IBEX IBEX Ltd
Price Chart
Executive Summary
IBEX reported Q3 FY2026 results with revenue of $164.4M (+16.8% YoY) and GAAP diluted EPS of $0.89 (+21.9% YoY), beating consensus estimates of $155.9M and $0.85 respectively. The company raised FY2026 revenue guidance to $638-642M and adjusted EBITDA guidance to $82-84M for the third time this year, and announced a strategic partnership with Sierra AI.
Key Financial Metrics
Actionable Insight
Third consecutive guidance raise and strong growth across HealthTech (+53.7%) and Technology (+42.6%) indicate sustained momentum. The Sierra AI partnership could accelerate AI-driven deal flow. Watch for execution on capacity expansion and margin trends in Q4.
Key Facts
- Revenue $164.4M, +16.8% YoY, beat consensus $155.9M by 5.5%
- GAAP diluted EPS $0.89, +21.9% YoY, beat consensus $0.85 by 4.7%
- Adjusted diluted EPS $0.91, +10.7% YoY
- FY2026 revenue guidance raised to $638-642M (previous $620-630M)
- FY2026 adjusted EBITDA guidance raised to $82-84M (previous $80-82M)
- Strategic partnership with Sierra AI for AI-powered CX solutions
- Operating cash flow $11.9M, free cash flow $6.6M
Financial Impact
Revenue beat consensus by ~$8.5M (5.5%), EPS beat by $0.04 (4.7%), guidance raised by ~2.9% at midpoint
Risk Factors
- Concentration in offshore regions (Philippines, Jamaica) exposes to geopolitical/regulatory risk
- AI disruption could commoditize traditional BPO services
- Client concentration and potential insourcing by large clients
- Capital expenditure increase to $25-30M may pressure near-term FCF
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001720420-26-000010 |
| Document: ibex-20260506.htm | 0001720420-26-000010 |
| Document: 0001720420-26-000010-index-headers.html | 0001720420-26-000010 |
| Document: 0001720420-26-000010-index.html | 0001720420-26-000010 |
| Document: 0001720420-26-000010.txt | 0001720420-26-000010 |
| 8-K Data (Synthetic) | 0001720420-26-000010 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 29, 2026
16d ago
|
Insider Cluster
| $31.64 $30.04 | ▼ −5.06% | ▼ −4.76% | $30.92 (−2.28%) |
|
May 13, 2026
4w ago
|
8-K
| $30.25 $32.05 | ▲ +5.95% | ▲ +6.67% | $30.92 (+2.21%) |
|
May 13, 2026
4w ago
|
144
| $30.44 $31.21 | ▲ +2.53% | ▲ +2.67% | $30.92 (+1.58%) |
|
May 6, 2026
5w ago
|
8-K
| $32.76 $30.44 | ▼ −7.08% | ▼ −8.59% | $30.92 (−5.62%) |
|
Apr 22, 2026
7w ago
|
Press Release
| $27.77 $27.94 | ▲ +0.61% | ▼ −0.87% | $30.92 (+11.34%) |
US Market Status
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