The Motley Fool·1d ago
IBEX: 3 Key Takeaways for Long-Term InvestorsFirst quarter revenue increased 16% year over year to $175.2 million. Full-year revenue guidance increased to $720 million to $735 million.
IBEX is demonstrating robust revenue growth acceleration, with year-over-year gains exceeding 16% in recent quarters, yet this expansion appears to be fundamentally undermining profitability, as evidenced by gross margin compression of approximately 750 basis points from ~31.4% to 23.8% over two years.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $1.10+22.2% vs $0.90 | $175M+3.5% vs $169M |
Q4 2026 Sep 10, 2026 | $0.85+0.6% vs $0.84 | $164M+2.7% vs $160M |
Q2 2026 May 6, 2026 | $0.91+6.4% vs $0.85 | $164M+4.7% vs $157M |
Q1 2026 Feb 5, 2026 | $0.87+10.8% vs $0.79 | $164M+4.6% vs $157M |
First quarter revenue increased 16% year over year to $175.2 million. Full-year revenue guidance increased to $720 million to $735 million.
IBEX NASDAQ: IBEX raised its fiscal 2027 revenue and adjusted earnings guidance after reporting record first-quarter revenue, as new customer wins and growth among existing clients drove its seventh consecutive quarter of double-digit organic growth.
IBEX Limited (IBEX) Q1 2027 Earnings Call Transcript
Quarterly revenue up 16% over the prior year to a record $175.2 million , marking the seventh consecutive quarter of double-digit organic growth Record first quarter net income, adjusted net income, adjusted EBITDA, EPS, adjusted EPS, operating cash flow, and free cash flow First quarter diluted EPS grew 20% versus prior year quarter to $0.99 , and adjusted EPS grew 21% to $1.10 Won four new logos in the quarter, including two in FinTech Strong momentum continues with our Sierra partnership, with four new AI agent wins since quarter ended with robust pipeline Raises full year revenue and adjusted EBITDA guidance WASHINGTON, Nov. 05, 2026 (GLOBE NEWSWIRE) -- IBEX Limited (“ibex”) (Nasdaq: IBEX), a global leader in outsourced business services and AI-powered customer experience solutions, today announced financial results for its first fiscal quarter ended September 30, 2026. Three Months Ended September 30, ($ millions, except per share amounts) 2026 2025 Change Revenue(2) $ 175.2 $ 151.2 15.9 % Net income(2) $ 14.8 $ 12.0 22.7 % Net income margin(2) 8.4 % 8.0 % 40 bps Adjusted net income(1) $ 16.4 $ 13.1 25.1 % Adjusted net income margin(1) 9.4 % 8.7 % 70 bps Adjusted EBITDA(1, 2) $ 25.2 $ 19.5 29.4 % Adjusted EBITDA margin(1) 14.4 % 12.9 % 150 bps Earnings per share - diluted(1,2) $ 0.99 $ 0.82 19.6 % Adjusted earnings per share - diluted(1,2) $ 1.10 $ 0.90 21.2 % (1)See accompanying Exhibits for the reconciliation of each non-GAAP measure to its most directly comparable GAAP measure.
Benchmark IBEX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for IBEX Limited (IBEX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $49.52 | $666.89M | 15.13 | 15.37% | 7.34% | 29.42% | — | |
| $1.38 | $67.15M | -0.32 | -3.2% | -10.23% | -142.49% | — | |
| $30.32 | $1.85B | -0.77 | 2.15% | -23.98% | -95.6% | 4.69% | |
| $9.09 | $820.04M | 8.30 | 18.95% | 8.22% | 27.31% | — | |
| $4.20 | $126.46M | 66.67 | -2.79% | 0.34% | 2.37% | — | |
| $159.31 | $8.32B | 19.29 | 15.42% | 7.53% | 11.96% | — |
IBEX Limited (IBEX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
IBEX Limited (IBEX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 10, 2026·SEC
May 6, 2026·SEC
Feb 5, 2026·SEC
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IBEX Limited (IBEX) stock FAQ — growth, dividends, profitability & financials explained
IBEX Limited (IBEX) reported $668.1M in revenue over the trailing twelve months. Revenue was $644.1M in fiscal year 2026. That is 99% more than the $323.0M of fiscal year 2016.
IBEX Limited (IBEX) grew revenue by 15.2% over the trailing twelve months, compared with the twelve months before.
Yes. IBEX Limited (IBEX) earned $49.1M in net income over the trailing twelve months (a 7.3% net margin).
IBEX Limited (IBEX) had a return on equity (ROE) of 29.4% over the trailing twelve months. That is well above the market's typical 10-15%.
IBEX Limited (IBEX) generated $32.3M in free cash flow over the trailing twelve months.
