Genpact(US:G) ZACKS·2025-11-12 14:16Core Insights - Genpact Limited reported strong third-quarter 2025 results, with both earnings and revenues exceeding the Zacks Consensus Estimate, leading to a 15.3% stock rally since the earnings release on November 6 [1] Financial Performance - For Q3 2025, Genpact's EPS was $0.97, surpassing estimates by 7.8% and reflecting a 14% year-over-year growth [4][10] - Revenues reached $1.29 billion, beating the consensus mark by 2.1% and increasing 6.6% from the previous year [4][10] - Adjusted income from operations was $228.9 million, a 7.5% year-over-year increase, with an operating income margin of 17.7% [6] Revenue Breakdown - Data-Tech-AI services revenues, accounting for 48.2% of total revenues, grew 9.3% year-over-year to $622.4 million, exceeding estimates [5] - Digital Operations services revenues, making up 51.8% of total revenues, rose 4.3% year-over-year to $668.9 million, also beating estimates [5] Guidance - For Q4 2025, adjusted EPS is expected to be between $0.93 and $0.94, with the full-year adjusted EPS forecast raised to $3.60-$3.61 [2] - Revenue guidance for 2025 has been lifted to a range of $5.059 billion to $5.071 billion, indicating a year-over-year growth of approximately 6.1-6.4% [3] - Q4 2025 revenue is anticipated between $1.298 billion and $1.311 billion, reflecting a year-over-year growth of approximately 4.0% to 5.0% [8] Cash Flow and Shareholder Returns - The company generated $308 million in cash from operating activities, with capital expenditures of $19.22 million [7] - Genpact returned $29.29 million in dividends and repurchased shares worth $90 million [7] Market Position - Genpact currently holds a Zacks Rank 2 (Buy), indicating a favorable outlook in the market [9]