NCR Voyix
Runs point-of-sale, self-checkout, payments, and kitchen software for retailers and restaurants.
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Profile
The company sells a cloud-to-edge commerce platform combining point-of-sale, self-checkout, payments, and kitchen and back-office software across two segments, Retail and Restaurants, with recurring software and services revenue now outweighing one-time hardware sales.
Two segments anchor the business: Retail, spanning convenience and fuel, grocery, and department and specialty stores; and Restaurants, covering quick-service, table-service, and fast-casual dining. Both run on one cloud-to-edge platform pairing point-of-sale and self-checkout hardware with kitchen, back-office, and loyalty software.
Recurring software, services, and payments revenue now outweighs one-time hardware sales, with hardware itself shifted to a net-commission arrangement with a manufacturing partner. Operations span roughly thirty countries, concentrated mainly in the United States.
The company traces to a Dayton, Ohio cash-register maker founded in 1884, later spun off from its former parent's ATM business and separated from its digital-banking unit to sharpen focus on shopping and dining technology.
A data-center ransomware incident and a separate episode of fraudulent electronic disbursements are still working through insurance-recovery and cost-recoupment.
Company facts
Categories
Key statistics
Year to date −10.9% · Average volume (30d) 2.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 6, 2026 | Needham | Reiterate | Buy | $20 | $14 |
| May 11, 2026 | Goldman Sachs | Reiterate | Neutral | $14 | $9 |
| Feb 26, 2026 | Stifel Nicolaus | Target | $16 | $12 | |
| Feb 26, 2026 | RBC Capital | Target | $19 | $13 | |
| Sep 29, 2025 | UBS | Target | $18 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.15 | $0.17 | +13.3% | $515.9M | $523.0M | +1.4% | +7.21% |
| May 7, 2026Q1 FY26 | $0.06 | $0.10 | +75.0% | $579.6M | $606.0M | +4.6% | +3.21% |
| Feb 26, 2026Q4 FY25 | $0.29 | $0.31 | +6.9% | $690.5M | $720.0M | +4.3% | −7.28% |
| Nov 6, 2025Q3 FY25 | $0.22 | $0.31 | +40.9% | $690.5M | $684.0M | −0.9% | +2.06% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $617.0M | $666.0M | $684.0M | $720.0M | $606.0M | $523.0M | |
| Gross profit | $135.0M | $153.0M | $168.0M | $180.0M | $129.0M | $156.0M | |
| Operating income | −$20.0M | $14.0M | $60.0M | $17.0M | $12.0M | $14.0M | |
| Net income | −$17.0M | $0 | −$19.0M | $98.0M | −$5.0M | $2.0M | |
| Diluted EPS | −$0.15 | −$0.03 | −$0.16 | $0.63 | −$0.06 | −$0.01 | |
| Gross margin | 21.9% | 23.0% | 24.6% | 25.0% | 21.3% | 29.8% | |
| Operating margin | -3.2% | 2.1% | 8.8% | 2.4% | 2.0% | 2.7% |
Fiscal years (4-quarter sums)FY21 $7.16B · FY22 $7.84B · FY23 $607.0M · FY24 $2.83B · FY25 $2.69B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $237.0M · Total debt $1.10B · Total assets $3.85B · Shareholders' equity $1.13B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 137.81M · Float 116.83M · 84.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 22.56M | 16.37% | 13F | Aug 7, 2026 |
| Greenhouse Funds LLLP | 19.90M | 14.44% | 13F | Aug 14, 2026 |
| Greenhouse Long Only Master Fund LP | 11.14M | 8.00% | 13G | May 15, 2026 |
| Shapiro Capital Management LLC | 10.83M | 7.86% | 13F | Aug 6, 2026 |
| Vanguard Portfolio Management LLC | 10.81M | 7.84% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Beimnet Tadele | officer: EVP & President, Restaurants | −12,750 | $8.20 |
Peers
- Toast
Cloud-native, Android-based restaurant POS and payments platform for operators.
- P.A.R. Technology
Enterprise restaurant platform spanning POS, loyalty, ordering, and payments.
- Diebold Nixdorf
Global #2 self-checkout/POS vendor; NYSE-listed since 2023 Chapter 11 emergence.
- Shift4 Payments
Integrated payments processor whose SkyTab POS challenges Aloha in restaurants.
- Lightspeed Commerce
Montreal-based, dual-listed commerce platform for retail and hospitality.
- Block
Fintech/payments platform whose Square POS competes in SMB retail and dining.
- Oracle
Enterprise software giant whose Simphony and Retail units overlap narrowly.
- Fiserv
Global payments/fintech giant whose Clover platform competes in SMB POS.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| NCR Voyix | $8.86 | +0.85% | $1.21B | 21.7 | 9.0 | 0.5 | −21.5% |
| Toast | $35.48 | +0.97% | $20.39B | 45.1 | 22.8 | 3.0 | +23.1% |
| P.A.R. Technology | $19.15 | −0.05% | $789.9M | — | 17.2 | 1.6 | +18.7% |
| Diebold Nixdorf | $66.44 | −1.38% | $2.29B | 22.0 | 10.5 | 0.6 | +1.4% |
| Shift4 Payments | $44.50 | +1.23% | $4.00B | 75.2 | 6.6 | 0.8 | −35.4% |
| Lightspeed Commerce | $10.60 | 0.00% | $1.46B | — | 15.3 | 1.2 | +4.1% |
| Block | $83.54 | −0.05% | $49.74B | 149.2 | 18.3 | 2.0 | +9.3% |
| Oracle | $150.95 | +0.17% | $434.14B | 25.9 | 18.7 | 6.4 | +20.6% |
| Fiserv | $53.30 | +0.24% | $28.36B | 10.2 | 7.2 | 1.4 | −10.0% |
| Median | 35.5 | 16.2 | 1.5 | +6.7% |