Genpact (G)
NYSEIndustrialsInformation Technology ServicesSnapshot 2026-09-04
$37.32-2.00%
Close 2026-09-04 · 1-day change
NYSEIndustrialsInformation Technology ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · G
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks G against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 50% of the last 2 guided quarters · -1.1% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow overall net revenues by at least 7% year-over-year for the full year 2026.
Stated as a priority in 4 of last 4 quarters. Revenue grew from $1.254 billion in 2025-Q2 to $1.343 billion in 2026-Q2 (7.1% growth). Management consistently guides for at least 7% net revenue growth in 2026, and the trajectory is delivering.
“Net revenue growth of at least 7% year-over-year on an as reported basis.”
“Net revenue growth of at least 7% on an as reported basis.”
“Net revenue growth of at least 7% on an as reported basis.”
“Net revenue growth of at least 7% on an as reported basis.”
Accelerate growth in Advanced Technology Solutions segment revenue by at least 25% year-over-year in 2026.
Stated as a priority in 3 of last 4 quarters. Advanced Technology Solutions revenue grew approximately 24% year-over-year in both 2026-Q1 and Q2, accelerating from 17% growth in 2025. Management raised the full-year 2026 growth target to at least 25%, showing delivering trajectory.
Sustain adjusted income from operations margin near 17.7%, with incremental margin expansion year-over-year.
Stated as a priority in 4 of last 4 quarters. Adjusted income from operations margin was 17.4% in 2026-Q2 and 17.3% in 2026-Q1, consistent with guidance of approximately 17.7% for full year 2026, up 25 basis points year-over-year. The margin trajectory is stable and delivering.
“Adjusted income from operations margin of 17.4% in Q2 2026.”
Deliver adjusted diluted earnings per share growth of at least 12% year-over-year in 2026.
Stated as a priority in 3 of last 4 quarters. Adjusted diluted EPS grew 13.6% year-over-year to $1.00 in 2026-Q2 and 16.7% in 2026-Q1. Management raised the full-year 2026 EPS growth target to at least 12%, indicating delivering trajectory.
Maintain disciplined capital allocation through ongoing share repurchases and dividend increases.
Stated as a priority in 3 of last 4 quarters. Genpact repurchased 1.6 million shares for $50 million in 2026-Q2 and increased quarterly dividend by 10% to $0.1875 per share. The company continues disciplined capital allocation through buybacks and dividends, delivering on stated priorities.
Over the trailing year it converted 0.27x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 48% of the time over the next year (vs 59% for the rest of the cohort, n=4997).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
“Advanced Technology Solutions net revenue growth, up 24% year-over-year, drives Q2 performance.”
“Advanced Technology Solutions net revenue growth accelerates to 24% year-over-year.”
“Advanced Technology Solutions net revenues were $1.204 billion, up 17.0% year-over-year.”
“Adjusted income from operations margin of approximately 17.3%.”
“Adjusted income from operations margin of 17.5% in 2025.”
“Adjusted income from operations margin of approximately 17.7%.”
“Adjusted diluted earnings per share was $1.00, up 13.6% year-over-year.”
“Adjusted diluted earnings per share was $0.98, up 16.7% year-over-year.”
“Adjusted diluted EPS of $3.65, up 11.3% year-over-year for full year 2025.”
“Genpact repurchased approximately 1.6 million common shares during the quarter for approximately $50 million.”
“Genpact repurchased approximately 1.8 million common shares during the quarter for approximately $70 million.”
“Genpact repurchased approximately 2.0 million common shares during the quarter for approximately $100 million.”