Agilysys Reports 17th Consecutive Record Revenue Quarter, Strong FY26 Results, and Positive FY27 Guidance
AGYS sits 26% above its 52-week low of $61.5 on elevated volume (1.8× avg).
Summary
Agilysys announced record Q4 and full fiscal year 2026 results, including its 17th consecutive record revenue quarter, strong profitability, and positive guidance for fiscal 2027 with projected revenue growth and improved EBITDA margins.
Key Events · Earnings and Guidance · AGYS
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Record Q4 and Full Year Revenue
Agilysys achieved a record $82.9 million in net revenue for Q4 fiscal 2026, an 11.7% increase year-over-year, and a record $319.3 million for the full fiscal year, up 15.9%.
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Strong Profitability Growth
Q4 net income surged to $12.3 million ($0.43 diluted EPS) from $3.9 million, and full-year net income reached $38.8 million ($1.37 diluted EPS) from $23.2 million. Adjusted EBITDA also hit record highs for both periods.
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Recurring Revenue Dominance
Recurring revenue constituted 65.5% of total net revenue in Q4 and 64.5% for the full year, with subscription revenue growing 24.1% and 30.2% year-over-year, respectively.
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Positive Fiscal 2027 Outlook
The company projects fiscal 2027 annual revenue between $365 million and $370 million, with at least 30% subscription revenue growth and an Adjusted EBITDA margin of 24%.
Analysis · AGYS · Technology
Agilysys reported robust financial results for its fiscal 2026 fourth quarter and full year, marked by record revenues and significant profitability growth. The company's continued strong performance in recurring and subscription revenue, coupled with an optimistic outlook for fiscal 2027, suggests sustained operational momentum and improved financial health. The guidance for substantial revenue growth and increased Adjusted EBITDA margin in the upcoming fiscal year indicates management's confidence in their strategic initiatives, including AI-related product development.
At the time of this filing, AGYS was trading at $77.50 on NASDAQ in the Technology sector, with a market capitalization of approximately $2B. The 52-week trading range was $61.50 to $145.25. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.