ACI Worldwide Q1 revenue beats analyst estimates on higher volumes

ACI Worldwide, Inc.

ACI Worldwide, Inc.

ACIW

0.00


Overview

  • Payments technology provider's Q1 revenue rose 8%, beating analyst expectations

  • Adjusted EPS and adjusted EBITDA for Q1 beat analyst estimates

  • Company repurchased 1.5 mln shares for $65 mln and raised full-year 2026 guidance


Outlook

  • ACI Worldwide raises 2026 revenue guidance to $1.89 bln-$1.92 bln from $1.88 bln-$1.91 bln

  • Company lifts 2026 adjusted EBITDA outlook to $540 mln-$555 mln from $530 mln-$550 mln

  • ACI Worldwide expects Q2 2026 revenue of $420 mln-$440 mln and adjusted EBITDA of $85 mln-$95 mln


Result Drivers

  • REAL TIME PAYMENTS & MERCHANT GROWTH - Payment Software segment saw Real Time Payments and Merchant revenues rise over 20% each on a constant currency basis

  • BILLER SEGMENT VOLUME - Biller segment revenue rose 10%, driven by higher transaction volumes with existing customers and new customer wins

  • STRONG NEW ARR BOOKINGS - New annual recurring revenue bookings grew 39% across the company


Company press release: ID:nBw2sjKhGa


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Revenue

Beat

$425.75 mln

$410.12 mln (5 Analysts)

Q1 Adjusted EPS

Beat

$0.61

$0.32 (5 Analysts)

Q1 Net Income

Beat

$38.31 mln

$29.69 mln (5 Analysts)

Q1 Adjusted EBITDA

Beat

$105 mln

$89.88 mln (5 Analysts)

Q1 Operating income

Beat

$57.49 mln

$46.18 mln (5 Analysts)

Q1 Pretax Profit

Beat

$50.42 mln

$43.66 mln (5 Analysts)


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