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Jun 30, 2024

Genpact Q2 2024 Earnings Report

Reported better-than-expected results, raised earnings expectations for the year, and successfully delivered on the '3+1 Execution Framework'.

Key Takeaways

Genpact reported a 6% increase in total revenue to $1.18 billion, with diluted EPS up 6% to $0.67 and adjusted diluted EPS up 10% to $0.79. The company is raising its earnings expectations for the year.

Total revenue was $1.18 billion, up 6% year-over-year (7% on a constant currency basis).

Data-Tech-AI revenue was $546 million, up 4% year-over-year.

Digital Operations revenue was $630 million, up 9% year-over-year.

Diluted earnings per share was $0.67, up 6% year-over-year; Adjusted diluted earnings per share was $0.79, up 10% year-over-year.

Total Revenue
$1.18B
Previous year: $1.11B
+6.4%
EPS
$0.79
Previous year: $0.72
+9.7%
Operating Margin
14.5%
Previous year: 14.2%
+2.1%
Adjusted Operating Margin
16.9%
Previous year: 16.8%
+0.6%
Gross Profit
$416M
Previous year: $390M
+6.7%
Cash and Equivalents
$914M
Previous year: $491M
+86.1%
Free Cash Flow
$190M
Previous year: $160M
+18.8%
Total Assets
$5.18B
Previous year: $4.48B
+15.5%

Genpact

Genpact

Genpact Revenue by Segment

Forward Guidance

Genpact's outlook for the third quarter of 2024 includes total revenue in the range of $1.180 billion to $1.186 billion, representing year-over-year growth of approximately 3.9% to 4.4% as reported, or 4.2% to 4.7% on a constant currency basis. The company's updated outlook for the full year 2024 includes total revenue in the range of $4.656 billion to $4.701 billion, representing year-over-year growth of approximately 4.0% to 5.0% as reported, or 4.2% to 5.2% on a constant currency basis, up from the prior guidance of approximately 2.5% to 3.5% as reported.

Positive Outlook

  • Total revenue in the range of $1.180 billion to $1.186 billion for Q3 2024.
  • Year-over-year revenue growth of approximately 3.9% to 4.4% as reported for Q3 2024.
  • Constant currency revenue growth of 4.2% to 4.7% for Q3 2024.
  • Digital Operations revenue growth of approximately 3.8% year-over-year for Q3 2024.
  • Data-Tech-AI revenue growth of approximately 4.6% year-over-year for Q3 2024.

Revenue & Expenses

Visualization of income flow from segment revenue to net income