Core Insights - Genpact reported Q3 CY2025 results that exceeded market revenue expectations, with a year-on-year sales increase of 6.6% to $1.29 billion, surpassing analyst estimates by 2% [1][7][8] - The company provided better-than-expected revenue guidance for the next quarter at $1.30 billion, which is 1.2% above analysts' estimates [1][7] - Non-GAAP profit per share was $0.97, which is 8% higher than analysts' consensus estimates [1][7] Company Overview - Genpact, originally spun off from General Electric in 2005, is a global professional services firm focused on transforming business operations through digital technology, AI, and data analytics solutions [3] Revenue Growth - Over the past 12 months, Genpact generated $5.01 billion in revenue, positioning it as one of the larger companies in the business services industry [4] - The company has achieved a compounded annual growth rate of 6.2% in sales over the last five years, indicating a consistent demand for its offerings [5] - Genpact's annualized revenue growth of 6.3% over the last two years aligns with its five-year trend, suggesting stable demand [6] Financial Highlights - Q3 CY2025 revenue was $1.29 billion, compared to analyst estimates of $1.27 billion, reflecting a 6.6% year-on-year growth [7] - Adjusted EPS was $0.97, beating analyst estimates of $0.90 by 8% [7] - Adjusted EBITDA was $222.1 million, with a margin of 17.2%, which was a 5.7% miss compared to analyst estimates [7] - Management raised its full-year Adjusted EPS guidance to $3.61, a 1.7% increase [7] - Operating margin remained stable at 14.8%, while free cash flow margin improved to 22.6%, up from 17.2% in the same quarter last year [7] Future Outlook - Management is guiding for a 4.5% year-on-year increase in sales for the next quarter [8] - Sell-side analysts expect revenue to grow 5.2% over the next 12 months, which is above average for the sector, indicating potential success for Genpact's newer products and services [9]

Company Overview - Leidos Holdings, Inc. is a global science and technology leader founded in 1969, serving defense, intelligence, civil, and health markets [11] - The company specializes in cybersecurity, data analytics, enterprise IT modernization, operations and logistics, sensors, software development, and systems engineering [11] Investment Ratings - Leidos is currently rated 2 (Buy) on the Zacks Rank, indicating a favorable investment outlook [12] - The company has a VGM Score of A, suggesting strong overall performance across value, growth, and momentum metrics [12] Performance Metrics - Leidos has a Momentum Style Score of B, with shares increasing by 9.3% over the past four weeks [12] - Five analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate rising by $0.37 to $11.07 per share [12] - The company boasts an average earnings surprise of +25.1%, indicating strong performance relative to expectations [12] Investment Considerations - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, Leidos is recommended for investors' consideration [13]