AGYSAGILYSYS INC
Services-Computer Integrated Systems Design
- Revenue
- $319M
- 16% YoY
- Operating margin
- 13.5%
- 64% YoY
- EBITDA
- $47M
- 78% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -2.9×
- −$138M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear180% of net incomeCash flow under 80% of net income
- Dilutive SBCClear7% of revenueOver 10% of revenue
- Payouts exceed cash flowClear2% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear27% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $163M | $198M | $237M | $276M | $319M | 16% |
| Operating income | $6M | $13M | $16M | $23M | $43M | 90% |
| Net income | $6M | $15M | $86M | $23M | $39M | 67% |
| Operating cash flow | $28M | $34M | $48M | $55M | $70M | 27% |
| Capex | $1M | $7M | $8M | $3M | $2M | 34% |
| Stock-based comp | $15M | $13M | $14M | $18M | $22M | 23% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $86K · 2
- Net
- −$86K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $1M | $1M | 48 | 5 |
| FY2025 | $1M | $1M | 334 | 64 |
| FY2024 | $1M | $990K | 404 | 62 |
| FY2023 | $6M | $9M | 394 | 12 |
| FY2022 | $823K | −$206K | 139 | 42 |