The earnings call presented a balanced view with significant growth in revenue, adjusted EBITDA, and successful integration of acquisitions, but also highlighted challenges due to global trade uncertainties and economic pressures. Workforce reductions were necessary to maintain financial health.

Company Guidance -

Q2 2026

During the conference call, Descartes Systems Group provided guidance on their financial performance and strategic initiatives for the first quarter of fiscal year 2026, ending April 30. They reported a 12% increase in total revenues from the previous year, with services revenues growing by 14%. Income from operations rose by 9%, and adjusted EBITDA increased by 12%, resulting in an adjusted EBITDA margin of 45%. The company highlighted strong cash flow generation, with $54 million from operations despite expenses related to the acquisition of 3GTMS, which cost $115 million. Descartes remains debt-free with over $175 million in cash and a $350 million undrawn line of credit. The company also discussed their strategic focus on transportation management, particularly their MacroPoint real-time visibility business, and recent acquisitions like MyCarrierPortal and 3GTMS. They noted challenges in the global trade environment, including tariff changes, and announced a 7% global workforce reduction to better manage costs and maintain their adjusted EBITDA growth target of 10% to 15%.

Revenue Growth

Total revenues were up 12% from a year ago with services revenues up 14% from a year ago.

Strong Adjusted EBITDA

Adjusted EBITDA increased by 12% with a margin up to 45%.

Cash and Debt Position

Generated almost $54 million in cash from operations in Q1, had more than $175 million in cash, and remained debt-free with an undrawn $350 million line of credit.

Transportation Management Segment

Growth in the transportation management area with strong demand for MacroPoint real-time visibility business and successful integration of MyCarrierPortal.

Global Trade Intelligence Success

Strong demand for tariff-related solutions and Datamyne research tools due to frequent tariff changes.

Customs and Regulatory Compliance Growth

Growth driven by new EU import control system requirements and increased demand for alternative filing solutions.

The Descartes Systems Group (TSE:DSG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TSE:DSG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 03, 2025	2026 (Q2)	0.59 / -	0.541	―	―	―
Jun 04, 2025	2026 (Q1)	0.62 / 0.56	0.547	2.38% (+0.01)
Mar 05, 2025	2025 (Q4)	0.61 / 0.61	0.499	23.05% (+0.11)	―
Dec 03, 2024	2025 (Q3)	0.56 / 0.59	0.42	40.71% (+0.17)	―
Sep 04, 2024	2025 (Q2)	0.53 / 0.54	0.437	23.80% (+0.10)	―
May 29, 2024	2025 (Q1)	0.54 / 0.55	0.459	19.17% (+0.09)
Mar 06, 2024	2024 (Q4)	0.50 / 0.50	0.463	7.78% (+0.04)
Dec 05, 2023	2024 (Q3)	0.46 / 0.42	0.421	-0.24% (>-0.01)	―
Sep 06, 2023	2024 (Q2)	0.44 / 0.44	0.354	23.45% (+0.08)
May 31, 2023	2024 (Q1)	0.45 / 0.46	0.34	35.00% (+0.12)	―

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

TSE:DSG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 04, 2025	C$158.09	C$138.95	-12.11%
Mar 05, 2025	C$159.01	C$145.34	-8.60%
Dec 03, 2024	C$163.08	C$168.66	+3.42%
Sep 04, 2024	C$133.37	C$128.76	-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 (TSE:DSG) report earnings?

The Descartes Systems Group (TSE:DSG) is schdueled to report earning on Sep 03, 2025, After Close (Confirmed).

What is The Descartes Systems Group (TSE:DSG) earnings time?

The Descartes Systems Group (TSE:DSG) earnings time is at Sep 03, 2025, After Close (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 TSE:DSG EPS forecast?

TSE:DSG EPS forecast for the fiscal quarter 2026 (Q2) is 0.59.

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