| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 430.42 | 1.1% | 7.3% |
| Total Income | 430.42 | 1.1% | 7.3% |
| Expenditure | 385.77 | 4.8% | 5.3% |
| PBT | 38.92 | 22.8% | 117.8% |
| Net Profit | 31.80 | 17.0% | 160.7% |
| OPM | 10.37% | 3.13pp | 1.69pp |
| NPM | 7.39% | 1.61pp | 4.35pp |
| EPS | 0.31 | 18.4% | 158.3% |
ACI Worldwide Reports Strong Second Quarter 2026 Results and Raises Full-Year Guidance
06 Aug 2026 · 6 Aug, 5:38 pm
Summary
ACI Worldwide announced strong financial results for the second quarter of 2026, with revenue increasing by 7% to $430 million and adjusted EBITDA growing by 12% to $91 million. The company also reported a 54% increase in adjusted diluted EPS to $0.54. A significant business milestone was the successful enablement of ACI Connetic across eight major U.S. payment networks and signing two new customers. Based on this performance, ACI Worldwide is raising its full-year 2026 guidance for both revenue and adjusted EBITDA, expressing confidence in its momentum and ability to create long-term shareholder value.
Key Highlights
- 1
ACI Worldwide reported Q2 revenue of $430 million, an increase of 7% (6% in constant currency) compared to Q2 2025.
- 2
The company achieved Q2 GAAP net income of $32 million and adjusted EBITDA of $91 million, representing a 12% increase (9% in constant currency).
- 3
Q2 2026 GAAP diluted EPS was $0.31 and adjusted diluted EPS was $0.54, a significant increase of 54% year-over-year.
- 4
ACI Connetic was successfully enabled across eight major U.S. payment networks, and two U.S. customers were signed.
- 5
The company repurchased 2.5 million shares year-to-date for $107 million.
- 6
ACI Worldwide is raising its full-year 2026 financial guidance for both revenue and adjusted EBITDA based on strong first-half performance.
Management Comments
Thomas Warsop
Signing two U.S.-based customers for ACI Connetic is a significant milestone and validates both the strength of our cloud-native payments platform and the growing demand for payments modernization in the world's largest banking market. In the second quarter, we delivered 7% revenue growth, expanded EBITDA margins and continued to execute our balanced capital allocation strategy. We continued to invest in ACI Connetic to support long-term organic growth and, at the same time, returned capital to shareholders through share repurchases. As a result of our strong first-half performance, we are increasing our full-year revenue and adjusted EBITDA guidance. We enter the second half of 2026 with strong momentum, a healthy pipeline and confidence in our ability to create long-term shareholder value.
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