IBEX Fiscal Q4 and Full-Year 2026 Earnings Call: AI Growth and FY2027 Guidance
Source Tradingkey
Key Takeaways
- Fiscal Q4 2026 revenue rose 12% year over year to a record $164.3 million, marking IBEX’s sixth consecutive quarter of double-digit revenue growth.
- Fiscal 2026 revenue increased 15.4% to $644.1 million. GAAP diluted EPS rose 32.8% to $3.13, while adjusted EPS increased 28% to $3.52.
- Health Tech remained the fastest-growing vertical, with Q4 revenue up 42% to $29.4 million and full-year revenue up 38% to $114 million, exceeding management’s $100 million target.
- IBEX won nine new trophy logos in Q4 and 17 during fiscal 2026. Revenue retention and client retention rates were both above 99%, while client Net Promoter Score was 71.
- Management said AI-enabled offerings have become a more meaningful growth contributor. IBEX had double-digit AI agent deployments across five verticals, including deployments with Philippine Airlines and BJ’s Wholesale.
- For fiscal 2027, management expects revenue of $700 million to $715 million and adjusted EBITDA of $90 million to $94 million.
Key Financial Data
| Metric | Fiscal Q4 2026 | Change / Comparison | Fiscal 2026 | Change / Comparison |
|---|---|---|---|---|
| Revenue | $164.3 million | +12% YoY | $644.1 million | +15.4% YoY |
| GAAP net income | $8.7 million | $9.6 million a year earlier | $46.3 million | $36.9 million a year earlier |
| GAAP diluted EPS | $0.59 | $0.66 a year earlier | $3.13 | +32.8% |
| Adjusted EBITDA | $20.2 million | $20.5 million a year earlier | $82.4 million | $72.0 million a year earlier |
| Adjusted EBITDA margin | 12.3% | 13.9% a year earlier | 12.8% | 12.9% a year earlier |
| Adjusted net income | $12.7 million | — | $52.2 million | +21% |
| Adjusted diluted EPS | $0.85 | $0.87 a year earlier | $3.52 | +28% |
| Operating cash flow | — | — | $59.0 million | $45.7 million a year earlier |
| Free cash flow | — | — | $31.2 million | $27.3 million a year earlier |
Disclaimer: For information purposes only. Past performance is not indicative of future results.
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