Genpact (NYSE:G) Announces Quarterly Earnings Results, Beats Expectations By $0.04 EPS

Genpact (NYSE:G) released its earnings results on Thursday. The business services provider reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04, Briefing.com reports. The firm had revenue of $1.32 billion for the quarter, compared to analysts’ expectations of $1.31 billion. Genpact had a return on equity of 22.55% and a net margin of 11.01%.The business’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.91 earnings per share. Genpact updated its FY 2026 guidance to 4.010-4.010 EPS and its Q1 2026 guidance to 0.920-0.930 EPS.

Here are the key takeaways from Genpact’s conference call:

• Genpact reported full‑year 2025 revenue of $5.08 billion (up 6.6%) with adjusted diluted EPS of $3.65 (+11.3%), and guided 2026 revenue growth of at least 7% with ATS expected to grow in the high teens and adjusted EPS about +10%.
• Advanced Technology Solutions is driving a structural shift — ATS grew 17% to $1.204 billion, accounted for ~24% of revenue, contributed more than half of FY growth, and the ATS/data & AI pipeline is up ~50% year‑over‑year.
• Agentic offerings are gaining early commercial traction: the AP Suite logged over $200 million in total contract value in 2025 ( >40% from new clients) and client case studies (e.g., Wesco) show material operational improvement and margin uplift.
• Profitability and capital return remain priorities — gross margin expanded (60 bps FY, Q4 at 36.6%), adjusted operating margin improved, cash was $854 million, the company returned $401 million to shareholders and raised the annual dividend 10% to $0.75.
• Key execution and cash‑flow risks remain: Genpact is making large AI/talent/product investments, Decision Support Services showed softness, and FY operating cash flow included a $170 million client prepayment (excluding which cash flow grew only ~5%), so results depend on successful scaling of agentic solutions and conversion of pipeline.

Genpact Stock Up 3.9%

Shares of NYSE:G traded up $1.46 on Friday, reaching $39.16. The company had a trading volume of 1,366,943 shares, compared to its average volume of 1,730,921. The firm has a market capitalization of $6.75 billion, a PE ratio of 12.64, a PEG ratio of 1.14 and a beta of 0.74. The company has a current ratio of 1.51, a quick ratio of 1.51 and a debt-to-equity ratio of 0.33. Genpact has a 52-week low of $37.49 and a 52-week high of $56.76. The firm’s 50 day simple moving average is $45.99 and its 200-day simple moving average is $43.79.

Genpact Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 16th will be given a dividend of $0.1875 per share. This is a boost from Genpact’s previous quarterly dividend of $0.17. The ex-dividend date of this dividend is Monday, March 16th. This represents a $0.75 annualized dividend and a yield of 1.9%. Genpact’s payout ratio is 21.94%.

Insider Activity at Genpact

In other Genpact news, Director Tamara Franklin sold 2,750 shares of the stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $45.65, for a total transaction of $125,537.50. Following the completion of the sale, the director directly owned 22,236 shares of the company’s stock, valued at approximately $1,015,073.40. This represents a 11.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, SVP Riju Vashisht sold 16,016 shares of Genpact stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $46.65, for a total transaction of $747,146.40. Following the completion of the transaction, the senior vice president directly owned 95,521 shares in the company, valued at approximately $4,456,054.65. The trade was a 14.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 60,385 shares of company stock valued at $2,762,475 over the last quarter. 3.07% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Genpact

Hedge funds have recently modified their holdings of the stock. Johnson Financial Group Inc. acquired a new stake in Genpact in the 3rd quarter worth approximately $29,000. iSAM Funds UK Ltd purchased a new position in shares of Genpact in the third quarter worth $29,000. Advisory Services Network LLC purchased a new position in shares of Genpact in the third quarter worth $54,000. Amundi acquired a new stake in shares of Genpact during the first quarter worth $58,000. Finally, Quarry LP grew its holdings in shares of Genpact by 1,763.4% during the third quarter. Quarry LP now owns 1,733 shares of the business services provider’s stock valued at $73,000 after buying an additional 1,640 shares during the last quarter. Institutional investors and hedge funds own 96.03% of the company’s stock.

Trending Headlines about Genpact

Here are the key news stories impacting Genpact this week:

• Positive Sentiment: Q4 results and guidance beat: Genpact reported $0.97 EPS on $1.32B revenue, topping estimates, and issued FY‑2026 EPS guidance of $4.01 (above consensus). Those beats and an upward guidance surprise are the main catalysts supporting the stock rally. Genpact Q4 results & guidance
• Positive Sentiment: Segment momentum: Full‑year 2025 showed broad-based growth — Advanced Technology Solutions and Data‑Tech‑AI revenues grew strongly, highlighting exposure to higher‑margin, AI-enabled services that support long‑term margin expansion. PR Newswire: Genpact 2025 results
• Positive Sentiment: Dividend increase: Genpact raised its quarterly dividend ~10% to $0.1875, signaling confidence in cash flow and returning incremental cash to shareholders—appealing to income-minded investors. Dividend announcement
• Positive Sentiment: Technical/valuation commentary: Several analyst/market write-ups note the stock is oversold after a recent pullback and highlight improving analyst estimate revisions — which can attract value and turnaround buyers. Zacks: Ripe for a turnaround
• Neutral Sentiment: Analyst target trim but Buy maintained: Needham trimmed its price target from $53 to $50 but kept a Buy rating — a modest negative signal, yet still implies meaningful upside from current levels. The Fly: Needham target lowered
• Neutral Sentiment: Valuation check and transcript available: Coverage includes valuation examinations and the full earnings-call transcript for deeper review — useful for investors who want to dig into guidance cadence and segment details. Yahoo: Valuation check Earnings call transcript
• Negative Sentiment: Recent share-price slide: The stock fell sharply in recent weeks (near-term decline of ~20%), reflecting investor concern and volatility that could continue if macro/tech sentiment softens or execution slips. Zacks: recent slide

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of Genpact in a research report on Friday, December 26th. Citigroup upgraded shares of Genpact to a “hold” rating in a report on Thursday, October 23rd. Susquehanna set a $42.00 price objective on Genpact in a research note on Friday. Wall Street Zen upgraded shares of Genpact from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Finally, Needham & Company LLC cut their target price on Genpact from $53.00 to $50.00 and set a “buy” rating on the stock in a research report on Friday. Two investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $49.13.

Genpact Company Profile

Genpact is a global professional services firm specializing in digitally powered business process management and services. The company partners with clients across industries to design, transform and run key operations, leveraging data analytics, artificial intelligence, automation and domain expertise. Its offerings span finance and accounting, supply chain management, procurement, customer experience, risk and compliance, and other critical business functions.

Founded in 1997 as the business process outsourcing arm of General Electric and originally known as GE Capital International Services, the company rebranded as Genpact in 2005 and completed its initial public offering on the New York Stock Exchange in 2007 under the ticker symbol “G.” Over time, Genpact has expanded beyond traditional outsourcing to focus on digital transformation and innovation, helping organizations accelerate growth and improve operational efficiency.

Headquartered in New York City, Genpact serves clients in more than 30 countries across North America, Latin America, Europe and Asia Pacific.