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ACI Worldwide Inc. reported third-quarter revenue of $427 million and new ARR bookings of approximately $24 million, up 86% year-over-year. It reiterated 2026 revenue guidance of $1.895 billion to $1.925 billion and raised adjusted EBITDA guidance to $550 million to $565 million.
ACI Worldwide completed the $24.0 million Cranium acquisition on October 1, 2026, with potential contingent consideration of up to $20.0 million. Nine-month revenue increased $4.8 million, but net income declined 37%.
ACI Worldwide reported Q3 2026 revenue of $427 million, down 12%, net income of $33 million and adjusted EBITDA of $98 million. It reiterated full-year 2026 revenue guidance of $1.895 billion to $1.925 billion and raised adjusted EBITDA guidance to $550 million to $565 million.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. ACI raised full-year adjusted EBITDA guidance, reported 86% growth in Q3 ARR bookings, generated stronger operating cash flow, and advanced Kinetic and Biller growth. The quarter nevertheless saw lower revenue, earnings, margins, and license-and-services bookings, with pipeline conversion, Kinetic scaling, and interchange costs remaining execution risks.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted Diluted EPS non-GAAP | $1.16 | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA non-GAAP | 196M | Six Months Ended June 30, 2026 | — |
| Annual recurring revenue (ARR) bookings | 18.3M | Q2 2026 | — |
| Biller net adjusted EBITDA margin (net of interchange fees) non-GAAP | 51% | Q2 2026 | — |
| License and services bookings | 59.2M | Q2 2026 | — |
| Net Adjusted EBITDA Margin non-GAAP | 36% | Six Months Ended June 30, 2026 | — |
| Net new ARR bookings | $18M | Q2 2026 | — |
| Net new ARR bookings (trailing twelve months) | $68M | trailing twelve months ended June 30, 2026 | — |
| New license and services bookings | $59M | Q2 2026 | — |
| New license and services bookings (trailing twelve months) | $255M | trailing twelve months ended June 30, 2026 | — |
| Operating cash flows | $135M | year-to-date 2026 | — |
| Payment Software adjusted EBITDA non-GAAP | $94M | Q2 2026 | — |
| Payment Software net adjusted EBITDA margin non-GAAP | 48% | Q2 2026 | — |
| Payment Software Recurring revenue | 3% | Q2 2026 | — |
| Recurring Revenue | 649.2M | Six Months Ended June 30, 2026 | — |
| Shares repurchased | 2.5M | year-to-date 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ACIW
this stock
Aci Worldwide, Inc.
|
$6.09B | +27.1% | -1.4% | 37.8 | 5.7% |
|
MSFT
Microsoft Corp
|
$3.89T | +8.3% | +6.9% | 27.4 | 0.8% |
|
PLTR
Palantir Technologies Inc.
|
$404.77B | -5.5% | +56.2% | 117.5 | 2.3% |
|
ORCL
Oracle Corp
|
$379.03B | -35.7% | +17.3% | 19.7 | 1.5% |
|
PANW
Palo Alto Networks Inc
|
$263.59B | +74.9% | +29.0% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
ACI Worldwide reported Q3 2026 revenue of $427 million, down 12%, net income of $33 million and adjusted EBITDA of $98 million. It reiterated full-year 2026 revenue guidance of $1.895 billion to $1.925 billion and raised adjusted EBITDA guidance to $550 million to $565 million.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ACIW | +1.3% | +15.1% | +43.5% | +7.9% | +27.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.3% | +16.3% | +43.0% | +8.1% | +16.5% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
