Kinaxis Inc. J (TSE:KXS)
TSX:KXS
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.33Last Year’s EPS
1.37Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong, broad-based operating and financial outperformance: double-digit revenue growth, record quarterly profit and adjusted EBITDA, accelerating ARR and RPO, large enterprise wins and meaningful traction for AI-driven products (Maestro Agents, ADF). Management reinforced commercial momentum while prudently maintaining full-year guidance because of macro/FX uncertainty and called out several operational items to manage (maintenance decline, future decline of term license tailwinds, partner enablement, token cost uncertainty and a CFO transition). On balance the positives (revenue/ARR acceleration, profitability, cash generation, large deals and product/AI momentum) materially outweigh the challenges and risks discussed.Company Guidance
Revenue Growth and Scale
Total revenue $165.6M, up 25% year-over-year. SaaS revenue $102.9M, up 21% YoY. Subscription term license revenue $19.1M, up 111% YoY. Professional services revenue $38.7M, up 16% YoY.
Record Profitability and Cash Generation
Adjusted EBITDA $53.6M, up 62% YoY, with adjusted EBITDA margin of 32% (up from 25%). GAAP profit of $29.4M versus $15.9M in Q1 2025 (≈+85%). Cash flow from operations $59.1M, up 87% YoY. Trailing 12-month free cash flow margin 24%; Q1 free cash flow margin 35%.
ARR, RPO and Contract Momentum
ARR reached $447M, up 20% YoY with $14M added in Q1 (record for Q1). SaaS RPO $905M and total RPO $949M, demonstrating strong visibility in recurring business despite seasonality.
Large Deal Wins and Expansion
Record Q1 for new business and expansions: average deal size more than doubled vs prior-year Q1; multiple $1M+ ACV wins including the largest initial customer contract ever. Just under half of new ARR came from new (primarily enterprise) customers across consumer products, chemicals, energy, life sciences and industrial manufacturing.
AI and Product Momentum (Maestro & Agents)
Maestro platform adoption accelerating; Maestro Agents paying customer count more than doubled in Q1. ADF and agentic AI cited as fastest-growing products. Internal R&D using AI delivered ~25% faster work on average and >90% of code-promote requests now include AI-assisted elements.
Improved Margins by Revenue Type
Gross profit $114M, up 32% YoY, with gross margin at 69% (up from 65%). Software margin 81% (from 80%). Professional services gross margin improved to 27% from 21%.
Strategic Partnerships and Ecosystem
Deeper ecosystem engagement: partnerships and integration work with hyperscalers (Google, Azure), NVIDIA (cuOpt/GPU optimization), Databricks (data fabric/ML pipelines) and LLM providers (OpenAI, Google Gemini, Anthropic).
Capital Allocation and Share Buyback
Repurchased 570,204 shares for approximately $62M during the quarter under a doubled NCIB (limit ~2.8M shares, ~10% of float), while cash, cash equivalents and short-term investments totaled $327.6M.
Product Commercialization & Pricing
Rolled out Maestro Activity Unit (MAU) consumption-based pricing for all new proposals and planned renewals starting July; telemetry and MAU metrics in place to monitor usage and monetization of agentic features.
Recognition and Market Position
Named a leader in Gartner Magic Quadrant for the 12th consecutive time (two MQs this cycle: discrete and process industries), reinforcing platform differentiation and market positioning.
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 06, 2026 | C$139.67 | C$152.96 | +9.52% |
Mar 04, 2026 | C$130.09 | C$134.64 | +3.50% |
Nov 05, 2025 | C$170.63 | C$180.40 | +5.73% |
Aug 06, 2025 | C$194.10 | C$195.77 | +0.86% |
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 12, 2026, After Close (Confirmed).
What is Kinaxis Inc. J (TSE:KXS) earnings time?
Kinaxis Inc. J (TSE:KXS) earnings time is at Aug 12, 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:KXS EPS forecast?
TSE:KXS EPS forecast for the fiscal quarter 2026 (Q2) is 1.33.