ACI Worldwide Beats Q3 2026 Estimates as Revenue Falls 11% to $427.0M
Revenue of $427.0M vs. $421.9M expected and adjusted EPS of $0.54 vs. $0.37; revenue down 11% from a year earlier.
ACI Worldwide (ACIW) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $427.0 million, down 11% from a year earlier, above the $421.9 million estimate, and adjusted EPS was $0.54, down 39% from a year earlier, above the $0.37 estimate.
Q3 2026 scorecard
| Parameters | Expected | Actual | Beat/Miss |
|---|---|---|---|
| Adjusted EPS | $0.37 | $0.54 | Beat by 48% |
| Revenue | $421.9M | $427.0M | Beat by 1.2% |
| Change | YoY | QoQ |
|---|---|---|
| Adjusted EPS | ▼ 39% | ▲ 74% |
| Revenue | ▼ 11% | ▼ 0.8% |
By our calculation, revenue was $5.1 million above the estimate and adjusted EPS was $0.17 above it. The QoQ column compares with the previous quarter's revenue of $430.4 million and adjusted EPS of $0.31. The YoY column compares with $482.4 million and $0.88 in the same quarter a year earlier.
Track record
- EPS record. Adjusted EPS beat the estimate in 5 of the last 8 reports, including this one.
- Revenue record. Revenue beat the estimate in 7 of the last 8 reports.
- Revenue trend. Revenue over the last 5 reports, oldest first: $482.4 million, $481.6 million, $425.7 million, $430.4 million and $427.0 million.
What to watch
- Next-quarter estimates. Consensus calls for EPS of $1.58 and revenue of $628.4 million next quarter, based on 2 analysts.
- Revenue growth. Whether revenue stabilizes after this quarter's 11% decline from a year earlier to $427.0 million.
- Estimate record. Whether ACI Worldwide extends a record of beating EPS estimates in 5 of its last 8 reports.
- Related coverage. See our reports on Duke Energy, Celsius, Walker & Dunlop and Privia Health.
Sources: Results are from ACI Worldwide's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from ACI Worldwide's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.
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