Observed Signal · Nov 6, 2026 · earnings · Source: SEC API · Impact: 3.8/5
10-Q Financial Filing Analysis for Jack Henry (2026-11-06)
Jack Henry & Associates, Inc. reported its financial results for the first fiscal quarter ended September 30, 2026, delivering solid top-line and bottom-line growth. Total revenue reached $701.55 million, representing an 8.8% year-over-year increase (7.2% non-GAAP organic growth excluding deconversion and acquisition effects), driven by cloud service migrations, higher processing transaction volumes, and digital card solutions. Operating income rose 12.5% to $207.07 million, expanding operating margins as revenue growth outpaced disciplined cost of revenue and SG&A growth. Net income increased 11.4% to $160.41 million, translating to diluted earnings per share of $2.28 (up 15.6% year-over-year), further aided by ongoing share repurchase programs. Operating cash flow rose 33.7% to $161.25 million, supporting continued software capitalization, capital returns, and tech investments.
Demonstrates durable high-margin recurring software and processing revenue growth across regional and community banks, highlighting resilient core IT modernization and cloud adoption despite macro uncertainties.
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Key Takeaways & Evidence Grounding
- Total revenue increased 8.8% year-over-year to $701.55M, with Services and Support generating $404.96M (+7.5%) and Processing contributing $296.59M (+10.7%).
- Operating income increased 12.5% to $207.07M, while net income rose 11.4% to $160.41M, lifting diluted EPS by 15.6% to $2.28.
- The company repurchased 461,999 shares of common stock for $70.90M during the quarter, leaving remaining authorization to repurchase 5,001,755 shares.
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10-K Financial Filing Analysis for Jack Henry (2026-08-28)
Jack Henry & Associates, Inc. reported solid financial results for the fiscal year ended June 30, 2026, with total revenue rising 7.1% year-over-year to $2.54 billion and net income climbing 10.3% to $502.78 million. Top-line expansion was driven by robust adoption of private and public cloud solutions, card processing, and digital banking platforms across regional banks and credit unions. Cash flow and tax liabilities were positively impacted by the enactment of the One Big Beautiful Bill Act (OBBBA), which reinstated immediate domestic R&D expensing and 100% bonus depreciation. Strategically, the company expanded its Payments-as-a-Service capabilities via the $42.39 million cash acquisition of Victor Technologies, expanded liquidity through a new $1.0 billion revolving credit facility, and returned $448.17 million to shareholders via share repurchases.
8-K Financial Filing Analysis for Jack Henry (2026-10-29)
Jack Henry & Associates, Inc. filed a Form 8-K under Item 2.02 disclosing that it issued a press release on October 29, 2026, reporting its deconversion revenue for the first fiscal quarter ended September 30, 2026. The announcement provides transparency into termination and deconversion fees collected from financial institutions exiting contracts, which represent volatile non-operational components of its revenue model.
10-Q Financial Filing Analysis for The Hackett Group (2026-11-04)
For the third quarter ended September 25, 2026, The Hackett Group reported total revenues of $69.8 million, down 4.5% year-over-year from $73.1 million, driven by elongated client decision cycles in Global S&BT that offset growth in SAP Solutions. Operating income rose 37.1% to $7.5 million, up from $5.5 million in Q3 2025, supported by cost discipline, reduced stock-based compensation, and workforce restructuring leveraging Gen AI delivery platforms. Net income expanded to $3.6 million ($0.14 per diluted share) compared to $2.5 million ($0.09 per diluted share) in the prior-year period. Hackett continues its strategic transition toward proprietary Gen AI platforms (AI XPLR, AIX, and ZBrain) while maintaining active capital return through share repurchases and regular dividends.
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