Loading...
•
Dec 31, 2025
Agilysys Q3 2026 Earnings Report
Agilysys reported a record 16th consecutive revenue quarter in Q3 Fiscal 2026, with total net revenue increasing by 15.6% to $80.4 million, driven by a 23.1% growth in subscription revenue.
Key Takeaways
Agilysys achieved a record $80.4 million in total net revenue for the third quarter of Fiscal 2026, marking its 16th consecutive record revenue quarter. This growth was primarily fueled by a 23.1% increase in subscription revenue. The company also reported a significant rise in net income to $9.9 million and adjusted EBITDA to $17.3 million, while raising its full-year fiscal 2026 total revenue guidance to $318 million.
Total net revenue reached a record $80.4 million, up 15.6% year-over-year.
Subscription revenue grew by 23.1% year-over-year, contributing significantly to recurring revenue.
Net income increased to $9.9 million, or $0.35 per diluted share, compared to $3.8 million in the prior-year period.
Adjusted EBITDA (non-GAAP) was $17.3 million, up from $14.7 million in the comparable prior-year period.
Revenue by Segment
Forward Guidance
Agilysys is raising its full-year Fiscal 2026 total revenue guidance to $318 million, which is the higher end of its previous guidance range. The company reiterates its Adjusted EBITDA at 20% of revenue and year-over-year subscription revenue growth of 29%, excluding any material revenue from the large-scale PMS project.
Positive Outlook
- Raising full-year Fiscal 2026 total revenue guidance to $318 million.
- Reiterating Adjusted EBITDA at 20% of revenue for the full fiscal year.
- Reiterating year-over-year subscription revenue growth of 29%.
- Strong visibility into the rest of the fiscal year and into Fiscal 2027.
- Business momentum from the first half of Fiscal 2026 carried into the second half.
Challenges Ahead
- Subscription revenue growth expectations exclude any material revenue from the large-scale PMS project currently in progress.
- Total backlog levels reduced slightly during the quarter.
- Reduction of paid R&D related services revenue due to projects advancing to implementation phase.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...