Jack Henry Associates
JKHY
$181.71 0.76%
Exchange: NASDAQ | Sector: Technology | Industry: Information Technology Services
Q4 2024
Published: Aug 26, 2024

Earnings Highlights

  • Revenue of $559.91M up 4.7% year-over-year
  • EPS of $1.38 increased by 3.7% from previous year
  • Gross margin of 41.5%
  • Net income of 101.07M
  • ""We produced record revenue and operating income for fiscal '24 with $2.2 billion in revenue and $489.4 million in operating income."" - Greg Adelson
JKHY
Company JKHY

Executive Summary

Jack Henry & Associates delivered a solid QQ4 2024 and fiscal 2024, underscored by record revenue and operating income, robust new core wins, and rapid cloud adoption. Total Q4 revenue rose 5% on a GAAP basis and 6% non-GAAP, with full-year revenue up 7% on both GAAP and non-GAAP measures. The company reported a quarterly and full-year record for sales bookings, including 15 new core contracts exceeding $1 billion in assets for the fiscal year, signaling strong demand from larger financial institutions. Management attributed the outperformance to three enduring themes: (1) a highly engaged workforce delivering superior service, (2) a disciplined technology modernization program (One Jack Henry) and software expansion, and (3) continued demand for digital and payments solutions (Banno, Financial Crimes Defender, faster payments). The core business benefited from private cloud migration (73% of core clients hosted in private cloud) and ongoing private/public cloud growth (cloud offerings up 11% in Q4; 10% for the year), while Banno and card-related processing drove solid payments and complementary results. Management provided fiscal 2025 guidance implying 7-8% revenue growth and 25-40 bps of non-GAAP margin expansion, supported by continued cloud migration, software usage contracts, and cost discipline. They also signaled a modest first-quarter headwind (~100 bps margin contraction) due to seasonal maintenance and year-over-year timing, with stronger second-half momentum. The outlook reflects a positive demand environment, healthy client base, and a clear plan to accelerate margin and cash flow returns while investing in high-growth areas.

Key Performance Indicators

Revenue
Increasing
559.91M
QoQ: 3.96% | YoY: 4.73%
Gross Profit
Increasing
232.64M
41.55% margin
QoQ: 10.60% | YoY: 3.04%
Operating Income
Increasing
125.63M
QoQ: 12.07% | YoY: 1.15%
Net Income
Increasing
101.07M
QoQ: 16.04% | YoY: 3.38%
EPS
Increasing
1.39
QoQ: 16.81% | YoY: 3.73%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 644.74 1.97 +15.2% View
Q3 2025 585.09 1.52 +8.6% View
Q2 2025 573.85 1.34 +5.2% View
Q1 2025 600.98 1.63 +5.2% View
Q4 2024 559.91 1.38 +4.7% View