NCR Voyix Q2 profit beats on platform expansion

NCR Voyix

05/08/2026 11:47

Overview
US unified commerce platform's Q2 revenue beat analyst expectations, despite 21% yr/yr decline
Adjusted EPS and adjusted EBITDA for Q2 both beat analyst expectations
Company repurchased $11 mln of common stock in Q2

Outlook
NCR Voyix maintains 2026 revenue guidance of $2.19 bln to $2.30 bln
Company expects 2026 adjusted EBITDA of $432 mln to $447 mln
NCR Voyix forecasts 2026 non-GAAP diluted EPS of $0.89 to $0.92

Result Drivers
HARDWARE BUSINESS TRANSITION - Co said 21% yr/yr revenue decline reflected impact of hardware business transition to ODM model
RECURRING REVENUE GROWTH - Co reported recurring revenue rose to $435 mln from $421 mln yr/yr, driven by increased adoption of platform solutions
PLATFORM EXPANSION - Co said number of platform sites grew 10% yr/yr and remaining contract value increased 65% yr/yr

Company press release: ID:nBw3Hvvgwa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$523 mln
$515.87 mln (5 Analysts)
Q2 Adjusted EPS
Beat
$0.17
$0.15 (5 Analysts)
Q2 Adjusted EBITDA
Beat
$98 mln
$95.27 mln (5 Analysts)
Q2 EPS continuing operations
 
-$0.03
 
Q2 Recurring Revenue
 
$435 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "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 Corporation is $12.00, about 35.1% above its August 4 closing price of $8.88
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 7 three months ago

Reuters Recommended Reads
Aug 5 - NCR Atleos Q2 revenue flat, expects Brink's merger to close Q1 2027 
Aug 4 - Toast Q2 revenue beats analyst estimates on customer growth, AI offerings
Aug 4 - Broadridge quarterly profit climbs on investor communications strength 

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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.)