The FY27 guidance signals strong top-line momentum and margin expansion, reinforcing the subscription transition thesis. Monitor upcoming quarterly results for execution against the 30% subscription growth target and margin trajectory.
Price Chart
Executive Summary
Agilysys filed an 8-K furnishing its June 2026 investor presentation, which includes FY27 annual guidance of $365M-$370M in revenue, at least 30% YoY subscription revenue growth, and 24% Adjusted EBITDA margin. The presentation also highlights a $16.0B total addressable market, 30% YoY subscription revenue growth, and 65% recurring revenue as a percentage of total revenue for the trailing twelve months ended March 31, 2026.
Key Facts
- FY27 annual revenue guidance of $365M-$370M (vs. TTM revenue of $319.3M, implying ~14-16% YoY growth).
- FY27 subscription revenue growth guided at least 30% YoY.
- FY27 Adjusted EBITDA margin guided at 24% of revenue.
- TTM revenue of $319.3M, gross profit of $199.9M, Adjusted EBITDA of $67.7M, EPS of $1.37.
- TTM subscription revenue growth of 30% YoY; recurring revenue is 65% of total revenue.
- Total addressable market estimated at $16.0B with $217M ARR (exit rate Q4 FY26).
- Cash and marketable securities of $116.9M, total debt of $19.0M as of March 31, 2026.
- 78 new customers added in the trailing twelve months ended March 31, 2026.
Financial Impact
FY27 revenue guidance of $365M-$370M implies ~14-16% YoY growth from TTM $319.3M; subscription revenue growth of at least 30% YoY; Adjusted EBITDA margin target of 24%.
Risk Factors
- Guidance is forward-looking and subject to macroeconomic headwinds, implementation delays, and retention rate changes.
- Competition from generic AI players and larger hospitality software vendors could pressure market share.
- Subscription revenue growth deceleration or customer churn could undermine the valuation premium.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-254661 |
| Document: agys-ex99_1.htm | 0001193125-26-254661 |
| Document: 0001193125-26-254661-index-headers.html | 0001193125-26-254661 |
| Document: 0001193125-26-254661-index.html | 0001193125-26-254661 |
| Document: 0001193125-26-254661.txt | 0001193125-26-254661 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 19, 2026 9w ago | Insider Cluster | $113.38 | awaiting T+60 | — | $121.88 (+7.49%) |
Jul 27, 2026 12w ago | 8-K | $110.70 $116.02 | ▲ +4.81% | ▲ +0.46% | $121.88 (+10.10%) |
Jun 3, 2026 20w ago | 8-K | $88.35 $120.50 | ▲ +36.39% | ▲ +33.89% | $121.88 (+37.95%) |
May 18, 2026 22w ago | 8-K | $78.94 $115.20 | ▲ +45.93% | ▲ +39.64% | $121.88 (+54.39%) |
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