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The Descartes Systems Group Inc. (TSE:DSG)
:DSG
RESEARCH TOOLSreports
Earnings Data
Report Date
May 28, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.62Last Year’s EPS
0.55Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 05, 2025
|% Change Since: -7.03%
|Next Earnings Date:May 28, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance with record-breaking revenue and growth, driven by domestic logistics and global trade intelligence, as well as successful acquisitions. However, there were concerns about foreign exchange impacts, global trade and tariff uncertainties, and lower professional services and license revenue. Despite these challenges, the company's solid cash position and strategic focus on growth suggest resilience in the face of market uncertainties.Company Guidance
During the Descartes Systems Group conference call, the company reported record fourth-quarter and annual results for fiscal year 2025, emphasizing strong growth in key financial metrics. Total revenues increased by 13% year-over-year, with services revenues up by 15%. Net income saw a 27% rise, while adjusted EBITDA grew by 14%, achieving an adjusted EBITDA margin of 45%. Cash flow from operations in Q4 was nearly $61 million, representing 81% of adjusted EBITDA. For the full year, revenues rose by 14%, net income by 24%, and adjusted EBITDA by 15%, aligning with the company's target of 10% to 15% adjusted EBITDA growth per year. The company ended the year with over $235 million in cash and was debt-free with an undrawn $350 million line of credit. Key growth drivers included strength in domestic logistics and supply chain solutions, global trade intelligence business, and contributions from recent acquisitions like MyCarrierPortal and Sellercloud. The company remains focused on leveraging these strengths to navigate the current complex trade environment and continue its growth trajectory.Record-Breaking Revenue and Growth
Total revenues for Q4 were up 13% from a year ago, with services revenues up 15%. Net income increased by 27%, and adjusted EBITDA grew by 14%. For the fiscal year, revenues were up 14%, net income was up 24%, and adjusted EBITDA was up 15%.
Strong Cash Position and Debt-Free Status
The company ended the fiscal year with over $235 million in cash, a debt-free status, and an undrawn $350 million line of credit.
Growth Driven by Domestic Logistics and Global Trade Intelligence
Strong performance in domestic logistics and supply chain solutions, as well as global trade intelligence, contributed significantly to growth. MacroPoint solutions continue to lead in real-time visibility.
Successful Acquisitions
Five businesses were acquired in fiscal 2025, including MyCarrierPortal and Sellercloud, which have been integrated and are contributing positively to the business.
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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
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TSE:DSG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| May 29, 2024 | C$133.89 | C$124.73 | -6.84% |
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.
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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 May 28, 2025, TBA Not Confirmed.
What is The Descartes Systems Group Inc. (TSE:DSG) earnings time?
The Descartes Systems Group Inc. (TSE:DSG) earnings time is at May 28, 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 TSE:DSG EPS forecast?
TSE:DSG EPS forecast for the fiscal quarter 2026 (Q1) is 0.62.
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