Overview
Outsourced digital services firm's Q4 revenue grew 14.1% yr/yr, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company achieved record full-year revenue and adjusted EBITDA
Outlook
TaskUs expects Q1 2026 revenue between $296 mln and $298 mln
Company anticipates full-year 2026 revenue of $1.210 bln to $1.240 bln
TaskUs projects full-year 2026 adjusted free cash flow of ~$100 mln
Result Drivers
SERVICE LINE GROWTH - TaskUs reported broad-based growth across all service lines in Q4, led by AI Services and Trust & Safety, which increased by 45.9% and 18.2%, respectively
RECORD NET INCOME - TaskUs achieved a 235.3% increase in Q4 net income year-over-year, attributed to operational and financial discipline
Company press release: ID:nBw4RgWVWa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $313 mln | $303.72 mln (7 Analysts) |
Q4 Adjusted EPS | Beat | $0.40 | $0.36 (8 Analysts) |
Q4 Adjusted Net Income | Beat | $37.10 mln | $33.79 mln (5 Analysts) |
Q4 Adjusted EBITDA | Beat | $61.40 mln | $59.68 mln (7 Analysts) |
Q4 Adjusted EBITDA Margin | 19.60% | ||
Q4 Free Cash Flow | $9.90 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the business support services peer group is "buy."
Wall Street's median 12-month price target for Taskus Inc is $16.25, about 60.6% above its February 24 closing price of $10.12
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 8 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)