Achieved record Q1 results with GAAP revenue up 7.3% to $644.7M and non-GAAP revenue up 8.7% to $636.1M, surpassing guidance and driven by organic growth in data processing, hosting, card, digital, and payment processing revenues.
Net income rose 20.8% to $144M, with diluted GAAP EPS up 21% to $1.97, reflecting strong operational performance and margin expansion.
Non-GAAP operating margin expanded by 227 bps to 27.2%, with GAAP operating income up 21.7% to $184.1M.
Acquisition of Victor Technologies for $42.4M enhances payments-as-a-service and embedded finance capabilities.
Strong sales momentum, record client conference attendance, and continued innovation with new cloud-native solutions and stablecoin initiatives.
Q1 GAAP revenue: $644.7M (+7.3% YoY); non-GAAP revenue: $636.1M (+8.7% YoY).
Net income: $144M (+20.8% YoY); diluted EPS: $1.97 (+21% YoY).
Operating income: $184.1M (+21.7% YoY); non-GAAP adjusted operating income: $173.2M (+18.6% YoY).
Free cash flow: $69.5M (+17.5% YoY); operating cash flow: $121M.
Return on invested capital: 22% (TTM); return on average shareholders’ equity: 23.5%.
Full-year GAAP revenue growth guidance raised to 4.9%-5.9% ($2,491M–$2,514M); non-GAAP revenue growth outlook increased to 6%-7% ($2,465M–$2,488M).
Non-GAAP margin expansion guidance raised to 30-50 bps; non-GAAP adjusted operating margin: 23.5%-23.7%.
GAAP EPS guidance for FY26 increased to $6.38-$6.49, up 2%-4%.
Free cash flow conversion expected at 85%-100% for FY26.
Guidance assumes no further acquisitions or dispositions in fiscal 2026.
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