ExlService Holdings (EXLS) Tops Q2 Earnings and Revenue Estimates

Core Insights - ExlService Holdings (EXLS) reported quarterly earnings of $0.49 per share, exceeding the Zacks Consensus Estimate of $0.45 per share, and showing an increase from $0.40 per share a year ago, resulting in an earnings surprise of +8.89% [1] - The company achieved revenues of $514.46 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.63% and up from $448.37 million year-over-year [2] - ExlService Holdings has consistently surpassed consensus EPS estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.47 on revenues of $520.04 million, and for the current fiscal year, it is $1.88 on revenues of $2.06 billion [7] - The estimate revisions trend for ExlService Holdings was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Computers - IT Services industry, to which ExlService Holdings belongs, is currently ranked in the bottom 42% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]