The strong FY2027 guidance with accelerating subscription growth and margin expansion is the key catalyst. Monitor the Q1 FY2027 earnings call for initial execution on the 30% subscription growth target and any updates on the large PMS project pipeline.
Price Chart
Executive Summary
Agilysys reported fiscal Q4 2026 revenue of $82.9M, a record and 11.7% YoY growth, with subscription revenue up 24.1%. GAAP diluted EPS was $0.43, up from $0.14 a year ago. The company guided fiscal 2027 revenue to $365M-$370M, implying ~14-16% growth, with at least 30% subscription revenue growth and adjusted EBITDA margin expanding to 24% from 21.2%.
Key Financial Metrics
Key Facts
- 17th consecutive record revenue quarter: $82.9M (+11.7% YoY)
- Full-year FY2026 revenue record: $319.3M (+15.9% YoY)
- Subscription revenue grew 24.1% YoY in Q4 and 30.2% for the full year
- Record Q4 free cash flow of $35.4M; full-year FCF of $68.1M
- FY2027 guidance: revenue $365M-$370M, at least 30% subscription growth, 24% adjusted EBITDA margin
- Debt-free balance sheet with $116.9M cash, up from $73.0M at FY2025 year-end
Financial Impact
Q4 revenue beat consensus of $81.6M by 1.6%; GAAP EPS of $0.43 vs consensus of $0.50 was a miss, but the Street follows adjusted EPS of $0.63, which was well above the $0.54 year-ago. Guidance for FY2027 revenue of $365-370M implies ~$15M above the prior FY2026 guidance of $318M.
Risk Factors
- Execution risk on FY2027 guidance, particularly maintaining 30% subscription growth
- Potential dilution from share-based compensation ($21.8M in FY2026)
- Macroeconomic headwinds could slow hospitality IT spending
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-228898 |
| Document: agys-20260518.htm | 0001193125-26-228898 |
| Document: 0001193125-26-228898-index-headers.html | 0001193125-26-228898 |
| Document: 0001193125-26-228898-index.html | 0001193125-26-228898 |
| Document: 0001193125-26-228898.txt | 0001193125-26-228898 |
| 8-K Data (Synthetic) | 0001193125-26-228898 |
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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