)
Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Agilysys (AGYS) investor relations material
Agilysys Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary27 Oct, 2025
Executive summary
Achieved record Q2 revenue of $79.3M, up 16.1% year-over-year, marking the 15th consecutive record revenue quarter, driven by strong subscription and maintenance growth, including Book4Time contributions.
Net income rose to $11.7M ($0.41 per diluted share) from $1.4M ($0.05 per share) year-over-year, with operating income up 243% to $14.1M and margin at 17.8%.
Strong sales momentum across all verticals, with international and food service management segments delivering standout growth and EMEA at record levels.
Subscription sales and backlog at record levels, with 18 new customers added in Q2, all on subscription agreements.
Completed the $145.8M acquisition of Book4Time, expanding SaaS offerings and global reach.
Financial highlights
Q2 revenue: $79.3M (+16.1% YoY); first half FY26 revenue: $156M (+18.4% YoY).
Recurring revenue grew 23% YoY to $51M, with Book4Time contributing $5.3M; subscription revenue up 33.1% YoY, now 65.5% of recurring revenue.
Adjusted EBITDA for Q2: $16.4M (20% of revenue), up from $12.2M YoY.
Net income: $11.7M; adjusted net income: $11.4M; EPS: $0.41; adjusted EPS: $0.40.
Free cash flow: $15M in Q2, up from $5.9M YoY; cash and equivalents at $59.3M as of September 30, 2025.
Outlook and guidance
FY26 revenue guidance raised to $315M–$318M (from $308M–$312M); subscription revenue growth guidance increased to 29% (from 27%), excluding Marriott PMS project.
Adjusted EBITDA margin target remains at 20% of revenue.
Professional services revenue expected to dip >5% sequentially in Q3 due to seasonality, then normalize in Q4.
Management expects continued growth in subscription-based revenue, supported by Book4Time integration and product innovation.
Anticipates future cash tax savings from U.S. tax law changes, including immediate expensing of R&D.
Update on major PMS project revenue contribution
What drove the Q2 'other gains' charge, net?
Is backlog impacting gross margin?
How is AI increasing competitive advantage?
Closing the Agilysys market awareness gap?
Future financial impact of Marriott PMS project?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Agilysys earnings date
Q3 202620 Jan, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Agilysys, Inc., together with its subsidiaries, operates as a developer and marketer of hardware and software products and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India. The company offers HyCentra hotel property management, front office and guest service applications; reporting and systems integration; HyNet, a network-based software system for managing guest access; ICE enterprise digital signature solution that provides digital certificates for secure guest registration and check-out processes; eZee check-out solution that allows guests to check out anytime from their smart phones or tablets; eZee mobile self-check-in application that allows guests to check into their room using a mobile device; eZee mobile key application for use at the physical key station; eZee mobile payment app that allows guests to securely pay for items from their mobile device without having to present their credit card or provide a signature; mobileWise software that connects mobile devices such as smart phones and tablets with backend server applications through the cloud; Symbian POS software for restaurant sales, inventory control management, accounting data importing/exporting, easy menu management, customer loyalty programs, customer and employee reports for administration staff; Aloha point-of-sale. Agilysys is based in Alpharetta, Georgia.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage