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The Descartes Systems Group (DSGX)
NASDAQ:DSGX
RESEARCH TOOLSreports
Earnings Data
Report Date
Sep 03, 2025TBA Not Confirmed
Period Ending
2026 (Q2)Consensus EPS Forecast
0.44Last Year’s EPS
0.4Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Jun 04, 2025
|% Change Since: -11.56%
|Next Earnings Date:Sep 03, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong financial performance with growth in revenue and EBITDA, supported by strategic acquisitions and robust cash flow. However, global trade uncertainties and workforce reductions posed challenges.Company Guidance
During the conference call on June 4, 2025, The Descartes Systems Group provided guidance for the first quarter of fiscal year 2026. The company reported a 12% increase in total revenues from the previous year, with services revenues up by 14%. Income from operations rose by 9%, while adjusted EBITDA increased by 12%, reaching a margin of 45%. Descartes generated nearly $54 million in cash from operations and ended the quarter with over $175 million in cash, having paid $115 million to acquire 3GTMS. The company emphasized its readiness to invest further, citing strong performance in its transportation management and Global Trade Intelligence segments. Additionally, they undertook a restructuring, reducing their workforce by 7% to prepare for ongoing economic uncertainties, expecting annual cost savings of approximately $15 million. Despite challenges, Descartes reaffirmed its commitment to a 10% to 15% annual adjusted EBITDA growth plan.Strong Revenue and EBITDA Growth
Total revenues increased by 12% year-over-year, with services revenues up 14%. Adjusted EBITDA grew by 12%, with the margin increasing to 45%.
Successful Acquisition Strategy
Descartes acquired 3GTMS for $115 million, enhancing its domestic transportation management system capabilities. The acquisition provides valuable functionality and integration opportunities.
Cash Flow and Financial Health
Generated $54 million in cash from operations, ending the quarter with over $175 million in cash and no debt, plus a $350 million undrawn line of credit.
Growth in Key Segments
MacroPoint real-time visibility business achieved strong months against declining domestic truck moves. Global Trade Intelligence and customs compliance segments also showed robust performance.
DSGX 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
DSGX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 04, 2025 | $115.61 | $101.60 | -12.12% |
Mar 05, 2025 | $110.92 | $101.71 | -8.30% |
Dec 03, 2024 | $116.02 | $119.90 | +3.34% |
Sep 04, 2024 | $98.75 | $95.33 | -3.46% |
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 The Descartes Systems Group (DSGX) report earnings?
The Descartes Systems Group (DSGX) is schdueled to report earning on Sep 03, 2025, TBA Not Confirmed.
What is The Descartes Systems Group (DSGX) earnings time?
The Descartes Systems Group (DSGX) earnings time is at Sep 03, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DSGX EPS forecast?
DSGX EPS forecast for the fiscal quarter 2026 (Q2) is 0.44.