Achieved record quarterly results with GAAP revenue up 7.9% to $619.3 million and non-GAAP revenue up 6.7%, driven by strong organic growth in digital, card, and payments products.
Net income rose 27.4% to $124.7 million, with GAAP EPS up 28.6% to $1.72 and operating income up 29.4% year-over-year.
Strong sales performance included 22 core wins, robust adoption of cloud-native and innovative solutions, and continued market share gains.
Completed the acquisition of Victor Technologies, expanding Payments-as-a-Service and embedded payments capabilities.
Celebrated major company milestones, including 40th IPO and 50th anniversary, underscoring long-term stability.
Quarterly revenue reached $619.3 million, up from $573.8 million; six-month revenue was $1.26 billion, up 7.6% year-over-year.
Free cash flow for the six months was $172 million, up from $88 million a year earlier; operating cash flow for Q2 was $153 million, up $63 million year-over-year.
Non-GAAP operating margin improved 355 bps to 25.1% for the quarter; GAAP operating margin was 25.7%, up from 21.4% a year ago.
Return on average shareholders' equity was 24.3%, up from 21.9% a year ago; NOPAT ROIC was 19.1%.
Recurring revenue exceeded 92% of total; cloud revenue is 33% of total; processing revenue is 44%.
Full-year GAAP revenue guidance is $2,508–$2,525 million; non-GAAP adjusted revenue $2,474–$2,491 million.
GAAP EPS guidance raised to $6.61–$6.72; non-GAAP margin expansion guidance increased to 50–75 bps for the year.
Free cash flow conversion outlook for FY26 is 90%–100%, with a bias toward the high end.
Revenue growth rates and margins expected to slow in the second half due to tougher comparables and normalized benefits costs.
Deconversion revenue guidance increased to $28 million for FY26.
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Search for any keyword across all transcripts simultaneously.
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
The easiest way to stay updated during earnings season.
All events from public companies. Live and recorded.
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage