| Metric | Value ($ M) | Q1 FY25 |
|---|---|---|
| Revenue | 425.75 | 7.9% |
| Total Income | 425.75 | 7.9% |
| Expenditure | 368.26 | 9.6% |
| PBT | 50.42 | 29.6% |
| Net Profit | 38.31 | 34.9% |
| OPM | 13.50% | 1.33pp |
| NPM | 9.00% | 5.92pp |
| EPS | 0.38 | 32.1% |
ACI Worldwide Reports Strong Q1 2026 Results, Raises Full-Year Guidance
07 May 2026 · 7 May, 5:36 pm
Summary
ACI Worldwide reported an 8% increase in revenue for Q1 2026, reaching $426 million. GAAP net income was $38 million, and adjusted EBITDA was $105 million, up 12%. The company is raising its full-year 2026 guidance for both revenue and adjusted EBITDA. Thomas Warsop, President and CEO, noted that payments modernization continues to accelerate and ACI is at the center of it, highlighting growth in Real Time Payments, Merchant, and Biller segments.
Key Highlights
- 1
ACI Worldwide's revenue for Q1 2026 was $426 million, an increase of 8% year-over-year, or 6% on a constant currency basis.
- 2
GAAP net income for Q1 2026 reached $38 million, while adjusted EBITDA increased by 12% to $105 million, or 8% in constant currency.
- 3
The company's GAAP EPS for Q1 2026 was $0.37, and adjusted EPS was $0.61, marking a 20% increase, or 15% in constant currency.
- 4
Net new ARR bookings in Q1 2026 were $12 million, up 39% compared to Q1 2025.
- 5
ACI Worldwide repurchased 1.5 million shares for $65 million during Q1 2026.
- 6
The company is raising its full-year 2026 revenue guidance to a range of $1.89 billion to $1.92 billion and adjusted EBITDA guidance to a range of $540 million to $555 million.
Management Comments
Thomas Warsop
“Payments modernization continues to accelerate, and ACI is at the center of it. In the quarter, Real Time Payments and Merchant each grew more than 20%, Biller delivered 10% growth on top of last year’s double‑digit performance, and new ARR bookings grew 39% across the company. At the same time, our ACI Connetic pipeline continues to expand, underscoring strong market demand for our cloud‑native payments platform. The decision last year to operate our Payment Software and Biller businesses as two distinct segments has sharpened our focus, accelerated organic growth, and consistently enabled us to outperform expectations. We are committed to our capital allocation framework, investing in organic growth, pursuing strategic M&A, and returning capital to shareholders.” “We entered 2026 with momentum, executed ahead of expectations in the first quarter, and are raising our full‑year outlook.”
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