NCR Voyix Q3 revenue, profit beat expectations on software ARR growth

NCR Voyix

06/11/2025 11:59

Overview

NCR Voyix Q3 revenue declines yr/yr but beats analyst expectations

Adjusted EPS for Q3 beats consensus, reflecting operational improvements

Adjusted EBITDA for Q3 surpasses analyst estimates, indicating strong performance

Outlook

NCR Voyix expects 2025 revenue between $2,650 mln and $2,670 mln

Company projects 2025 software and services revenue of $1,980 mln to $1,990 mln

NCR Voyix forecasts 2025 adjusted EBITDA of $420 mln to $435 mln

Result Drivers

RECURRING REVENUE GROWTH - Co reports ARR increased to $1.7 bln from $1.6 bln in prior year, driven by software ARR growth

STRATEGIC PARTNERSHIPS - Co expands payment capabilities through partnerships with WEX and Corpay, enhancing commercial fuel transactions

COST MANAGEMENT - Improved adjusted EBITDA attributed to cost management and operational efficiencies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$684 mln
$669.83 mln (7 Analysts)
Q3 Adjusted EPS
Beat
$0.31
$0.22 (6 Analysts)
Q3 Adjusted EBITDA
Beat
$125 mln
$121.52 mln (7 Analysts)
Q3 EPS continuing operations
-$0.14
Q3 Recurring Revenue
$1.70 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 $16.00, about 28.6% above its November 5 closing price of $11.43

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

Press Release: ID:nBw44jcPZa

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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.)