Catalyst Calendar

ExlService Holdings [EXLS]

ExlService Holdings [EXLS] — Catalyst Calendar

As of 2026-07-30. No date below is inferred or invented.

Dated and confirmed

Date	Event	Source
2026-02-24	FY2025 10-K filed. Top-10 clients 34.0% of revenue; headcount >65,000; attrition 23.6%.	EDGAR 0001297989-26-000008
2026-04-28	Q1 2026 results and 10-Q (period 2026-03-31)	EDGAR 0001297989-26-000016
2026-07-28	Q2 2026 results. Revenue $594.8m, +15.6%; GAAP operating margin 14.7% (down from 15.8%); adjusted diluted EPS $0.59, +22.3%. Organic FY2026 revenue guidance RAISED to 13–14% from 10–12%. iMerit announced.	8-K 0001297989-26-000021, Ex-99.1
2026-07-28	Q2 2026 10-Q filed (period 2026-06-30). Data-and-AI-led $362.558m (+30.1%); Digital operations $232.205m (−1.5%).	EDGAR 0001297989-26-000023
2026-07-29	Stock +18.3% ($30.515 → $36.085) on the print	Alpaca daily bars
2026-07-31	iMerit acquisition expected to close. Company-stated date. Expected to contribute $28.0–32.0m of 2026 revenue. Consideration is not disclosed in the Q2 release.	8-K Ex-99.1, 2026-07-28

Scheduled but not yet dated by the company

Event	Expected window	Basis
Q3 2026 results and 10-Q	late October 2026	Q3 2025 was released 2025-10-28; Q3 2024 likewise late October. Not announced. This is the first print containing iMerit and the first test of whether the DSO deterioration continues.
FY2026 results and 10-K	late February 2027	FY2025 released 2026-02-24; FY2024 released 2025-02-25. Not announced.

Undated but thesis-relevant

Further tuck-in M&A. Recent named deals: ITI Data (Incandescent Technologies) and iMerit. No further pending transaction is disclosed.
Partnership milestones announced in Q2 2026 — Databricks gold status, OpenAI Services Partner, Claude Partner Network, Snowflake Premier Partner, NVIDIA Transaction Foundation Model integration. These are announcements, not contracted revenue, and none carries a disclosed dollar value. They are listed for completeness and should not be treated as catalysts with quantifiable effect.
17 new clients won in Q2 2026 — disclosed as a count only; no revenue attached.

Explicitly not included

No trial dates, regulatory decisions or product launches are listed, because EXLS discloses none that carry a date. An empty row is better than an invented one.

Generated from each name's analysis.json. Figures are research output, not investment advice. Gaps are shown as “—” rather than filled: a missing input is recorded as indeterminate, never estimated.