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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Craneware
Craneware (CRW) investor relations material
Craneware H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary22 Sep, 2026
Executive summary
Fiscal 2026 results were below expectations due to 340B market headwinds and a cybersecurity incident, but recurring revenue remained resilient at $185m ARR with 100% NRR and customer retention above 90%.
Revenue expectations for fiscal 2027 have been reset to align with ARR, providing greater certainty amid ongoing market and operational uncertainties.
A comprehensive cost base review is underway to align expenses with revised revenue and support future growth, with a commitment to 30%+ EBITDA margins.
The Microsoft partnership is expected to accelerate AI and sales initiatives.
Financial highlights
Revenue for fiscal 2026 was $206 million, flat year-over-year (FY25: $205.7m).
Adjusted EBITDA was $67.1 million, up 3%, with a 33% margin.
Annual recurring revenue (ARR) was $185 million; net revenue retention (NRR) at 100%.
Operating cash conversion was 98% of adjusted EBITDA.
Year-end cash stood at $54.8 million, with $56 million undrawn RCF and $100 million accordion facility available.
Bank debt increased to $43.5 million, partly to fund a $25 million share buyback.
Total dividend for the year maintained at GBP 0.32 per share.
Adjusted basic EPS was 116.8 cents.
Outlook and guidance
Fiscal 2027 revenue guidance reset to $185 million, matching current ARR, reflecting market and operational uncertainties.
Margin expected in the mid to high-20% range for fiscal 2027, with a return to 30%+ margins targeted for fiscal 2028.
No anticipated drop in ARR for fiscal 2027; NRR expected to remain at 100%.
Growth expected to resume in fiscal 2028 as market clarity improves and cost initiatives take effect.
Ongoing investment in innovation and product launches to drive future cross-sell and upsell opportunities.
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Latest events from Craneware
- Revenue and Adjusted EBITDA grew as recurring software revenue offset a pressured services market.CRW
H1 2023 - FY26 results flat year-over-year, with deferred revenue and strong customer retention.CRWH2 2026 TU
- Revenue and adjusted EBITDA grew; AI innovation and 340B opportunities support H2 confidence.CRWH1 2026
- 6% revenue growth and double-digit EBITDA increase, with strong cash and reduced debt in H1 FY26.CRWH1 2026 TU
- Revenue up 9%, adjusted EBITDA up 12%, and dividend up 10%, with strong recurring sales.CRWH2 2025
- EBITDA and ARR growth outpaced forecasts, setting the stage for faster expansion in FY26.CRWH2 2025 TU
- Strong revenue and profit growth, high recurring revenue, and a new Microsoft alliance drive optimism.CRWH2 2024
- Double-digit growth, strong cash flow, and new leadership drive confidence for FY25.CRWH1 2025 TU
- Double-digit revenue and EBITDA growth, strong cash flow, and innovation drive robust outlook.CRWH1 2025
Next Craneware earnings date
H1 20271 Mar, 2027
Craneware
Next Craneware earnings date
H1 20271 Mar, 2027
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Frequently asked questions
Craneware plc is a United Kingdom-based company specializing in the development, licensing, and ongoing support of computer software for the United States healthcare industry. The company's software solutions are designed to enhance revenue integrity and compliance within healthcare organizations through its Trisius platform. This platform offers insights for revenue integrity, 340B management, and provides tools for margin and operational intelligence. Craneware's range of solutions includes price modeling automation, chargemaster management, cost and decision support, workforce management, medication systems analytics, drug activity tracking, and centralized purchasing applications, catering to a diverse set of needs within the healthcare sector. The company is headquartered in Edinburgh, Scotland, and its shares are listed on the London Stock Exchange.