Jack Henry & Associates

Q4 FY2026 EarningsQ1 FY27 deconversion revenue of $17.9M significantly exceeded historical norms, accounting for nearly 60% of the updated $30M full-year FY27 guidance. While core operational results for the quarter are pending, the heightened M&A-driven deconversion activity suggests a potential tailwind for GAAP top-line and net income relative to the $683.4M revenue consensus. However, as these are non-core fees, the focus remains on whether organic growth can offset the client attrition implied by these acquisition-related exits.