ExlService Holdings, Inc. Earnings Recaps
Q3 2025
Oct 29, 2025
EXLService Holdings delivered robust Q3 2025 results with a 12% year-over-year revenue increase to $530 million, driven by strong demand for its data and AI solutions, reflecting strategic execution in a growing AI landscape.
Key takeaways
- Adjusted EPS grew 11% to $0.48, showcasing improved profitability alongside revenue growth.
- Data and AI-led revenue surged 18%, constituting 56% of total revenue, reflecting successful integration of AI into client workflows.
- The Insurance segment grew 9%, bolstered by AI-driven operations, while the Healthcare sector led with a 22% revenue increase.
- International Growth Markets showed 8% growth, highlighting ongoing expansion opportunities outside the U.S.
- The launch of EXLdata.ai aims to facilitate AI adoption for clients, tackling data accessibility challenges effectively.
Q2 2025
Aug 1, 2025
ExlService Holdings, Inc. delivered a robust Q2 2025 with revenues of $514 million, up 15% year-over-year, alongside a 20% increase in adjusted EPS to $0.49, driven by strong performance in data and AI services.
Key takeaways
- Insurance segment contributed one-third of revenue, focusing on AI-driven operational evolution for major clients.
- Health care and life sciences emerged as the fastest growing segment, fueled by demand for data and AI solutions.
- Data and AI revenue represented 54% of total revenue, with a 17% year-over-year increase, highlighting the company's strategic focus.
- The international growth market segment grew to 18% of revenue, highlighting diversification efforts.
- EXL's strong renewal rates and recurring revenue model provide stability, with 75% of revenue categorized as annuity-like.