Get all premium features to the best stock analysis tool

IBEX Limited (IBEX) Q3 2026 Earnings Call Transcript

Record Revenue, Adjusted EBITDA, EPS, and Adjusted EPS Revenue grew 17% versus prior year quarter, fifth consecutive quarter of double-digit growth Diluted EPS grew 22% versus prior year quarter to $0.89 , and adjusted EPS grew 11% to $0.91 Raises Fiscal Year Revenue and Adjusted EBITDA Guidance Strategic partnership announced with Sierra AI WASHINGTON, May 06, 2026 (GLOBE NEWSWIRE) -- IBEX Limited (“ibex”) (Nasdaq: IBEX), a global leader in outsourced business services and AI-powered customer experience solutions, today announced financial results for its third fiscal quarter ended March 31, 2026.   Three Months Ended March 31,   Nine Months Ended March 31, ($ millions, except per share amounts)   2026       2025     Change     2026       2025     Change Revenue $ 164.4     $ 140.7     16.8 %   $ 479.8     $ 411.1     16.7 % Net income $ 13.3     $ 10.5     27.3 %   $ 37.6     $ 27.3     37.8 % Net income margin   8.1 %     7.4 %   70 bps       7.8 %     6.6 %   120 bps   Adjusted net income (1) $ 13.6     $ 11.8     15.2 %   $ 39.5     $ 30.4     29.8 % Adjusted net income margin (1)   8.3 %     8.4 %   (10) bps       8.2 %     7.4 %   80 bps   Adjusted EBITDA (1) $ 22.0     $ 19.4     13.6 %   $ 62.2     $ 51.5     20.7 % Adjusted EBITDA margin (1)   13.4 %     13.8 %   (40) bps       13.0 %     12.5 %   50 bps   Earnings per share - diluted (2) $ 0.89     $ 0.73     21.9 %   $ 2.54     $ 1.70     49.6 % Adjusted earnings per share - diluted (1,2) $ 0.91     $ 0.82     10.7 %   $ 2.67     $ 1.90     40.7 %                         (1)See accompanying Exhibits for the reconciliation of each non-GAAP measure to its most directly comparable GAAP measure.

WASHINGTON and SAN FRANCISCO, May 05, 2026 (GLOBE NEWSWIRE) -- ibex (Nasdaq: IBEX), the global leader in outsourced business services and AI-powered customer experience solutions, and Sierra, the leading conversational AI platform, today announced a strategic partnership to deliver transformative AI-first customer experiences at scale across key industries. Through this partnership, ibex will integrate Sierra's market-leading AI technology with ibex's best-in-class CX expertise, tech integration, and deep analytics to design and deploy scalable, end-to-end, AI-powered CX solutions for top global brands in weeks, not months.

WASHINGTON, April 22, 2026 (GLOBE NEWSWIRE) -- IBEX Limited (“ibex”) (Nasdaq: IBEX), a global leader in outsourced business services and AI-powered customer experience solutions, today announced it will report third quarter 2026 financial results after the market close on Wednesday, May 6, 2026. Management will host a conference call and webcast to discuss the Company's financial results, recent developments, and business outlook at 4:30 p.m. ET.

TAMPA, Fla., April 13, 2026 (GLOBE NEWSWIRE) -- ibex (NASDAQ: IBEX), a global leader in outsourced business services and AI-powered customer experience solutions, will participate in the IUCX (Innovate UtilityCX) Annual Conference 2026 in Tampa from April 14-16. The ibex utilities team will showcase next-generation AI-powered customer experience (CX) solutions that help utilities connect with customers, enhance engagement, and reduce operating costs.

IBEX Limited is pivoting from traditional BPO to HealthTech, leveraging AI and offshore labor to drive higher margins and growth. HealthTech segment grew 35% YoY, now 17.4% of revenue, with management targeting $100M by year-end, signaling a strategic shift to high-profit sectors. Q2 2026 revenues rose 16.7% YoY to $164.2M, with adjusted EBITDA margin improving to 12.6% due to cost efficiencies and segment mix.

Royce Capital Small-Cap Portfolio fund advanced 8.9% in 2025 versus a 12.6% gain for the small-cap value index for the same period. Seven of the portfolio's 10 equity sectors made a positive impact on calendar year performance. Two of the Fund's top five contributors provide electronics contract manufacturing services, or “EMS.”.