Genpact Reports $5.08B Revenue (+6.6%) and $3.65 Adjusted EPS (+11.3%)
Genpact reported full-year 2025 net revenues of $5.080 billion, up 6.6% year-over-year, with Advanced Technology Solutions revenue rising 17% to $1.204 billion and adjusted diluted EPS climbing 11.3% to $3.65. The company also boosted its quarterly dividend by 10% to $0.1875 per share and repurchased $283 million of shares.
1. Strong Full Year 2025 Revenue and Profit Growth
Genpact reported full year 2025 net revenues of $5.080 billion, a 6.6% increase over the prior year (6.4% on a constant currency basis). Advanced Technology Solutions led growth with revenues of $1.204 billion, up 17.0% year-over-year and representing 24% of total revenues. Core Business Services contributed $3.876 billion, up 3.7%. Data-Tech-AI revenues rose 9.3% to $2.442 billion (48% of total) and Digital Operations increased 4.1% to $2.638 billion (52% of total). Gross profit expanded 8.3% to $1.831 billion, delivering a 36.0% margin. Net income reached $552 million, up 7.6%, for a 10.9% margin, while adjusted income from operations climbed 9.0% to $888 million (17.5% margin). Diluted EPS rose 9.8% to $3.13 and adjusted diluted EPS grew 11.3% to $3.65.
2. Fourth Quarter 2025 Performance Exceeds Expectations
In Q4, Genpact generated net revenues of $1.319 billion, up 5.6% year-over-year (5.0% constant currency). Advanced Technology Solutions revenues of $323 million were up 15.0% and comprised 24% of sales; Core Business Services revenues rose 2.9% to $996 million. Data-Tech-AI grew 7.4% to $639 million and Digital Operations increased 4.0% to $681 million. Gross profit climbed 8.2% to $482 million for a 36.6% margin. Net income of $143 million was up 0.8% (10.8% margin). Adjusted income from operations rose 5.0% to $232 million (17.6% margin). Adjusted diluted EPS of $0.97 exceeded consensus by 4 cents, reflecting 6.6% growth.
3. Enhanced Shareholder Returns and Capital Deployment
During 2025, Genpact repurchased approximately 6.0 million common shares for $283 million at an average price of $46.16. In Q4 alone, the company repurchased 2.0 million shares for $100 million at an average of $45.24 per share. The board approved a 10% increase in the quarterly dividend to $0.1875 per share, yielding an annualized payout of $0.75 compared with $0.68 in 2025. Cash generated from operations totaled $813 million, including $170 million in client prepayments, with net operating cash flow up 4.5% to $643 million.
4. 2026 Outlook Signals Continued Momentum
Genpact projects full year 2026 net revenue growth of at least 7.0% (6.8% constant currency), with Advanced Technology Solutions again expected to grow in the high-teens and Core Business Services to maintain steady gains. The company anticipates a gross margin of approximately 36.5%, up 50 basis points, and an adjusted income from operations margin of roughly 17.7%, up 25 basis points. Adjusted diluted EPS is forecast to grow about 10%. For Q1 2026, Genpact sees revenues between $1.282 billion and $1.294 billion (5.5%–6.5% growth), a gross margin near 36.3%, adjusted operating margin of 17.3%, and adjusted EPS of $0.92–$0.93.