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ExlService Holdings EXLS Q3 2026 earnings

Reported October 27, 2026 · After market close

Revenue$634.0MBeat by $18.4M
EPS$0.62Beat by $0.06
Revenue estimate$615.5M
EPS estimate$0.56
“We entered 2026 with strong momentum that has accelerated through the year, delivering third quarter revenue growth of 20% year-on-year and adjusted diluted EPS growth of 29% year-on-year. Every segment of our business grew more than 15% organically. Data and AI-led revenue, almost two-thirds of our business, grew 36% on a reported basis and 31% organically. These results reflect the strength of our data and AI strategy and our differentiated market position: deep domain expertise combined with data and AI capabilities that help clients make AI work effectively across the enterprise. Our business model affords us very good visibility into the balance of the year, and we look forward to a solid finish to 2026.”
Rohit Kapoor

Next report

Date not yet announced

Financials

Q3 2026

Income statement

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Revenue$634.0M+19.7%
Gross profit$241.1M+18.2%
Operating income$88.9M+16.6%
Net income$68.8M+18.2%
EPS (diluted)$0.45+25.0%

Balance sheet

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Cash & equivalents$154.1M-14.3%
Total debt$617.8M+41.5%
Total equity$928.1M-2.6%
Total assets$2.1B+19.6%

Cash flow

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Operating cash flow$119.2M-1.3%
CapEx$16.7M+16.2%
Free cash flow$102.5M-3.6%

Valuation & ratios

Valuation

as of 10/27/26
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Market cap$6.41B-5.5%
Enterprise value$6.88B-2.3%
P/E24.6×-3.5×
P/S2.7×-0.6×

Profitability

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Gross margin38.4%+0.1pp
Operating margin14.8%-0.4pp
Net margin11.1%-0.8pp
FCF margin11.6%-2.6pp

Returns & leverage

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Return on equity27.7%+1.8pp
Debt / equity0.7×+0.2×
Current ratio2.2×-0.7×

Segments

By segment

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Insurance$246.4M+16.7%
Banking, Capital Markets and Diversified Industries$226.6M+23.9%
Healthcare and Life Sciences$160.9M+18.8%

By geography

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North America$521.3M+19.3%
United Kingdom & Europe$95.2M+20.6%
Rest of World$17.4M+26.5%

By product

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Data and AI-Led$406.9M+36.3%
Digital operations$227.1M—

FAQ

When did ExlService Holdings report Q3 2026 earnings?
ExlService Holdings (EXLS) reported Q3 2026 earnings on October 27, 2026 after market close.
What were ExlService Holdings's Q3 2026 revenue and EPS?
ExlService Holdings reported revenue of $634.0M and eps of $0.62 for Q3 2026.
Did ExlService Holdings beat estimates in Q3 2026?
Revenue beat the consensus estimate of $615.5M by $18.4M. EPS beat the consensus estimate of $0.56 by $0.06.
How did ExlService Holdings's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 19.7% from $529.6M a year earlier and eps grew 29.2% from $0.48.
Where can I find ExlService Holdings's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001297989-26-000028) and the 10-Q periodic report (0001297989-26-000031) directly on SEC EDGAR. The filing index links above go to sec.gov.