Nov 5, 7:54 AM ET
ACI Worldwide reported third-quarter 2026 revenue of $427 million, down 12% from a year earlier, and net income of $33 million, compared with $91 million in Q3 2025. The company raised its full-year 2026 adjusted EBITDA guidance to $550 million to $565 million from $545 million to $560 million, while reiterating its revenue guidance of $1.895 billion to $1.925 billion. For shareholders, the guidance raise is offset by weaker third-quarter revenue and profit, with the company citing the timing of license renewals.
- Q3 2026 revenue was $427 million, down 12% from Q3 2025; GAAP diluted EPS was $0.32 versus $0.88 a year earlier.
- Full-year 2026 adjusted EBITDA guidance raised to $550 million to $565 million; revenue guidance of $1.895 billion to $1.925 billion reiterated.
- Company repurchased 3.4 million shares year-to-date for $157 million; $299 million remains under the repurchase authorization.
- Q3 2026 net adjusted EBITDA margin was 35%, down from 49% in Q3 2025, and the company agreed to acquire Cranium Ventures.
Read the filing on SEC.gov ↗
Aug 6, 8:04 AM ET
ACI Worldwide reported second-quarter 2026 revenue of $430 million, up 7% from a year earlier, and GAAP net income of $32 million, compared with $12 million in the second quarter of 2025. The company raised its full-year 2026 revenue and adjusted EBITDA guidance, though Biller segment profit and new ARR bookings declined.
- Q2 2026 revenue was $430 million, up 7%; GAAP diluted EPS was $0.31 versus $0.12, and adjusted diluted EPS was $0.54, up 54%.
- Full-year 2026 revenue guidance rose to $1.895 billion to $1.925 billion from $1.890 billion to $1.920 billion; adjusted EBITDA guidance rose to $545 million to $560 million from $540 million to $555 million.
- Biller adjusted EBITDA fell 13% to $35 million, and net new ARR bookings fell 25% to $18 million in Q2 2026.
- The company repurchased 2.5 million shares for $107 million year to date and has $349 million remaining on its buyback authorization.
Read the filing on SEC.gov ↗
May 7, 7:58 AM ET
ACI Worldwide reported first-quarter 2026 revenue of $426 million, up 8% from a year earlier, and raised its full-year 2026 revenue and adjusted EBITDA guidance. GAAP net income fell to $38 million from $59 million, but the prior-year figure included a $22 million after-tax gain on the sale of its Mindgate stake, so shareholders face a mix of higher operating results and lower reported profit.
- Q1 2026 revenue was $426 million, up 8%; GAAP net income was $38 million versus $59 million in Q1 2025, which included a $22 million after-tax gain
- Adjusted diluted EPS was $0.61, up 20%; GAAP diluted EPS was $0.37 versus $0.55 a year earlier
- Full-year 2026 revenue guidance raised to $1.89 billion to $1.92 billion from $1.88 billion to $1.91 billion; adjusted EBITDA guidance raised to $540 million to $555 million from $530 million to $550 million
- The company repurchased 1.5 million shares for $65 million in Q1 2026 and has $391 million remaining on its buyback authorization
Read the filing on SEC.gov ↗
Feb 26, 7:53 AM ET
ACI Worldwide reported full-year 2025 revenue of $1.76 billion, up 10%, and net income of $227 million, up 12%. It guided 2026 revenue to $1.88 billion to $1.91 billion, or 7% to 9% growth, and adjusted EBITDA to $530 million to $550 million. Fourth-quarter net income fell to $64.3 million from $98.6 million, and two directors resigned while Kimberly deBeers joined the board.
- Full-year 2025 revenue was $1.76 billion, up 10%; net income was $227 million, up 12%; diluted EPS was $2.16 versus $1.91.
- Fourth-quarter 2025 net income was $64.3 million versus $98.6 million a year earlier; diluted EPS was $0.62 versus $0.93.
- 2026 guidance: revenue of $1.88 billion to $1.91 billion and adjusted EBITDA of $530 million to $550 million, compared with $506 million in 2025.
- Charles Peters and Janet Estep resigned from the board effective February 23, 2026; Kimberly deBeers was appointed as an independent director the same day.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
