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Side-by-side financial comparison of Genpact LTD (G) and TWILIO INC (TWLO). Click either name above to swap in a different company.

TWILIO INC is the larger business by last-quarter revenue ($1.4B vs $1.3B, roughly 1.0× Genpact LTD). Genpact LTD runs the higher net margin — 10.8% vs -3.4%, a 14.2% gap on every dollar of revenue. On growth, TWILIO INC posted the faster year-over-year revenue change (14.3% vs 5.6%). Over the past eight quarters, TWILIO INC's revenue compounded faster (14.2% CAGR vs 8.0%).

Genpact Ltd. is an American information technology services, consulting, and outsourcing company headquartered in New York City, New York. Founded in Gurgaon, India, and legally domiciled in Bermuda, Genpact employs more than 125,000 people and provides services to clients in over 30 countries worldwide. Genpact is listed on the NYSE and generated revenues of US$4.48 billion in 2023.

Twilio Inc. is an American cloud communications company based in San Francisco, California, which provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions using its web service APIs.

G vs TWLO — Head-to-Head

Bigger by revenue
TWLO
TWLO
1.0× larger
TWLO
$1.4B
$1.3B
G
Growing faster (revenue YoY)
TWLO
TWLO
+8.7% gap
TWLO
14.3%
5.6%
G
Higher net margin
G
G
14.2% more per $
G
10.8%
-3.4%
TWLO
Faster 2-yr revenue CAGR
TWLO
TWLO
Annualised
TWLO
14.2%
8.0%
G

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
G
G
TWLO
TWLO
Revenue
$1.3B
$1.4B
Net Profit
$143.1M
$-45.9M
Gross Margin
36.6%
48.5%
Operating Margin
14.8%
4.2%
Net Margin
10.8%
-3.4%
Revenue YoY
5.6%
14.3%
Net Profit YoY
0.8%
-267.7%
EPS (diluted)
$0.82
$-0.28

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
G
G
TWLO
TWLO
Q4 25
$1.3B
$1.4B
Q3 25
$1.3B
$1.3B
Q2 25
$1.3B
$1.2B
Q1 25
$1.2B
$1.2B
Q4 24
$1.2B
$1.2B
Q3 24
$1.2B
$1.1B
Q2 24
$1.2B
$1.1B
Q1 24
$1.1B
$1.0B
Net Profit
G
G
TWLO
TWLO
Q4 25
$143.1M
$-45.9M
Q3 25
$145.8M
$37.2M
Q2 25
$132.7M
$22.4M
Q1 25
$130.9M
$20.0M
Q4 24
$141.9M
$-12.5M
Q3 24
$132.8M
$-9.7M
Q2 24
$122.0M
$-31.9M
Q1 24
$116.9M
$-55.3M
Gross Margin
G
G
TWLO
TWLO
Q4 25
36.6%
48.5%
Q3 25
36.4%
48.6%
Q2 25
35.9%
49.1%
Q1 25
35.3%
49.6%
Q4 24
35.7%
50.2%
Q3 24
35.6%
51.0%
Q2 24
35.4%
51.3%
Q1 24
35.0%
52.0%
Operating Margin
G
G
TWLO
TWLO
Q4 25
14.8%
4.2%
Q3 25
14.8%
3.1%
Q2 25
14.3%
3.0%
Q1 25
15.1%
2.0%
Q4 24
15.2%
1.1%
Q3 24
15.0%
-0.4%
Q2 24
14.5%
-1.8%
Q1 24
14.1%
-4.2%
Net Margin
G
G
TWLO
TWLO
Q4 25
10.8%
-3.4%
Q3 25
11.3%
2.9%
Q2 25
10.6%
1.8%
Q1 25
10.8%
1.7%
Q4 24
11.4%
-1.0%
Q3 24
11.0%
-0.9%
Q2 24
10.4%
-2.9%
Q1 24
10.3%
-5.3%
EPS (diluted)
G
G
TWLO
TWLO
Q4 25
$0.82
$-0.28
Q3 25
$0.83
$0.23
Q2 25
$0.75
$0.14
Q1 25
$0.73
$0.12
Q4 24
$0.80
$-0.10
Q3 24
$0.74
$-0.06
Q2 24
$0.67
$-0.19
Q1 24
$0.64
$-0.31

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
G
G
TWLO
TWLO
Cash + ST InvestmentsLiquidity on hand
$1.2B
$682.3M
Total DebtLower is stronger
$1.5B
$992.3M
Stockholders' EquityBook value
$2.5B
$7.8B
Total Assets
$5.8B
$9.8B
Debt / EquityLower = less leverage
0.60×
0.13×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
G
G
TWLO
TWLO
Q4 25
$1.2B
$682.3M
Q3 25
$740.8M
$734.8M
Q2 25
$663.3M
$969.2M
Q1 25
$561.6M
$467.1M
Q4 24
$671.6M
$421.3M
Q3 24
$1.0B
$584.0M
Q2 24
$914.2M
$755.1M
Q1 24
$478.4M
$672.6M
Total Debt
G
G
TWLO
TWLO
Q4 25
$1.5B
$992.3M
Q3 25
$1.2B
$991.9M
Q2 25
$1.2B
$991.4M
Q1 25
$1.2B
$991.0M
Q4 24
$1.2B
$990.6M
Q3 24
$1.6B
$990.2M
Q2 24
$1.6B
$989.8M
Q1 24
$1.2B
$989.4M
Stockholders' Equity
G
G
TWLO
TWLO
Q4 25
$2.5B
$7.8B
Q3 25
$2.5B
$7.9B
Q2 25
$2.6B
$8.0B
Q1 25
$2.5B
$8.0B
Q4 24
$2.4B
$8.0B
Q3 24
$2.4B
$8.2B
Q2 24
$2.3B
$8.7B
Q1 24
$2.3B
$9.4B
Total Assets
G
G
TWLO
TWLO
Q4 25
$5.8B
$9.8B
Q3 25
$5.4B
$9.7B
Q2 25
$5.3B
$9.8B
Q1 25
$4.9B
$9.8B
Q4 24
$5.0B
$9.9B
Q3 24
$5.3B
$10.0B
Q2 24
$5.2B
$10.5B
Q1 24
$4.7B
$11.3B
Debt / Equity
G
G
TWLO
TWLO
Q4 25
0.60×
0.13×
Q3 25
0.47×
0.13×
Q2 25
0.47×
0.12×
Q1 25
0.50×
0.12×
Q4 24
0.51×
0.12×
Q3 24
0.68×
0.12×
Q2 24
0.70×
0.11×
Q1 24
0.54×
0.10×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
G
G
TWLO
TWLO
Operating Cash FlowLast quarter
$286.7M
$271.6M
Free Cash FlowOCF − Capex
$269.0M
FCF MarginFCF / Revenue
20.4%
Capex IntensityCapex / Revenue
1.3%
Cash ConversionOCF / Net Profit
2.00×
TTM Free Cash FlowTrailing 4 quarters
$734.7M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
G
G
TWLO
TWLO
Q4 25
$286.7M
$271.6M
Q3 25
$308.4M
$263.6M
Q2 25
$177.4M
$277.1M
Q1 25
$40.4M
$191.0M
Q4 24
$203.2M
$108.4M
Q3 24
$228.5M
$204.3M
Q2 24
$209.3M
$213.3M
Q1 24
$-25.6M
$190.1M
Free Cash Flow
G
G
TWLO
TWLO
Q4 25
$269.0M
Q3 25
$292.0M
Q2 25
$155.1M
Q1 25
$18.5M
Q4 24
$183.5M
Q3 24
$208.7M
Q2 24
$190.0M
Q1 24
$-49.6M
FCF Margin
G
G
TWLO
TWLO
Q4 25
20.4%
Q3 25
22.6%
Q2 25
12.4%
Q1 25
1.5%
Q4 24
14.7%
Q3 24
17.2%
Q2 24
16.2%
Q1 24
-4.4%
Capex Intensity
G
G
TWLO
TWLO
Q4 25
1.3%
Q3 25
1.3%
Q2 25
1.8%
Q1 25
1.8%
Q4 24
1.6%
Q3 24
1.6%
Q2 24
1.6%
Q1 24
2.1%
Cash Conversion
G
G
TWLO
TWLO
Q4 25
2.00×
Q3 25
2.11×
7.08×
Q2 25
1.34×
12.36×
Q1 25
0.31×
9.54×
Q4 24
1.43×
Q3 24
1.72×
Q2 24
1.72×
Q1 24
-0.22×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

G
G

High Tech And Manufacturing$525.3M40%
Consumer And Healthcare$445.8M34%
Financial Services$348.2M26%

TWLO
TWLO

US$879.8M64%
Non Us$486.1M36%

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