Genpact (NYSE:G) Announces Quarterly Earnings Results, Beats Expectations By $0.03 EPS

Genpact (NYSE:G) announced its quarterly earnings data on Thursday. The business services provider reported $1.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.97 by $0.03, FiscalAI reports. Genpact had a return on equity of 23.53% and a net margin of 11.04%.The firm had revenue of $1.34 billion during the quarter, compared to the consensus estimate of $1.33 billion. During the same period in the prior year, the business earned $0.88 EPS. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. Genpact updated its Q3 2026 guidance to 1.040-1.050 EPS and its FY 2026 guidance to 4.088- EPS.

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

• Q2 revenue rose 7.1% to $1.343 billion, while adjusted diluted EPS increased 13.6% to $1.00, outpacing revenue growth. Gross margin expanded for the 13th consecutive quarter to 36.5%.
• Advanced Technology Solutions revenue grew 24.1% year over year to $363 million, reaching 27% of total revenue. Genpact raised its full-year ATS growth outlook to at least 25% and expects more than $1 billion in 2026 Agentic bookings.
• Demand indicators strengthened, with record quarterly bookings, 12 large deals signed in the first half—double last year’s pace—and growing backlog and pipeline. More than half of cumulative Agentic contract value has come from new clients, suggesting expansion into additional markets.
• Genpact is exiting small portions of lower-value content management and commoditized contact-center work that do not fit its Agentic Operations strategy. The transition is expected to reduce 2026 revenue growth by nearly two percentage points, with the impact concentrated in the second half and potentially larger in 2027.
• Despite the strategic transition, management maintained its outlook for at least 7% 2026 revenue growth, raised adjusted diluted EPS growth expectations to at least 12%, and projected continued expansion in gross and adjusted operating margins.

Genpact Stock Down 5.2%

Shares of G traded down $1.90 during midday trading on Friday, reaching $34.26. 3,930,685 shares of the stock were exchanged, compared to its average volume of 2,007,382. The company has a market cap of $5.81 billion, a price-to-earnings ratio of 10.17, a P/E/G ratio of 1.02 and a beta of 0.57. The company has a quick ratio of 1.69, a current ratio of 1.69 and a debt-to-equity ratio of 0.47. Genpact has a 12-month low of $26.85 and a 12-month high of $48.64. The firm has a 50 day simple moving average of $31.23 and a 200-day simple moving average of $35.21.

Genpact Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Thursday, September 10th will be paid a dividend of $0.1875 per share. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $0.75 dividend on an annualized basis and a dividend yield of 2.2%. Genpact’s dividend payout ratio (DPR) is 22.26%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on G shares. Deutsche Bank Aktiengesellschaft set a $31.00 target price on Genpact in a report on Friday, July 10th. BMO Capital Markets reaffirmed a “market perform” rating and set a $40.00 price objective on shares of Genpact in a research report on Friday. Robert W. Baird dropped their price objective on shares of Genpact from $45.00 to $38.00 and set a “neutral” rating on the stock in a research note on Tuesday, July 7th. Mizuho dropped their price objective on shares of Genpact from $49.00 to $39.00 and set a “neutral” rating on the stock in a research note on Monday, May 11th. Finally, Susquehanna increased their target price on shares of Genpact from $33.00 to $37.00 and gave the stock a “neutral” rating in a research report on Friday. Two research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $39.33.

Key Headlines Impacting Genpact

Here are the key news stories impacting Genpact this week:

• Positive Sentiment: Strong Q2 earnings and revenue: Genpact reported adjusted earnings of $1.00 per share, ahead of the $0.97 consensus estimate, while revenue reached $1.34 billion versus expectations of $1.33 billion. Revenue increased 7.1% year over year, and earnings rose from $0.88 per share a year earlier. Genpact Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Advanced Technology Solutions accelerated: The division’s revenue grew 24.1% year over year and was identified as the primary driver of quarterly performance, supporting management’s transition toward “Agentic Operations.” Genpact Reports Second Quarter 2026 Results
• Positive Sentiment: Outlook improved: Genpact raised its fiscal 2026 adjusted earnings-growth outlook and provided full-year EPS guidance of approximately $4.09, above the $3.99 analyst consensus. Third-quarter EPS guidance of $1.04–$1.05 also exceeds the $1.03 consensus estimate.
• Positive Sentiment: JPMorgan raised its price target to $45 from $40, while maintaining a Neutral rating, indicating potential upside based on the cited reference price. JPMorgan Genpact Price Target Update
• Neutral Sentiment: Analyst views remain mixed: Susquehanna increased its target to $37 from $33 but retained a Neutral rating, while the broader brokerage consensus remains Hold. Genpact Analyst Ratings
• Negative Sentiment: Needham reduced its price target to $45 from $50, although it maintained a Buy rating. The target cut may be weighing on sentiment despite the company’s stronger results. Needham Genpact Price Target Update

Hedge Funds Weigh In On Genpact

A number of hedge funds have recently added to or reduced their stakes in the company. Corient Private Wealth LLC increased its stake in shares of Genpact by 448.5% during the 4th quarter. Corient Private Wealth LLC now owns 210,460 shares of the business services provider’s stock worth $9,845,000 after purchasing an additional 172,087 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its holdings in shares of Genpact by 36.1% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 196,890 shares of the business services provider’s stock valued at $9,211,000 after purchasing an additional 52,252 shares in the last quarter. Nalanda India Equity Fund Ltd lifted its stake in shares of Genpact by 8.0% in the 4th quarter. Nalanda India Equity Fund Ltd now owns 13,702,500 shares of the business services provider’s stock valued at $641,003,000 after purchasing an additional 1,015,556 shares during the last quarter. State of Tennessee Department of Treasury lifted its stake in shares of Genpact by 3.3% in the 4th quarter. State of Tennessee Department of Treasury now owns 73,997 shares of the business services provider’s stock valued at $3,263,000 after purchasing an additional 2,389 shares during the last quarter. Finally, EP Wealth Advisors LLC bought a new stake in Genpact in the fourth quarter worth $795,000. Institutional investors and hedge funds own 96.03% of the company’s stock.

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.