Overview
* NCR Voyix ( VYX ) Q3 revenue declines yr/yr but beats analyst expectations
* Adjusted EPS for Q3 beats consensus, reflecting operational improvements
* Adjusted EBITDA for Q3 surpasses analyst estimates, indicating strong performance
Outlook
* NCR Voyix ( VYX ) expects 2025 revenue between $2,650 mln and $2,670 mln
* Company projects 2025 software and services revenue of $1,980 mln to $1,990 mln
* NCR Voyix ( VYX ) forecasts 2025 adjusted EBITDA of $420 mln to $435 mln
Result Drivers
* RECURRING REVENUE GROWTH - Co reports ARR increased to $1.7 bln from $1.6 bln in prior year, driven by software ARR growth
* STRATEGIC PARTNERSHIPS - Co expands payment capabilities through partnerships with WEX and Corpay, enhancing commercial fuel transactions
* COST MANAGEMENT - Improved adjusted EBITDA attributed to cost management and operational efficiencies
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q3 Beat $684 mln $669.83
Revenue mln (7
Analysts
)
Q3 Beat $0.31 $0.22 (6
Adjusted Analysts
EPS )
Q3 Beat $125 mln $121.52
Adjusted mln (7
EBITDA Analysts
)
Q3 EPS -$0.14
continui
ng
operatio
ns
Q3 $1.70
Recurrin bln
g
Revenue
Analyst Coverage
* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
* The average consensus recommendation for the it services & consulting peer group is "buy"
* Wall Street's median 12-month price target for NCR Voyix Corp ( VYX ) is $16.00, about 28.6% above its November 5 closing price of $11.43
* The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 15 three months ago
Press Release:
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)