Nayax Ltd. (NYAX)
NASDAQ:NYAX
Earnings Data
Report Date
May 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.1Last Year’s EPS
0.19Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial picture: revenue growth of 28%, record margins (gross margin 48.2%), meaningful profitability (first-ever net income of $35.5M), robust platform scale (1.46M devices, $6.4B transaction volume, 32% growth), and confident 2026 guidance. Key challenges are short-term cash flow/working capital timing impacts, take-rate volatility, and the inclusion of a $10.3M one-time gain in net income. Management provided clear plans to revert working capital timing, expand ARPU via embedded financial services and e-commerce, and pursue accretive M&A with ample cash resources, supporting a favorable forward view despite near-term cash conversion noise.Company Guidance
Historic Profitability Inflection
Net income of $35.5 million in 2025 compared to a loss the prior year, marking the company's first-ever net income and demonstrating the earning power of the business model (note: includes a $10.3 million one-time gain related to share purchases).
Strong Revenue Growth
Total revenue of $400 million in 2025, up 28% year-over-year (approximately 24% organic growth). Q4 revenue was $119.5 million, up ~34% year-over-year with ~30% organic growth.
Recurring Revenue Mix and Retention
Recurring revenue grew 29% to ~$287 million and represented ~72% of total revenue. Net revenue retention remained strong at ~120%, indicating high customer stickiness.
Platform Scale and Transaction Growth
Installed base reached ~1.46 million managed and connected devices (added >200,000 devices in 2025) serving ~115,000 customers. Total dollar transaction value grew 32% to ~$6.4 billion.
Per-Device Monetization Gains
ARPU increased to ~$239, up 11% year-over-year; average transaction value (ATV) rose to $2.25 from $2.05; processing revenue increased 30% to ~$174 million and take rate remained ~2.7%.
Margin and Profitability Expansion
Gross margin expanded to 48.2% from 45.1%; processing margin improved to ~38% from ~34%; SaaS margins ~76%. Adjusted EBITDA rose to $61.1 million (15.3% of revenue).
Product, Vertical and Geographic Execution
Launched VPOS Media in Europe, Israel and Australia; completed UNO Mini OEM integrations; expanded EV capability (Lynkwell acquisition) and geographic footprint to >120 countries. Brazil device base doubled year-over-year.
M&A and Balance Sheet Capacity
Deployed ~$52 million in capital for five strategic acquisitions (Lynkwell, UpPay, Inepro, Tigapo, Nayax Capital stake). Cash and short-term deposits of $321 million and an available war chest to pursue further M&A.
Confident 2026 Outlook
Guidance for 2026 revenue of $510 million–$520 million (organic growth 22%–25%), target adjusted EBITDA margin ~17% ($85M–$90M), and expected free cash flow conversion of ~40% of adjusted EBITDA.
NYAX 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
NYAX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 09, 2026 | $56.25 | $56.03 | -0.39% |
Nov 19, 2025 | $39.83 | $43.56 | +9.36% |
Aug 13, 2025 | $43.85 | $43.13 | -1.65% |
May 13, 2025 | $40.66 | $39.74 | -2.25% |
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 Nayax Ltd. (NYAX) report earnings?
Nayax Ltd. (NYAX) is schdueled to report earning on May 20, 2026, Before Open (Confirmed).
What is Nayax Ltd. (NYAX) earnings time?
Nayax Ltd. (NYAX) earnings time is at May 20, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NYAX EPS forecast?
NYAX EPS forecast for the fiscal quarter 2026 (Q1) is 0.1.