ACI Worldwide reports Q4 adjusted EPS 90c, consensus $1.01

Reports Q4 revenue $481.6M, consensus $465.2M. “ACI delivered another year of double-digit organic revenue growth, reflecting focused execution against our multi-year growth initiatives and value creation strategy,” said CEO Thomas Warsop. “Our results continue to be driven by mission-critical payment and billing software that is deeply embedded in our customers’ complex and highly regulated workflows, creating durable, long-term relationships…As we enter 2026, we remain focused on executing our strategy, advancing innovation across our payments portfolio, and driving long-term shareholder value.” “2025 reflected consistent execution and disciplined financial performance for ACI,” said CFO Robert Leibrock. “We delivered 10% revenue growth, generated $323 million in operating cash flow, returned $203 million to shareholders, and reduced net leverage to 1.2x. Our 2026 guidance is consistent with our long-term framework and reflects the durability of our recurring revenue base, continued margin discipline, and increased flexibility to return 50% to 60% of operating cash flow to shareholders, while continuing to invest in high-return organic initiatives and preserving capacity for disciplined, strategic M&A within our targeted leverage range.”