Genpact (NYSE:G) Releases Quarterly Earnings Results, Beats Estimates By $0.03 EPS

Genpact (NYSE:G) issued its quarterly earnings results on Thursday. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.03, FiscalAI reports. Genpact had a return on equity of 23.40% and a net margin of 11.04%. The company had revenue of $1.39 billion for the quarter, compared to analyst estimates of $1.38 billion. During the same quarter last year, the company posted $0.97 EPS. The company’s revenue for the quarter was up 7.3% compared to the same quarter last year.

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

• Q3 revenue grew 7.3% year over year, while Advanced Technology Solutions revenue accelerated to 30.3% growth. Adjusted diluted EPS rose 10.3% to $1.07.
• Genpact expects to exceed $1 billion in agentic bookings in 2026, more than five times 2025’s total; over half of cumulative agentic contract value has come from new clients. Management said these deals are generally long-term, recurring and not tied to headcount, though implementation time can delay revenue conversion.
• The company raised its 2026 outlook to at least 7% revenue growth and at least 13% adjusted EPS growth, with gross margin expected to reach 36.9%. Management said it expects similar total revenue growth in 2027 and continued margin expansion.
• Genpact is exiting work that does not fit its strategy, a headwind of nearly two percentage points to 2026 growth; management expects the dollar impact to be modestly larger in 2027. Q4 revenue growth guidance is approximately 7%, including more than three points of impact from these transitions.
• Q3 operating cash flow was $93 million, affected by delayed invoicing and collections during the ERP implementation. Management said collections had returned to their pre-implementation pace through October and expects the effects to normalize by early 2027.

Genpact Price Performance

G stock traded up $1.14 during midday trading on Friday, reaching $42.24. 3,931,711 shares of the stock were exchanged, compared to its average volume of 1,832,707. Genpact has a 52 week low of $26.85 and a 52 week high of $48.64. The company has a fifty day moving average price of $36.53 and a 200 day moving average price of $35.53. The company has a debt-to-equity ratio of 0.44, a current ratio of 2.00 and a quick ratio of 2.00. The stock has a market capitalization of $7.06 billion, a PE ratio of 12.18, a P/E/G ratio of 1.12 and a beta of 0.53.

Genpact Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 23rd. Investors of record on Thursday, December 10th will be given a dividend of $0.1875 per share. The ex-dividend date is Thursday, December 10th. This represents a $0.75 dividend on an annualized basis and a yield of 1.8%. Genpact’s payout ratio is currently 22.26%.

Trending Headlines about Genpact

Here are the key news stories impacting Genpact this week:

• Positive Sentiment: Genpact reported third-quarter adjusted EPS of $1.07, above estimates of about $1.04–$1.05 and up from $0.97 a year earlier. Revenue increased 7.3% year over year, while ATS revenue grew about 30% and gross margin expanded. Management raised its 2026 gross-margin and adjusted-EPS outlook. G Q3 Earnings Beat Estimates on ATS Growth, Margins Expand
• Positive Sentiment: Needham raised its price target from $45 to $55 and maintained a Buy rating, signaling further potential upside in its view. Needham analyst recommendations
• Neutral Sentiment: Susquehanna lifted its target from $40 to $42 but kept a Neutral rating, indicating a more cautious view than Needham’s. Susquehanna analyst recommendations
• Negative Sentiment: Genpact’s fourth-quarter 2026 revenue guidance of $1.2 billion is below the reported consensus estimate of $1.4 billion, a potential concern that could temper the positive reaction to the quarterly results.

Insider Buying and Selling

In other Genpact news, SVP Anil Nanduru sold 6,191 shares of the stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $37.03, for a total value of $229,252.73. Following the completion of the transaction, the senior vice president directly owned 70,253 shares in the company, valued at approximately $2,601,468.59. This trade represents a 8.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 1.58% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on G. Citigroup lifted their target price on Genpact from $32.00 to $36.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. JPMorgan Chase & Co. increased their target price on shares of Genpact from $40.00 to $45.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. BMO Capital Markets restated a “market perform” rating and issued a $40.00 price target on shares of Genpact in a research note on Friday, August 7th. Susquehanna lifted their price target on shares of Genpact from $40.00 to $42.00 and gave the company a “neutral” rating in a report on Friday. Finally, Wall Street Zen cut shares of Genpact from a “buy” rating to a “hold” rating in a research report on Saturday. Two investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $41.00.

About Genpact

Genpact (NYSE: G) is a global professional services and business process management company that helps organizations improve operations through digital transformation, data and analytics, artificial intelligence, and industry-specific expertise. The company combines technology with operational services to support clients across core business functions.

Its offerings include finance and accounting, procurement, supply chain management, customer experience, risk and compliance, insurance operations, and banking and capital markets services.