AGYS AGILYSYS INC

BULLISH Impact: 7/10 8-K
Horizon weeks Filed May 18, 2026 Processed 22d 9h ago SEC 0001193125-26-228898
8-K Item 2.02: Earnings release
Latest settled — T+5d
AGYS ▲ +1.27% at T+5d
LONG call ✓ call won +1.27% · α vs SPY -0.98% · entry $78.94 → $79.94
Next anchor: T+20d in 6d
Last close $89.09 (close Jun 8) · +12.86% from $78.94 entry
Entry anchored
May 18, 04:04 PM ET
via Databento tick
T+1d
+3.08%
call +3.08% · α +2.04%
$81.37
settled 22d ago
T+5d
+1.27%
call +1.27% · α -0.98%
$79.94
settled 15d ago
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T+60d
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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

Guidance
$365M-$370M
raised
Free Cash Flow
$68.1M
Gross Margin
64.4%

Actionable Insight

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.

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.

revenuesubscription revenueadjusted EBITDAfree cash flow

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

Exchange
Nasdaq
Sector
Services-Computer Integrated Systems Design
Analyst Consensus
79% bullish (14 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-228898
Document: agys-20260518.htm0001193125-26-228898
Document: 0001193125-26-228898-index-headers.html0001193125-26-228898
Document: 0001193125-26-228898-index.html0001193125-26-228898
Document: 0001193125-26-228898.txt0001193125-26-228898
8-K Data (Synthetic)0001193125-26-228898
2 reports for AGYS
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for AGYS — sortable, filterable
Type Now
Jun 3, 2026
6d ago
8-K
BULLISH ★ 6/10
$88.35 $89.42▲ +1.21%▲ +0.81%$89.09 (+0.84%)
May 18, 2026
22d ago
8-K
BULLISH ★ 7/10
$78.94 $81.37▲ +3.08%▲ +2.04%$89.09 (+12.86%)
Showing 2 of 2

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