The raised guidance and accelerating subscription growth signal strong execution and demand. Monitor Q2 for continued subscription momentum and margin expansion toward the 24% adjusted EBITDA target. The stock may re-rate higher if the 32%+ subscription growth trajectory sustains.
Price Chart
Executive Summary
Agilysys reported fiscal Q1 2027 revenue of $87.7M (+14.3% YoY), a record, and raised full-year FY2027 guidance to $368M-$373M with subscription revenue growth of at least 32% (from prior 30%). Adjusted diluted EPS was $0.49 vs $0.33 YoY. The beat-and-raise on both revenue and subscription growth, combined with 18 consecutive record quarters, signals accelerating demand for hospitality software and AI-native modules, supporting a bullish outlook.
Key Financial Metrics
Key Facts
- Record Q1 revenue of $87.7M, up 14.3% YoY, marking 18th consecutive record quarter.
- Raised full-year FY2027 revenue guidance to $368M-$373M (from $365M-$370M) and subscription growth to at least 32% (from at least 30%).
- Subscription revenue grew 26.1% YoY to $57.7M, now 69.7% of recurring revenue.
- Adjusted diluted EPS of $0.49 vs $0.33 YoY; GAAP net income of $9.0M ($0.32/diluted share) vs $4.9M ($0.17) YoY.
- Free cash flow improved to $7.3M from -$5.0M in the prior-year quarter; cash balance $123.7M.
Financial Impact
Raised FY2027 revenue guidance by ~$3M at midpoint to $368M-$373M; subscription growth accelerated to at least 32% from 30%
Risk Factors
- Execution risk in converting record backlog to revenue
- Potential macroeconomic headwinds impacting hospitality IT spending
- Dependence on continued subscription growth for margin expansion
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-318055 |
| Document: agys-20260727.htm | 0001193125-26-318055 |
| Document: 0001193125-26-318055-index-headers.html | 0001193125-26-318055 |
| Document: 0001193125-26-318055-index.html | 0001193125-26-318055 |
| Document: 0001193125-26-318055.txt | 0001193125-26-318055 |
| 8-K Data (Synthetic) | 0001193125-26-318055 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $128.38 | awaiting T+60 | — | $123.45 (−3.84%) |
Aug 19, 2026 9w ago | Insider Cluster | $113.38 | awaiting T+60 | — | $123.45 (+8.88%) |
Jul 27, 2026 13w ago | 8-K | $110.70 $116.02 | ▲ +4.81% | ▲ +0.46% | $123.45 (+11.52%) |
Jun 3, 2026 20w ago | 8-K | $88.35 $120.50 | ▲ +36.39% | ▲ +33.89% | $123.45 (+39.73%) |
May 18, 2026 23w ago | 8-K | $78.94 $115.20 | ▲ +45.93% | ▲ +39.64% | $123.45 (+56.38%) |
US Market Status
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