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Sep 30
ExlService Q3 2025 Earnings Report
ExlService reported strong third quarter 2025 results with double-digit revenue growth and increased adjusted diluted EPS.
Key Takeaways
ExlService delivered a strong third quarter in 2025, with revenue increasing by 12.2% year-over-year to $529.6 million and adjusted diluted EPS rising by 10.8% to $0.48. The company's sustained double-digit growth is attributed to its competitive position as a global data and AI company, with strong market resonance for its industry expertise and AI integration.
Revenue for Q3 2025 reached $529.6 million, marking a 12.2% increase year-over-year.
Diluted EPS (GAAP) for Q3 2025 was $0.36, an increase of 10.7% from Q3 2024.
Adjusted Diluted EPS (Non-GAAP) for Q3 2025 was $0.48, up 10.8% compared to Q3 2024.
The company secured 21 new clients and unveiled EXLdata.ai, an agentic AI-native suite of data solutions.
ExlService
ExlService
ExlService Revenue by Segment
ExlService Revenue by Geographic Location
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Insurance Revenue
CapyFin.comHealthcare and Life Sciences Revenue
CapyFin.comBanking, Capital Markets and Diversified Industries Revenue
CapyFin.comInternational Growth Markets Revenue
CapyFin.comRevenue by Geographic Location
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CapyFin.com Forward Guidance
ExlService is raising its full-year 2025 guidance for both revenue and adjusted diluted earnings per share, reflecting strong momentum and strategic investments in data and AI capabilities.
Positive Outlook
- Projected full-year 2025 revenue between $2.07 billion and $2.08 billion.
- Expected year-over-year revenue growth of 13% on both a reported and constant currency basis.
- Projected adjusted diluted EPS range increased to $1.88 to $1.92.
- Anticipated adjusted diluted EPS increase of 14% to 16% over 2024.
- Continued strategic investment in data and AI capabilities to drive future growth.
Challenges Ahead
- Guidance is based on current visibility and specific exchange rate assumptions.
- The company's ability to maintain and grow client demand is a factor.
- Ability to hire and retain sufficiently trained employees could impact results.
- Accurately estimating and/or managing costs is a challenge.
- Rising interest rates, inflation, and recessionary economic trends could affect financial results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income