olivLaw · US equity research
Agilysys, Inc. AGYS
Services-Computer Integrated Systems Design · SIC 7373 · Vertical: Services-Computer Integrated Systems Design (SIC 7373)
Agilysys builds cloud and on-premise software for the hospitality industry, from PMS and POS to inventory and payments, with a growing emphasis on subscriptions. In the second quarter of fiscal 2027 total revenue reached a record 93.4 million USD, and the company raised its full-year guidance, suggesting that demand for modern solutions in this sector remains strong.
At the close of 04 Nov 2026, Agilysys, Inc. (AGYS) stock was 122.64 USD (+2.31% on the day), with market capitalisation 3.5 bn USD, P/E 78.5 on diluted EPS of 1.56 USD over the last 12 months, dividend yield 0.05%, beta 0.88, 52-week range 62.19–129.50 USD. Latest reported quarter (Q2 2027): revenue of 93.4 m USD (+17.7% YoY), net income of 13.2 m USD (+12.5% YoY), diluted EPS 0.46 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 66.6
- strong (55–70)
- Bollinger (20, 2)
- 102.59 – 125.93
- in the upper half of the band · %B 0.86 · band width 20.4%
- SMA 50 / 200
- 108.86 / 91.96
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 3.82 / 3.38
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +23.3% | −1.1% | +24.4 pp | — |
| 3 months | +10.7% | −0.5% | +11.2 pp | — |
| 6 months | +78.9% | +4.4% | +74.5 pp | — |
| Year to date | +3.2% | +12.3% | −9.1 pp | — |
| 1 year | +0.5% | +13.5% | −13.0 pp | −34.8% |
| 3 years | +36.2% | +76.4% | −40.2 pp | −27.7% |
| 5 years | +146.2% | +63.7% | +82.5 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2027 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | Q2 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 69.6 m | 74.3 m | 76.7 m | 79.3 m | 80.4 m | 82.9 m | 87.7 m | 93.4 m |
| Cost of revenue | 25.7 m | 29.2 m | 29.4 m | 30.3 m | 30.1 m | 29.5 m | 32.0 m | 33.1 m |
| Gross profit | 43.9 m | 45.1 m | 47.3 m | 49.0 m | 50.2 m | 53.4 m | 55.7 m | 60.3 m |
| Research & development | 15.0 m | 16.5 m | 17.5 m | 17.8 m | 18.9 m | 18.5 m | 20.2 m | 19.8 m |
| SG&A | 36.4 m | — | — | — | — | — | — | — |
| Operating income | 7.4 m | 5.3 m | 4.5 m | 14.1 m | 11.7 m | 12.6 m | 9.7 m | 15.2 m |
| Interest expense | 657.0 k | 413.0 k | 217.0 k | 56.0 k | 30.0 k | 190.0 k | 70.0 k | 73.0 k |
| Pre-tax income | 7.7 m | 5.4 m | 4.8 m | 15.7 m | 12.9 m | 15.0 m | 10.8 m | 16.7 m |
| Income tax | 3.9 m | 1.4 m | -41.0 k | 4.0 m | 3.0 m | 2.7 m | 1.8 m | 3.6 m |
| Net income | 3.8 m | 3.9 m | 4.9 m | 11.7 m | 9.9 m | 12.3 m | 9.0 m | 13.2 m |
| Diluted EPS | 0.14 | 0.14 ≈ | 0.17 | 0.41 | 0.35 | 0.43 ≈ | 0.32 | 0.46 |
| Operating cash flow | 20.3 m ≈ | 27.2 m | -4.3 m | 15.2 m ≈ | 23.3 m ≈ | 35.8 m | 7.8 m | 15.2 m ≈ |
| Capex | 562.0 k ≈ | 701.0 k | 633.0 k | 217.0 k ≈ | 574.0 k ≈ | 424.0 k | 520.0 k | 356.0 k ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 37 percentile of its own 19-quarter history (min 26.5, median 122.6, max 229.8; quarters with earnings only).
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 140.8 m | 160.8 m | 137.2 m | 162.6 m | 198.1 m | 237.5 m | 275.6 m | 319.3 m |
| Revenue YoY | +10.6% | +14.1% | −14.7% | +18.6% | +21.8% | +19.9% | +16.1% | +15.9% |
| Net income | -13.2 m | -34.1 m | -21.0 m | 6.5 m | 14.6 m | 86.2 m | 23.2 m | 38.8 m |
| Net income YoY | unavailable | unavailable | unavailable | unavailable | +125.1% | +491.1% | −73.1% | +67.0% |
| Diluted EPS | unavailable | -1.47 | -1.01 | 0.18 | 0.49 | 3.17 | 0.82 | 1.37 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | unavailable | +172.2% | +546.9% | −74.1% | +67.1% |
| net % | -9.3% | -21.2% | -15.3% | 4.0% | 7.4% | 36.3% | 8.4% | 12.1% |
| Free cash flow | 3.9 m | 7.2 m | 27.0 m | 27.3 m | 27.2 m | 40.1 m | 52.3 m | 68.1 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Mar 2026
- Cash
- 116.9 m USD
- Financial debt
- 0 USD
- Net debt
- -116.9 m USD
- Equity
- 326.8 m USD
- Total assets
- 481.5 m USD
- Debt / equity
- 0.00x
- Current ratio
- 1.47x
- ROE
- 13.1%
- ROA
- 8.5%
- FCF margin
- 21.3%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 137.2 m | 162.6 m | 198.1 m | 237.5 m | 275.6 m | 319.3 m | SEC (XBRL)· 21 May 2026verified |
| Cost of revenue | 47.8 m | 61.1 m | 77.2 m | 93.2 m | 103.6 m | 119.4 m | SEC (XBRL)· 21 May 2026verified |
| Gross profit | 89.4 m | 101.5 m | 120.8 m | 144.3 m | 172.0 m | 199.9 m | SEC (XBRL)· 21 May 2026verified |
| Research & development | 55.3 m | 46.3 m | 50.3 m | 56.7 m | 62.4 m | 72.7 m | SEC (XBRL)· 21 May 2026verified |
| SG&A | 110.3 m | 95.2 m | 107.9 m | 128.5 m | — | — | SEC (XBRL)· 22 May 2024verified |
| Operating income | -21.0 m | 6.3 m | 12.9 m | 15.8 m | 22.6 m | 43.0 m | SEC (XBRL)· 21 May 2026verified |
| Interest expense | 20.0 k | 12.0 k | 0 | 0 | 1.5 m | 493.0 k | SEC (XBRL)· 21 May 2026verified |
| Pre-tax income | -21.2 m | 6.5 m | 15.8 m | 20.7 m | 25.6 m | 48.4 m | SEC (XBRL)· 21 May 2026verified |
| Income tax | -208.0 k | 33.0 k | 1.2 m | -65.5 m | 2.4 m | 9.6 m | SEC (XBRL)· 21 May 2026verified |
| Net income | -21.0 m | 6.5 m | 14.6 m | 86.2 m | 23.2 m | 38.8 m | SEC (XBRL)· 21 May 2026verified |
| Diluted EPS | -1.01 | 0.18 | 0.49 | 3.17 | 0.82 | 1.37 | SEC (XBRL)· 21 May 2026verified |
| Weighted average diluted shares | 23.5 m | 25.5 m | 25.9 m | 26.8 m | 28.3 m | 28.4 m | SEC (XBRL)· 21 May 2026verified |
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 99.2 m | 97.0 m | 112.8 m | 144.9 m | 73.0 m | 116.9 m | SEC (XBRL)· 21 May 2026verified |
| Receivables | 25.7 m | 25.2 m | 22.4 m | 29.4 m | 31.5 m | 43.1 m | SEC (XBRL)· 21 May 2026verified |
| Inventories | 1.2 m | 6.9 m | 9.8 m | 4.6 m | 5.2 m | 7.5 m | SEC (XBRL)· 21 May 2026verified |
| Current assets | 133.3 m | 136.2 m | 154.7 m | 188.9 m | 123.5 m | 184.1 m | SEC (XBRL)· 21 May 2026verified |
| Property, plant & equipment, net | 8.8 m | 6.3 m | 14.6 m | 17.9 m | 16.7 m | 14.0 m | SEC (XBRL)· 21 May 2026verified |
| Goodwill | 19.6 m | 32.8 m | 32.6 m | 32.8 m | 130.6 m | 133.9 m | SEC (XBRL)· 21 May 2026verified |
| Intangibles (excl. goodwill) | 8.4 m | 20.2 m | 18.1 m | 17.0 m | 70.8 m | 66.4 m | SEC (XBRL)· 21 May 2026verified |
| Total assets | 189.9 m | 214.2 m | 243.0 m | 350.4 m | 434.4 m | 481.5 m | SEC (XBRL)· 21 May 2026verified |
| Accounts payable | 6.3 m | 9.8 m | 9.4 m | 9.4 m | 12.4 m | 12.4 m | SEC (XBRL)· 21 May 2026verified |
| Long-term debt | — | — | — | 0 | 24.0 m | 0 | SEC (XBRL)· 21 May 2026verified |
| Current liabilities | 61.2 m | 71.5 m | 78.5 m | 89.4 m | 111.0 m | 125.1 m | SEC (XBRL)· 21 May 2026verified |
| Equity | 79.9 m † | 97.3 m † | 109.3 m † | 236.5 m † | 265.9 m † | 326.8 m † | SEC (XBRL)· 21 May 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 28.4 m | 28.5 m | 34.5 m | 48.2 m | 55.1 m | 70.0 m | SEC (XBRL)· 21 May 2026verified |
| Capex | 1.4 m | 1.2 m | 7.2 m | 8.1 m | 2.8 m | 1.8 m | SEC (XBRL)· 21 May 2026verified |
| Free cash flow | 27.0 m ≈ | 27.3 m ≈ | 27.2 m ≈ | 40.1 m ≈ | 52.3 m ≈ | 68.1 m ≈ | SEC (XBRL)· 21 May 2026derived |
| Investing cash flow | -1.4 m | -25.7 m | -6.9 m | -7.6 m | -148.6 m | -1.8 m | SEC (XBRL)· 21 May 2026verified |
| Financing cash flow | 25.3 m | -4.9 m | -11.1 m | -8.6 m | 21.9 m | -24.5 m | SEC (XBRL)· 21 May 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 3.5 bn USD
Key indicators
Coverage and freshness
Score by group
72% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/Salesunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 63.8% | 59 (on a fixed band) | 15% |
| EBIT margin · Quality | 14.3% | 79 (vs peers) | 12% |
| FCF margin · Quality | 23.3% | 93 (on a fixed band) | 12% |
| Revenue CAGR 3Y · Growth | 17.3% | 69 (on a fixed band) | 24% |
| Revenue growth (YoY) · Growth | 15.9% | 68 (vs peers) | 12% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.9x | 66 (on a fixed band) | 9% |
| EV/Sales · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 2.3% | 46 (on a fixed band) | 18% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial66/100 · 1/2 factors with a value
- Growth69/100 · 2/2 factors with a value
- Quality76/100 · 3/3 factors with a value
- Returns· partialunavailable · 0/1 factors with a value
- Valuation· partial46/100 · 1/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
AGILYSYS, INC. (AGYS). Latest full fiscal year: 2026; data up to 2026-09-30.
Figures computed from the financial statements: revenue 319.3 m USD in 2026; YoY growth 15.9%; net margin 12.9%; ROE 13.6%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- EBIT margin: 14.3%
- FCF margin: 23.3%
What contradicts it
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
Not assessed (insufficient data or a ratio without meaning): Net debt / EBITDA, EV/Sales, Shareholder yield (distributions).
Versus the vertical median
Services-Computer Integrated Systems Design (SIC 7373) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| LDOSLeidos Holdings, Inc. | 16.6 bn | 12.2 | 28.2% | 8.0% | +3.1% | −29% / +26% |
| GDDYGoDaddy Inc. | 14.3 bn | 16.2 | — | 18.6% | +8.3% | −7% / +18% |
| CACICACI International Inc | 14.0 bn | 25.9 | 12.5% | 5.5% | +10.9% | +2% / +97% |
| JKHYJack Henry & Associates, Inc. | 12.6 bn | 25.7 | 24.0% | 19.8% | +7.1% | +3% / +13% |
| IONQIonQ, Inc. | 11.3 bn | — | -60.8% | -553.3% | +201.9% | −40% / +142% |
| OTEXOpen Text Corp | 6.4 bn | 10.3 | 16.2% | 12.3% | +1.5% | −21% / −34% |
| SAICScience Applications International Corporation | 6.3 bn | 17.6 | 25.7% | 5.1% | −2.9% | +75% / +28% |
| WAYWaystar Holding Corp. | 5.7 bn | 42.9 | 3.7% | 10.7% | +16.5% | −20% / unavailable |
| KDKyndryl Holdings, Inc | 3.7 bn | 48.9 | 6.8% | 0.5% | +0.2% | −35% / −7% |
| AGYSAgilysys, Inc. | 3.5 bn | 78.5 | 13.6% | 12.9% | +15.9% | +1% / +36% |
| NTCTNetscout Systems Inc | 2.8 bn | 23.3 | 7.5% | 13.7% | +4.5% | +42% / +90% |
| AURAurora Innovation, Inc. | 2.6 bn | — | -45.7% | -13,328.6% | unavailable | −3% / +86% |
| PONYPony AI Inc. | 2.1 bn | — | -10.3% | -148.9% | +20.0% | −65% / unavailable |
| OSPNOneSpan Inc. | 872.9 m | 13.2 | 26.8% | 27.5% | +0.0% | +94% / +136% |
| TLSTelos Corporation | 378.2 m | — | -14.9% | -8.1% | +52.2% | −12% / +23% |
| SLPSimulations Plus, Inc. | 374.2 m | 46.7 | 6.2% | 9.9% | +13.1% | unavailable / unavailable |
| SMRTSmartrent, Inc. | 307.5 m | — | -7.6% | -11.0% | −12.9% | −6% / −48% |
| ASURAsure Software, Inc. | 293.6 m | — | -1.9% | — | +24.3% | +22% / +22% |
| VEEAVeea Inc. | 281.2 m | — | — | -2,491.9% | +56.6% | −55% / −98% |
| RBBNRibbon Communications Inc. | 275.9 m | 22.5 | 5.0% | 2.3% | +1.3% | −46% / −28% |
| KDKKodiak AI, Inc. | 220.7 m | — | — | -4,259.6% | −74.6% | −82% / unavailable |
| AIOSAIOS Tech Inc. | 138.9 m | — | -208.9% | -4,359.1% | −98.5% | −87% / −86% |
| MRLNMerlin, Inc. | 91.5 m | — | — | — | unavailable | −92% / unavailable |
| CSPICSP Inc | 75.4 m | — | -1.5% | -1.2% | +6.4% | −35% / −40% |
| HCTIHealthcare Triangle, Inc. | 69.2 m | — | -57.4% | -66.3% | +18.8% | −97% / −100% |
1- and 3-year price returns: for AGYS from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 80.63 Total return -34% · Per year -34% | 141.90 Total return 16% · Per year 16% | 212.85 Total return 74% · Per year 74% |
| 3 years | 95.64 Total return -22% · Per year -8% | 187.66 Total return 53% · Per year 15% | 306.51 Total return 150% · Per year 36% |
| 5 years | 113.45 Total return -7% · Per year -2% | 248.19 Total return 102% · Per year 15% | 441.37 Total return 260% · Per year 29% |
- Exit P/E± 46.92
- Net margin± 32.84
- Annual revenue growth± 24.49
- Annual dilution± 2.76
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Agilysys builds cloud and on-premise software for the hospitality industry, from PMS and POS to inventory and payments, with a growing emphasis on subscriptions. In the second quarter of fiscal 2027 total revenue reached a record 93.4 million USD 2, and the company raised its full-year guidance, suggesting that demand for modern solutions in this sector remains strong 3.
SWOT
Strengths
Weaknesses
Opportunities
Risks
- Dependence on macroeconomic conditionshigh
Lower customer spending caused by conflicts, tariffs and inflation could delay or cancel software purchases 12.
- Competitive pricing pressuremedium
If competitors reduce prices, the company could be forced to follow, which would reduce margins 1.
- AI-related risksmedium
Errors in AI-generated analyses, changing regulation and cost pressure from model providers could create legal liability or margin pressure 1.
- Supplier dependencemedium
A concentrated set of hardware and software suppliers could limit product availability or raise costs 1.
- Attracting and retaining stafflow
A competitive market for developers and immigration restrictions could slow growth and raise salary costs 1.
Investment thesis
What would need to be true (bull case)
- Fast growth in subscription revenue and the raised fiscal 2027 guidance point to an increasingly recurring business model 23.
- Rising gross margins and adjusted profitability in the second quarter suggest that scaling operations could bring larger gains 3.
- Industry POS modernisation and a record order backlog could support growth in the period ahead 3.
What would break the thesis
- One-time product revenue is volatile, and a sudden shift in demand could affect quarterly results 23.
- Macroeconomic and trade conditions could slow customer investment, particularly outside the United States 12.
- AI could reduce the value of the traditional subscription model if competitors offer cheaper alternatives 1.
What to watch
- Delivery against the 374-378 million USD revenue guidance and subscription growth of at least 34%2027
- Trajectory of gross margin and adjusted EBITDA, guided at 25% of revenue2027
- Evolution of the order backlog and professional services revenueQ3 2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
The business model has gradually shifted from perpetual licences and hardware toward subscriptions, which slightly reduced product revenue in fiscal 2026 while gross margin rose to 62.6% 1. This transition can bring more predictable recurring revenue, but it may also weigh on one-time revenue in the short term.
Segments
Market context
The hospitality software market is moving toward integrated cloud solutions that combine operations, guest services and back-office functions on one data platform 1. The company says the industry continues to invest in modern POS technology and cloud ecosystems 3. Demand remains sensitive to macroeconomic conditions, supplier pricing and lower travel, factors that could slow customer investment 12.
The market is global, with operations across the Americas, Europe, the Middle East, Africa, Asia-Pacific and India 1. Trade pressures, currency movements and labour shortages could push demand down, particularly outside the United States 12.
Trends
- Shift to subscriptionstailwind
Customers increasingly prefer subscription licences over perpetual ones, which reduces one-time revenue but raises recurring revenue and its predictability 1. If the trend continues, it could support more stable margins over the long term.
- Artificial intelligence in productsmixed
The company is integrating AI and machine learning into its platform to optimise pricing, inventory and workforce efficiency 1. The same technology could, however, reduce the value of traditional subscriptions if competitors offer cheaper alternatives 1.
- Macroeconomic and trade conditionsheadwind
Armed conflicts, tariff changes, currency fluctuations and labour shortages affect customer spending and supplier pricing, leading to lower demand and reduced margins in some regions 12. These pressures could persist.
- Sustained demand for POS modernisationtailwind
The hospitality industry keeps investing in modern POS technology and cloud solutions, and the company reported a record backlog 3. If this demand holds, it could sustain growth in implementation revenue.
Competitive position
The company acknowledges that several competitors offer similar products and that rapid technological change could bring in new entrants from outside the industry 1. Competition plays out on price, integration capability and customer service quality 1. Price pressure could reduce margins if competitors cut their prices 1.
- Hospitality PMS and POS vendors
The sources refer generally to competitors with similar products without naming them, so they cannot be identified from the text provided.
- AI-enabled newcomers and SaaS platforms
The company warns that AI could let new entrants build cheaper alternatives, without naming them 1.
- Hospitality payment platforms
The Agilysys Pay gateway competes with other payment processors, but the sources do not name them 1.
- POS hardware suppliers
Third-party hardware depends on a concentrated set of suppliers, and losing them could affect margins 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Quarterly report26 Oct 2026
- Current report26 Oct 2026Results of operations · Financial statements and exhibits
- Current report04 Sept 2026Shareholder vote
- Quarterly report27 Jul 2026
- Current report27 Jul 2026Results of operations · Financial statements and exhibits
- Proxy statement16 Jul 2026
- Current report22 Jun 2026Departure or appointment of officers · Financial statements and exhibits
- Current report03 Jun 2026Regulation FD disclosure · Financial statements and exhibits
- Annual report21 May 2026
- Current report18 May 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-03-31 · SEC / Agilysys, Inc. · 21 May 2026
- [2] Form 10-Q, quarter ended 2026-09-30 · SEC / Agilysys, Inc. · 26 Oct 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Agilysys, Inc. · 26 Oct 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.