Genpact (NYSE:G) Issues Quarterly Earnings Results

Genpact (NYSE:G) issued its quarterly earnings results on Thursday. The business services provider reported $1.00 EPS for the quarter, topping the consensus estimate of $0.97 by $0.03, FiscalAI reports. Genpact had a net margin of 11.04% and a return on equity of 23.53%. The firm had revenue of $1.34 billion for the quarter, compared to analysts’ expectations of $1.33 billion. During the same period in the previous year, the firm posted $0.88 EPS. The company’s revenue for the quarter was up 7.1% on a year-over-year basis. 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

Shares of G stock traded down $1.90 during midday trading on Friday, hitting $34.26. 3,930,685 shares of the company were exchanged, compared to its average volume of 2,007,382. Genpact has a 52 week low of $26.85 and a 52 week high of $48.64. The firm has a market capitalization of $5.81 billion, a P/E ratio of 10.17, a PEG ratio of 1.02 and a beta of 0.57. The firm’s 50 day moving average price is $31.23 and its two-hundred day moving average price is $35.21. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.69 and a current ratio of 1.69.

Genpact Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Thursday, September 10th will be paid a dividend of $0.1875 per share. This represents a $0.75 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Thursday, September 10th. Genpact’s dividend payout ratio (DPR) is currently 22.26%.

Key Genpact News

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

Wall Street Analysts Forecast Growth

Several research firms have weighed in on G. BMO Capital Markets reaffirmed a “market perform” rating and set a $40.00 price target on shares of Genpact in a research report on Friday. JPMorgan Chase & Co. raised their target price on shares of Genpact from $40.00 to $45.00 and gave the company a “neutral” rating in a research note on Friday. Susquehanna boosted their target price on shares of Genpact from $33.00 to $37.00 and gave the stock a “neutral” rating in a report on Friday. TD Cowen upped their price target on shares of Genpact from $42.00 to $43.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Deutsche Bank Aktiengesellschaft set a $31.00 price target on shares of Genpact in a research note on Friday, July 10th. Two research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $39.33.

Institutional Investors Weigh In On Genpact

Hedge funds have recently bought and sold shares of the stock. UMB Bank n.a. lifted its holdings in Genpact by 30.1% during the 4th quarter. UMB Bank n.a. now owns 2,022 shares of the business services provider’s stock worth $95,000 after purchasing an additional 468 shares during the last quarter. Centaurus Financial Inc. grew its holdings in Genpact by 9.9% in the 3rd quarter. Centaurus Financial Inc. now owns 4,393 shares of the business services provider’s stock valued at $184,000 after buying an additional 396 shares in the last quarter. Advisory Services Network LLC acquired a new position in Genpact in the 3rd quarter valued at $54,000. Quarry LP increased its position in Genpact by 1,763.4% during the 3rd quarter. Quarry LP now owns 1,733 shares of the business services provider’s stock worth $73,000 after buying an additional 1,640 shares during the period. Finally, WealthCollab LLC increased its position in Genpact by 19.6% during the 2nd quarter. WealthCollab LLC now owns 3,167 shares of the business services provider’s stock worth $139,000 after buying an additional 519 shares during the period. 96.03% of the stock is currently owned by institutional investors and hedge funds.

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.