JKHY · 8-K · 20261103PR000095
Revenue Performance and Mix
JACK HENRY & ASSOCIATES INC · 2026-11-03 · Importance 53 · Surprise 32 · From source text
For the three months ended September 30, 2026, total revenue increased 8.8% year over year to $701.5 million, while non-GAAP adjusted revenue rose 7.2% to $682.2 million. Services and support revenue grew 7.5% to $405.0 million, and Processing revenue grew 10.7% to $296.6 million; Processing's share of revenue increased to 42.3% from 41.5%. Key revenue increased 11.0% to $514.3 million and rose to 73.3% of total revenue, with Cloud Services up 11.3% to $217.7 million and Processing up 10.7%. GAAP revenue growth reflected 11.7% hosting growth, 9.9% software usage growth, and 43.8% faster payments growth, partly offset by the Connect conference timing.
Key facts
- Processing revenue was $296.586 million, up 10.7%, and represented 42.3% of total revenue in the quarter ended September 30, 2026. source
- For the three months ended September 30, 2026, Jack Henry’s GAAP revenue was $701.547 million, up 8.8% from $644.738 million a year earlier. source
- Services and support revenue was $404.961 million, up 7.5%, and represented 57.7% of total revenue in the quarter ended September 30, 2026. source
- Jack Henry’s non-GAAP adjusted revenue was $682.178 million for the quarter ended September 30, 2026, up 7.2% from $636.112 million. source
- Key revenue was $514.287 million, up 11.0%, and accounted for 73.3% of total revenue in the quarter ended September 30, 2026. source
- Jack Henry said the event will be held in the second quarter for the next four years. source
- Faster payments revenue increased 43.8% in the quarter, driven by expanding transactional volumes. source
- Jack Henry reported $701.547 million in GAAP revenue and $682.178 million in non-GAAP adjusted revenue for the three months ended September 30, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +8.1% | For the three months ended September 30, 2026, Jack Henry’s GAAP revenue was $701.547 million, up 8.8% from $644.738 million a year earlier. |
| revenue | positive | realized | +6.6% | Jack Henry’s non-GAAP adjusted revenue was $682.178 million for the quarter ended September 30, 2026, up 7.2% from $636.112 million. |