17% YoY reported growth) and adjusted diluted EPS of $2.34-$2.36 (20-21% growth), raised from prior $2.390B-$2.415B revenue and $2.25-$2.29 EPS
- Net Income
- 68771000
- Revenue Yoy
- 19.7%
- Total Assets
- 2073409000
- Cash Position
- 154066000
- Shares Outstanding
- 151027513
- Gross margin
- 38.0%
- Adjusted ebitda
- 135048000
- New clients won
- 14
- New credit facility
- $1 billion senior secured credit facility
- Data ai revenue growth
- 36% reported, 31% organic
- Organic revenue growth
- 19.9% constant currency
- Adjusted diluted eps q3
- 0.62
- Adjusted operating margin
- 19.3%
- Adjusted diluted eps yoy growth
- 28.5%
AI analysis
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