EXL raises 2026 revenue and EPS guidance after 15.6% rise in Q2 revenue
EXL reported second-quarter 2026 revenue of $594.8 million, up 15.6% from a year earlier, and raised its full-year 2026 guidance. The company now expects total revenue of $2.390 billion to $2.415 billion, up from $2.30 billion to $2.33 billion, and adjusted diluted EPS of $2.25 to $2.29, up from $2.18 to $2.23. Operating income margin slipped to 14.7% from 15.8%, and GAAP net income was $64.5 million versus $66.1 million a year earlier.
Key points
- Q2 2026 revenue was $594.8 million, up 15.6% year over year; adjusted diluted EPS was $0.59, up from $0.49.
- Full-year 2026 revenue guidance raised to $2.390 billion to $2.415 billion, including $28.0 million to $32.0 million from the iMerit acquisition expected to close July 31, 2026.
- Organic constant-currency revenue growth guidance raised to 13% to 14% from 10% to 12%.
- Adjusted diluted EPS guidance raised to $2.25 to $2.29 from $2.18 to $2.23; GAAP diluted EPS was $0.42 versus $0.40 a year earlier.
The filing
Written by AI on Nov 8, 2026, 12:59 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 28, 2026.
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