G Earnings Prediction
The chart below shows how G performed 10 days before and after its earnings report, based on data from the past quarters. Typically, G sees a +2.86% change in stock price 10 days leading up to the earnings, and a +3.58% change 10 days following the report. On the earnings day itself, the stock moves by -1.19%. This data can give you a slight idea of what to expect for the next quarter's release.
G Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.21B
6.62%
2.95%
Gross Margin
35.09%
0.80%
0.72%
Operating Margin
15.00%
2.81%
3.66%
Net Margin
10.97%
5.99%
5.79%
EPS
0.74
15.62%
10.45%
No Data Available
G Earnings Analysis
GENPACT LIMITED Corporation (G.N) Earnings Conference Call
Positive
Strong Revenue Performance: Revenue reached $1.21 billion, up 7% year-over-year above the high-end of our guidance range with accelerating growth driven by Data-Tech-AI and healthy supporting growth from Digital Operations.
Margin Performance and Efficiency: Gross margin of 5.6% and adjusted operating income margin of 17.6% also exceeded our expectations as we invest to drive growth, while also delivering operating efficiency.
Revenue and EPS Growth: We are now on track to deliver 6% revenue growth in 2024 at the midpoint, up from 2% in 2023 with adjusted EPS expected to grow faster than revenue for the fourth year in a row.
Data-Tech-AI Revenue Increase: Revenue from Data-Tech-AI was $569 million, representing a 9% year-over-year increase in both reported and constant currency terms, driven by all components of Data, Tech and AI, which is 47% of total revenue for the quarter.
Net Income Increase: Net income in the quarter was $133 million, a 13% increase year-over-year, with diluted EPS growing to $0.74 or 16% year-over-year.
Negative
Below Expectations Revenue Growth: Revenue growth of 7% year-over-year was below expectations, indicating potential challenges in maintaining momentum.
Gross Margin Improvement Analysis: Despite a gross margin of 35.6%, this represents only a 10 basis point increase from the previous year, suggesting limited improvement in profitability.
Operating Income Margin Increase: Adjusted operating income margin increased by only 40 basis points year-over-year to 17.6%, reflecting ongoing cost pressures.
Quarterly Net Income Increase: Net income for the quarter was $133 million, which, while a 13% increase year-over-year, still raises concerns about overall profitability trends.
EPS Growth vs. Revenue Growth: The diluted EPS growth of 16% year-over-year, while positive, is overshadowed by the slower revenue growth rate, indicating potential inefficiencies.
G FAQs
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G Earning Call Sentiment
Genpact Limited (G) Q3 2024 Earnings Call Transcript
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00:00
00:00
G.N
0.1%Positive
The earnings call reveals strong financial performance with 7% revenue growth and increased margins. Despite competitive pressures and regulatory challenges, the company shows resilience, particularly in Data-Tech-AI, with key partnerships driving growth. The Q&A highlights stable execution and growing adoption of generative AI. Although management was vague on some future expectations, the overall sentiment is positive due to robust financials, optimistic guidance, and significant shareholder returns. The stock price is likely to experience a positive movement of 2% to 8% over the next two weeks.