ExlService Holdings, Inc. — Form 8-K
Filed July 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
ExlService reported Q2 2026 revenue of $594.8M (+15.6% YoY) and adjusted diluted EPS of $0.59 (+22.3% YoY). The company raised full-year 2026 organic revenue growth guidance to 13–14% (from 10–12%) and total reported revenue guidance to $2.390–$2.415B (from $2.30–$2.33B), now including $28–32M from the iMerit acquisition expected to close July 31, 2026. Adjusted diluted EPS guidance raised to $2.25–$2.29 (16–18% growth), up from $2.18–$2.23.
Why this rating
Material revenue/EPS acceleration and guidance raise justify significant rating; $28–32M iMerit contribution is ~1.2–1.3% of raised guidance, modest relative to $6.9B market cap but validates AI strategy execution
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