EXL Reports Q4 Revenue of $542.6M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 23 hours ago
0mins
Should l Buy EXLS?
Reports Q4 revenue $542.6M, consensus $532.2M. Chairman and CEO Rohit Kapoor said, "I am pleased to report another strong quarter as we delivered revenue growth of 12.7% and increased our adjusted diluted EPS by 15.0% year-over-year. Our sustained double-digit growth demonstrates the strength of our competitive position as a global data and AI company. EXL's recognized industry expertise and leadership in embedding AI in our clients' businesses are resonating strongly with the market and fueling our growth with new and existing clients. Our investments in building innovative data and AI services and solutions, growing our partner ecosystem, and cultivating AI-native talent are driving our growth momentum and creating differentiated outcomes for our clients."
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Analyst Views on EXLS
Wall Street analysts forecast EXLS stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 28.750
Low
49.00
Averages
52.25
High
55.00
Current: 28.750
Low
49.00
Averages
52.25
High
55.00
About EXLS
ExlService Holdings, Inc. is a global data and artificial intelligence (AI) company. The Company provides data and AI-led and digital operations services to its clients. Its segments include Insurance; Healthcare and Life Sciences; Banking, Capital Markets and Diversified Industries; and International Growth Markets (IGM). The Company provides services to insurers in the areas of property and casualty, life, disability, annuity, and retirement services. It offers pre-and post-pay auditing services, payment analytics, payment integrity, a care management platform and services and patient navigation for healthcare payers. Its Banking and Capital Markets and Diversified Industries deliver solutions across retail and commercial banking, credit card services, payment services, fintech, banking infrastructure services, capital markets, mortgage services, utilities, and other business services industries. Its IGM is focused on global reach in growth markets outside North America.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ExlService to Announce FY Earnings on February 24
- Earnings Announcement: ExlService (EXLS) is set to announce its FY earnings on February 24 after market close, with significant investor interest expected to impact stock performance positively.
- Earnings Expectations: The consensus EPS estimate stands at $1.92, with revenue expectations at $2.08 billion, and meeting these targets would further solidify its competitive position in the market.
- Track Record of Outperformance: Over the past two years, ExlService has beaten EPS and revenue estimates 100% of the time, demonstrating strong profitability and market adaptability, which may attract more investor attention.
- Investor Appeal: ExlService is viewed as a bond substitute for bold income investors, with its stable performance and consistent outperformance capabilities making it particularly attractive in the current market environment.
See More
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- Keynote Speakers: EXL Chairman and CEO Rohit Kapoor will engage in a dialogue with former Tesla President Jon McNeill, sharing insights on how agentic AI is reshaping industry and organizational strategies, emphasizing the importance of data and talent for effective scaling.
- Solutions Spotlight: EXL's Chief Data and AI Officer Anand Logani will showcase new solutions that enable businesses to practically implement AI, enhancing operational efficiency and achieving measurable business outcomes.
- Practical Insights Sharing: The forum will provide practical insights on transitioning AI from experimentation to execution, assisting enterprises in integrating agentic capabilities and establishing necessary governance and talent to realize the business value of AI innovation.
See More
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- Decision Automation: By integrating agentic AI, Sonos automates and enhances decision-making processes, streamlining workflows and improving the responsiveness of its IT support ecosystem, thereby enhancing customer experience.
- Intelligent Systems Outlook: This deployment showcases how IT service management systems can be reimagined as the backbone of intelligent operations, capable of solving problems faster and proactively preventing issues, thus reducing enterprise risk.
- Accelerating Innovation: The collaboration between EXL and AWS demonstrates the power of combining expertise from multiple partners to accelerate innovation and address critical business needs, propelling Sonos towards the future of smart audio technology.
See More
EXL AND AWS PARTNER ON AGENTIC AI PROJECT TO TRANSFORM SONOS IT SERVICE MANAGEMENT
New Initiative: Exland has launched an initiative focused on enhancing its service management through the integration of agentic AI technology.
Objective: The goal of this initiative is to reshape the company's service management processes, improving efficiency and customer satisfaction.
See More
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- Ownership Percentage Change: Following the sale, Geneva's stake in Ollie's decreased from 2.34% to 2.13%, indicating a cautious approach towards the stock while still retaining a degree of investment confidence.
- Market Performance Analysis: As of February 11, 2026, Ollie's shares were priced at $113.75, reflecting a 10% increase over the year, yet underperforming the S&P 500 by 4.39 percentage points, suggesting mixed market expectations for future growth.
- Expansion Plans: Ollie's opened 86 new stores and acquired Big Lots in fiscal 2025, showcasing its commitment to expansion in an uncertain economic environment, potentially laying the groundwork for future revenue growth.
See More
EXL Secures 10 New U.S. Patents, Advancing AI Innovations
- Patent Innovation Count: EXL has secured 10 new U.S. patents over the past year, covering various sectors including insurance and healthcare, which underscores its leadership in data and AI, enabling clients to drive growth and reduce costs through innovative technologies.
- Data Intelligence Layer Development: New patents like EXL Transaction Insights™ leverage AI to mine deep consumer financial insights, helping enterprises assess personal financial risks, thereby enhancing decision-making confidence and improving market competitiveness.
- Multimodal Data Processing: The patented technology of EXL Xtrakto.AI™ enables natural language queries on unstructured data, significantly improving document processing efficiency and allowing for the rapid generation of searchable data structures, optimizing client business workflows.
- Industry-Specific LLM: EXL Insurance LLM™, the first industry-specific large language model, enhances claims processing efficiency and reduces indemnity costs, with expectations to significantly accelerate settlement timelines, further solidifying EXL's market position in the insurance sector.
See More
ExlService to Announce FY Earnings on February 24
- Earnings Announcement: ExlService (EXLS) is set to announce its FY earnings on February 24 after market close, with significant investor interest expected to impact stock performance positively.
- Earnings Expectations: The consensus EPS estimate stands at $1.92, with revenue expectations at $2.08 billion, and meeting these targets would further solidify its competitive position in the market.
- Track Record of Outperformance: Over the past two years, ExlService has beaten EPS and revenue estimates 100% of the time, demonstrating strong profitability and market adaptability, which may attract more investor attention.
- Investor Appeal: ExlService is viewed as a bond substitute for bold income investors, with its stable performance and consistent outperformance capabilities making it particularly attractive in the current market environment.
See More
EXL Announces Speaker Lineup for AI in Action Americas Event
- Event Theme Unveiled: EXL's AI in Action Americas event on March 11 will convene business and technology leaders to explore the application of agentic AI technologies in modern enterprises, driving innovation and growth.
- Keynote Speakers: EXL Chairman and CEO Rohit Kapoor will engage in a dialogue with former Tesla President Jon McNeill, sharing insights on how agentic AI is reshaping industry and organizational strategies, emphasizing the importance of data and talent for effective scaling.
- Solutions Spotlight: EXL's Chief Data and AI Officer Anand Logani will showcase new solutions that enable businesses to practically implement AI, enhancing operational efficiency and achieving measurable business outcomes.
- Practical Insights Sharing: The forum will provide practical insights on transitioning AI from experimentation to execution, assisting enterprises in integrating agentic capabilities and establishing necessary governance and talent to realize the business value of AI innovation.
See More
EXL Partners with Sonos and AWS to Transform IT Service Management with AI
- Collaborative Innovation: EXL's partnership with Sonos and AWS deploys agentic AI within IT service management workflows, aiming to enhance efficiency, operational intelligence, and risk management, marking a significant advancement in AI application in enterprise scenarios.
- Decision Automation: By integrating agentic AI, Sonos automates and enhances decision-making processes, streamlining workflows and improving the responsiveness of its IT support ecosystem, thereby enhancing customer experience.
- Intelligent Systems Outlook: This deployment showcases how IT service management systems can be reimagined as the backbone of intelligent operations, capable of solving problems faster and proactively preventing issues, thus reducing enterprise risk.
- Accelerating Innovation: The collaboration between EXL and AWS demonstrates the power of combining expertise from multiple partners to accelerate innovation and address critical business needs, propelling Sonos towards the future of smart audio technology.
See More
EXL AND AWS PARTNER ON AGENTIC AI PROJECT TO TRANSFORM SONOS IT SERVICE MANAGEMENT
New Initiative: Exland has launched an initiative focused on enhancing its service management through the integration of agentic AI technology.
Objective: The goal of this initiative is to reshape the company's service management processes, improving efficiency and customer satisfaction.
See More
Geneva Capital Sells Shares of Ollie's Bargain Outlet
- Share Sale Details: Geneva Capital Management sold 95,151 shares of Ollie's Bargain Outlet in Q4 2026, with an estimated transaction value of $11.47 million, demonstrating the firm's adaptability amid market fluctuations.
- Ownership Percentage Change: Following the sale, Geneva's stake in Ollie's decreased from 2.34% to 2.13%, indicating a cautious approach towards the stock while still retaining a degree of investment confidence.
- Market Performance Analysis: As of February 11, 2026, Ollie's shares were priced at $113.75, reflecting a 10% increase over the year, yet underperforming the S&P 500 by 4.39 percentage points, suggesting mixed market expectations for future growth.
- Expansion Plans: Ollie's opened 86 new stores and acquired Big Lots in fiscal 2025, showcasing its commitment to expansion in an uncertain economic environment, potentially laying the groundwork for future revenue growth.
See More
EXL Secures 10 New U.S. Patents, Advancing AI Innovations
- Patent Innovation Count: EXL has secured 10 new U.S. patents over the past year, covering various sectors including insurance and healthcare, which underscores its leadership in data and AI, enabling clients to drive growth and reduce costs through innovative technologies.
- Data Intelligence Layer Development: New patents like EXL Transaction Insights™ leverage AI to mine deep consumer financial insights, helping enterprises assess personal financial risks, thereby enhancing decision-making confidence and improving market competitiveness.
- Multimodal Data Processing: The patented technology of EXL Xtrakto.AI™ enables natural language queries on unstructured data, significantly improving document processing efficiency and allowing for the rapid generation of searchable data structures, optimizing client business workflows.
- Industry-Specific LLM: EXL Insurance LLM™, the first industry-specific large language model, enhances claims processing efficiency and reduces indemnity costs, with expectations to significantly accelerate settlement timelines, further solidifying EXL's market position in the insurance sector.
See More
