ACI Worldwide Lifts 2026 Outlook on Strong Q2: Revenue Climbs 7%, Adjusted EBITDA Up 12%
ACIW sits 50% above its 52-week low of $38.055.
Summary
ACI Worldwide reported Q2 2026 revenue of $430 million, up 7% year-over-year, and raised its full-year revenue and adjusted EBITDA guidance. The company also announced two U.S. customer wins for its ACI Connetic platform.
Key Events · Earnings and Guidance · ACIW
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Q2 Revenue +7% to $430M
Total revenue grew 7% (6% constant currency) to $430 million, with Payment Software up 9% and Biller up 5%.
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Adjusted EBITDA +12% to $91M
Adjusted EBITDA rose 12% to $91 million, with net adjusted EBITDA margin expanding to 34% from 32% a year ago.
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Full-Year Guidance Raised
Revenue guidance increased to $1.895B-$1.925B (from $1.890B-$1.920B) and adjusted EBITDA to $545M-$560M (from $540M-$555M).
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ACI Connetic U.S. Customer Wins
Signed two U.S.-based customers for the cloud-native ACI Connetic platform, now enabled across eight major U.S. payment networks.
Analysis · ACIW · Technology
A solid second quarter saw ACI Worldwide post 7% revenue growth and a 12% increase in adjusted EBITDA, fueled by momentum in its Payment Software segment. Confidence in the trajectory prompted management to raise full-year revenue and adjusted EBITDA guidance. The signing of two U.S. customers for the cloud-native ACI Connetic platform marks a strategic foothold in the large U.S. banking market. Meanwhile, $107 million deployed toward share repurchases year-to-date underscores a balanced approach to capital allocation. Taken together, the results and guidance raise reinforce the investment thesis of steady growth and expanding margins.
At the time of this filing, ACIW was trading at $57.00 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.9B. The 52-week trading range was $38.05 to $61.08. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.