Jack Henry Associates Posts Record Fiscal 2026 Results With 58 Competitive Core Wins and Guides for Further Growth

Jack Henry and Associates reported record fourth-quarter and full-year fiscal 2026 results on August 18, beating consensus estimates on both revenue and earnings per share. Non-GAAP revenue for the fourth quarter rose 7% to $633 million, while full-year non-GAAP adjusted revenue reached approximately $2.5 billion with operating margin expanding 92 basis points to 24%. Full-year adjusted operating profits rose 12%.

The company secured a record 58 competitive core wins during fiscal 2026, including its largest-ever bank client, Woodforest National Bank, and 59% of those wins included adoption of all three bundled services: cloud, digital banking, and payments. For fiscal 2027, management guided for non-GAAP revenue growth of 6.3% to 7.3%, operating margin expansion of 20 to 40 basis points, and GAAP EPS in the range of $7.33 to $7.38. The Seeking Alpha analysis noted that JKHY trades at one of its lowest valuations in years, and that management has a history of guidance beats, suggesting potential for outperformance relative to those targets.

The company said it continues to invest in AI, cybersecurity, cloud infrastructure, and platform development.