Digital commerce company NCR Voyix beats Q2 profit, revenue estimates

NCR Voyix

07/08/2025 11:38

Overview

NCR Voyix Q2 revenue declines 8% yr/yr but beats analyst expectations, per LSEG data

Adjusted EPS for Q2 beats consensus, reflecting strong operational performance

Co repurchased 826 thousand shares for $7 mln during Q2

Outlook

Company maintains 2025 revenue guidance at $2.575 bln to $2.650 bln

NCR Voyix expects 2025 software and services revenue of $1.995 bln to $2.020 bln

Company projects 2025 adjusted EBITDA between $420 mln and $445 mln

NCR Voyix forecasts 2025 non-GAAP diluted EPS of $0.75 to $0.80

Result Drivers

STRATEGIC INITIATIVES - Co attributes performance to product innovation, expanded payment capabilities, and enhanced global services, per CEO James G. Kelly

RECURRING REVENUE GROWTH - ARR increased to $1.68 bln from $1.60 bln, while software ARR rose to $799 mln from $748 mln

PLATFORM EXPANSION - Co reports 16% increase in platform sites and 3% increase in payment sites yr/yr

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$666 mln
$648.60 mln (7 Analysts)
Q2 Adjusted EPS
Beat
$0.19
$0.13 (7 Analysts)
Q2 Adjusted EBITDA
Beat
$95 mln
$94.20 mln (6 Analysts)
Q2 EPS continuing operations
-$0.02
Q2 Net Income continuing operations
$1 mln
Q2 Recurring Revenue
$1.68 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for NCR Voyix Corp is $15.00, about 11.6% above its August 6 closing price of $13.26

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBw9Cq4xBa

(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.)