IBEX (NASDAQ:IBEX) Announces Earnings Results, Beats Expectations By $0.05 EPS
by Jessica Moore · The Cerbat GemIBEX (NASDAQ:IBEX – Get Free Report) released its quarterly earnings data on Wednesday. The company reported $0.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.86 by $0.05, FiscalAI reports. The firm had revenue of $164.41 million during the quarter, compared to analysts’ expectations of $157.00 million. IBEX had a return on equity of 31.70% and a net margin of 7.35%.
Here are the key takeaways from IBEX’s conference call:
- Record quarterly results with revenue up 17% to $164.4 million, Adjusted EPS up 11% to $0.91, and a record Adjusted EBITDA of $22.0 million, marking multiple consecutive quarters of double‑digit growth.
- Announced a strategic partnership with Sierra to integrate their AI agent technology with IBEX’s CX capabilities, with management citing rapid deployments, early wins, and expectations that AI services will be accretive to margins.
- The health tech vertical is a major growth driver—up ~54% and expected to exceed $100 million this fiscal year—driven by new large logos and share gains that management describes as sustainable.
- Raised FY26 guidance to $638–$642 million revenue and $82–$84 million Adjusted EBITDA, while increasing CapEx guidance to $25–$30 million to fund capacity expansion and AI investments.
- Management recorded $0.8 million of severance related to a nearshore‑to‑offshore volume shift, noted a ~40 bps decline in Adjusted EBITDA margin for the quarter, and expects an additional asset impairment charge in Q4 as it adjusts capacity.
IBEX Trading Down 0.8%
NASDAQ IBEX traded down $0.24 during trading on Wednesday, hitting $28.11. 107,260 shares of the company traded hands, compared to its average volume of 105,024. IBEX has a 12 month low of $25.00 and a 12 month high of $42.99. The business has a fifty day simple moving average of $28.33 and a 200 day simple moving average of $33.42. The company has a market capitalization of $376.96 million, a P/E ratio of 9.25 and a beta of 0.66.
Insider Buying and Selling at IBEX
In other IBEX news, CEO Robert Thomas Dechant sold 6,000 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $28.46, for a total transaction of $170,760.00. Following the completion of the sale, the chief executive officer owned 275,406 shares of the company’s stock, valued at $7,838,054.76. This represents a 2.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Michael Joseph Darwal sold 1,660 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $34.98, for a total value of $58,066.80. Following the sale, the insider directly owned 42,185 shares of the company’s stock, valued at $1,475,631.30. The trade was a 3.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 16,287 shares of company stock worth $498,499 over the last three months. Corporate insiders own 3.40% of the company’s stock.
Institutional Investors Weigh In On IBEX
A number of large investors have recently added to or reduced their stakes in IBEX. Amundi bought a new stake in IBEX during the first quarter worth approximately $74,000. AQR Capital Management LLC boosted its position in IBEX by 312.6% during the first quarter. AQR Capital Management LLC now owns 139,902 shares of the company’s stock worth $3,407,000 after purchasing an additional 105,997 shares during the period. Jane Street Group LLC bought a new stake in IBEX during the first quarter worth approximately $756,000. Geode Capital Management LLC boosted its position in IBEX by 12.3% during the second quarter. Geode Capital Management LLC now owns 127,735 shares of the company’s stock worth $3,717,000 after purchasing an additional 13,941 shares during the period. Finally, Rhumbline Advisers boosted its position in IBEX by 11.4% during the second quarter. Rhumbline Advisers now owns 14,320 shares of the company’s stock worth $417,000 after purchasing an additional 1,466 shares during the period. Institutional investors own 81.24% of the company’s stock.
Wall Street Analysts Forecast Growth
Several brokerages recently commented on IBEX. Weiss Ratings cut IBEX from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, February 5th. Wall Street Zen raised IBEX from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 21st. Three analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, IBEX has an average rating of “Hold” and an average target price of $35.00.
Check Out Our Latest Stock Report on IBEX
About IBEX
IBEX Holdings, Inc is a global business process outsourcing (BPO) company that specializes in customer experience solutions for a range of industries, including telecommunications, cable, technology, financial services and e-commerce. The company’s core offerings encompass multichannel customer support delivered via voice, email, chat, social media and digital self-service platforms. In addition to front-line contact center services, IBEX provides back-office processing, order management, technical troubleshooting and analytics-driven insights to help clients optimize operational efficiency and customer satisfaction.
Beyond traditional contact center operations, IBEX has built a proprietary technology stack designed to integrate real-time data analytics, workforce management and quality assurance.