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Agilysys (AGYS) investor relations material
Agilysys Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record Q3 revenue of $80.4 million, marking the 16th consecutive record revenue quarter, up 15.6% year-over-year, driven by strong subscription and services growth.
Subscription revenue grew 23.1% year-over-year, now 67% of recurring revenue, with recurring revenue comprising 64.7% of total revenue.
Net income for the quarter was $9.9 million ($0.35 per diluted share), up from $3.8 million ($0.14) in the prior year.
The acquisition of Book4Time in August 2024 expanded SaaS offerings and contributed to revenue growth.
Implementation efficiencies improved, aided by AI tools, reducing backlog and accelerating revenue conversion.
Financial highlights
Q3 product revenue was $10.7 million, flat year-over-year and slightly ahead of expectations.
Services revenue reached $17.7 million, up 22% year-over-year, with record implementation services revenue.
Gross profit was $50.2 million (62.5% margin), up from $43.9 million (63% margin) in the prior year.
Operating income was $11.7 million, net income $9.9 million, and diluted EPS $0.35, all significantly above prior year levels.
Adjusted EBITDA for Q3 was $17.3 million (21.5% margin), with year-to-date adjusted EBITDA at 19.5% of revenue.
Outlook and guidance
Fiscal 2026 full-year revenue guidance raised to $318 million, at the top end of the range.
Subscription revenue growth guidance maintained at 29% year-over-year.
Adjusted EBITDA margin guidance remains at 20% for the full year.
Expect continued top and bottom-line growth into fiscal 2027, with profitability expected to improve further.
Management expects continued investment in product innovation, international expansion, and operational efficiency.
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- FR
FFO per share rose 11.7% in 2025, with robust rental growth and a higher dividend. - ALCO
Land sales and leasing drove improved profitability and strong liquidity as citrus operations ended. - PAHC
Net sales and profit surged on acquisition, with raised outlook and strong liquidity. - PTC
Q1'26 saw double-digit growth, margin gains, and major share repurchases, with a strong FY'26 outlook. - MKL
Operating income rose to $3.2B, with broad-based growth and improved insurance profitability. - UHAL
Q3 net loss of $37M on higher costs and depreciation, but self-storage revenue increased. - SITM
Acquisition accelerates growth to $1B revenue, expanding leadership in precision timing. - AFL
Q4 net earnings dropped 27.5% year-over-year, but adjusted EPS and sales in Japan and the U.S. grew. - SNEX
Record net income and operating revenue growth, with strong segment results and a stock split announced. - RSI
Record financial results, all motions passed, and LEAP project remains a strategic priority.
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