AGYS Agilysys, Inc

$AGYS Agilysys fiscal Q2 revenue was 93.36 million dollars, up 17.7% YoY and ahead of the 91.3 million dollar consensus (Zacks). Adjusted EPS was 0.67 dollars vs 0.55 expected. The mix is doing the work. Recurring revenue is now 66.6% of total, subscription revenue grew 32.6% and is 71.2% of recurring, and gross margin expanded to 64.6% from 61.7%. Management raised the full year guide again: revenue to 374 to 378 million dollars, subscription growth to at least 34%, and adjusted EBITDA margin to 25% from 24%.

$AGYS it’s a real business always beating revenue solid company I only buy have not sold once in 8 years

$AGYS Agilysys lifts its full-year margin guide to 25% and its revenue range to $374M–$378M. 🏢 Agilysys sells property management, point-of-sale and inventory software to hotels, casinos, cruise lines and food-service operators 🚀 The company now expects fiscal 2027 adjusted EBITDA at 25% of revenue, up from 24%, which on the new $374M–$378M revenue range works out to about $93.5M–$94.5M ⚠️ The guide needs about 26.5% in the second half after a first half at 23.4% ($42.4M on $181.0M), and GAAP EPS of $0.46 trails the $0.67 adjusted figure, which excludes $6.3M of Q2 share-based compensation 📅 Next: Management hosts its conference call on October 26, 2026, at 4:30 p.m. ET; watch whether second-half bookings and implementations support the higher margin Source: SEC 8-K and Q2 release, Oct 26

$AGYS Q2 '27 Earnings Results & Recap • Reported GAAP EPS of $0.67 up 67.50% YoY • Reported revenue of $93.36M up 17.73% YoY • Agilysys raised full fiscal 2027 total revenue guidance to $374M to $378M, subscription revenue growth to at least 34% year-over-year, and full fiscal year Adjusted EBITDA expectations to 25% of revenue.