EXLS · ExlService Holdings, Inc.
10 customers — 34% of revenue (2025)
“Our top three, five and ten clients generated 17.8%, 23.9% and 34.0% of our revenues, respectively, in 2025.”
5 customers — 23.9% of revenue (2025)
“Our top three, five and ten clients generated 17.8%, 23.9% and 34.0% of our revenues, respectively, in 2025.”
3 customers — 17.8% of revenue (2025)
“Our top three, five and ten clients generated 17.8%, 23.9% and 34.0% of our revenues, respectively, in 2025.”
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Aug 2, 2023; bars on opposite sides are not compared.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted earnings per share (Non-GAAP) non-GAAP | $0.59 | Three months ended June 30, 2026 | — |
| Adjusted EBITDA (Non-GAAP) non-GAAP | $128.42M | Three months ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Adjusted operating income (Non-GAAP) 117.08M
+11.35M Depreciation on long-lived assets
= Adjusted EBITDA (Non-GAAP) 128.42M
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| Adjusted EBITDA margin as a % of revenue (Non-GAAP) non-GAAP | 21.6% | Three months ended June 30, 2026 | — |
| Adjusted net income (Non-GAAP) non-GAAP | $90.8M | Three months ended June 30, 2026 | — |
| Adjusted operating income (Non-GAAP) non-GAAP | $117.08M | Three months ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Income from operations (GAAP) 87.3M
+24.63M Stock-based compensation expense
+3.26M Amortization of acquisition-related intangibles
+1.89M Acquisition-related expenses (a)
= Adjusted operating income (Non-GAAP) 117.08M
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| Adjusted operating income margin as a % of revenue (Non-GAAP) non-GAAP | 19.7% | Three months ended June 30, 2026 | — |
| Adjusted operating income margin non-GAAP | 19.5% | year ended December 31, 2025 | — |
| New clients | 65 | full year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Information Technology Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EXLS
this stock
ExlService Holdings, Inc.
|
$5.64B | -12.8% | +13.6% | 23.5 | 7.1% |
|
IBM
International Business Machines Corp
|
$223.44B | -19.9% | +7.6% | 21.0 | 2.4% |
|
ACN
Accenture plc
|
$115.48B | -31.7% | +7.4% | 13.8 | 4.9% |
|
INFY
Infosys Ltd
|
$48.72B | -32.5% | — | — | 3.6% |
|
CTSH
Cognizant Technology Solutions Corp
|
$29.09B | -26.6% | +7.0% | 13.3 | 9.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Aug 2, 2023; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EXLS | +7.8% | +38.0% | +19.5% | +9.1% | -12.8% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +8.3% | +35.1% | +7.9% | +6.2% | -25.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.