Agilysys, Inc. (AGYS)
NASDAQ:AGYS
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Earnings Data
Report Date
Jul 27, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.39Last Year’s EPS
0.33Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights broad-based, multi-quarter and multi-product momentum with record sales, strong subscription and recurring revenue growth, margin expansion, improved cash generation and a clear AI-driven product roadmap. Management provided constructive FY2027 guidance (revenue $365M–$370M, subscription growth ≥30%, adjusted EBITDA to 24% with a high exit rate), while acknowledging short-term timing and rollout risks (notably the multi-year Marriott PMS rollout), flat one-time product revenue, and Q1 seasonality/one-time costs. Overall, positives (record results, strong trends, robust cash and margins, solid guidance and AI-enabled product launches) outweigh the manageable near-term execution and timing risks.Company Guidance
Record Quarterly and Annual Revenue
Q4 fiscal 2026 revenue hit a record $82.9M (17th consecutive record quarter). Full fiscal year 2026 revenue was $319.3M, up 15.9% year-over-year.
Strong Subscription and Recurring Revenue Growth
Full-year subscription revenue was a record $137.1M, up 30.2% YoY. Total recurring revenue for FY2026 was $205.9M, up 21.1% YoY. Q4 subscription revenue was $36.9M, up 24.1% YoY.
All-Time High Sales and Bookings
Fiscal 2026 was a record global sales year, with the Q4 annual contract value (ACV) being the highest sales quarter on record. Retained recurring bookings (net of churn) were an all-time record, exceeding the previous best prior year by 43%.
Product and Module Momentum
POS subscription revenue grew 19% YoY in Q4; PMS and related modules subscription revenue grew 34% YoY in Q4. Add-on module sales were strong: 129 cross-sell instances in Q4 totaling 345 products — both quarter records.
Profitability and Margin Expansion
Adjusted EBITDA for FY2026 was $67.7M (21.2% of revenue) vs $53.8M prior year. Q4 adjusted EBITDA was $21.5M vs $14.8M prior-year quarter. Gross profit for Q4 was $53.4M and gross margin expanded to 64.4% (from 60.7% prior-year quarter).
Cash Flow and Balance Sheet Strength
Cash and marketable securities totaled $116.9M at March 31, 2026 (vs $73.0M prior year). Free cash flow for FY2026 was $68.1M (up from $52.3M), and Q4 free cash flow was $35.4M (vs $26.5M).
Operational Execution and Capacity
Implementation capacity and staffing improved; modernized products and AI tooling increased implementation velocity. Company reports being sufficiently staffed in R&D, sales and professional services to support short- and medium-term expansion.
AI Strategy and New Product Launches
Launched two AI-native modules (revenue intelligence and CRS) with beta implementations expected later in the fiscal year; 30+ AI-driven features planned in the near term. Company emphasizes responsible, data-governed AI built on its integrated hospitality ecosystem.
Customer Growth and Retention
In Q4 added 20 new customers (19 subscription-based) averaging 7 products each, and 105 new properties added across new and current customers (103 were partially or fully subscription-based). Customer retention described as 'better than world-class.'
Guidance and Outlook
Management guided FY2027 revenue to $365M–$370M, expects subscription revenue growth of at least 30%, recurring revenue growth ~20%, services growth 5%–10%, product revenue to remain flat, and adjusted EBITDA margin to expand to 24% for FY2027 with an exit rate near 30%.
AGYS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AGYS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 18, 2026 | $70.20 | $78.94 | +12.45% |
Jan 26, 2026 | $113.55 | $90.86 | -19.98% |
Oct 27, 2025 | $115.14 | $141.12 | +22.56% |
Jul 21, 2025 | $116.94 | $111.41 | -4.73% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Agilysys, Inc. (AGYS) report earnings?
Agilysys, Inc. (AGYS) is schdueled to report earning on Jul 27, 2026, After Close (Confirmed).
What is Agilysys, Inc. (AGYS) earnings time?
Agilysys, Inc. (AGYS) earnings time is at Jul 27, 2026, After Close (Confirmed).
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What is AGYS EPS forecast?
AGYS EPS forecast for the fiscal quarter 2027 (Q1) is 0.39.