Genpact (NYSE:G) Releases 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 EPS for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $1.38 billion. During the same quarter last year, the business earned $0.97 earnings per share. Genpact’s revenue was up 7.3% on a year-over-year basis.

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

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

Genpact Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, December 23rd. Shareholders of record on Thursday, December 10th will be given a $0.1875 dividend. 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 dividend payout ratio (DPR) 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.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. JPMorgan Chase & Co. increased their price objective on shares of Genpact from $40.00 to $45.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. BMO Capital Markets restated a “market perform” rating and issued a $40.00 target price on shares of Genpact in a research report on Friday, August 7th. Citigroup upped their price target on shares of Genpact from $32.00 to $36.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. Deutsche Bank Aktiengesellschaft set a $31.00 price target on shares of Genpact in a research report on Friday, July 10th. Finally, Needham & Company LLC lifted their price objective on shares of Genpact from $45.00 to $55.00 and gave the company a “buy” rating in a research note on Friday. Two analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, Genpact presently has an average rating of “Hold” and a consensus target price of $41.00.

Insider Buying and Selling

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

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.