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Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Exlservice
Exlservice (EXLS) investor relations material
Exlservice Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Q4 2025 revenue reached $542.6M, up 12.7% year-over-year; full-year revenue was $2.09B, up 13.6% year-over-year, with adjusted EPS up 18% to $1.95 and strong execution of data and AI strategy.
Q4 adjusted EPS was $0.50, up 15% year-over-year; GAAP EPS was $0.38, up 21.8%.
Significant Q4 client wins and 21 new clients added in Q4, 65 for the full year, highlight robust market demand for AI-driven transformation.
Launched EXLdata.ai, embedded AI into core platforms, and announced key industry collaborations.
Recognized as a leader in AI/ML and awarded 10 new U.S. patents in the past 12 months.
Financial highlights
Q4 revenue: $542.6M, up 12.7% year-over-year; full-year revenue: $2.09B, up 13.6%.
Q4 adjusted EBITDA margin: 21.2%; full-year adjusted EBITDA margin: 21.7%.
Q4 adjusted net income: $80.1M; full-year adjusted net income: $316.9M.
Q4 adjusted operating margin: 18.8%; full-year: 19.5%, up 10 bps.
Cash flow from operations in 2025: $351M, up 30.6% year-over-year; cash and investments at year-end: $331M.
Outlook and guidance
2026 revenue guidance: $2.275B–$2.315B, representing 9%–11% constant currency organic growth.
2026 adjusted diluted EPS guidance: $2.14–$2.19, up 10%–12% year-over-year.
Effective tax rate expected at 21%–22%; capital expenditures projected at $50–$55M.
$500M stock repurchase program authorized for two years starting February 28, 2026.
Impact of 2025 segment restructuring
Rationale for $500M stock repurchase program
How EXLdata.ai drives client growth?
Client AI adoption: cost vs. growth focus?
Payment integrity wins despite AI vulnerability?
Addressing AI talent constraints for growth?
Partial view of Summaries dataset, powered by Quartr API
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Next Exlservice earnings date
Q1 202629 Apr, 2026
Exlservice
Next Exlservice earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Exlservice Holdings Inc provides data analytics, operations management, and digital transformation services to clients in healthcare, insurance, banking, and other sectors. The company offers artificial intelligence, automation, and cloud-based solutions to support business performance. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.
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