EXL Posts Double-Digit Growth in 2025, Eyes 9-11% Revenue Increase for 2026
Event summary
- EXL reported Q4 2025 revenue of $542.6M, up 12.7% YoY, with full-year 2025 revenue reaching $2.09B, a 13.6% increase.
- Adjusted diluted EPS for Q4 2025 was $0.50, up 15.0% YoY, while full-year adjusted diluted EPS rose to $1.95, an 18.0% increase.
- EXL introduced EXLdata.ai, a suite of AI-native data solutions, and secured collaborations with the Insurance Council of Australia and Shift for fraud detection platforms.
- The company's Board authorized a $500M stock repurchase program effective February 28, 2026.
The big picture
EXL's strong 2025 performance underscores its strategic focus on AI and data solutions, positioning it as a leader in transforming business models for global enterprises. The company's ability to sustain this momentum will depend on its execution of new client wins and the scalability of its AI offerings across diverse industries.
What we're watching
- Revenue Growth Sustainability
- Whether EXL can maintain its double-digit revenue growth trajectory amid a competitive AI services market.
- AI Integration Impact
- How the rollout of EXLdata.ai will affect client acquisition and retention in key industries like insurance and healthcare.
- Capital Allocation Strategy
- The effectiveness of the $500M stock repurchase program in enhancing shareholder value while supporting continued growth investments.
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