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Dec 31, 2025
Jack Henry Q2 2026 Earnings Report
Jack Henry & Associates, Inc. reported its second quarter fiscal 2026 results, showing growth in revenue, operating income, and EPS compared to the prior fiscal year quarter.
Key Takeaways
Jack Henry & Associates, Inc. reported a strong second quarter for fiscal year 2026, with GAAP revenue increasing by 7.9% to $619.3 million and GAAP operating income rising by 29.4% to $159.1 million. Diluted EPS grew by 28.6% to $1.72. The company also saw significant growth in non-GAAP adjusted metrics.
GAAP revenue increased 7.9% to $619.3 million for the fiscal three months ended December 31, 2025.
GAAP operating income increased 29.4% to $159.1 million for the fiscal three months ended December 31, 2025.
GAAP diluted EPS was $1.72, a 28.6% increase from the prior fiscal year quarter.
Non-GAAP adjusted revenue increased 6.7% and non-GAAP adjusted operating income increased 24.3%.
Revenue by Segment
Forward Guidance
The full fiscal year 2026 guidance anticipates GAAP revenue between $2,508 million and $2,525 million, with GAAP EPS between $6.61 and $6.72. Non-GAAP adjusted revenue is projected to be between $2,474 million and $2,491 million.
Positive Outlook
- Anticipated GAAP revenue growth of 5.6% to 6.3% for fiscal year 2026.
- Projected GAAP operating income growth of 7.0% to 8.8%.
- Expected non-GAAP adjusted revenue growth of 6.4% to 7.1%.
- Forecasted non-GAAP adjusted operating income growth of 8.7% to 10.6%.
- GAAP EPS growth of 6.0% to 7.7%.
Challenges Ahead
- Year-over-year revenue growth rates are expected to slow slightly in the second half of fiscal 2026 due to tougher prior year comparables.
- Some contraction in margins is expected in the second half of fiscal 2026 compared to the first half.
- Lower than normal expense for medical claims under the self-insured employee healthcare plan in the first half will not be sustained.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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