The earnings call was largely positive, highlighting record revenues, strong performance across key business segments, successful acquisitions, and a robust financial position. However, challenges remain in transactional revenue growth and broader market uncertainties continue to impact customer confidence and decision-making.

Company Guidance

During the call, Descartes Systems Group reported record quarterly revenues of $179.8 million, reflecting a 10% increase from the previous year and a 7% rise from the prior quarter. The company achieved a record high net income, which was up by 10% compared to the previous year, and record high income from operations, which increased by 5%. Additionally, adjusted EBITDA rose by 14% from the previous year, with the adjusted EBITDA margin improving by 2 points to 45%. Descartes generated $63 million in cash from operations, despite incurring $5 million in personnel departure costs. The company also highlighted the completion of a small tuck-in acquisition, PackageRoute, and the acquisition of Finale Inventory. At the end of the quarter, Descartes reported having over $240 million in cash and remained debt-free with an undrawn $350 million line of credit. Key growth drivers identified included Global Trade Intelligence, Customs and Regulatory Solutions, and Transportation Management, with the latter showing robust demand fueled by MacroPoint tracking solutions and integrated transportation management systems.

Record Quarterly Revenues and Adjusted EBITDA

The Descartes Systems Group reported record quarterly revenues of $179.8 million, up 10% from the previous year, and adjusted EBITDA up 14% from the previous year. The adjusted EBITDA margin increased by 2 percentage points to 45%.

Strong Performance Across Key Business Segments

Global Trade Intelligence, Customs and Regulatory Solutions, and Transportation Management were primary drivers of growth. Services revenues were up 14% from a year ago, and net income was up 10%.

Successful Acquisitions

In June, Descartes completed a small tuck-in acquisition of PackageRoute, and after the quarter, acquired Finale Inventory for $40 million plus $15 million in potential earn-out consideration, enhancing their e-commerce solutions.

Strong Cash Flow and Financial Position

Descartes generated $63 million of cash from operations. At the end of the quarter, the company had over $240 million in cash and was debt-free with an undrawn $350 million line of credit.

The Descartes Systems Group (DSGX) 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 >

DSGX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 03, 2025	2026 (Q3)	0.46 / -	0.427	―	―	―
Sep 03, 2025	2026 (Q2)	0.43 / 0.43	0.391	9.98% (+0.04)	―
Jun 04, 2025	2026 (Q1)	0.45 / 0.40	0.395	2.38% (<+0.01)
Mar 05, 2025	2025 (Q4)	0.44 / 0.44	0.361	23.05% (+0.08)	―
Dec 03, 2024	2025 (Q3)	0.41 / 0.43	0.304	40.71% (+0.12)	―
Sep 04, 2024	2025 (Q2)	0.38 / 0.39	0.316	23.80% (+0.08)	―
May 29, 2024	2025 (Q1)	0.39 / 0.40	0.332	19.17% (+0.06)
Mar 06, 2024	2024 (Q4)	0.36 / 0.36	0.335	7.78% (+0.03)
Dec 05, 2023	2024 (Q3)	0.33 / 0.30	0.304	-0.24% (>-0.01)	―
Sep 06, 2023	2024 (Q2)	0.32 / 0.32	0.256	23.45% (+0.06)

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
Sep 03, 2025	$99.51	$106.22	+6.74%
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%

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 Dec 03, 2025, After Close (Confirmed).

What is The Descartes Systems Group (DSGX) earnings time?

The Descartes Systems Group (DSGX) earnings time is at Dec 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 DSGX EPS forecast?

DSGX EPS forecast for the fiscal quarter 2026 (Q3) is 0.46.

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