Business Description

ACI Worldwide, Inc. is a global software company that develops and licenses digital payment solutions for banks, merchants, and billers. Headquartered in Elkhorn, Nebraska, the company's software facilitates real-time electronic payments, card processing, and fraud prevention across various channels. ACI Worldwide serves thousands of financial institutions and intermediaries in over 90 countries, processing billions of transactions daily.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues1,759,7821,594,2881,452,5791,421,901
Cost of Sales897,651791,783719,211696,071
Gross Profit862,131802,505733,368725,830
Selling, General & Administrative Expenses267,780236,731249,829249,006
Depreciation & Amortization Expenses96,896110,962122,373126,678
Research & Development Expenses167,541146,677140,758146,311
Operating Profit329,914308,135220,408203,835
Interest and Investment Income14,87415,92614,21512,547
Interest Expense(57,847)(72,471)(78,486)(53,193)
Non-Operating Income19,729(1,181)(8,510)43,446
Total Non-Operating Income(23,244)(57,726)(72,781)2,800
Income Before Provision for Income Taxes306,670250,409147,627206,635
Provision for Income Taxes80,01247,29126,11864,458
Consolidated Net Income226,658203,118121,509142,177
Net Income Attributable to Common Shareholders226,658203,118121,509142,177
Basic EPS2.181.931.121.25
Diluted EPS2.161.911.121.24
Basic Weighted Average Shares Outstanding103,956105,491108,497113,700
Diluted Weighted Average Shares Outstanding104,805106,493108,857114,238
Shares Outstanding102,712105,255108,078108,069
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents196,462216,394164,239124,981
Total Cash and Cash Equivalents196,462216,394164,239124,981
Accounts Receivable445,866414,399452,337403,781
Total Trade Receivables445,866414,399452,337403,781
Other Current Assets446,786360,029790,069586,043
Total Current Assets1,089,114990,8221,406,6451,114,805
Net Property, Plant & Equipment66,09663,93372,19492,530
Net Intangible Assets224,585258,270304,064357,807
Goodwill1,231,1281,226,0261,226,0261,226,026
Other Long-Term Assets493,984486,242435,810418,727
Total Assets3,104,9073,025,2933,444,7393,209,895
Accounts Payable64,93145,42245,96447,997
Accrued Expenses56,14255,56753,89245,289
Current Portion of Long-Term Debt40,94134,92874,40565,521
Unearned Revenue73,63775,41959,58058,303
Other Current Liabilities469,992391,292803,408641,732
Total Current Liabilities705,643602,6281,037,249858,842
Long-Term Debt776,667889,649963,5991,024,351
Leases22,60922,59229,07433,910
Other Long-Term Liabilities80,91086,09790,52099,605
Total Long-Term Liabilities880,186998,3381,083,1931,157,866
Total Liabilities1,585,8291,600,9662,120,4422,016,708
Common Stock702702702702
Treasury Stock(964,752)(784,914)(674,896)(665,771)
Additional Paid-in Capital761,523731,9271,394,967702,458
Accumulated Other Comprehensive Income(103,138)(121,473)(109,470)(117,660)
Retained Earnings1,824,7431,598,085712,9941,273,458
Total Common Shareholders' Equity1,519,0781,424,3271,324,2971,193,187
Total Shareholders' Equity1,519,0781,424,3271,324,2971,193,187
Total Liabilities and Shareholders' Equity3,104,9073,025,2933,444,7393,209,895
FY 2025FY 2024FY 2023FY 2022
Net Income226,658203,118121,509142,177
Depreciation & Amortization106,646120,668133,993138,364
Share-Based Compensation Expense70,63341,28124,54729,753
Other Adjustments(20,760)(8,298)2,159(29,260)
Changes in Trade Receivables(46,160)(23,583)(62,998)(132,194)
Changes in Accounts Payable11,318(268)(3,775)7,730
Changes in Accrued Expenses(726)2,8878,146(3,161)
Changes in Unearned Revenue(10,345)11,8862,705(2,977)
Changes in Other Operating Activities(14,433)11,057(57,769)(7,051)
Cash from Operating Activities322,831358,748168,517143,381
Capital Expenditure(12,907)(15,402)(8,924)(13,103)
Purchases of Intangible Assets(20,445)(29,649)(28,853)(26,790)
Proceeds from Sale of Investments46,021
Proceeds from Business Divestments100,139
Other Investing Activities(5,447)
Cash from Investing Activities7,222(45,051)(37,777)60,246
Issuance of Short-Term Debt290,000184,000134,000180,000
Repayments of Short-Term Debt(160,000)(238,000)(115,000)(75,000)
Net Issuance / (Repayments) of Short-Term Debt130,000(54,000)19,000105,000
Issuance of Long-Term Debt200,000500,000
Repayments of Long-Term Debt(440,000)(557,198)(73,031)(85,431)
Net Issuance / (Repayments) of Long-Term Debt(240,000)(57,198)(73,031)(85,431)
Issuance of Common Shares11,3159,2479,5458,165
Repurchases of Common Shares(230,887)(140,781)(32,736)(213,520)
Net Issuance / (Repurchases) of Common Shares(219,572)(131,534)(23,191)(205,355)
Other Financing Activities(7,075)(45,465)(34,330)14,726
Cash from Financing Activities(336,647)(288,197)(111,552)(171,060)
Effect of Exchange Rate Changes on Cash and Cash Equivalents5726974,961(2,037)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash(6,022)26,19724,14930,530

Key Metrics & Ratios

MetricValue
Market Cap$4.91B
P/E22.13x
P/S2.79x
EV/EBITDA12.72x
Return on Equity15.4%
Return on Invested Capital10.9%
Current Ratio1.54x
Free Cash Flow Margin17.6%

Margins

Gross margin
49.0%
Operating margin
18.7%
Net margin
12.9%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2026 $426M +7.9% 13.5% $57M
Q4 2025 $482M +6.3% 22.6% $109M
Q3 2025 $482M +6.8% 26.5% $128M
Q2 2025 $401M +7.4% 8.7% $35M
Q1 2025 $395M 14.8% $59M
Q4 2024 $453M 27.0% $122M
Q3 2024 $452M 27.1% $123M
Q2 2024 $373M 14.4% $54M

More on ACI Worldwide, Inc.

Figures compiled from public company filings.

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