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Agilysys (AGYS) investor relations material
Agilysys Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary27 Oct, 2025
Executive summary
Achieved record Q2 revenue of $79.3M, up 16.1% year-over-year, marking the 15th consecutive record revenue quarter, with subscription revenue up 33.1% and net income rising to $11.7M ($0.41 per diluted share).
Strong sales momentum across all verticals, with international and food service management segments delivering standout growth and the Book4Time acquisition expanding SaaS offerings.
Subscription sales and backlog at record levels, with 18 new customers added in Q2, all on subscription agreements.
AI-driven innovation and a modernized product ecosystem are driving competitive advantages and operational efficiencies.
Raised full-year FY26 revenue guidance to $315M–$318M and subscription revenue growth to 29%.
Financial highlights
Q2 revenue: $79.3M (+16.1% YoY); first half FY26 revenue: $156M (+18.4% YoY); trailing twelve months revenue: $299.8M.
Recurring revenue grew 23% YoY to $51M; subscription revenue up 33.1% YoY, now 65.5% of recurring revenue.
Adjusted EBITDA for Q2: $16.4M (20% of revenue), up from $12.2M YoY; trailing twelve months adjusted EBITDA: $58.4M.
Net income: $11.7M; adjusted net income: $11.4M; EPS: $0.41; adjusted EPS: $0.40.
Free cash flow: $15M in Q2, up from $5.9M YoY; trailing twelve months free cash flow: $58.3M; cash and equivalents at $59.3M as of September 30, 2025.
Outlook and guidance
FY26 revenue guidance raised to $315M–$318M (from $308M–$312M); subscription revenue growth guidance increased to 29% (from 27%), excluding Marriott PMS project.
Adjusted EBITDA margin target remains at 20% of revenue.
Professional services revenue expected to dip >5% sequentially in Q3 due to seasonality, then normalize in Q4.
Management expects continued growth in subscription-based revenue, supported by the integration of Book4Time and ongoing product innovation.
The company anticipates future cash tax savings from recent U.S. tax law changes, including immediate expensing of R&D.
Update on major PMS project revenue contribution
What drove the Q2 'other gains' charge, net?
Is backlog impacting gross margin?
How is AI increasing competitive advantage?
Closing the Agilysys market awareness gap?
Future financial impact of Marriott PMS project?
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Q3 202620 Jan, 2026
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Frequently asked questions
Agilysys, Inc., together with its subsidiaries, operates as a developer and marketer of hardware and software products and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India. The company offers HyCentra hotel property management, front office and guest service applications; reporting and systems integration; HyNet, a network-based software system for managing guest access; ICE enterprise digital signature solution that provides digital certificates for secure guest registration and check-out processes; eZee check-out solution that allows guests to check out anytime from their smart phones or tablets; eZee mobile self-check-in application that allows guests to check into their room using a mobile device; eZee mobile key application for use at the physical key station; eZee mobile payment app that allows guests to securely pay for items from their mobile device without having to present their credit card or provide a signature; mobileWise software that connects mobile devices such as smart phones and tablets with backend server applications through the cloud; Symbian POS software for restaurant sales, inventory control management, accounting data importing/exporting, easy menu management, customer loyalty programs, customer and employee reports for administration staff; Aloha point-of-sale. Agilysys is based in Alpharetta, Georgia.
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