Core Insights - ExlService Holdings (EXLS) reported quarterly earnings of $0.48 per share, exceeding the Zacks Consensus Estimate of $0.46 per share, and showing an increase from $0.44 per share a year ago, resulting in an earnings surprise of +4.35% [1][2] - The company achieved revenues of $529.59 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.55% and up from $472.07 million year-over-year [2] - ExlService Holdings has consistently surpassed consensus EPS estimates over the last four quarters [2] Earnings Outlook - The future performance of ExlService Holdings' stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.46 on revenues of $528.51 million, and for the current fiscal year, it is $1.90 on revenues of $2.07 billion [7] Industry Context - The Computers - IT Services industry, to which ExlService Holdings belongs, is currently ranked in the top 18% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5][6]

Core Insights - Aon plc, a professional services firm based in Dublin, operates in over 120 countries with a market cap of $78.9 billion, offering services in risk management, insurance, human resources consulting, and outsourcing [1] Financial Performance - Aon is expected to announce its third-quarter results soon, with analysts predicting a non-GAAP profit of $2.89 per share, reflecting a 6.3% increase from $2.27 per share in the same quarter last year [2] - For the full fiscal year 2025, Aon's non-GAAP EPS is projected to be $16.86, an 8.1% increase from $15.60 in 2024, and is expected to rise further by 13.2% to $19.09 per share in fiscal 2026 [3] Stock Performance - Aon's stock has increased by 6.7% over the past 52 weeks, which is significantly lower than the Financial Select Sector SPDR Fund's 19.3% and the S&P 500 Index's 17.9% gains during the same period [4] - Following the release of strong Q2 results, Aon's stock surged by 4.6%, with the company reporting a 6% growth in organic revenues and a 10.5% year-over-year increase in total revenue to $4.2 billion, exceeding market expectations [5] Operating Metrics - Aon experienced a 13.8% growth in non-GAAP operating income to $1.2 billion, alongside a 19.1% year-over-year increase in non-GAAP EPS to $3.49, surpassing consensus estimates by 2.7% [6] Analyst Sentiment - Analysts maintain a consensus "Moderate Buy" rating for Aon, with 12 "Strong Buys," one "Moderate Buy," seven "Holds," one "Moderate Sell," and two "Strong Sells" among 23 analysts. The mean price target of $415.06 indicates a potential upside of 13.1% from current levels [7]

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]