Genpact Q2: Advanced Tech Revenue Jumps 24%, Full-Year EPS Outlook Lifted
G sits 35% above its 52-week low of $26.85.
Summary
Second-quarter 2026 revenue reached $1.34B, up 7.1% year-over-year, fueled by a 24% jump in Advanced Technology Solutions. Full-year adjusted EPS growth guidance was raised to at least 12%, and third-quarter revenue is expected between $1.37B and $1.38B.
Key Events · Earnings and Guidance · G
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Advanced Tech Revenue Surges 24%
Advanced Technology Solutions net revenue reached $363M, up 24.1% year-over-year, and now represents 27% of total revenue.
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Full-Year EPS Guidance Raised
Reflecting confidence in the business mix shift, management raised full-year 2026 adjusted diluted EPS growth guidance to at least 12%, up from prior expectations.
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Q3 Revenue Guidance Issued
Third-quarter 2026 net revenue is expected between $1.369B and $1.382B, representing 6.0%–7.0% reported growth, with Advanced Tech Solutions growing at least 25%.
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Share Repurchase Activity
During the second quarter, approximately 1.6 million shares were repurchased for $50M at an average price of $32.04 per share.
Analysis · G · Trade & Services
A 24% surge in Advanced Technology Solutions revenue powered a strong second quarter, prompting management to raise the full-year adjusted EPS growth target to at least 12%—a clear signal of confidence in the ongoing shift toward higher-value services. Total revenue grew a solid 7.1%, but the standout is the accelerating mix change: tech-driven offerings now account for 27% of the top line. The repurchase of 1.6 million shares provides an additional, albeit modest, lift to per-share metrics.
At the time of this filing, G was trading at $36.16 on NYSE in the Trade & Services sector, with a market capitalization of approximately $6.1B. The 52-week trading range was $26.85 to $48.64. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.