Genpact Résultats passés
Passé contrôle des critères 4/6
Genpact a connu une croissance annuelle moyenne de ses bénéfices de 13%, tandis que le secteur Professional Services a vu ses bénéfices augmenter de en hausse à 12.3% par an. Les revenus ont augmenté de en hausse à un taux moyen de 5.8% par an. Le rendement des capitaux propres de Genpact est 23% et ses marges nettes sont de 11%.
Informations clés
12.95%
Taux de croissance des bénéfices
14.67%
Taux de croissance du BPA
| Professional Services Croissance de l'industrie | 10.99% |
| Taux de croissance des recettes | 5.81% |
| Rendement des fonds propres | 23.01% |
| Marge nette | 11.04% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Nouveau récit • May 22
Agentic Operations And Advanced Technology Solutions Will Reshape Long Term Earnings Quality
Catalysts About Genpact Genpact provides business process and technology services, with a growing focus on AI and agentic solutions embedded in clients’ core operations. What are the underlying business or industry changes driving this perspective?Seeking Alpha • May 10
Genpact: Q1 Results Confirm Stable Growth Trends
Summary Genpact Limited delivered a strong Q1, beating consensus on all key metrics and demonstrating robust growth in its AI-driven Advanced Technology Solutions (ATS) segment. G trades at a steep discount to peers—over 50% on multiples—despite high margins, accelerating AI adoption, and consistent free cash flow generation. Management guides for stable Q2 and FY2026, with ATS revenue expected to grow 20%+ and total revenue/EPS growth aligning closely with consensus forecasts. I maintain a Buy rating with a $43 target (32% upside), citing underappreciated AI transition, resilient financials, and disciplined capital returns. Read the full article on Seeking Alpha
Mise à jour du récit • May 08
G: AI Web Partnership And Ongoing Buybacks Will Support Future Shareholder Value
Analysts have slightly reduced their price target for Genpact to about $47.73 from roughly $48.18, reflecting small tweaks to fair value, discount rate, profit margin, and assumed future P/E that leave the overall valuation framework broadly intact. What's in the News Genpact and Parallel Web Systems announced a partnership that uses Parallel's AI native web agents and web search tools, delivered via API, to support information search, retrieval, and web intelligence across Genpact's business operations (Key Developments).
Nouveau récit • May 07
Agentic AI And Non FTE Models Will Shape Balanced Long Term Outcomes
Catalysts About Genpact Genpact provides business process and technology services, with a focus on data, AI and agentic solutions that help large enterprises run core operations. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Apr 23
G: AI Partnership And Expanded Capital Returns Will Support Future Shareholder Value
Analysts have trimmed their price target on Genpact slightly to about $48.18 from roughly $48.64, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E that remain largely in line with prior views. What's in the News Genpact announced a partnership with Parallel Web Systems to use Parallel's AI native web agents and search tools, delivered via APIs, to support information search, retrieval, and web intelligence across its business operations, including use cases in insurance and sales.Mise à jour du récit • Apr 09
G: AI Partnership And Capital Returns Will Support Stronger Future Shareholder Value
Analysts kept their fair value estimate for Genpact steady at about $48.64, citing only small model tweaks in the discount rate, revenue growth, profit margin, and future P/E assumptions that did not materially alter their price target view. What's in the News Genpact entered a partnership with Parallel Web Systems to use Parallel's AI native web agents and web search tools via API, aiming to improve information search, retrieval, and web intelligence across business operations, including insurance claims and sales use cases (Key Developments).Mise à jour du récit • Mar 25
G: Buybacks And Higher Dividend Will Drive Stronger Future Shareholder Returns
Analysts now hold Genpact's fair value steady at $48.64, with only small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E used to support their unchanged price target view. What's in the News From October 1, 2025 to February 25, 2026, Genpact repurchased 3,415,026 shares, representing 1.98% of its share count, for $145.95m under its ongoing buyback program.Mise à jour du récit • Mar 11
G: Buybacks And Higher Dividend Will Support Attractive Future Shareholder Returns
Analysts have maintained their $48.64 price target on Genpact. They have made small adjustments to assumptions such as the discount rate, revenue growth, profit margin, and future P/E ratio, which refine rather than change their overall view.Mise à jour du récit • Feb 25
G: Buybacks And Higher Dividend Will Support Attractive Long Term Returns
Analysts have trimmed their price target for Genpact by a small amount to $48.64 from $48.82, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E estimates. What's in the News Genpact issued earnings guidance for the first quarter of 2026, with net revenues projected between US$1.282b and US$1.294b and diluted EPS in the US$0.79 to US$0.80 range (company guidance).Article d’analyse • Feb 09
Genpact (NYSE:G) Is Increasing Its Dividend To $0.1875
Genpact Limited's ( NYSE:G ) dividend will be increasing from last year's payment of the same period to $0.1875 on 31st...Mise à jour du récit • Feb 07
G: Buybacks And Rising Dividends Will Support Steady Long Term Outcomes
Analysts have trimmed their price target for Genpact from about US$50.91 to roughly US$48.82, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Genpact reported that from October 1, 2025 to December 31, 2025, it repurchased 2,080,761 shares, representing 1.21% of shares, for US$100.06m under its ongoing buyback program.Mise à jour du récit • Jan 10
G: AI Services And Buybacks Will Support Steady Long Term Outcomes
Analysts have nudged their price target on Genpact higher to about US$50.91 from roughly US$50.36, citing updated assumptions around revenue growth, profit margins, and future P/E levels. What's in the News Genpact updated full year 2025 guidance, now expecting net revenues of US$5.059b to US$5.071b, which the company describes as approximately 6.1% to 6.4% year over year as reported and 5.9% to 6.2% on a constant currency basis, compared with prior guidance of approximately 4.0% to 6.0% as reported (company guidance).Mise à jour du récit • Dec 25
G: AI Services And Buybacks Will Support Balanced Long Term Performance
Analysts have nudged their price target for Genpact slightly higher to approximately 50.36 dollars from about 50.20 dollars, citing modestly improved long term growth and valuation assumptions, despite a small downward revision to profit margin forecasts. What's in the News Genpact reported that between July 1 and September 30, 2025, it repurchased 2,021,229 shares for about 89.99 million dollars, bringing total buybacks under its long running program to 68,817,622 shares, or 35.4 percent of shares outstanding, for roughly 2.29 billion dollars (company buyback update).Mise à jour du récit • Dec 11
G: AI Insurance Workflow Suite And Buybacks Will Support Steady Future Performance
Analysts have modestly raised their price target on Genpact to $50.20, citing slight improvements in discount rate assumptions and forward valuation metrics while maintaining a stable fair value outlook. What's in the News Completed a major share repurchase tranche, buying back 2,021,229 shares in the latest quarter and reaching a cumulative 35.4% of shares repurchased under the multi year program announced in 2015 (company filing) Raised full year 2025 revenue guidance to $5.059 billion to $5.071 billion, implying 6.1% to 6.4% year over year growth as reported, with stronger outlooks for both Data Tech AI and Digital Operations segments (company guidance) Guided fourth quarter 2025 revenues to $1.298 billion to $1.311 billion, targeting 4.0% to 5.0% reported growth and diluted EPS of $0.78 to $0.80 (company guidance) Launched the Genpact Insurance Policy Suite for commercial and specialty insurance, an AI driven workflow offering built on Microsoft Azure and aimed at achieving up to 90% touchless submission clearance and significantly lower operating costs for insurers (product announcement) Valuation Changes Fair Value Estimate is unchanged at $50.20 per share, reflecting a stable fundamental outlook.Mise à jour du récit • Nov 26
G: AI Will Drive Efficiency With Lower Costs In Insurance Workflows
Analysts have slightly lowered their price target for Genpact from $50.30 to $50.20. They cited modestly improved revenue growth and profit margin forecasts, balanced by a decrease in future price-to-earnings expectations.Article d’analyse • Nov 12
Genpact Limited Just Beat EPS By 8.0%: Here's What Analysts Think Will Happen Next
Genpact Limited ( NYSE:G ) investors will be delighted, with the company turning in some strong numbers with its latest...Mise à jour du récit • Nov 07
G: Insurance AI Workflows Will Drive Efficiency and Cost Reduction
Analysts have maintained Genpact's fair value estimate at $50.30. They cite steady expectations for future growth and margins, despite a slight uptick in the discount rate and projected price-to-earnings ratio.Mise à jour du récit • Oct 24
AI Solutions And Buybacks Will Shape Future Service Transformation
Analysts have lowered their price target for Genpact from $52.44 to $50.30, citing modest reductions in projected revenue growth and profit margin expectations. What's in the News Genpact launched the Genpact Insurance Policy Suite, an AI-powered workflow solution for commercial and specialty insurance.Article d’analyse • Aug 06
Is It Time To Consider Buying Genpact Limited (NYSE:G)?
NYSE:G 1 Year Share Price vs Fair Value Explore Genpact's Fair Values from the Community and select yours Genpact...Article d’analyse • Jul 16
Benign Growth For Genpact Limited (NYSE:G) Underpins Its Share Price
With a price-to-earnings (or "P/E") ratio of 14.6x Genpact Limited ( NYSE:G ) may be sending bullish signals at the...Article d’analyse • Jul 03
Is Genpact (NYSE:G) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Jun 19
Is There An Opportunity With Genpact Limited's (NYSE:G) 44% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Genpact fair value estimate is US$75.14 Current share price of...Seeking Alpha • Feb 23
Genpact: AI Explosion Exposure, But Not That Cheap Anymore (Rating Downgrade)
Summary Genpact's diverse client base and exposure to high-growth markets like AI and digital transformation have driven significant revenue and free cash flow growth. The company's proprietary AI platform, Genpact Cora, enhances customer experience and accelerates digital transformation, contributing to its solid financial performance. Recent dividend increases and a $500 million stock repurchase program indicate strong shareholder returns, potentially boosting future stock demand. Despite positive financials, the stock's current valuation limits upside potential, leading me to close my position due to decreased margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Jan 05
Genpact Limited: The Overlooked Value Stock In Digital Transformation
Summary Genpact Limited (G) is a value investment with strong fundamentals, including consistent revenue growth, stable margins, and a conservative balance sheet. G's leadership in digital transformation and business process outsourcing, along with a diverse client base, supports its long-term investment potential. Macro factors like global economic conditions, inflation, and currency exchange rates can impact G's performance, but its operational efficiencies and recurring revenue model provide stability. G's intrinsic valuation suggests significant upside, with a target price of ~$61 per share, making it a compelling buy-and-hold opportunity. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
Genpact: Steady Performer But Wait For A Wider Margin Of Safety
Summary Genpact's stock appreciated 25.83% since February 2024, outperforming the S&P 500, but the current price offers only a 5.41% margin of safety. Under new CEO Balkrishan Kalra, Genpact's 3+1 Execution Framework has driven significant revenue and earnings growth, particularly through Data-Tech-AI initiatives. The company raised its revenue and earnings guidance three times in 2024, reflecting strong performance and increased client engagement through strategic partnerships. Despite an improved fair value of $47.09, the current price of $44.67 suggests holding shares rather than buying due to a smaller margin of safety. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Genpact gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 5,161 | 570 | 1,079 | 0 |
| 31 Dec 25 | 5,080 | 552 | 1,050 | 0 |
| 30 Sep 25 | 5,009 | 551 | 1,019 | 0 |
| 30 Jun 25 | 4,929 | 538 | 1,001 | 0 |
| 31 Mar 25 | 4,851 | 528 | 972 | 0 |
| 31 Dec 24 | 4,767 | 514 | 970 | 0 |
| 30 Sep 24 | 4,665 | 663 | 951 | 0 |
| 30 Jun 24 | 4,589 | 648 | 940 | 0 |
| 31 Mar 24 | 4,519 | 642 | 938 | 0 |
| 31 Dec 23 | 4,477 | 631 | 916 | 0 |
| 30 Sep 23 | 4,433 | 430 | 904 | 0 |
| 30 Jun 23 | 4,408 | 408 | 906 | 0 |
| 31 Mar 23 | 4,392 | 363 | 910 | 0 |
| 31 Dec 22 | 4,371 | 353 | 939 | 0 |
| 30 Sep 22 | 4,341 | 337 | 947 | 0 |
| 30 Jun 22 | 4,246 | 343 | 931 | 0 |
| 31 Mar 22 | 4,145 | 374 | 902 | 0 |
| 31 Dec 21 | 4,022 | 369 | 866 | 0 |
| 30 Sep 21 | 3,901 | 371 | 829 | 0 |
| 30 Jun 21 | 3,820 | 354 | 812 | 0 |
| 31 Mar 21 | 3,732 | 314 | 794 | 0 |
| 31 Dec 20 | 3,709 | 308 | 790 | 0 |
| 30 Sep 20 | 3,700 | 315 | 788 | 0 |
| 30 Jun 20 | 3,653 | 318 | 787 | 0 |
| 31 Mar 20 | 3,635 | 330 | 797 | 0 |
| 31 Dec 19 | 3,521 | 305 | 790 | 0 |
| 30 Sep 19 | 3,415 | 302 | 763 | 0 |
| 30 Jun 19 | 3,274 | 287 | 732 | 0 |
| 31 Mar 19 | 3,121 | 278 | 713 | 0 |
| 31 Dec 18 | 3,001 | 282 | 694 | 0 |
| 30 Sep 18 | 2,900 | 270 | 700 | 0 |
| 30 Jun 18 | 2,861 | 270 | 705 | 0 |
| 31 Mar 18 | 2,803 | 274 | 694 | 0 |
| 31 Dec 17 | 2,737 | 263 | 686 | 0 |
| 30 Sep 17 | 2,684 | 272 | 668 | 0 |
| 30 Jun 17 | 2,624 | 268 | 654 | 0 |
| 31 Mar 17 | 2,584 | 264 | 652 | 0 |
| 31 Dec 16 | 2,571 | 270 | 653 | 0 |
| 30 Sep 16 | 2,536 | 258 | 648 | 0 |
| 30 Jun 16 | 2,505 | 257 | 635 | 0 |
| 31 Mar 16 | 2,484 | 254 | 619 | 0 |
| 31 Dec 15 | 2,461 | 240 | 608 | 0 |
| 30 Sep 15 | 2,416 | 221 | 607 | 0 |
| 30 Jun 15 | 2,386 | 200 | 618 | 0 |
Des revenus de qualité: G a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de G sont plus élevées que l'année dernière G. (11%) sont plus élevées que l'année dernière (10.9%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de G ont augmenté de 13% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de G au cours de l'année écoulée ( 8% ) est inférieure à sa moyenne sur 5 ans ( 13% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices G au cours de l'année écoulée ( 8% ) n'a pas surpassé celle du secteur Professional Services 8.7%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de G ( 23% ) est considéré comme élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/27 02:35 |
| Cours de l'action en fin de journée | 2026/05/27 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Genpact Limited est couverte par 23 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Koning | Baird |
| Keith Bachman | BMO Capital Markets Equity Research |
| Kunal Tayal | BofA Global Research |