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Kinaxis Inc. J (TSE:KXS)
TSX:KXS
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.05Last Year’s EPS
0.58Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 6.43%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong growth in ARR, SaaS revenue, and profitability, with successful new customer acquisitions and strategic partnerships. However, the company remains cautious about macroeconomic uncertainties and saw a decline in professional services revenue due to strategic shifts. Overall, the highlights significantly outweigh the lowlights.Company Guidance
During the Kinaxis Inc. fiscal 2025 first quarter results conference call, the company reported strong metrics across several areas, maintaining all guidance elements for the year. Annual Recurring Revenue (ARR) grew by 14%, both as reported and in constant currency, while SaaS growth was reported at 16%, or 17% in constant currency. Adjusted EBITDA saw a significant increase of 46%, achieving a margin of 25%. This marked the third consecutive quarter of delivering Rule of 40-plus performance, which combines SaaS revenue growth and adjusted EBITDA margin. The company also highlighted strong new business with record expansion business volume and maintained a robust pipeline with a balanced contribution to ARR growth from both new and existing customers. Additionally, the company noted a successful partnership with Infor and recognition as a leader in the Gartner Magic Quadrant for Supply Chain Planning Solutions for the 11th consecutive year. Record Expansion Business Volume
ARR grew 14%, as reported and in constant currency. SaaS growth was 16%, or 17% in constant currency. The company saw record expansion business volume for the first quarter.
Strong Profitability and EBITDA Margin Growth
Adjusted EBITDA was up 46% and the margin hit 25%. This marks the third consecutive quarter delivering Rule of 40-plus performance.
Successful New Customer Acquisitions
Kinaxis added important new customers, including Sun Pharma, Workwear Outfitters, Delta Faucet Company, Demant A/S, and Veolia, among others. The company also signed one of the world's largest companies in the semiconductor ecosystem.
Gartner Recognition
Kinaxis was recognized as a leader in the 2025 Gartner Magic Quadrant for Supply Chain Planning Solutions for the 11th consecutive time.
Successful Partnerships and Innovations
New partnership with Infor focused on mid-market discrete manufacturing companies. Announced partnership with Databricks to enhance data integration and AI adoption.
Strong Pipeline and Conversion Rates
The company reported higher conversion rates and a healthy pipeline, with a focus on large enterprise cohorts.
TSE:KXS 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:KXS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | C$188.58 | C$196.34 | +4.11% |
Feb 26, 2025 | C$152.66 | C$160.59 | +5.19% |
Oct 30, 2024 | C$157.35 | C$154.64 | -1.72% |
Jul 31, 2024 | C$169.86 | C$154.55 | -9.01% |
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 (TSE:KXS) report earnings?
Kinaxis Inc. J (TSE:KXS) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Kinaxis Inc. J (TSE:KXS) earnings time?
Kinaxis Inc. J (TSE:KXS) earnings time is at Aug 06, 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:KXS EPS forecast?
TSE:KXS EPS forecast for the fiscal quarter 2025 (Q2) is 1.05.