Overview
NCR Voyix Q3 revenue declines yr/yr but beats analyst expectations
Adjusted EPS for Q3 beats consensus, reflecting operational improvements
Adjusted EBITDA for Q3 surpasses analyst estimates, indicating strong performance
Outlook
NCR Voyix expects 2025 revenue between $2,650 mln and $2,670 mln
Company projects 2025 software and services revenue of $1,980 mln to $1,990 mln
NCR Voyix forecasts 2025 adjusted EBITDA of $420 mln to $435 mln
Result Drivers
RECURRING REVENUE GROWTH - Co reports ARR increased to $1.7 bln from $1.6 bln in prior year, driven by software ARR growth
STRATEGIC PARTNERSHIPS - Co expands payment capabilities through partnerships with WEX and Corpay, enhancing commercial fuel transactions
COST MANAGEMENT - Improved adjusted EBITDA attributed to cost management and operational efficiencies
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $684 mln | $669.83 mln (7 Analysts) |
Q3 Adjusted EPS | Beat | $0.31 | $0.22 (6 Analysts) |
Q3 Adjusted EBITDA | Beat | $125 mln | $121.52 mln (7 Analysts) |
Q3 EPS continuing operations | -$0.14 | ||
Q3 Recurring Revenue | $1.70 bln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for NCR Voyix Corp is $16.00, about 28.6% above its November 5 closing price of $11.43
The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 15 three months ago
Press Release: ID:nBw44jcPZa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)