NCR Voyix (NYSE:VYX) Issues Quarterly Earnings Results, Beats Estimates By $0.04 EPS

NCR Voyix (NYSE:VYX) posted its quarterly earnings results on Thursday. The company reported $0.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.28 by $0.04, FiscalAI reports. The firm had revenue of $539.00 million during the quarter, compared to analysts’ expectations of $538.85 million. NCR Voyix had a net margin of 2.53% and a return on equity of 11.23%. The firm’s revenue for the quarter was down 21.2% on a year-over-year basis. During the same period in the prior year, the company posted $0.31 earnings per share.

Here are the key takeaways from NCR Voyix’s conference call:

• NCR Voyix reported strong VCP sales momentum: remaining contract value rose 151% year over year to $440 million, with contracts spanning all five verticals. Aloha Next also reached its first live site, and the company signed new restaurant customers and renewed its VCP agreement with Ahold Delhaize USA.
• Revenue fell 20% to $539 million, largely due to the hardware transition; excluding that impact, revenue declined 3%. The company now expects full-year revenue at the lower end of its prior range, citing delayed hardware purchases and installation revenue, while reaffirming Adjusted EBITDA and free cash flow guidance.
• Retail results showed underlying resilience: excluding hardware-transition effects and a prior-year government sale, revenue was flat, recurring software revenue grew 8%, and Adjusted EBITDA increased 19% to $107 million. Retail Adjusted EBITDA margin expanded 490 basis points excluding the hardware ODM impact.
• Restaurants remained pressured: revenue declined 5% excluding the hardware transition, amid lower installation services and ongoing small-business weakness; payment sites fell 1%. Management expects Aloha Next to help stabilize the small-business business as the product becomes available more broadly in 2027.
• Adjusted free cash flow was $62 million before restructuring, benefiting from working-capital improvements that included hardware-transition cash inflows. NCR Voyix ended the quarter with $275 million in cash and net leverage of two turns.

NCR Voyix Price Performance

Shares of NYSE:VYX traded down $0.05 on Friday, reaching $9.81. 3,451,819 shares of the company were exchanged, compared to its average volume of 2,747,464. The company has a 50-day moving average of $7.85 and a 200-day moving average of $7.81. The company has a current ratio of 1.07, a quick ratio of 0.95 and a debt-to-equity ratio of 1.19. The firm has a market cap of $1.36 billion, a price-to-earnings ratio of 13.82 and a beta of 1.40. NCR Voyix has a 1-year low of $6.02 and a 1-year high of $11.51.

Analyst Upgrades and Downgrades

VYX has been the topic of several recent analyst reports. Royal Bank Of Canada boosted their target price on NCR Voyix from $10.00 to $13.00 and gave the stock an “outperform” rating in a research report on Thursday, August 6th. Weiss Ratings raised NCR Voyix from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, September 4th. The Goldman Sachs Group reduced their price target on NCR Voyix from $9.75 to $8.00 and set a “neutral” rating for the company in a report on Tuesday, October 13th. Finally, Needham & Company LLC restated a “buy” rating and issued a $14.00 price target on shares of NCR Voyix in a research note on Tuesday, September 29th. Three investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $12.20.

Key Headlines Impacting NCR Voyix

Here are the key news stories impacting NCR Voyix this week:

• Positive Sentiment: Q3 adjusted EPS was $0.32, above estimates of $0.27–$0.28 and up from $0.31 a year earlier. Revenue of $539 million was roughly in line with expectations. The earnings beat helped support shares after the report. NCR Voyix Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: RBC said the company’s transition could set up returns in 2027, offering a potentially brighter longer-term outlook despite near-term business pressure. RBC on NCR Voyix’s transition and 2027 returns
• Neutral Sentiment: NCR Voyix promoted Darren Wilson to company president and named Brendan Tansill president of Retail and Payments. The leadership changes may shape execution, but the announcement did not specify financial impacts. NCR Voyix leadership appointments
• Negative Sentiment: Revenue fell 21.2% year over year, and RBC highlighted services revenue as a headwind. These factors temper the earnings beat and point to continued near-term execution risk. NCR Voyix Q3 earnings results

NCR Voyix Company Profile

NCR Voyix Corporation (NYSE: VYX) is a global technology company that provides software, hardware and services for businesses in the retail, restaurant and financial services industries. Its solutions are designed to help companies manage transactions, customer engagement, payments, inventory and other commerce-related operations across physical and digital channels.

The company’s offerings include point-of-sale systems, self-checkout technology, payment solutions, order and fulfillment tools, loyalty programs, digital commerce platforms and related hardware and support services.