UK's Eagle Eye Solutions FY26 revenue up, aided by higher customer adoption
UK's Eagle Eye Solutions FY26 revenue up, aided by higher customer adoption
Overview
UK loyalty platform's FY26 revenue excluding NRS grew 21% yr/yr
Annual recurring revenue rose 31% yr/yr, driven by new customer wins and deeper relationships
Adjusted EBITDA fell 19% yr/yr, reflecting investment and operational changes
Outlook
Company expects a return to double-digit revenue and adjusted EBITDA growth in FY27
Eagle Eye maintains medium-term ambitions of £100 mln revenue and adjusted EBITDA margin above 30%
Company expects OEM partnership to become a significant growth contributor from FY27, with revenue from new contracts in 2027
Result Drivers
AI-POWERED PLATFORM ADOPTION - Co said increased customer adoption and usage of its AI-powered loyalty and promotions platform drove 35% growth in EagleAI revenues and contributed to ARR gains
COMMERCIAL MOMENTUM - Co attributed results to 13 major customer wins, including expansion in North America and new sectors such as airlines and quick service restaurants
OPERATIONAL EFFICIENCIES - Co said platform optimisation and internal use of AI tools led to faster deployments and recurring cloud cost savings, supporting margin improvement
Company press release: ID:nRSO7968Ua
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
FY Revenue |
| GBP 46.7 mln |
|
FY Adjusted EBITDA |
| GBP 9.8 mln |
|
FY Annual Recurring Revenue |
| GBP 44.5 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy."
Wall Street's median 12-month price target for Eagle Eye Solutions Group PLC is GBp537.50, about 8.6% above its September 14 closing price of GBp495.00
The stock recently traded at 47 times the next 12-month earnings vs. a P/E of 49 three months ago
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(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.)