AGILYSYS INC — Form 8-K
Filed July 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Agilysys reported fiscal Q1 2027 (ended June 30, 2026) total net revenue of $87.7M (+14.3% YoY), subscription revenue of $57.7M (+26.1% YoY, 69.7% of recurring revenue), and net income of $9.0M ($0.32 diluted EPS). Adjusted EBITDA was $18.3M (20.8% margin); adjusted diluted EPS was $0.49. The company raised full-year FY2027 guidance: total revenue to $368M–$373M (from $365M–$370M) and subscription revenue growth to ≥32% (from ≥30%); Adjusted EBITDA guidance remains 24% of revenue. Cash balance increased to $123.7M; free cash flow was $7.3M.
Why this rating
Q1 beat with 18 consecutive record quarters and record sales backlog is good. However, magnitude—$87.7M Q1 revenue annualizes ~$351M vs. $2.3B market cap (15% of cap)—and guidance raise (only $3M midpoint) are meaningful but not transformational. Subscription growth acceleration (26–32%) is strategically important but typical SaaS momentum. No material M&A, financing, or structural change.
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