Overview

• Jack Henry fiscal Q1 GAAP rev grows 7.3%, GAAP operating income rises 21.7% yr/yr

• Company achieves GAAP EPS of $1.97, up from $1.63 in prior fiscal year quarter

• Non-GAAP adjusted revenue grows 8.7%, driven by strong demand and acquisition

Outlook

• Jack Henry sees FY26 GAAP revenue between $2,491 mln and $2,514 mln

• Company expects FY26 GAAP EPS between $6.38 and $6.49

• Jack Henry projects FY26 non-GAAP revenue between $2,465 mln and $2,488 mln

Result Drivers

• STRONG DEMAND - Co attributes revenue growth to strong demand for data processing, hosting, and payment processing

• ACQUISITION IMPACT - Acquisition of Victor Technologies enhances client offerings and capabilities

• SEGMENT GROWTH - Payments and complementary segments show significant revenue growth

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 13 "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 Jack Henry & Associates Inc is $175.00, about 13.9% above its November 3 closing price of $150.63

• The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 27 three months ago

Press Release: ID:nPnbW6VyCa

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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.)