Sage Group 1HFY26 First Take

Sage Group reported strong 1HFY26 results with ARR growth accelerating to 10.6% and a modest upgrade to its FY26 revenue guidance.

Key Takeaways

• 1.Sage reported 1HFY26 results ahead of expectations with organic ARR growth accelerating to 10.6% yoy.
• 2.The company upgraded its FY26 organic total revenue growth guidance to "above 9%" from the previous "9% or above".
• 3.North American revenue growth accelerated to 14% in 2QFY26, showing improved product traction.

Table of Contents

• Bottomline
• Results
• Guidance
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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