Genpact (NYSE:G) Releases Earnings Results, Beats Estimates By $0.03 EPS

Genpact (NYSE:G) released its quarterly earnings data on Thursday. The business services provider reported $1.07 EPS for the quarter, topping the consensus estimate of $1.04 by $0.03, FiscalAI reports. The firm had revenue of $1.39 billion for the quarter, compared to the consensus estimate of $1.38 billion. Genpact had a return on equity of 23.40% and a net margin of 11.04%. The company’s quarterly revenue was up 7.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.97 earnings per share.

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

• Q3 revenue grew 7.3% year over year, while Advanced Technology Solutions revenue accelerated to 30.3% growth. Adjusted diluted EPS rose 10.3% to $1.07.
• Genpact expects to exceed $1 billion in agentic bookings in 2026, more than five times 2025’s total; over half of cumulative agentic contract value has come from new clients. Management said these deals are generally long-term, recurring and not tied to headcount, though implementation time can delay revenue conversion.
• The company raised its 2026 outlook to at least 7% revenue growth and at least 13% adjusted EPS growth, with gross margin expected to reach 36.9%. Management said it expects similar total revenue growth in 2027 and continued margin expansion.
• Genpact is exiting work that does not fit its strategy, a headwind of nearly two percentage points to 2026 growth; management expects the dollar impact to be modestly larger in 2027. Q4 revenue growth guidance is approximately 7%, including more than three points of impact from these transitions.
• Q3 operating cash flow was $93 million, affected by delayed invoicing and collections during the ERP implementation. Management said collections had returned to their pre-implementation pace through October and expects the effects to normalize by early 2027.

Genpact Trading Up 2.8%

Shares of G stock traded up $1.14 during trading hours on Friday, reaching $42.24. The company’s stock had a trading volume of 3,931,711 shares, compared to its average volume of 1,832,707. The company has a current ratio of 2.00, a quick ratio of 2.00 and a debt-to-equity ratio of 0.44. Genpact has a one year low of $26.85 and a one year high of $48.64. The stock has a market capitalization of $7.06 billion, a P/E ratio of 12.18, a P/E/G ratio of 1.12 and a beta of 0.53. The firm’s fifty day simple moving average is $36.53 and its 200 day simple moving average is $35.53.

Genpact Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 23rd. Stockholders of record on Thursday, December 10th will be given a $0.1875 dividend. This represents a $0.75 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date is Thursday, December 10th. Genpact’s dividend payout ratio (DPR) is currently 22.26%.

Key Headlines Impacting Genpact

Here are the key news stories impacting Genpact this week:

• Positive Sentiment: Genpact reported third-quarter adjusted EPS of $1.07, above estimates of about $1.04–$1.05 and up from $0.97 a year earlier. Revenue increased 7.3% year over year, while ATS revenue grew about 30% and gross margin expanded. Management raised its 2026 gross-margin and adjusted-EPS outlook. G Q3 Earnings Beat Estimates on ATS Growth, Margins Expand
• Positive Sentiment: Needham raised its price target from $45 to $55 and maintained a Buy rating, signaling further potential upside in its view. Needham analyst recommendations
• Neutral Sentiment: Susquehanna lifted its target from $40 to $42 but kept a Neutral rating, indicating a more cautious view than Needham’s. Susquehanna analyst recommendations
• Negative Sentiment: Genpact’s fourth-quarter 2026 revenue guidance of $1.2 billion is below the reported consensus estimate of $1.4 billion, a potential concern that could temper the positive reaction to the quarterly results.

Insider Activity at Genpact

In related news, SVP Anil Nanduru sold 6,191 shares of the firm’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $37.03, for a total value of $229,252.73. Following the completion of the sale, the senior vice president owned 70,253 shares of the company’s stock, valued at $2,601,468.59. This trade represents a 8.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 1.58% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on G. JPMorgan Chase & Co. increased their price objective on Genpact from $40.00 to $45.00 and gave the company a “neutral” rating in a research note on Friday, August 7th. Susquehanna lifted their target price on shares of Genpact from $40.00 to $42.00 and gave the stock a “neutral” rating in a research note on Friday. Wall Street Zen lowered shares of Genpact from a “buy” rating to a “hold” rating in a report on Saturday. TD Cowen increased their price target on shares of Genpact from $42.00 to $43.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Finally, BMO Capital Markets reissued a “market perform” rating and issued a $40.00 price target on shares of Genpact in a report on Friday, August 7th. Two investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $41.00.

About Genpact

Genpact (NYSE: G) is a global professional services and business process management company that helps organizations improve operations through digital transformation, data and analytics, artificial intelligence, and industry-specific expertise. The company combines technology with operational services to support clients across core business functions.

Its offerings include finance and accounting, procurement, supply chain management, customer experience, risk and compliance, insurance operations, and banking and capital markets services.