ACI Worldwide

Q1 FY2026 EarningsQ2 FY26 performance was solid, with revenue of $430.4M largely in line with the $430.6M consensus, while GAAP EPS of $0.31 and Adjusted EPS of $0.54 marginally exceeded expectations of $0.30 and $0.53 respectively. Growth was fueled by a 33% CC increase in Issuing and Acquiring revenue within Payment Software, although Biller segment margins contracted due to investments. Management raised full-year FY26 revenue and adjusted EBITDA guidance, signaling strong confidence in H2 momentum despite a 25% YoY decline in new ARR bookings.