Data analytics and digital solutions company ExlService Holdings (NASDAQ: EXLS) will be reporting earnings tomorrow afternoon. Here’s what to look for.
EXL beat analysts’ revenue expectations by 1.1% last quarter, reporting revenues of $481.4 million, up 16.3% year on year. It was a slower quarter for the company, with a miss of analysts’ full-year EPS guidance estimates.
Is EXL a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting EXL’s revenue to grow 12.5% year on year to $491.2 million, improving from the 9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.44 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. EXL has missed Wall Street’s revenue estimates twice over the last two years.
Looking at EXL’s peers in the data & business process services segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Equifax delivered year-on-year revenue growth of 3.8%, beating analysts’ expectations by 1.7%, and SS&C reported revenues up 5.4%, topping estimates by 0.8%. Equifax traded up 15.9% following the results while SS&C was down 6.1%.
Read our full analysis of Equifax’s results here and SS&C’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the data & business process services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.1% on average over the last month. EXL is down 5.9% during the same time and is heading into earnings with an average analyst price target of $53.35 (compared to the current share price of $44.43).
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