Agilysys Inc filed its 10-Q with the SEC, and its figures are now in our data. Revenue over the twelve months to Q2 2027 was $344.4 million, up 14.9% on the year before. That growth rate was up 0.5 percentage points on the rate a quarter earlier.
Source: SEC EDGAR XBRL company facts. Latest period shown: FY27 Q2.
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| Period | Revenue growth, TTM YoY | Operating margin (TTM) | FCF margin (TTM) |
|---|---|---|---|
| FY25 Q3 | 15.5% | 7.9% | 21.0% |
| FY25 Q4 | 16.1% | 8.2% | 19.0% |
| FY26 Q1 | 17.9% | 7.4% | 16.3% |
| FY26 Q2 | 17.8% | 10.5% | 18.7% |
| FY26 Q3 | 17.9% | 11.5% | 19.1% |
| FY26 Q4 | 15.8% | 13.5% | 21.3% |
| FY27 Q1 | 14.4% | 14.6% | 24.4% |
| FY27 Q2 | 14.9% | 14.3% | 23.3% |
What stands out in the filings
Net income rose 82.1% over the year while free cash flow rose 42.8%, indicating reported profit and cash are moving at different speeds.
What the company earns
Growth is coming with wider margins, so profit is rising faster than sales. The trailing gross margin was 63.8%. The trailing operating margin was 14.3%, up 3.9 percentage points from a year earlier. Alongside that, the trailing net margin was 12.9%. Net income over the twelve months was $44.4 million, which rose 82.1% on the year before.
The cash picture
Operating cash flow over the twelve months was $82.1 million, up 40.9% on the year before. Capital spending was $1.9 million, or 0.5% of revenue. Free cash flow, operating cash flow less capital spending, was $80.3 million, up 42.8% on the year before. The free-cash-flow margin was 23.3%, up 4.6 percentage points from a year earlier.
The share base
The average diluted share count rose 0.5% over the year.
How today compares
In the context of past results: today’s free-cash-flow margin of 23.3% is higher than 97% of the company’s own past quarterly readings, which have ranged from −14.1% to 27.3%. Today’s operating margin of 14.3% is higher than 98% of past readings (−25.3% to 14.6%). Today’s twelve-month revenue growth rate of 14.9% is higher than 62% of past readings (−55.0% to 25.8%).
Guidance
The company raised its full year fiscal 2027 guidance for total revenue to a range of $368.0 million to $373.0 million, and for subscription revenue growth for subscription to 32%. The company kept its the full fiscal year guidance for adjusted EBITDA at 24%.
What it means for value
For valuation, the figures matter through our model. In our model, growth 5 percentage points lower would lower the value by 23.1%, and 5 percentage points higher would raise it by 29.8%. A free-cash-flow margin 1 percentage point lower would lower it by 4.1%.
What comes next
The next filing will show whether the trends above continue, slow or reverse.
