IBEX (NASDAQ:IBEX) Announces Quarterly Earnings Results

IBEX (NASDAQ:IBEX) released its quarterly earnings data on Wednesday. The company reported $0.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.86 by $0.05, FiscalAI reports. The firm had revenue of $164.41 million during the quarter, compared to analysts’ expectations of $157.00 million. IBEX had a return on equity of 32.40% and a net margin of 7.53%.

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

• Record quarterly results with revenue up 17% to $164.4 million, Adjusted EPS up 11% to $0.91, and a record Adjusted EBITDA of $22.0 million, marking multiple consecutive quarters of double‑digit growth.
• Announced a strategic partnership with Sierra to integrate their AI agent technology with IBEX’s CX capabilities, with management citing rapid deployments, early wins, and expectations that AI services will be accretive to margins.
• The health tech vertical is a major growth driver—up ~54% and expected to exceed $100 million this fiscal year—driven by new large logos and share gains that management describes as sustainable.
• Raised FY26 guidance to $638–$642 million revenue and $82–$84 million Adjusted EBITDA, while increasing CapEx guidance to $25–$30 million to fund capacity expansion and AI investments.
• Management recorded $0.8 million of severance related to a nearshore‑to‑offshore volume shift, noted a ~40 bps decline in Adjusted EBITDA margin for the quarter, and expects an additional asset impairment charge in Q4 as it adjusts capacity.

IBEX Stock Down 0.9%

Shares of IBEX traded down $0.31 during trading hours on Friday, reaching $32.45. 108,347 shares of the company traded hands, compared to its average volume of 132,118. The stock has a market capitalization of $435.15 million, a PE ratio of 10.22 and a beta of 0.66. IBEX has a fifty-two week low of $25.94 and a fifty-two week high of $42.99. The stock has a fifty day simple moving average of $28.43 and a 200 day simple moving average of $33.39.

Wall Street Analysts Forecast Growth

IBEX has been the subject of a number of research analyst reports. Wall Street Zen upgraded IBEX from a “buy” rating to a “strong-buy” rating in a research report on Saturday, February 21st. Weiss Ratings restated a “hold (c+)” rating on shares of IBEX in a research report on Monday. Three equities research analysts have rated the stock with a Hold rating, According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $35.00.

Insider Transactions at IBEX

In other IBEX news, CEO Robert Thomas Dechant sold 6,000 shares of the firm’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $28.46, for a total value of $170,760.00. Following the sale, the chief executive officer directly owned 275,406 shares of the company’s stock, valued at approximately $7,838,054.76. This trade represents a 2.13% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 3.40% of the company’s stock.

Institutional Trading of IBEX

A number of hedge funds have recently added to or reduced their stakes in IBEX. Advisory Services Network LLC acquired a new stake in IBEX in the 3rd quarter worth about $46,000. Amundi acquired a new position in shares of IBEX in the 1st quarter valued at about $74,000. Empowered Funds LLC acquired a new position in shares of IBEX in the 4th quarter valued at about $84,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of IBEX by 8.6% in the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 5,466 shares of the company’s stock valued at $159,000 after purchasing an additional 434 shares in the last quarter. Finally, Quantbot Technologies LP lifted its stake in shares of IBEX by 18,435.1% in the 2nd quarter. Quantbot Technologies LP now owns 6,858 shares of the company’s stock valued at $200,000 after purchasing an additional 6,821 shares in the last quarter. 81.24% of the stock is owned by institutional investors and hedge funds.

IBEX Company Profile

IBEX Holdings, Inc is a global business process outsourcing (BPO) company that specializes in customer experience solutions for a range of industries, including telecommunications, cable, technology, financial services and e-commerce. The company’s core offerings encompass multichannel customer support delivered via voice, email, chat, social media and digital self-service platforms. In addition to front-line contact center services, IBEX provides back-office processing, order management, technical troubleshooting and analytics-driven insights to help clients optimize operational efficiency and customer satisfaction.

Beyond traditional contact center operations, IBEX has built a proprietary technology stack designed to integrate real-time data analytics, workforce management and quality assurance.