The Motley Fool·2d ago
Agilysys: 3 Key Takeaways for Long-Term InvestorsSubscription revenue grew 32.6% year over year to $44.2 million. Domestic hotel, resort, and cruise sales rose 33% year over year.
Agilysys appears to be executing a credible transition toward subscription software, with gross margin expanding roughly 390 basis points from 60.7% in 2025Q4 to 64.6% in 2027Q2 and trailing operating margin improving from 10.4% to 13.5%, while revenue growth has settled into a 14-17% band versus 19-20% a year earlier.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 26, 2026 | $0.67+21.6% vs $0.55 | $93M+2.7% vs $91M |
Q3 2026 Jul 27, 2026 | $0.49+21.7% vs $0.40 | $88M+2.0% vs $86M |
Q2 2026 May 18, 2026 | $0.63+26.7% vs $0.50 | $83M+1.7% vs $82M |
Q1 2026 Jan 26, 2026 | $0.42-8.7% vs $0.46 | $80M+1.7% vs $79M |
Subscription revenue grew 32.6% year over year to $44.2 million. Domestic hotel, resort, and cruise sales rose 33% year over year.
Agilysys (AGYS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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Agilysys is downgraded to a "Sell" as valuation remains stretched despite solid fundamentals and a post-earnings drop. Current market conditions and high-interest rates threaten AGYS's end market, particularly commercial real estate and hotel project activity. AGYS faces demand headwinds from the continued rise of Airbnb and vacation rental platforms, impacting core hotel customers.
Benchmark AGYS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Agilysys, Inc. (AGYS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $121.09 | $3.42B | 78.01 | 15.85% | 12.88% | 13.28% | — | |
| $20.55 | $847.61M | -13.49 | 30.16% | -12.24% | -7.69% | — | |
| $34.67 | $20.11B | 37.32 | 24.05% | 7.69% | 26.05% | — | |
| $19.40 | $4.22B | 7.00 | 10.52% | 5.58% | 14.7% | 1.21% | |
| $0.81 | $7.79M | -0.59 | 11.89% | -2.43% | -58.41% | 10.18% | |
| $43.50 | $1.78B | 19.53 | 29.79% | 9.24% | 18.36% | 0.04% |
Agilysys, Inc. (AGYS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Agilysys, Inc. (AGYS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 26, 2026·SEC
Jul 27, 2026·SEC
Jun 22, 2026·SEC
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Agilysys, Inc. (AGYS) stock FAQ — growth, dividends, profitability & financials explained
Agilysys, Inc. (AGYS) reported $344.4M in revenue over the trailing twelve months. Revenue was $319.3M in fiscal year 2026. That is 79% less than the $1.51B of fiscal year 1997.
Agilysys, Inc. (AGYS) grew revenue by 14.9% over the trailing twelve months, compared with the twelve months before.
Yes. Agilysys, Inc. (AGYS) earned $44.4M in net income over the trailing twelve months (a 12.9% net margin).
Agilysys, Inc. (AGYS) had a return on equity (ROE) of 13.3% over the trailing twelve months. That is in line with the market's typical 10-15%.
Agilysys, Inc. (AGYS) generated $80.3M in free cash flow over the trailing twelve months.
