Why Ibex Stock Crushed it on Friday
Key Points
It notched a double beat on headline fundamentals.
Management is also forecasting healthy growth in the new fiscal year.
- 10 stocks we like better than Ibex ›
Now this was a fine way to exit a fiscal year. Just after market close on Thursday, Ibex (NASDAQ: IBEX) released its final set of financials for its fiscal 2026, and they clearly impressed market players. Throughout the Friday trading session, investors piled into the customer engagement and acquisition specialist's equity, sending it up nearly 7%.
Flying in the fourth quarter
For the fourth quarter, Ibex's revenue was just over $164 million, up almost 12% year over year. The company emphasized that this was the sixth consecutive quarter of double-digit growth. It said that during the quarter, this was particularly driven by four customer verticals, led by healthcare technology's 42% gain.
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Net income not under generally accepted accounting principles (non-GAAP, or adjusted) also rose, albeit not as robustly. It inched up by less than 1% to $12.7 million, or $0.85 per share.
That meant a convincing double beat for Ibex, as the average analyst estimate for revenue was a bit over $153 million, and the collective projection for adjusted net income was $0.79 per share.
In its earnings release, the specialty tech company quoted CEO Bob Dechant as saying that "our differentiation continues to shine, enabling us to win new trophy clients and outperform our competition operationally which leads to significant market share gains."
Growth in the cards?
Ibex also proffered guidance for its new fiscal year. It believes it will earn $700 million to $715 million in revenue, which would be at least 9% higher than the 2026 tally. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) should land at $90 million to $94 million. Again, the low end of this range stands 9% above the previous fiscal year's result.
Management described fiscal 2026 as a "banner year," and I think that's accurate. Looking forward, this is a company with considerable momentum and an impressive suite of products that continue to resonate with the market. Even after Friday's pop, its stock looks quite attractive.
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Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
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