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    Is Genpact (G) Fairly Valued As Earnings And Guidance Lift Expectations?

    Simply Wall St·11/13/2026 01:19:40
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    Genpact earnings event and full year outlook

    Genpact (G) is back in focus after reporting third quarter and nine month 2026 results alongside fresh full year guidance, giving investors new numbers to test the current share price.

    The business reported third quarter sales of US$1,385.4 million with net income of US$151.66 million, alongside basic EPS from continuing operations of US$0.90 and diluted EPS of US$0.89.

    For the first nine months of 2026, Genpact posted sales of US$4,024.91 million and net income of US$445.39 million, with basic and diluted EPS from continuing operations of US$2.63 and US$2.61 respectively.

    Management also issued guidance for the full year to December 31, 2026, targeting at least 7% net revenue growth year over year, a net income margin of 11.2%, an operating margin of 15.2%, and diluted EPS of US$3.55.

    Genpact's latest guidance comes after a strong run in the shares over the past quarter, with a 30-day share price return of 22.46% and a 90-day gain of 27.38%. This has built clear upward momentum, even though the year-to-date share price is still down 6.06% and the 1-year total shareholder return has declined 2.35%. The 3-year total shareholder return of 35.98% points to a much stronger longer-term picture.

    Spot fresh momentum stories alongside Genpact by scanning our hand-picked list of 20 high quality undiscovered gems featuring improving earnings profiles and under-the-radar appeal.

    After Genpact's sharp 90 day rebound, the real tension now is simple: Are investors already paying up for the recovery, or does the current valuation still leave meaningful upside on the table?

    Most Popular Narrative: 5.5% Undervalued

    Genpact's last close at $43.13 sits below the analyst consensus Narrative fair value of $45.64, which frames the recent share price rebound as only a partial catch up. The analyst consensus Narrative on Simply Wall St ties that gap to specific expectations for revenue mix, margins and contract structure rather than sentiment alone.

    The rising share of annuitized, non FTE and outcome based contracts, with non FTE revenue surpassing 50% of total revenue in Q2 2026 and more than 70% of ATS revenue both annuitized and non FTE, increases the potential for more recurring revenue and steadier earnings over time.

    See why 19 investors see Genpact as 5% undervalued.

    Result: Fair Value of $45.64 (UNDERVALUED)

    Still, the Genpact story comes with pressure points, including tax uncertainty after its U.S. domestication and the drag from exiting lower value content and contact center work.

    Find out about the key risks to this Genpact narrative.

    Next Steps

    There are mixed views about whether Genpact is currently priced for its risks or its potential rewards. Act quickly, review the numbers for yourself, then weigh up the 5 key rewards and 1 important warning sign

    Looking for more investment ideas beyond Genpact?

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