Genpact LTD (G) Earnings History

Genpact LTD - Q4 FY2025 EarningsMet

Filed at: Feb 5, 2026, 4:08 PM EST|Read from source

EXECUTIVE SUMMARY

Genpact reported a strong full-year 2025 with revenue growth driven by its Advanced Technology Solutions segment, while also increasing its quarterly dividend. The company provided a positive outlook for 2026, anticipating continued growth and margin expansion.

POSITIVE HIGHLIGHTS

  • •

    Full year 2025 net revenues were $5.080 billion, up 6.6% year-over-year.

    positive
  • •

    Advanced Technology Solutions net revenues grew 17.0% year-over-year to $1.204 billion, representing 24% of total net revenues.

    positive
  • •

    Diluted EPS was $3.13 for the full year 2025, up 9.8% year-over-year.

    positive
  • •

    The company declared a quarterly cash dividend of $0.1875 per common share, a 10% increase.

    positive

CONCERNS & RISKS

  • •

    Full year 2025 net income was $552 million, up only 7.6% year-over-year, with a corresponding margin of 10.9%, indicating slower profit growth compared to revenue.

    attention
  • •

    Fourth quarter 2025 net income was $143 million, up only 0.8% year-over-year, with a corresponding margin of 10.8%, showing significant deceleration in profit growth.

    attention
  • •

    Selling, general and administrative expenses increased significantly in Q4 2025 to $277.1 million from $249.2 million in Q4 2024, a 11.2% increase.

    attention
  • •

    Full year 2025 income from operations was $750 million, up 6.9% year-over-year, while revenue grew 6.6%, suggesting only a slight improvement in operating leverage.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$1.32B
+5.6%
Prior year: $1.25B
Annual (YTD)
$5.08B
N/A
Prior year: $4.77B
Net Income
Quarterly
$141.91B
N/A
EPS (Diluted)
Quarterly
$0.82
+3.8%
Prior year: $0.79
Annual (YTD)
$3.13
N/A
Prior year: $2.85
Operating Income
Quarterly
$190.17B
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
36.6%
Prior Year
35.7%
YoY Change
+90 bps
Operating Margin
Current Quarter
14.8%
Prior Year
15.2%
YoY Change
-40 bps
Net Margin
Current Quarter
10.8%
Prior Year
11.4%
YoY Change
-60 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Advanced Technology Solutions
0.0%
N/A
CC: +17.0%
Core Business Services
0.0%
N/A
CC: +3.7%

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% TotalCC
Advanced Technology Solutions
N/A———+17.0%
Core Business Services
N/A———+3.7%
Total Revenue$0.00M——100.0%—

Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.

MANAGEMENT GUIDANCE

FY2026

revenue
"Net revenue growth of at least 7% on an as reported basis, or 6.8% on a constant currency basis."
gross_margin
36.5%
"up approximately 50 basis points year-over-year."
adjusted_income_from_operations_margin
17.7%
"up approximately 25 basis points year-over-year."
adjusted_diluted_eps
"growth of approximately 10%."

Q1 2026

revenue
$1282000.0B—$1294000.0B
Mid-point: $1288000.0B
"representing year-over-year growth of approximately 5.5% to 6.5% as reported, or 4.4% to 5.4% on a constant currency basis."
gross_margin
36.3%
adjusted_income_from_operations_margin
17.3%
adjusted_diluted_eps
$0.92—$0.93
Mid-point: $0.93

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

2025 was a strong year for Genpact driven by disciplined execution, accelerating innovation, and broad-based demand for our solutions.

— Genpact LTD, Q4 FY2025 2025 Earnings Call

Advanced Technology Solutions grew 17% year over year, as we continue to rapidly scale data, AI, and domain-driven agentic solutions.

— Genpact LTD, Q4 FY2025 2025 Earnings Call

With our strong momentum across Advanced Technology Solutions and our deep industry and domain expertise, we are clear partners of choice to define how clients will operate in the future.

— Genpact LTD, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.