
Overview
Advanced technology solutions firm's Q4 revenue slightly beat analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company announced a 10% increase in planned quarterly dividend
Outlook
Genpact expects full-year 2026 net revenue growth of at least 7%
Company anticipates high-teens revenue growth in Advanced Technology Solutions for 2026
Genpact forecasts first-quarter 2026 net revenues between $1.282 bln and $1.294 bln
Result Drivers
ADVANCED TECHNOLOGY SOLUTIONS - Revenue grew 15% year-over-year
CORE BUSINESS SERVICES - Revenue increased 2.9% year-over-year, contributing to overall growth
DISCIPLINED EXECUTION AND INNOVATION - Co attributed strong year to disciplined execution and accelerating innovation
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Slight Beat* | $1.32 bln | $1.31 bln (11 Analysts) |
Q4 Adjusted EPS | Beat | $0.97 | $0.93 (11 Analysts) |
Q4 EPS |
| $0.82 |
|
Q4 Net Income |
| $143 mln |
|
Q4 Adjusted Income From Operations | Beat | $232 mln | $223.90 mln (9 Analysts) |
Q4 Income From Operations |
| $195 mln |
|
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the business support services peer group is "buy"
Wall Street's median 12-month price target for Genpact Ltd is $52.50, about 36.9% above its February 4 closing price of $38.34
The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago
Press Release: ID:nPnYqpgta
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