ACI Worldwide Q3 revenue falls 12% to $427 million; raises 2026 adjusted EBITDA guidance
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.
Key points
- 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.
The filing
Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.