Wisetech Global Ltd. (AU:WTC)
ASX:WTC
Earnings Data
Report Date
Aug 25, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.68Last Year’s EPS
0.58Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixture of strong reported growth (largely acquisition-driven), early realization of acquisition synergies, robust cash generation and significant R&D/AI investments. Management emphasized disciplined execution, early achievement of $50m e2open synergies and a deliberate shift to a transaction-based commercial model with AI-enabled productivity upside. Offsetting these positives are near-term margin dilution from the e2open consolidation, higher interest and amortization costs, temporary reductions in cash conversion due to M&A, and a material workforce restructuring (up to ~2,000 roles) that will produce one-off costs and execution risk. There is also uncertainty around the timing of migration of a small cohort of large customers (representing ~30% of CargoWise revenue) to the new pricing model and slower near-term contribution from CTO. Overall, the call balanced clear near-term integration and execution challenges against a strategic narrative of durable long-term benefits from AI, product-led scale and a transaction-aligned commercial model.Company Guidance
Strong Reported Revenue Growth (Acquisition-Driven)
Total revenue of $672 million, up 76% on a reported basis versus 1H FY'25; e2open contributed $249.4 million in the half. Organic total revenue grew 7%.
CargoWise Revenue and Recurring Revenue
CargoWise revenue rose 12% to $372.4 million (9% organic). Recurring revenue remained high at 99%.
EBITDA Growth and Organic Margin Resilience
Reported EBITDA increased 31% to $252.1 million with an EBITDA margin of 38%. Excluding M&A, restructuring and FX, organic EBITDA was up 7% with an organic EBITDA margin of 51%, consistent with prior year.
e2open Integration: Early Synergies Achieved
Achieved Horizon 1 cost synergy target of $50 million annualized run rate savings nearly 1.5 years earlier than planned; product, team and operating model alignment underway and sales/marketing integrated.
Cash Generation, Liquidity and Leverage Plan
Operating cash flows of $231.7 million (up 14%) and free cash flow of $153.6 million (up 24%). Cash position $358.4 million. Net leverage 3.2x with guidance to deleverage to ~3.0x by end FY'26 and ~2.5x by end FY'27.
Substantial R&D Investment and Product Output
More than $175 million invested in R&D in 1H FY'26 (26% of revenue; 33% excluding e2open). Delivered 1,060 CargoWise product enhancements in the half and 6,300 enhancements over the last five years with >$1 billion invested.
Commercial Model Shift — CargoWise Value Packs Rollout
CargoWise Value Packs rolled out to approximately 95% of CargoWise customers, moving pricing from seat-based to transaction/value-based, designed to align revenue with automation and labor efficiencies.
AI-Enabled Productivity Gains Demonstrated
Management reported tangible AI productivity improvements in software development (code generation/review, automated testing, defect resolution) and product features (document ingestion, classification). Early reductions of 500+ roles completed in FY'26 as part of efficiency program; management signals material long-term cost and productivity upside from AI.
Customer Penetration and New Rollouts
Four new large global freight forwarder rollouts signed in FY'26 to date (including Blue Water Shipping and XPD Global). Total of 59 large global freight forwarders engaged (46 in production, 13 in contracted rollouts).
AU:WTC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:WTC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | AU$42.87 | AU$47.60 | +11.05% |
Aug 26, 2025 | AU$115.27 | AU$101.60 | -11.86% |
Feb 25, 2025 | AU$94.04 | AU$95.98 | +2.06% |
Aug 20, 2024 | AU$93.80 | AU$111.03 | +18.36% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Wisetech Global Ltd. (AU:WTC) report earnings?
Wisetech Global Ltd. (AU:WTC) is schdueled to report earning on Aug 25, 2026, TBA (Confirmed).
What is Wisetech Global Ltd. (AU:WTC) earnings time?
Wisetech Global Ltd. (AU:WTC) earnings time is at Aug 25, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is the P/E ratio of Wisetech Global Ltd. stock?
The P/E ratio of Wisetech Global is N/A.
What is AU:WTC EPS forecast?
AU:WTC EPS forecast for the fiscal quarter 2026 (Q4) is 0.68.