Genpact (NYSE:G) Posts Quarterly Earnings Results, Beats Estimates By $0.04 EPS

Genpact (NYSE:G) released its quarterly earnings data on Thursday. The business services provider reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04, Briefing.com reports. Genpact had a return on equity of 22.06% and a net margin of 10.88%.The firm had revenue of $1.32 billion during the quarter, compared to the consensus estimate of $1.31 billion. During the same period in the previous year, the company posted $0.91 earnings per share. The firm’s quarterly revenue was up 5.6% on a year-over-year basis. Genpact updated its FY 2026 guidance to 4.010-4.010 EPS and its Q1 2026 guidance to 0.920-0.930 EPS.

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

• Genpact reported full‑year 2025 revenue of $5.08 billion (up 6.6%) with adjusted diluted EPS of $3.65 (+11.3%), and guided 2026 revenue growth of at least 7% with ATS expected to grow in the high teens and adjusted EPS about +10%.
• Advanced Technology Solutions is driving a structural shift — ATS grew 17% to $1.204 billion, accounted for ~24% of revenue, contributed more than half of FY growth, and the ATS/data & AI pipeline is up ~50% year‑over‑year.
• Agentic offerings are gaining early commercial traction: the AP Suite logged over $200 million in total contract value in 2025 ( >40% from new clients) and client case studies (e.g., Wesco) show material operational improvement and margin uplift.
• Profitability and capital return remain priorities — gross margin expanded (60 bps FY, Q4 at 36.6%), adjusted operating margin improved, cash was $854 million, the company returned $401 million to shareholders and raised the annual dividend 10% to $0.75.
• Key execution and cash‑flow risks remain: Genpact is making large AI/talent/product investments, Decision Support Services showed softness, and FY operating cash flow included a $170 million client prepayment (excluding which cash flow grew only ~5%), so results depend on successful scaling of agentic solutions and conversion of pipeline.

Genpact Price Performance

Shares of NYSE G opened at $40.32 on Friday. Genpact has a fifty-two week low of $37.49 and a fifty-two week high of $56.76. The company has a market cap of $6.95 billion, a PE ratio of 12.88, a P/E/G ratio of 1.12 and a beta of 0.74. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.51 and a current ratio of 1.51. The business has a 50-day simple moving average of $45.91 and a two-hundred day simple moving average of $43.75.

Genpact Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 16th will be paid a $0.1875 dividend. This represents a $0.75 dividend on an annualized basis and a yield of 1.9%. This is a boost from Genpact’s previous quarterly dividend of $0.17. The ex-dividend date is Monday, March 16th. Genpact’s dividend payout ratio (DPR) is 21.94%.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on G shares. Citigroup raised shares of Genpact to a “hold” rating in a report on Thursday, October 23rd. Wall Street Zen raised Genpact from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Susquehanna set a $42.00 price objective on Genpact in a research note on Friday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Genpact in a research note on Friday, December 26th. Finally, Needham & Company LLC decreased their price target on shares of Genpact from $53.00 to $50.00 and set a “buy” rating for the company in a research report on Friday. One equities research analyst has rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, Genpact currently has a consensus rating of “Hold” and an average target price of $47.57.

Insider Activity at Genpact

In related news, SVP Riju Vashisht sold 16,016 shares of the stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $46.65, for a total value of $747,146.40. Following the completion of the transaction, the senior vice president directly owned 95,521 shares of the company’s stock, valued at $4,456,054.65. This trade represents a 14.36% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Tamara Franklin sold 2,750 shares of Genpact stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $45.65, for a total transaction of $125,537.50. Following the completion of the sale, the director owned 22,236 shares of the company’s stock, valued at $1,015,073.40. This trade represents a 11.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 60,385 shares of company stock valued at $2,762,475 in the last three months. 3.07% of the stock is owned by insiders.

Hedge Funds Weigh In On Genpact

Several hedge funds have recently made changes to their positions in the company. iSAM Funds UK Ltd purchased a new position in Genpact in the 3rd quarter worth $29,000. Johnson Financial Group Inc. acquired a new position in shares of Genpact in the third quarter valued at about $29,000. Amundi purchased a new position in shares of Genpact in the first quarter worth about $58,000. Advisory Services Network LLC purchased a new position in shares of Genpact in the third quarter worth about $54,000. Finally, Quarry LP lifted its holdings in shares of Genpact by 1,763.4% during the third quarter. Quarry LP now owns 1,733 shares of the business services provider’s stock worth $73,000 after purchasing an additional 1,640 shares during the period. 96.03% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Genpact

Here are the key news stories impacting Genpact this week:

• Positive Sentiment: Q4 results beat and management raised guidance — Genpact reported $0.97 EPS vs. $0.93 consensus and $1.32B revenue (vs. ~$1.31B est.). Management issued FY‑2026 EPS guidance of 4.01 and Q1 EPS guidance of 0.92–0.93, both above Street expectations; this combination of a beat plus upward guidance is a clear catalyst supporting the stock. MarketBeat Earnings Summary
• Positive Sentiment: Dividend hike signals confidence — the board raised the quarterly dividend ~10.3% to $0.1875 per share (annualized yield ~1.9%), which can attract income and dividend‑focused investors and supports the equity’s valuation. PR Newswire Release
• Positive Sentiment: Analyst estimate momentum / technical setup — coverage pieces note analysts have been revising estimates higher and the shares were technically oversold, suggesting heavy selling may have been exhausted and a turnaround could follow if upgrades continue. This improves the odds of a continued bounce. Zacks Turnaround Note
• Neutral Sentiment: Company fundamentals / full‑year results context — FY‑2025 revenue grew ~6.6% to $5.08B with strength in Advanced Technology Solutions and Data‑Tech‑AI (growth segments), and adjusted EPS up ~11%. These are supportive longer‑term fundamentals but may already be partly priced in. PR Newswire Full Results
• Neutral Sentiment: Valuation debate / analyst notes — some coverage frames Genpact as a value/undervalued name after the recent slide; that discussion can bring long‑term buyers but is not an immediate catalyst unless followed by concrete upgrades from major shops. Yahoo Finance Valuation Check
• Negative Sentiment: Price target trim from Needham — Needham cut its price target from $53 to $50 (but retained a Buy rating). A lowered PT can temper upside expectations for some investors even though the rating stayed positive. The Fly: Needham PT Change

About Genpact

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.