Genpact Q4 Revenue Up 5.6%, FY Revenues Hit $5.08B with EPS Up 11.3%
Genpact reported Q4 revenue of $1.319 billion, up 5.6% year-over-year, and adjusted EPS of $0.97, beating estimates by $0.03. Full-year net revenues rose 6.6% to a record $5.08 billion, with adjusted EPS up 11.3% even as an analyst trimmed the price target to $44 citing sector sentiment.
1. Q4 2025 Earnings Highlights
Genpact delivered Q4 net revenue of $1.319 billion, up 5.6% year-over-year, surpassing the $1.31 billion consensus. Adjusted diluted EPS reached $0.97, a 6.6% increase, beating forecasts by $0.03 and exceeding management expectations for margins and growth.
2. Full Year 2025 Performance
For FY2025, net revenues climbed 6.6% to a record $5.08 billion, while adjusted diluted EPS rose 11.3% to $3.65. Adjusted operating income grew 9.0% to $888 million, operating margin expanded to 17.5%, and gross profit improved 8.3% to $1.83 billion.
3. Analyst Price Target Adjustment
BMO Capital’s Keith Bachman lowered Genpact’s price target from $48 to $44 and maintained a Market Perform rating. The adjustment reflects pronounced negative sentiment around AI in the IT services sector despite solid financial results.
4. Q1 2026 Guidance
Genpact guided Q1 revenue between $1.282 billion and $1.294 billion, implying 5.5% to 6.5% growth, and forecasts adjusted EPS of $0.92 to $0.93. Management expects Advanced Technology Solutions growth to accelerate into the high teens year-over-year.