Genpact Limited (G) SEC Filings & Earnings Calls
EquiReason read 11 Genpact Limited SEC filings in the last 12 months. Latest: 8-K on 2026-09-08 — Employment agreement with Sumita Pandit dated September 3, 2026. No details on role or terms. Likely a new executive appointment..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 6.9B
- P/E TTM
- 12.1
- Dividend yield
- 1.8%
- 52-week
- —
- Next earnings
- 5 Nov, in 12 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
7 Aug 202610-QGenpact reported Q2 2026 net income of $145.7M, up 9.8% YoY, with strong AI-driven revenue growth of 24.1% in Advanced Technology Solutions.earningsopen
Figures in the filing · each found in the filing text
| Net Revenues · Q2-2026 | $1.34B | +7% y/y |
| Net Income · Q2-2026 | $146M | +10% y/y |
| Gross Profit Margin · Q2-2026 | 36.5% | |
| Advanced Technology Solutions Revenue · Advanced Technology Solutions · Q2-2026 | $363M | +24% y/y |
| Core Business Services Revenue · Core Business Services · Q2-2026 | $980M | +2% y/y |
| Adjusted Income from Operations · Q2-2026 | $234M | +8% y/y |
| Average Headcount · Q2-2026 | 143,100 | -3% y/y |
Risks flagged
Wage Inflation
“Cost of revenue increase was primarily driven by ... wage inflation in the second quarter of 2026 compared to the second quarter of 2025.”
Client Spending Slowdown
“Economic uncertainty continues to increase in several markets globally, which has impacted our business and may continue to impact our business in the future.” · word for word
6 Aug 20268-K · 2.02Genpact Q2 2026: revenue $1.343B (+7.1% YoY), ATS revenue $363M (+24.1% YoY), adjusted EPS $1.00 (+13.6% YoY). Raised FY26 adjusted EPS growth to at least 12%. Record bookings and backlog growth.earningsopen
Figures in the filing · each found in the filing text
| Net Revenues · Q2-2026 | $1.34B | +7% y/y |
| Advanced Technology Solutions Net Revenues · Advanced Technology Solutions · Q2-2026 | $363M | +24% y/y |
| Core Business Services Net Revenues · Core Business Services · Q2-2026 | $980M | +2% y/y |
| Gross Profit · Q2-2026 | $490M | +9% y/y |
| Gross Margin · Q2-2026 | 36.5% | |
| Net Income · Q2-2026 | $146M | +10% y/y |
| Adjusted Income from Operations · Q2-2026 | $234M | +8% y/y |
| Adjusted Income from Operations Margin · Q2-2026 | 17.4% | |
| Diluted EPS · Q2-2026 | $0.86 | +15% y/y |
| Adjusted Diluted EPS · Q2-2026 | $1.00 | +14% y/y |
Guidance
Q3 2026 revenue $1.369-1.382B; FY26 revenue growth at least 7%; FY26 adjusted EPS growth at least 12%
Raised FY26 adjusted EPS growth guidance to at least 12%, reflecting strong ATS demand and margin expansion.
Risks flagged
Macroeconomic uncertainty and trade policies could impact client spending.
“macroeconomic uncertainty, U.S. and global trade and tariff policies and general economic conditions” · word for word
Dependence on AI adoption and technological innovation.
“our ability to develop and successfully implement technological innovations, including AI technologies such as agentic AI” · word for word
8 May 202610-QGenpact reported Q1 2026 results with revenue growth of 6.7% YoY and net income growth of 13.1% YoY, but operating cash flow turned negative.earningsopen
Figures in the filing · each found in the filing text
| Net revenues · Q1-2026 | $1.30B | +7% y/y |
| Net income · Q1-2026 | $148M | +13% y/y |
| Operating cash flow · Q1-2026 | $-24M |
Risks flagged
Cash flow pressure from working capital outflows
“Net cash provided by (used for) operating activities $40,436 $(23,535)” · word for word
Significant cash used for financing activities
“Net cash used for financing activities $(125,544) $(204,334)” · word for word
7 May 20268-K · 2.02Net revenues $1.30B (+7% y/y); Advanced Technology Solutions net revenues $345M (+24% y/y); Core Business Services net revenues $951M (+1% y/y); Guidance: Full-year revenue growth at least 7% (from prior), adjusted EPS growth >10%earningsopen
Figures in the filing · each found in the filing text
| Net revenues · Q1-2026 | $1.30B | +7% y/y |
| Advanced Technology Solutions net revenues · Advanced Technology Solutions · Q1-2026 | $345M | +24% y/y |
| Core Business Services net revenues · Core Business Services · Q1-2026 | $951M | +1% y/y |
| Gross profit · Q1-2026 | $472M | +10% y/y |
| Gross margin · Q1-2026 | 36.4% | |
| Net income · Q1-2026 | $148M | +13% y/y |
| Income from operations · Q1-2026 | $199M | +8% y/y |
| Adjusted income from operations · Q1-2026 | $224M | +7% y/y |
| Diluted earnings per share · Q1-2026 | $0.86 | +18% y/y |
| Adjusted diluted earnings per share · Q1-2026 | $0.98 | +17% y/y |
Guidance
Full-year revenue growth at least 7% (from prior), adjusted EPS growth >10%
Raised full-year guidance: revenue growth at least 7%, gross margin ~36.5% (+50bps), adjusted operating margin ~17.7% (+25bps), adjusted EPS growth >10%.
Risks flagged
Operating cash flow turned negative $24M vs positive $40M a year ago; potential working capital drag.
“Cash utilized in operations was $24 million, compared to $40 million generated from operations in the first quarter of 2025.”
11 Mar 2026DEF 14AGenpact filed its definitive proxy statement for the 2026 annual meeting, disclosing executive compensation, governance, and financial highlights.open
Figures in the filing · each found in the filing text
| Net revenues · FY2025 | $5.08B | +7% y/y |
| Advanced Technology Solutions net revenues · Advanced Technology Solutions · FY2025 | $1.20B | +17% y/y |
| Adjusted diluted earnings per share · FY2025 | $3.65 | +11% y/y |
| Cash generated from operations · FY2025 | $813M | |
| Net income · FY2025 | $552M | +8% y/y |
| Diluted earnings per share · FY2025 | $3.13 | +10% y/y |
| Adjusted income from operations · FY2025 | $888M | +9% y/y |
| Free cash flow · FY2025 | $643M | +5% y/y |
Risks flagged
Macroeconomic uncertainty
“Macroeconomic uncertainty and geopolitical tensions continued to affect business confidence and the markets in which we and our clients operate during 2025.” · word for word
26 Feb 202610-KRisks named: India Tax Dispute, US Immigration Policy, Geopolitical Uncertainty, AI Disruptionopen
Risks flagged
India Tax Dispute
“We have received demands for potential tax claims related to these orders in an aggregate amount of $119 million (converted from Indian rupees and including interest through the date of the orders).” · word for word
US Immigration Policy
“Recent executive orders impose a $100,000 fee on certain new H-1B entries, expand travel restrictions, intensify Department of Labor investigations, and eliminate automatic employment authorization extensions.” · word for word
Geopolitical Uncertainty
“broader global geopolitical tensions, including actual or anticipated military or political conflicts (such as the ongoing conflict between Russia and Ukraine, tensions across the Taiwan Strait, the Israel-Hamas conflict and broader instability in the Middle East)” · word for word
AI Disruption
“introduction of new services and technologies (including generative and agentic AI) or products by us or our competitors” · word for word
5 Feb 20268-K · 2.02Net revenues $5.08B (+7% y/y); Advanced Technology Solutions net revenues $1.20B (+17% y/y); Core Business Services net revenues $3.88B (+4% y/y)earningsopen
Figures in the filing · each found in the filing text
| Net revenues · FY2025 | $5.08B | +7% y/y |
| Advanced Technology Solutions net revenues · Advanced Technology Solutions · FY2025 | $1.20B | +17% y/y |
| Core Business Services net revenues · Core Business Services · FY2025 | $3.88B | +4% y/y |
| Data-Tech-AI net revenues · Data-Tech-AI · FY2025 | $2.44B | +9% y/y |
| Digital Operations net revenues · Digital Operations · FY2025 | $2.64B | +4% y/y |
| Gross profit · FY2025 | $1.83B | +8% y/y |
| Net income · FY2025 | $552M | +8% y/y |
| Adjusted diluted EPS · FY2025 | $3.65 | +11% y/y |
| Cash generated from operations · FY2025 | $813M | |
| Net revenues Q4 · Q4-2025 | $1.32B | +6% y/y |
Risks flagged
Client concentration; macroeconomic uncertainty could impact IT spending.
“IT services industry is cyclical; client budgets may be affected by macro conditions.”
18 Nov 20258-K · 1.01, 2.03Entered a material definitive agreement (acquisition, partnership, or major contract); took on a material direct financial obligation, increasing leverageopen
Risks flagged
Increased leverage from $500M debt issuance may pressure credit metrics.
“Creation of a Direct Financial Obligation” · word for word
7 Nov 202510-QQ3 2025 revenue grew 6.6% YoY, net income up 9.8%, with strong cash flow and continued capital returns.earningsopen
Figures in the filing · each found in the filing text
| Net revenues · Q3-2025 | $1.29B | +7% y/y |
| Net income · Q3-2025 | $146M | +10% y/y |
| Diluted earnings per share · Q3-2025 | $0.83 | +12% y/y |
| Gross profit · Q3-2025 | $470M | +9% y/y |
| Income from operations · Q3-2025 | $192M | +6% y/y |
| Net cash provided by operating activities · 9M-2025 | $526M | +28% y/y |
Risks flagged
Integration risk from XponentL acquisition
“Acquisition of XponentL Data for $160M, including $77.5M contingent earn-out, introduces integration and performance risk.”
Foreign exchange risk
“Other comprehensive income (loss) includes currency translation adjustments of $(50,757) for Q3 2025.”
6 Nov 20258-K · 2.02Net revenues $1.29B (+7% y/y); Advanced Technology Solutions Net Revenues $311M (+20% y/y); Data-Tech-AI Net Revenues $622M (+9% y/y); Guidance: FY2025 revenue growth raised to 6.1%-6.4% from 4%-6%; adjusted EPS raised to $3.60-$3.61 from $earningsopen
Figures in the filing · each found in the filing text
| Net revenues · Q3-2025 | $1.29B | +7% y/y |
| Advanced Technology Solutions Net Revenues · Advanced Technology Solutions · Q3-2025 | $311M | +20% y/y |
| Data-Tech-AI Net Revenues · Data-Tech-AI · Q3-2025 | $622M | +9% y/y |
| Adjusted diluted earnings per share · Q3-2025 | $0.97 | +14% y/y |
| Adjusted income from operations · Q3-2025 | $229M | +8% y/y |
Guidance
FY2025 revenue growth raised to 6.1%-6.4% from 4%-6%; adjusted EPS raised to $3.60-$3.61 from $3.51-$3.58
FY2025 guidance raised across revenue and EPS; Data-Tech-AI growth accelerated; margin stable; strong cash generation.
Risks flagged
Core Business Services growth slower at 3% YoY
“Core Business Services net revenues of $980 million, up 3.0% year-over-year”
Genpact Limited — questions
- What did Genpact Limited file recently?
- 11 SEC filings in the last 12 months. Latest: 8-K on 2026-09-08 — Employment agreement with Sumita Pandit dated September 3, 2026. No details on role or terms. Likely a new executive appointment.
Every figure on this page comes from Genpact Limited's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.