ExlService Holdings, Inc. — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
ExlService reported Q3 2026 revenue of $634.0M (+19.7% YoY) and diluted EPS of $0.45 (+25.3% YoY). Adjusted diluted EPS was $0.62 (+28.5% YoY). The company raised full-year 2026 guidance to $2.430–$2.440B revenue (16–17% growth) and $2.34–$2.36 adjusted EPS (20–21% growth), up from prior guidance of $2.390–$2.415B and $2.25–$2.29 respectively. The company completed the iMerit acquisition (Model Training Solutions practice), closed a new $1B senior secured credit facility, and won 14 new clients in Q3.
Why this rating
Strong organic growth (15%+ per segment, 31% in AI/data) and multiple guidance raises signal momentum. iMerit acquisition and $1B credit facility expand capacity. ~0.9% revenue increase to guidance relative to $6.9B market cap is material but not transformational. Execution risk on AI integration remains.
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