EXLS Exlservice Hldgs Inc

$EXLS Q3 revenue was 634 million dollars, up 19.7% year over year, and adjusted EPS was 0.62 dollars, up from 0.48 a year ago. Data and AI-led revenue is almost two thirds of the business now and grew 36%. Management said every segment grew more than 15% organically. Margins barely moved though. Adjusted operating margin was 19.3% vs 19.4% a year ago, and gross margin slipped to 38.0% from 38.5%. Full year guidance went up again anyway, revenue to 2.43 to 2.44 billion dollars and adjusted EPS to 2.34 to 2.36 dollars.

$EXLS Nearly 20% growth for a services company is not a typo. EXL's Q3 revenue rose 19.7% to $634.0M and adjusted EPS hit $0.62, up from $0.48 a year ago.

$EXLS reported earnings after the close today. EPS beat estimates: $0.62 vs. $0.56 expected, according to Stock Meadow. What do you think?

$EXLS Is EXL's 28.5% adjusted EPS jump mostly growth, or partly a 5.7% smaller share count? 🏢 ExlService (EXL), a New York data and AI services firm worth about $6.25B at $40.895 a share at 16:07 ET on October 27, 2026, reported Q3 revenue of $634.0M, up 19.7% from a year earlier 📈 Adjusted net income rose about 21% to $94.6M, and adjusted EPS rose a faster 28.5% to $0.62 because diluted shares fell 5.7% to 152.6M from 161.7M 🏦 Treasury stock grew by about 6.7M shares at a cost of $208.4M this year, while long-term borrowings rose to $501.3M from $293.7M at year-end as EXL also bought iMerit 📈 On the other side, every segment grew more than 15% organically, and the $2.35 EPS guide midpoint values the stock at about 17 times 2026 adjusted earnings 📅 Next: Conference call Wednesday, October 28, 2026, at 10:00 A.M. ET; watch the buyback pace and how much of the Q4 guide comes from iMerit Source: SEC 8-K and Q3 release, Oct 27

$EXLS Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.62 up 29.17% YoY • Reported revenue of $633.96M up 19.71% YoY • EXL raised full-year 2026 revenue guidance to $2.43B$2.44B, representing 16%17% reported growth and 15% organic constant currency growth, and adjusted diluted EPS to $2.34$2.36, up 20%21% from 2025.

$EXLS reports earnings today after the close. I’m bullish heading into the report: EXLS has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $0.56. What are you watching for?