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Earnings Data
Report Date
Sep 09, 2026After Close (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.77Last Year’s EPS
0.6Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple record financial metrics (revenue, net income, adjusted EBITDA, cash generation) and a strong balance sheet, alongside active AI investments, product momentum (MacroPoint, Global Trade Intelligence, NetCHB) and strategic M&A (Idelic). Management acknowledged significant macro and geopolitical headwinds — shipping volatility from the Iran war, higher ocean rates, trucking volume declines, regulatory uncertainty, and potential quarter-to-quarter variability — but positioned the company as well-capitalized and positioned to invest and gain share. Overall, the positive operational and financial achievements substantially outweigh the highlighted external challenges.Company Guidance
Record Quarterly Revenue
Total revenues reached $193.6M, up 15% year-over-year, driven by strong services performance.
Services and Organic Growth
Services revenue was $180.5M (93% of total), up 15% YoY; estimated organic services growth (ex-acquisitions and FX) was just over 9% (improved from ~8% in Q4).
Profitability Milestones
Record net income of $48.5M (+34% YoY), record income from operations (+35% YoY), and record adjusted EBITDA of $89.8M (+20% YoY) with an adjusted EBITDA margin at a record 46%.
Strong Cash Generation and Balance Sheet
Operating cash flow of $75.1M (up 40% YoY), cash balance of $377M, debt-free with an undrawn $350M credit facility, and active NCIB (share repurchases of ~$21M in Q1 plus additional purchases).
Gross Margin and Operating Leverage
Gross margin improved to 78% (from 76% YoY), reflecting operating leverage from services growth.
AI Investment and Product Momentum
Significant investment in AI agent layer and related agent portfolio (MacroPoint agents, routing/dispatch agents, Datamyne research agents, enhanced sanctioned-party screening). Management plans continued AI investments and is showcasing innovations at an October Innovation Forum.
Strategic M&A and Product Additions
Completed acquisition of Idelic (adds proprietary safety data: ~40 billion miles of telematics/accident history) to enhance fleet performance management and AI capabilities.
Network Effects & Macro Product Wins
MacroPoint track rate improved from ~87% to ~93% via AI agents; momentum in Global Trade Intelligence (tariff/duty content, sanctioned-party screening, FTZs, Datamyne) and e-commerce NetCHB filings driving market share gains.
TSE:DSG 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
TSE:DSG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 03, 2026 | C$102.88 | C$108.34 | +5.31% |
Mar 11, 2026 | C$93.80 | C$98.09 | +4.57% |
Dec 03, 2025 | C$115.81 | C$132.45 | +14.37% |
Sep 03, 2025 | C$137.20 | C$146.86 | +7.04% |
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 Inc. (TSE:DSG) report earnings?
The Descartes Systems Group Inc. (TSE:DSG) is schdueled to report earning on Sep 09, 2026, After Close (Confirmed).
What is The Descartes Systems Group Inc. (TSE:DSG) earnings time?
The Descartes Systems Group Inc. (TSE:DSG) earnings time is at Sep 09, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is TSE:DSG EPS forecast?
TSE:DSG EPS forecast for the fiscal quarter 2027 (Q2) is 0.77.