Genpact (NYSE:G) Announces Quarterly Earnings Results

Genpact (NYSE:G) released its quarterly earnings results on Thursday. The business services provider reported $1.00 earnings per share for the quarter, topping analysts’ consensus estimates of $0.97 by $0.03, FiscalAI reports. The firm had revenue of $1.34 billion during the quarter, compared to the consensus estimate of $1.33 billion. Genpact had a return on equity of 23.53% and a net margin of 11.04%.The business’s revenue was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.88 EPS. Genpact updated its Q3 2026 guidance to 1.040-1.050 EPS and its FY 2026 guidance to 4.088- EPS.

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

• Q2 revenue rose 7.1% to $1.343 billion, while adjusted diluted EPS increased 13.6% to $1.00, outpacing revenue growth. Gross margin expanded for the 13th consecutive quarter to 36.5%.
• Advanced Technology Solutions revenue grew 24.1% year over year to $363 million, reaching 27% of total revenue. Genpact raised its full-year ATS growth outlook to at least 25% and expects more than $1 billion in 2026 Agentic bookings.
• Demand indicators strengthened, with record quarterly bookings, 12 large deals signed in the first half—double last year’s pace—and growing backlog and pipeline. More than half of cumulative Agentic contract value has come from new clients, suggesting expansion into additional markets.
• Genpact is exiting small portions of lower-value content management and commoditized contact-center work that do not fit its Agentic Operations strategy. The transition is expected to reduce 2026 revenue growth by nearly two percentage points, with the impact concentrated in the second half and potentially larger in 2027.
• Despite the strategic transition, management maintained its outlook for at least 7% 2026 revenue growth, raised adjusted diluted EPS growth expectations to at least 12%, and projected continued expansion in gross and adjusted operating margins.

Genpact Stock Performance

G stock traded down $1.90 during trading hours on Friday, reaching $34.26. The stock had a trading volume of 3,930,685 shares, compared to its average volume of 2,007,382. The stock has a market capitalization of $5.81 billion, a PE ratio of 10.17, a price-to-earnings-growth ratio of 1.02 and a beta of 0.57. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.69 and a quick ratio of 1.69. The stock has a 50-day simple moving average of $31.23 and a 200 day simple moving average of $35.21. Genpact has a fifty-two week low of $26.85 and a fifty-two week high of $48.64.

Genpact Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, September 10th will be given a dividend of $0.1875 per share. This represents a $0.75 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Thursday, September 10th. Genpact’s dividend payout ratio is 22.26%.

Institutional Investors Weigh In On Genpact

Institutional investors and hedge funds have recently modified their holdings of the company. Johnson Financial Group Inc. bought a new position in Genpact during the third quarter worth about $29,000. iSAM Funds UK Ltd bought a new stake in Genpact in the third quarter valued at approximately $29,000. Los Angeles Capital Management LLC acquired a new stake in shares of Genpact in the fourth quarter valued at approximately $33,000. CIBC Private Wealth Group LLC lifted its position in shares of Genpact by 79.9% in the fourth quarter. CIBC Private Wealth Group LLC now owns 750 shares of the business services provider’s stock valued at $35,000 after buying an additional 333 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its stake in shares of Genpact by 47.5% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 823 shares of the business services provider’s stock worth $39,000 after acquiring an additional 265 shares during the period. 96.03% of the stock is owned by institutional investors.

Analysts Set New Price Targets

G has been the subject of several recent research reports. TD Cowen increased their target price on shares of Genpact from $42.00 to $43.00 and gave the stock a “buy” rating in a report on Friday. Susquehanna lifted their price target on shares of Genpact from $33.00 to $37.00 and gave the company a “neutral” rating in a research note on Friday. Robert W. Baird cut their price target on shares of Genpact from $45.00 to $38.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 7th. Citigroup increased their price objective on shares of Genpact from $32.00 to $36.00 and gave the stock a “neutral” rating in a research note on Friday. Finally, Weiss Ratings cut Genpact from a “hold (c)” rating to a “hold (c-)” rating in a report on Wednesday, June 24th. Two investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Genpact currently has an average rating of “Hold” and a consensus price target of $39.33.

Genpact News Summary

Here are the key news stories impacting Genpact this week:

• Positive Sentiment: Strong Q2 earnings and revenue: Genpact reported adjusted earnings of $1.00 per share, ahead of the $0.97 consensus estimate, while revenue reached $1.34 billion versus expectations of $1.33 billion. Revenue increased 7.1% year over year, and earnings rose from $0.88 per share a year earlier. Genpact Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Advanced Technology Solutions accelerated: The division’s revenue grew 24.1% year over year and was identified as the primary driver of quarterly performance, supporting management’s transition toward “Agentic Operations.” Genpact Reports Second Quarter 2026 Results
• Positive Sentiment: Outlook improved: Genpact raised its fiscal 2026 adjusted earnings-growth outlook and provided full-year EPS guidance of approximately $4.09, above the $3.99 analyst consensus. Third-quarter EPS guidance of $1.04–$1.05 also exceeds the $1.03 consensus estimate.
• Positive Sentiment: JPMorgan raised its price target to $45 from $40, while maintaining a Neutral rating, indicating potential upside based on the cited reference price. JPMorgan Genpact Price Target Update
• Neutral Sentiment: Analyst views remain mixed: Susquehanna increased its target to $37 from $33 but retained a Neutral rating, while the broader brokerage consensus remains Hold. Genpact Analyst Ratings
• Negative Sentiment: Needham reduced its price target to $45 from $50, although it maintained a Buy rating. The target cut may be weighing on sentiment despite the company’s stronger results. Needham Genpact Price Target Update

Genpact Company Profile

Genpact is a global professional services firm specializing in digitally powered business process management and services. The company partners with clients across industries to design, transform and run key operations, leveraging data analytics, artificial intelligence, automation and domain expertise. Its offerings span finance and accounting, supply chain management, procurement, customer experience, risk and compliance, and other critical business functions.

Founded in 1997 as the business process outsourcing arm of General Electric and originally known as GE Capital International Services, the company rebranded as Genpact in 2005 and completed its initial public offering on the New York Stock Exchange in 2007 under the ticker symbol “G.” Over time, Genpact has expanded beyond traditional outsourcing to focus on digital transformation and innovation, helping organizations accelerate growth and improve operational efficiency.

Headquartered in New York City, Genpact serves clients in more than 30 countries across North America, Latin America, Europe and Asia Pacific.