ACI Worldwide Q1 revenue beats analyst estimates on higher volumes

ACI Worldwide

07/05/2026 11:17

Overview

Payments technology provider's Q1 revenue rose 8%, beating analyst expectations

Adjusted EPS and adjusted EBITDA for Q1 beat analyst estimates

Company repurchased 1.5 mln shares for $65 mln and raised full-year 2026 guidance

Outlook

ACI Worldwide raises 2026 revenue guidance to $1.89 bln-$1.92 bln from $1.88 bln-$1.91 bln

Company lifts 2026 adjusted EBITDA outlook to $540 mln-$555 mln from $530 mln-$550 mln

ACI Worldwide expects Q2 2026 revenue of $420 mln-$440 mln and adjusted EBITDA of $85 mln-$95 mln

Result Drivers

REAL TIME PAYMENTS & MERCHANT GROWTH - Payment Software segment saw Real Time Payments and Merchant revenues rise over 20% each on a constant currency basis

BILLER SEGMENT VOLUME - Biller segment revenue rose 10%, driven by higher transaction volumes with existing customers and new customer wins

STRONG NEW ARR BOOKINGS - New annual recurring revenue bookings grew 39% across the company

Company press release: ID:nBw2sjKhGa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$425.75 mln
$410.12 mln (5 Analysts)
Q1 Adjusted EPS
Beat
$0.61
$0.32 (5 Analysts)
Q1 Net Income
Beat
$38.31 mln
$29.69 mln (5 Analysts)
Q1 Adjusted EBITDA
Beat
$105 mln
$89.88 mln (5 Analysts)
Q1 Operating income
Beat
$57.49 mln
$46.18 mln (5 Analysts)
Q1 Pretax Profit
Beat
$50.42 mln
$43.66 mln (5 Analysts)

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)