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Kinaxis Inc. J (KXSCF)
OTHER OTC:KXSCF
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.01Last Year’s EPS
0.88Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong positive momentum: record SaaS growth, accelerated ARR, record bookings and large-deal wins, significant margin and adjusted EBITDA expansion, strong cash position, and the commercial launch of agentic AI capabilities (Maestro Agent Studio) with a new monetization model (MAUs). Lowlights were largely executional and transitional (early-stage MAU monetization, professional services mix shift, one-time cash items, and CFO transition), and management provided conservative 2026 guidance while investing for growth. Overall, the positives substantially outweigh the manageable risks.Company Guidance
Record SaaS Revenue Growth
SaaS revenue of $97.2M in Q4, up 19% year-over-year (16% in constant currency). Full-year SaaS revenue grew 17% (16% constant currency), materially above initial guidance of 11%–13%.
Strong ARR Expansion
Annual recurring revenue (ARR) balance grew 20% year-over-year (accelerating from 12% at end of 2024). Added $73M to ARR in 2025 (record), including $26M added in Q4 (record).
Record New Business and Large Deals
New business ACV in Q4 and FY2025 was ~1/3 higher than any prior period. Won 21 deals >$1M ACV in the year (versus 6 in 2024) and over 100 deals >$1M TCV, with pipeline indicating further momentum.
Improved Profitability and Margins
Adjusted EBITDA reached record levels: Q4 adjusted EBITDA $37.6M (up 19% YoY) with a 26% adjusted EBITDA margin; full-year adjusted EBITDA $138.4M (up 30% YoY) with a 25% margin, hitting midterm profitability targets a year early.
Higher Gross Margins and Profitability
Gross profit increased 26% to $94.3M; overall gross margin improved to 65% (from 61%). Software margin rose to 78% (from 73%); professional services margin improved to 32% (from 29%). GAAP profit in Q4 was $19.5M versus a $16.3M loss in prior-year Q4.
Strong Cash Generation and Balance Sheet
Operating cash flow in Q4 was $29.9M (up 24% YoY). Cash, cash equivalents and short-term investments totaled $324.7M, up $26.2M year-over-year despite active share repurchases.
Robust RPO and Retention Metrics
SaaS and total RPO show a 3-year CAGR of 18%; total RPO approaching $1B. Gross revenue retention remained strong at over 95%.
Strategic Enterprise Wins Across Key Verticals
Won a top-5 global semiconductor foundry, a major global storage company, Marathon Petroleum, a top aerospace engine maker, Magnum Ice Cream (EUR ~8B revenue), and a top-5 global chocolate company. Approximately 85% of ARR concentrated in top 4 verticals (life sciences, high-tech, consumer products, industrial manufacturing).
AI Product Progress — Maestro Agent Studio Launch
Commercial launch of Maestro Agent Studio (no-code agent composition) with early adopter use cases. Agents integrate leading LLMs (OpenAI, Google Gemini; Anthropic in testing) and are available today, positioning the product for agentic orchestration and expanded TAM.
New Monetization Framework (MAUs) and Go-to-Market Momentum
Introduced Maestro Activity Units (MAUs) as a usage-based subscription bundle to monetize AI/agent usage; rollout is phased and expected to better align pricing with AI-driven value. Go-to-market improvements drove a record year for expansion business (55% of Q4 gross ARR additions from expansion; 53% for the year vs 45% in 2024).
KXSCF 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
KXSCF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | $97.00 | ― | ― |
Nov 05, 2025 | $120.12 | $126.73 | +5.50% |
Aug 06, 2025 | $141.50 | $145.39 | +2.75% |
May 07, 2025 | $137.26 | $135.49 | -1.29% |
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 Kinaxis Inc. J (KXSCF) report earnings?
Kinaxis Inc. J (KXSCF) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Kinaxis Inc. J (KXSCF) earnings time?
Kinaxis Inc. J (KXSCF) earnings time is at May 06, 2026, 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 KXSCF EPS forecast?
KXSCF EPS forecast for the fiscal quarter 2026 (Q1) is 1.01.