Genpact (NYSE:G) Issues Quarterly Earnings Results

Genpact (NYSE:G) announced its quarterly earnings results on Thursday. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.03, FiscalAI reports. The firm had revenue of $1.39 billion during the quarter, compared to analysts’ expectations of $1.38 billion. Genpact had a net margin of 11.04% and a return on equity of 23.40%. The company’s revenue was up 7.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.97 EPS.

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

• Q3 revenue grew 7.3% year over year, while Advanced Technology Solutions revenue accelerated to 30.3% growth. Adjusted diluted EPS rose 10.3% to $1.07.
• Genpact expects to exceed $1 billion in agentic bookings in 2026, more than five times 2025’s total; over half of cumulative agentic contract value has come from new clients. Management said these deals are generally long-term, recurring and not tied to headcount, though implementation time can delay revenue conversion.
• The company raised its 2026 outlook to at least 7% revenue growth and at least 13% adjusted EPS growth, with gross margin expected to reach 36.9%. Management said it expects similar total revenue growth in 2027 and continued margin expansion.
• Genpact is exiting work that does not fit its strategy, a headwind of nearly two percentage points to 2026 growth; management expects the dollar impact to be modestly larger in 2027. Q4 revenue growth guidance is approximately 7%, including more than three points of impact from these transitions.
• Q3 operating cash flow was $93 million, affected by delayed invoicing and collections during the ERP implementation. Management said collections had returned to their pre-implementation pace through October and expects the effects to normalize by early 2027.

Genpact Trading Up 2.8%

Genpact stock traded up $1.14 during mid-day trading on Friday, hitting $42.24. 3,931,711 shares of the stock were exchanged, compared to its average volume of 1,832,707. The stock has a market capitalization of $7.06 billion, a price-to-earnings ratio of 12.18, a PEG ratio of 1.12 and a beta of 0.53. Genpact has a 12 month low of $26.85 and a 12 month high of $48.64. The company has a quick ratio of 2.00, a current ratio of 2.00 and a debt-to-equity ratio of 0.44. The firm’s fifty day simple moving average is $36.53 and its two-hundred day simple moving average is $35.53.

Genpact Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, December 23rd. Shareholders of record on Thursday, December 10th will be issued a dividend of $0.1875 per share. The ex-dividend date is Thursday, December 10th. This represents a $0.75 annualized dividend and a yield of 1.8%. Genpact’s dividend payout ratio (DPR) is presently 22.26%.

Insider Activity at Genpact

In other news, SVP Anil Nanduru sold 6,191 shares of the company’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $37.03, for a total value of $229,252.73. Following the sale, the senior vice president directly owned 70,253 shares of the company’s stock, valued at approximately $2,601,468.59. This represents a 8.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 1.58% of the company’s stock.

Key Genpact News

Here are the key news stories impacting Genpact this week:

• Positive Sentiment: Genpact reported third-quarter adjusted EPS of $1.07, above estimates of about $1.04–$1.05 and up from $0.97 a year earlier. Revenue increased 7.3% year over year, while ATS revenue grew about 30% and gross margin expanded. Management raised its 2026 gross-margin and adjusted-EPS outlook. G Q3 Earnings Beat Estimates on ATS Growth, Margins Expand
• Positive Sentiment: Needham raised its price target from $45 to $55 and maintained a Buy rating, signaling further potential upside in its view. Needham analyst recommendations
• Neutral Sentiment: Susquehanna lifted its target from $40 to $42 but kept a Neutral rating, indicating a more cautious view than Needham’s. Susquehanna analyst recommendations
• Negative Sentiment: Genpact’s fourth-quarter 2026 revenue guidance of $1.2 billion is below the reported consensus estimate of $1.4 billion, a potential concern that could temper the positive reaction to the quarterly results.

Wall Street Analyst Weigh In

G has been the topic of a number of recent research reports. Wall Street Zen lowered shares of Genpact from a “buy” rating to a “hold” rating in a report on Saturday. Deutsche Bank Aktiengesellschaft set a $31.00 price objective on Genpact in a report on Friday, July 10th. Susquehanna raised their target price on Genpact from $40.00 to $42.00 and gave the stock a “neutral” rating in a research report on Friday. Weiss Ratings raised Genpact from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, October 14th. Finally, JPMorgan Chase & Co. lifted their target price on Genpact from $40.00 to $45.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. Two equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $41.00.

About Genpact

Genpact (NYSE: G) is a global professional services and business process management company that helps organizations improve operations through digital transformation, data and analytics, artificial intelligence, and industry-specific expertise. The company combines technology with operational services to support clients across core business functions.

Its offerings include finance and accounting, procurement, supply chain management, customer experience, risk and compliance, insurance operations, and banking and capital markets services.