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Mar 31
Agilysys Q4 2025 Earnings Report
Agilysys reported record fourth-quarter revenue of $74.3 million with strong growth in subscription revenue and adjusted EPS.
Key Takeaways
Agilysys delivered its 13th consecutive record revenue quarter, supported by robust subscription and services revenue growth, improved profitability, and strong adjusted earnings.
Total revenue for Q4 reached a record $74.3 million.
Net income rose to $3.9 million, or $0.14 per share.
Adjusted EPS increased significantly to $0.54 from $0.32 in Q4 2024.
Recurring revenue accounted for 62.2% of total revenue, with 42.7% YoY growth in subscription revenue.
Agilysys
Agilysys
Agilysys Revenue by Segment
Revenue by Segment
Products Revenue
CapyFin.comSubscription & maintenance Revenue
CapyFin.comProfessional Services Revenue
CapyFin.com Forward Guidance
For FY2026, Agilysys expects revenue between $308 million and $312 million, with adjusted EBITDA at 20% of revenue. The outlook excludes material contribution from a major PMS rollout still underway.
Positive Outlook
- FY2026 revenue guidance of $308M–$312M
- Subscription revenue expected to grow 25%
- Adjusted EBITDA expected to be 20% of revenue
- Backlog at record levels entering FY2026
- Ongoing customer demand for cloud-native solutions
Challenges Ahead
- No material subscription revenue assumed from current large-scale PMS rollout
- Decrease in cash and cash equivalents from $144.9M to $73.0M
- Lower free cash flow compared to Q4 2024
- Gross margin slightly declined YoY
- Reduced product revenue YoY
Revenue & Expenses
Visualization of income flow from segment revenue to net income