ExlService Holdings, Inc. 8K

ExlService Holdings, Inc. reported strong Q2 2026 results, raised full‑year 2026 guidance, and outlined strategic AI initiatives and the expected closing of its iMerit acquisition.

ExlService Holdings, Inc. reported strong financial results for the second quarter of 2026, with revenue rising 15.6% year-over-year to $594.8 million and GAAP diluted EPS increasing to $0.42, while non-GAAP adjusted diluted EPS grew 22.3% to $0.59. Management highlighted continued double-digit growth driven by its data and AI strategy across key segments including Insurance, Healthcare and Life Sciences, Banking and Capital Markets, and International Growth Markets, and disclosed that operating income margin was 14.7% (19.7% on an adjusted basis). Reflecting this momentum and a robust pipeline, the company raised its 2026 organic revenue growth guidance to 13–14% and total revenue guidance to $2.390–$2.415 billion (14–16% reported growth), and increased adjusted EPS guidance to $2.25–$2.29, incorporating an expected $28–$32 million revenue contribution from the pending acquisition of iMerit, anticipated to close on July 31, 2026. The quarter also featured multiple strategic AI and data ecosystem partnerships (including with Databricks, OpenAI, Anthropic’s Claude, Snowflake, and NVIDIA) and the appointment of Bhupender Singh as president and head of international growth markets, underscoring EXL’s focus on scaling AI-driven solutions and expanding its global footprint.

Filing Facts

CIK

1297989

Ticker

-

Form

8K

Source Type

sec

Accession

0001297989-26-000021

Alert Tier

7