ExlService (EXLS) Q4 2025 Earnings Call Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 25, 2026
AI-Generated Deep Dive Summary
ExlService (EXLS) delivered strong financial results for Q4 2025 and the full fiscal year, driven by robust growth in its AI and digital operations segments. The company reported $543 million in quarterly revenue, marking a 13% year-over-year increase. Notably, data and AI-led revenues accounted for 57% of total income, growing 21% compared to the previous year, while digital operations contributed 43% of total revenue, up 4%. This reflects ExlService's strategic focus on innovation and automation, which has positioned it as a leader in the finance and technology sectors.
The healthcare and life sciences segment saw impressive growth, with revenues jumping 26.2% year-over-year to $142.2 million, supported by expansions with major clients. The insurance segment also performed well, generating $185.8 million in revenue, a 7.2% increase, fueled by multi-year enterprise transformations. Meanwhile, international markets contributed $92 million, reflecting an 8.1% year-over-year growth driven by increased client volumes and new deal wins.
ExlService's profitability continued to improve, with adjusted EPS of $0.50 for Q4, a 15% year-over-year increase, and full-year adjusted EPS of $1.95, up 18%. The company also announced a new $500 million stock repurchase program and provided guidance for 2026, forecasting revenue between $2.275 billion to $2.315 billion, representing 9%-11% growth. Adjusted EPS is expected to range from $2.14 to $2.19, a 10%-12% increase.
The earnings call highlighted ExlService's commitment to innovation, with ten new U.S. patents awarded in the past year and significant investments in
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Originally published on The Motley Fool on 2/25/2026