Key highlights

  • SiteMinder Ltd (ASX:SDR) shares closed at $2.70, down 0.74%, on 19 October 2026.
  • The 25 August 2026 FY26 results report ARR of $313.7 million, up 24.1% in constant currency, and Revenue of $266.1 million, up 22.0%.
  • Adjusted EBITDA rose 96.5% to $28.1 million, and the company expects its Margin to reach the mid-20s in FY30.

SiteMinder Ltd (ASX:SDR) shares closed at $2.70, down 0.74% (−$0.02), on 19 October 2026. The company provides software for hotels, and on 25 August 2026 it announced its FY26 results and an outlook through to FY30.

The closing price and change shown are a one-day movement. The information discussed in this article is drawn from an announcement dated 25 August 2026, which was released before the price quoted, so this article does not link the day’s share price movement to it.

Recent update

On 25 August 2026, SiteMinder announced its FY26 results. ARR grew 24.1% in constant currency and on an organic basis, or 14.9% reported, to $313.7 million. Revenue grew 22.0% in constant currency, or 18.6% reported, to $266.1 million, made up of subscription revenue of $155.2 million, up 14.6% in constant currency, and transaction revenue of $110.9 million, up 33.8%. Transaction ARR grew 37.1% in constant currency to $144.3 million reported.

Adjusted EBITDA rose 96.5% to $28.1 million and the margin expanded 419 basis points to 10.6%. Reported EBITDA was $24.4 million, against $7.1 million. Adjusted free Cash Flow more than doubled to $10.5 million. The reported net loss was $11.3 million, down from $24.5 million, including $3.8 million of restructuring and other costs. The company says the number of transaction products adopted grew 29.7% to 45.4 thousand, and that a strengthening Australian dollar reduced reported results, since more than 85% of customer billings are in other currencies.

For FY27, SiteMinder expects its adjusted EBITDA margin to expand meaningfully and ARR growth in the 20s on a constant currency and organic basis. For FY30, it expects the margin to reach the mid-20s and ARR to grow at a compound rate in the 20s from FY26 closing levels. The announcement also says momentum in its Smart Platform, which includes Dynamic Revenue Plus, accelerated during the year.

The release gives further breakdowns. Subscription ARR grew 15.1% in constant currency to $169.4 million, or 6.6% reported, while transaction ARR grew 37.1% in constant currency despite cycling 48.3% growth the year before. Adjusted net loss was $7.6 million, compared with $17.2 million. Over the past three years, subscription and transaction ARR growth rates have exceeded 15% and 30% in constant currency, and adjusted EBITDA has improved by more than $50 million, with the margin moving from negative 14.5% to positive 10.6%.

The company says this was achieved amid heightened geopolitical and global travel uncertainty, and that it continued to invest in the Smart Platform, whose products include Dynamic Revenue Plus. It describes its outlook as underpinned by the Smart Platform and AI initiatives, and it says it expects adjusted EBITDA margin to expand further to the mid-20s in FY30.

What the company does

SiteMinder provides cloud software to hotels and other accommodation providers to manage distribution, bookings and revenue. Its subscription products give customers access to tools for managing channels and reservations, and its transaction products, part of the Smart Platform, earn revenue when customers use features such as those that help increase booking value.

The company has a global customer base, and more than 85% of billings are in currencies other than the Australian dollar. Its revenue is split between subscription and transaction, with transaction revenue growing faster.

Risks

The announcement notes heightened geopolitical and global travel uncertainty during the year, and the company’s performance is linked to hotel and travel activity. A higher Australian dollar reduces reported revenue and profit. The company remains loss-making on a reported basis, and the FY27 to FY30 targets are expectations that depend on continued growth.

Adjusted measures such as adjusted EBITDA and adjusted net loss exclude certain items and are not the same as reported results, and the reported EBITDA margin is lower than the adjusted margin. Competition and technology change also affect the business.

Next milestone

The next milestones are FY27 delivery, with ARR growth in the 20s and a meaningfully higher adjusted EBITDA margin, and the company’s FY30 aim of a mid-20s adjusted EBITDA margin.