Genpact Limited G stock has gained 24.8% over the past three months, outperforming the industry’s 16.7% growth and the Zacks S&P 500 Composite's 0.5% return.
Three-Month Share Price Performance
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Let us delve deeper into the factors that have contributed to the company’s outperformance.
Rapid Adoption of Agentic Operations Drives Growth
Genpact’s Agentic Operations strategy builds on its process expertise across data, artificial intelligence (AI), digital technology and advisory services. Advanced Technology Solutions revenues grew 24.1% year over year in the second quarter of 2026 and accounted for 27% of total revenues. Management expects at least 25% growth in 2026, supported by demand across Data & AI, digital technologies, advisory and agentic solutions. Agentic Solutions are on track to exceed $1 billion in total contract value this year, with more than half of cumulative awards coming from new clients. Recurring, non-full-time equivalent commercial models should further improve the revenue mix as adoption scales.
Consistent Dividend & Buybacks Boost Investors’ Morale
Genpact continues to return capital through steady buybacks and dividend growth. Share repurchases totaled $282.9 million in 2025 and another $119.9 million in the first half of 2026, up from $93.0 million a year earlier. During the second quarter of 2026, Genpact returned $82 million to shareholders, consisting of roughly $50 million in share repurchases and $32 million in dividends. This consistent capital-return program underscores management’s commitment to returning excess capital to shareholders and supports investor confidence in the stock.
Liquidity Coverage Remains Strong
Genpact ended the second quarter of 2026 with $517.4 million of cash and equivalents against $26.2 million of current debt. It had current assets of $2.17 billion and current liabilities of $1.09 billion, implying a current ratio near 2, higher than 1.69 at the end of the first quarter of 2026. This liquidity provides adequate coverage for near-term obligations while preserving flexibility to continue returning capital to shareholders. A healthy liquidity position provides greater capacity to manage operating needs and pursue long-term strategic priorities.
G’s Zacks Rank & Stocks to Consider
Genpact currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A couple of better-ranked stocks in the broader Computer and Technology sector are Analog Devices, Inc. ADI and Applied Materials, Inc. AMAT.
Analog Devices carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 25%.
ADI delivered a trailing four-quarter earnings surprise of 4.8%, on average.
Applied Materials also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 28.1%.
AMAT beat earnings estimates in each of the trailing four quarters, with an average earnings surprise of 5.5%.
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This article originally published on Zacks Investment Research (zacks.com).