NCR Voyix Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy VYX?
Source: seekingalpha
- Earnings Highlights: NCR Voyix reported a Q4 non-GAAP EPS of $0.31, beating expectations by $0.02, indicating sustained profitability improvements that bolster market confidence in future performance.
- Revenue Growth: The company achieved Q4 revenue of $720 million, a 6.2% year-over-year increase, surpassing market expectations by $29.48 million, reflecting strong competitive positioning and robust customer demand.
- Adjusted EBITDA: Adjusted EBITDA reached $130 million, up 17% from $111 million in the prior year, showcasing the company's success in cost control and operational efficiency.
- 2026 Outlook: NCR projects 2026 revenue between $2.21 billion and $2.325 billion, slightly below the $2.22 billion consensus, while forecasting adjusted EPS of $0.93 to $0.96, indicating a cautiously optimistic outlook for future growth.
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Analyst Views on VYX
Wall Street analysts forecast VYX stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 8.010
Low
15.00
Averages
15.80
High
17.00
Current: 8.010
Low
15.00
Averages
15.80
High
17.00
About VYX
NCR Voyix Corporation is a global provider of digital commerce solutions for the retail and restaurant industries. The Company transforms retail stores and restaurant systems through experiences with comprehensive, platform-led software-as-services (SaaS) and services capabilities. The Company operates through two segments: Retail and Restaurants. The Retail segment offers software-led solutions to customers in the retail industry, including retail-oriented technologies such as comprehensive API-point of sale retail software platforms and applications, hardware terminals, self-service kiosks including self-checkout (SCO), payment processing and merchant acquiring solutions, and bar-code scanners. Its Restaurants segment offers technology solutions to customers in the restaurant industry, including POS hardware and software solutions, payment processing and merchant acquiring services, installation, maintenance, as well as managed and professional services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AREX Capital Management Acquires Callaway Shares
- New Investment Position: AREX Capital Management disclosed in a February 17, 2026 SEC filing that it established a new position in Callaway Golf Company by acquiring 453,000 shares, valued at an estimated $5.29 million, indicating confidence in the company's prospects.
- Significant Holding Proportion: This acquisition positions Callaway to account for 15.03% of AREX's reportable 13F assets, marking its importance within the fund's top five holdings, which may influence future investment strategies.
- Strong Stock Performance: As of February 28, 2026, Callaway shares were priced at $14.06, reflecting a 115.3% increase over the past year, significantly outperforming the S&P 500 by 99.78 percentage points, suggesting optimistic market sentiment regarding its recovery.
- Strategic Restructuring Signal: Following the merger with Topgolf, Leonard Green & Partners acquired a 60% stake in Topgolf in early 2026, and this spinoff aims to help Callaway sharpen its strategic focus, indicating potential for future growth despite inherent risks.
See More
AREX Capital Management Acquires Stake in Callaway Golf Company
- New Investment Position: On February 17, 2026, AREX Capital Management established a new position in Callaway Golf Company by acquiring 453,000 shares valued at $5.29 million, representing 15.03% of its reportable 13F assets.
- Portfolio Structure Shift: This acquisition positions Callaway as the second-largest holding for AREX, following EHAB, which is valued at $22.99 million and constitutes 65.36% of its AUM, reflecting AREX's confidence in the golf sector.
- Stock Price Recovery: As of February 28, 2026, Callaway's stock price reached $14.06, marking a 115.3% increase over the past year and outperforming the S&P 500 by 99.78 percentage points, indicating optimistic market expectations for future growth.
- Strategic Restructuring Signal: Following its merger with Topgolf in 2021, the acquisition of a 60% stake in Topgolf by Leonard Green & Partners in early 2026 suggests that Callaway is focusing on core operations, potentially enhancing growth prospects, although structural changes may lead to increased volatility.
See More
NCR Voyix Q4 2025 Earnings Call Highlights
- Successful Transformation: NCR Voyix has completed a five-year transformation that unified over 50 legacy applications into a scalable platform, with CEO James Kelly emphasizing this achievement as a foundation for future growth, expected to drive revenue and market share increases.
- Significant Customer Growth: In Q4, NCR Voyix signed over 20 new platform contracts, including retail customers in the Philippines and Belgium, as well as Chipotle as the first enterprise restaurant platform customer, showcasing the company's potential for global market expansion.
- Strong Financial Performance: Q4 revenue increased by 6% to $720 million, with adjusted EBITDA rising 17% to $130 million, reflecting robust hardware sales and ongoing growth in platform business, despite overall revenue expectations declining due to the ODM transition.
- Optimistic Future Outlook: The company expects 2026 revenue to range between $2.21 billion and $2.325 billion, down 13% to 18%, but management remains confident in accelerating deployments and improving recurring revenue, with plans to enhance margins over the next year.
See More
NCR Voyix (VYX) Q4 2025 Earnings Call Transcript
See More
NCR Voyix Q4 Earnings Exceed Expectations
- Earnings Highlights: NCR Voyix reported a Q4 non-GAAP EPS of $0.31, beating expectations by $0.02, indicating sustained profitability improvements that bolster market confidence in future performance.
- Revenue Growth: The company achieved Q4 revenue of $720 million, a 6.2% year-over-year increase, surpassing market expectations by $29.48 million, reflecting strong competitive positioning and robust customer demand.
- Adjusted EBITDA: Adjusted EBITDA reached $130 million, up 17% from $111 million in the prior year, showcasing the company's success in cost control and operational efficiency.
- 2026 Outlook: NCR projects 2026 revenue between $2.21 billion and $2.325 billion, slightly below the $2.22 billion consensus, while forecasting adjusted EPS of $0.93 to $0.96, indicating a cautiously optimistic outlook for future growth.
See More
NCR Voyix to Announce Q4 Earnings on February 26
- Earnings Announcement: NCR Voyix is set to release its Q4 earnings on February 26 before market open, with a consensus EPS estimate of $0.29, reflecting a 31.8% year-over-year increase, indicating ongoing improvement in profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $690.52 million, representing a 1.2% year-over-year growth, which illustrates the company's stable performance in the market despite a slight slowdown in growth.
- Historical Performance: Over the past two years, NCR Voyix has beaten EPS estimates 75% of the time and revenue estimates 88% of the time, demonstrating reliability in financial forecasting and bolstering market confidence.
- Estimate Revision Trends: In the last three months, there has been one upward revision and no downward revisions in EPS estimates, reflecting analysts' optimistic outlook on the company's future performance, which could further drive stock price appreciation.
See More
AREX Capital Management Acquires Callaway Shares
- New Investment Position: AREX Capital Management disclosed in a February 17, 2026 SEC filing that it established a new position in Callaway Golf Company by acquiring 453,000 shares, valued at an estimated $5.29 million, indicating confidence in the company's prospects.
- Significant Holding Proportion: This acquisition positions Callaway to account for 15.03% of AREX's reportable 13F assets, marking its importance within the fund's top five holdings, which may influence future investment strategies.
- Strong Stock Performance: As of February 28, 2026, Callaway shares were priced at $14.06, reflecting a 115.3% increase over the past year, significantly outperforming the S&P 500 by 99.78 percentage points, suggesting optimistic market sentiment regarding its recovery.
- Strategic Restructuring Signal: Following the merger with Topgolf, Leonard Green & Partners acquired a 60% stake in Topgolf in early 2026, and this spinoff aims to help Callaway sharpen its strategic focus, indicating potential for future growth despite inherent risks.
See More
AREX Capital Management Acquires Stake in Callaway Golf Company
- New Investment Position: On February 17, 2026, AREX Capital Management established a new position in Callaway Golf Company by acquiring 453,000 shares valued at $5.29 million, representing 15.03% of its reportable 13F assets.
- Portfolio Structure Shift: This acquisition positions Callaway as the second-largest holding for AREX, following EHAB, which is valued at $22.99 million and constitutes 65.36% of its AUM, reflecting AREX's confidence in the golf sector.
- Stock Price Recovery: As of February 28, 2026, Callaway's stock price reached $14.06, marking a 115.3% increase over the past year and outperforming the S&P 500 by 99.78 percentage points, indicating optimistic market expectations for future growth.
- Strategic Restructuring Signal: Following its merger with Topgolf in 2021, the acquisition of a 60% stake in Topgolf by Leonard Green & Partners in early 2026 suggests that Callaway is focusing on core operations, potentially enhancing growth prospects, although structural changes may lead to increased volatility.
See More
NCR Voyix Q4 2025 Earnings Call Highlights
- Successful Transformation: NCR Voyix has completed a five-year transformation that unified over 50 legacy applications into a scalable platform, with CEO James Kelly emphasizing this achievement as a foundation for future growth, expected to drive revenue and market share increases.
- Significant Customer Growth: In Q4, NCR Voyix signed over 20 new platform contracts, including retail customers in the Philippines and Belgium, as well as Chipotle as the first enterprise restaurant platform customer, showcasing the company's potential for global market expansion.
- Strong Financial Performance: Q4 revenue increased by 6% to $720 million, with adjusted EBITDA rising 17% to $130 million, reflecting robust hardware sales and ongoing growth in platform business, despite overall revenue expectations declining due to the ODM transition.
- Optimistic Future Outlook: The company expects 2026 revenue to range between $2.21 billion and $2.325 billion, down 13% to 18%, but management remains confident in accelerating deployments and improving recurring revenue, with plans to enhance margins over the next year.
See More
NCR Voyix (VYX) Q4 2025 Earnings Call Transcript
See More
NCR Voyix Q4 Earnings Exceed Expectations
- Earnings Highlights: NCR Voyix reported a Q4 non-GAAP EPS of $0.31, beating expectations by $0.02, indicating sustained profitability improvements that bolster market confidence in future performance.
- Revenue Growth: The company achieved Q4 revenue of $720 million, a 6.2% year-over-year increase, surpassing market expectations by $29.48 million, reflecting strong competitive positioning and robust customer demand.
- Adjusted EBITDA: Adjusted EBITDA reached $130 million, up 17% from $111 million in the prior year, showcasing the company's success in cost control and operational efficiency.
- 2026 Outlook: NCR projects 2026 revenue between $2.21 billion and $2.325 billion, slightly below the $2.22 billion consensus, while forecasting adjusted EPS of $0.93 to $0.96, indicating a cautiously optimistic outlook for future growth.
See More
NCR Voyix to Announce Q4 Earnings on February 26
- Earnings Announcement: NCR Voyix is set to release its Q4 earnings on February 26 before market open, with a consensus EPS estimate of $0.29, reflecting a 31.8% year-over-year increase, indicating ongoing improvement in profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $690.52 million, representing a 1.2% year-over-year growth, which illustrates the company's stable performance in the market despite a slight slowdown in growth.
- Historical Performance: Over the past two years, NCR Voyix has beaten EPS estimates 75% of the time and revenue estimates 88% of the time, demonstrating reliability in financial forecasting and bolstering market confidence.
- Estimate Revision Trends: In the last three months, there has been one upward revision and no downward revisions in EPS estimates, reflecting analysts' optimistic outlook on the company's future performance, which could further drive stock price appreciation.
See More
