ExlService Holdings, Inc. (EXLS)

ExlService beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported July 28, with adjusted EPS of $0.59 topping the $0.55 estimate (+8%) and revenue of $594.8 million topping the $573.9 million estimate (+3.6%). Revenue rose ~16% to about $594.8 million from roughly $514.5 million a year ago, while net income dipped ~2% to around $64.5 million versus about $66.1 million last year. Profitability held at a gross margin of about 38% and an operating margin near 15%, alongside roughly $226.0 million of gross profit and about $87.3 million of operating income. The company generated operating cash flow of about $87.9 million and repurchased roughly $20.6 million of stock during the quarter. For the next period, consensus calls for EPS of $0.56 on revenue of $615.3 million.