Nayax Ltd., an Israeli fintech company established in 2005, operates a global payment and operational platform, providing comprehensive solutions primarily for unattended ...
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Est. EPS $0.22 · Revenue $514.71M · 1 analysts
Est. EPS $0.37 · Revenue $166.18M · 1 analysts
Est. EPS $0.55 · Revenue $185.92M · 1 analysts
Est. EPS $1.02 · Revenue $631.76M · 2 analysts
EPS $-0.27 · Revenue $122.59M
EPS $0.03 · Revenue $105.91M
EPS $1.02 · Revenue $433.46M
EPS $0.09 · Revenue $105.80M
EPS $0.31 · Revenue $95.59M
EPS $0.20 · Revenue $81.11M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $433.5M | +38.0% | +15.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $38.4M | +782.7% | -897.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +44.7% | -0.9% | +3.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +6.9% | +595.3% | -240.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +8.9% | +594.6% | -788.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $70.8M | +294.8% | -483.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +16.3% | +186.0% | -431.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 146.1% | +339.9% | +2.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.26x | +72.4% | -1.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $852.8M | +97.0% | +6.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.02 vs 0.83 | +23.2% | -0.27 vs 0.37 | -172.0% |
| Revenue Surprise | $433.5M vs $401.3M | +8.0% | $122.6M vs $166.2M | -26.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Sever Michal | officer: CMO | Ordinary Shares | D | 38 | $52.98 |
| Aug 26, 2026 | Nechmad Yair | director, officer: CEO, Co Founder & Chairman | Ordinary Shares | A | 15,605 | $33.71 |
| Aug 26, 2026 | Nechmad Yair | director, officer: CEO, Co Founder & Chairman | Ordinary Shares | A | 70,000 | $33.71 |
| Aug 26, 2026 | Nechmad Yair | director, officer: CEO, Co Founder & Chairman | Ordinary Shares | A | 75,000 | $33.71 |
| Aug 26, 2026 | Nechmad Yair | director, officer: CEO, Co Founder & Chairman | Ordinary Shares | A | 75,000 | $33.71 |
Operator : Hello, everyone, and welcome to Nayax' Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. I will now turn the call over to Mr. Aaron Greenberg. Please go ahead, Aaron. Aaron Greenberg : Thank you, operator, and everyone for joining us today on this conference call. With me on the call today are Yair Nechmad, Nayax's Co-Founder and Chief Executive Officer; and Sagit Manor, Chief Financial Officer. Following management's prepared remarks, we will open the call for the question-and-answer session. Our press release and supplementary investor presentation are available on our Investor Relations website at ir.nayax.com. As a reminder, during this call, we'll be making forward-looking statements. All forward-looking statements on our call today are based on assumptions and therefore, subject to risks and uncertainties that may cause results to differ materially from those projected. We have no obligation to update these statements, except as required by law. You can read about these risks and uncertainties in our supplementary investor presentation released earlier today and our regulatory filings. In addition, today's call will include a discussion of non-IFRS measures. Management believes non-IFRS results are useful in order to enhance our understanding of our ongoing performance. However, these measures should be considered as a supplement to and not as a substitute for IFRS financial measures. A reconciliation between Nayax' non-IFRS to IFRS measures can be found in our earnings press release issued earlier today. All key performance indicators are intended to evaluate our business and properly measure factors in a macroeconomic environment to guide and support our decision-making. These key performance indicators may be calculated in a matter different from the industry standards. And finally, please note that all figures in today's call will be reported in U.S. dollars unless stated otherwise. Yair will start the call with key financial and operational highlights. Following that, I will speak about some of our strategic initiatives in more detail. Finally, Sagit will go through the details of financial results and discuss the outlook. And with that, I would like to turn the call over to Nayax's CEO, Yair Nechmad. Yair? Yair Nechmad : Thank you, Aaron, and thank you, everyone, for joining us this morning to discuss our results for the second quarter and the progress we are making across the business. We had a strong quarter with revenue up 28% to approximately $123 million and adjusted EBITDA of $14 million. For the first half of the year, revenue increased 30% to approximately $230 million with organic growth of approximately 24%, in line with the full year guidance we outlined at the beginning of the year. Our business is performing extremely well, driven by our strong growth algorithm. We continue to onboard more merchants sell payment devices and then monetize …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Carly Furman | CEO of Nayax LLC & Nayax Canada Inc. and GM of North America | USD 620,000 | Female | 1983 | Active |
David Ben Avi | Co-Founder, Chief Technology Officer & Director | USD 607,000 | Male | 1973 | Active |
Yair Nechmad | Co-founder, Chief Executive Officer & Chairman of the Board | USD 607,000 | Male | 1961 | Active |
Oren Tepper | Chief Commercial Officer, Chief Customers Officer & Chief Revenue Officer | USD 512,000 | Male | 1971 | Active |
Sagit Manor | Chief Financial Officer | USD 352,000 | Female | 1972 | Active |
Keren Sharir | President | USD 309,000 | Female | 1979 | Active |
Yaron Aharon | Chief Operating Officer | — | Male | 1967 | Active |
Gal Omer | Chief Legal Officer | — | Female | 1983 | Active |
Oren Viner | Chief R&D Officer | — | Male | — | Active |
Amir Nechmad | Co-Founder | — | Male | 1959 | Active |
Nayax NASDAQ: NYAX said it has entered into a definitive agreement to acquire parking technology company IPS Group in a transaction valued at $350 million on a cash-free, debt-free basis, as the payments company seeks to expand its presence in mobility and municipal markets.
Nayax Ltd. (NYAX) M&A Call Transcript
NEWPORT BEACH, Calif. & WALTHAM, Mass.--(BUSINESS WIRE)--Windjammer Capital (“Windjammer”) today announced it has signed a definitive agreement to sell its portfolio company, IPS Group, Inc. (“IPS” or the “Company”), to Nayax Ltd. (NASDAQ; TASE: NYAX, “Nayax”) for $350 million cash-free and debt-free. Headquartered in San Diego, California, IPS is a leading provider of mission critical smart parking infrastructure, offering a fully integrated ecosystem spanning smart single- and multi-space met.
Acquisition establishes Nayax as a leader in smart parking, expanding its addressable cashless opportunity by approximately $85 billion Acquisition establishes Nayax as a leader in smart parking, expanding its addressable cashless opportunity by approximately $85 billion
Nayax Ltd. (NYAX) Q2 2026 Earnings Call Transcript
