Asure Q3 Revenue Up 10% to $40.0M; Sets FY2026 and FY2027 Guidance
ASUR sits 22% above its 52-week low of $6.8 on elevated volume (2.9× avg).
Summary
Asure reported Q3 2026 revenue of $40.0 million, up 10%, with recurring revenue up 16% and the net loss narrowing to $0.6 million. It introduced FY2026 revenue guidance of $162-164 million and FY2027 guidance of $183-187 million, both including the October acquisition.
Key Events · Earnings and Guidance · ASUR
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Q3 Revenue Grows 10% to $40.0M
Revenue rose to $40.0 million from $36.3 million, with recurring revenue up 16% to $36.9 million from $31.8 million.
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Loss Narrows, Adjusted EBITDA Jumps
Net loss was $0.6 million versus $5.4 million a year ago; adjusted EBITDA rose to $10.5 million from $8.1 million and non-GAAP gross margin expanded to 75% from 70%.
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FY2026 and FY2027 Guidance Introduced
Q4-2026 revenue guided to $42.0-44.0 million; FY2026 to $162.0-164.0 million with adjusted EBITDA of $40.0-42.0 million; FY2027 revenue to $183.0-187.0 million.
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Guidance Includes October Acquisition
The outlook incorporates the $26.5 million purchase of a southeastern U.S. payroll processing business completed in October 2026, funded alongside the new $115.0 million MUFG credit agreement.
Analysis · ASUR · Technology
The growth story held together in the third quarter: revenue rose 10% to $40.0 million and recurring revenue rose 16% to $36.9 million, while the net loss shrank to $0.6 million from $5.4 million a year ago. Adjusted EBITDA nearly matched the prior-year quarter's full nine-month total at $10.5 million, and non-GAAP gross margin expanded to 75% from 70%. Forward numbers were laid out for the first time: $162-164 million of FY2026 revenue and $183-187 million for FY2027, the latter implying roughly 13-14% growth. That guidance includes the October acquisition of a southeastern U.S. payroll business for $26.5 million, funded alongside a new $115 million MUFG credit facility that repaid the MidCap debt. The main thing at stake is whether Asure can keep double-digit growth while integrating a purchase and carrying new debt; the FY2027 range is the number investors will anchor on.
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At the time of this filing, ASUR was trading at $8.30 on NASDAQ in the Technology sector, with a market capitalization of approximately $208.8M. The 52-week trading range was $6.80 to $10.20. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.