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High materiality9/10

Agilysys lifts FY2027 guidance on strong Q1 results and AI-led growth

Jul 27, 2026, 4:10 PM EDT2 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Positive earnings print coupled with upgraded FY2027 guidance, improving visibility on revenue growth and profitability. The 32%+ subscription growth target and 24% EBITDA margin imply improved unit economics and potential multiple expansion for a hospitality software name, especially if backlog converts smoothly to revenue.

AI summary

What happened, with direct paths to the underlying reporting

Agilysys reported fiscal 2027’s first quarter with record quarterly revenue and rising profitability, prompting a raised full-year outlook. Q1 revenue reached $87.677 million, up 14.3% year over year, with recurring revenue at $57.7 million and subscription revenue up 26.1%. The company now targets $368–$373 million in revenue for FY2027, with subscription growth of at least 32% and EBITDA at 24% of revenue, suggesting durable ARR expansion and margin upside supported by AI-enabled features.

  • Q1 2027 revenue: $87.677M, up 14.3% YoY; recurring revenue $57.7M.
  • Subscription revenue rose 26.1% YoY; backlog and professional services hit records.
  • Full-year guidance raised: revenue to $368–$373M; subscription growth at least 32%.
  • Adjusted EBITDA margin guided at 24% of revenue; Q1 EBITDA 20.8% margin.
  • Ending cash $123.7M; AI features cited as key growth driver; backlog at record highs.

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