The earnings call showcased strong performance across key metrics with significant new customer wins and successful product launches, particularly in the AI space, leading to an increase in financial guidance. However, there were some challenges in professional services margins and subscription term license revenue, but these were outweighed by the positive developments.

Company Guidance

During the Kinaxis Inc. Fiscal 2025 Third Quarter Results Conference Call, key financial performance metrics were highlighted, showcasing a strong quarter with significant growth. The company reported a 17% increase in annual recurring revenue (ARR) and SaaS revenue, both up 17%, marking a substantial acceleration from previous quarters. Adjusted EBITDA hit record levels with a margin of 25%, contributing to a fifth consecutive quarter of Rule of 40 performance. Total revenue reached $134.6 million, up 11% compared to the same quarter last year. The company also noted a transition of some customers from subscription term license revenue to SaaS, impacting total revenue growth by approximately 2 percentage points. Additionally, Kinaxis announced a new partnership with Workday to enhance supply chain orchestration and the general availability of its Maestro agents, which are expected to drive a new revenue stream. The company raised its full-year SaaS revenue guidance to 15–17% growth, reflecting strong market demand and execution.

Record New Business Bookings

The company booked the most new business for Q3, doubling the amount from a year ago, marking the second highest total ever next to the fourth quarter of 2024.

ARR and SaaS Revenue Growth

Annual Recurring Revenue (ARR) growth accelerated to 17%, and SaaS revenue grew by 17%, reflecting strong product leadership and market demand.

Adjusted EBITDA Achievement

Adjusted EBITDA hit record levels with a margin of 25%, marking the fifth consecutive quarter of Rule of 40 performance.

Strong New Customer Wins

Notable new enterprise customers include Renault, Repsol, Seiko Epson, and FasterPak, expanding Kinaxis' reach across vertical markets and geographies.

AI and Maestro Agents Launch

Launch of Maestro agents as a new revenue stream, enhancing customer outcomes with AI, and reported significant productivity gains for customers.

Guidance Increase

Raised fiscal 2025 SaaS revenue guidance for the second consecutive quarter alongside an increased full-year adjusted EBITDA margin outlook.

Kinaxis Inc (TSE:KXS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TSE:KXS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 04, 2026	2025 (Q4)	1.26 / -	0.601	―	―	―
Nov 05, 2025	2025 (Q3)	1.30 / 1.30	1.109	17.47% (+0.19)	―	―
Aug 06, 2025	2025 (Q2)	1.40 / 1.40	0.814	72.24% (+0.59)	―	―
May 07, 2025	2025 (Q1)	1.09 / 1.23	0.803	52.97% (+0.43)	―	―
Feb 26, 2025	2024 (Q4)	0.94 / 0.60	0.605	-0.70% (>-0.01)	―	―
Oct 30, 2024	2024 (Q3)	0.84 / 1.11	0.737	50.48% (+0.37)	―	―
Jul 31, 2024	2024 (Q2)	0.72 / 0.81	0.351	132.00% (+0.46)	―	―
May 08, 2024	2024 (Q1)	0.69 / 0.80	0.561	43.00% (+0.24)	―	―
Feb 28, 2024	2023 (Q4)	0.61 / 0.60	0.856	-29.34% (-0.25)	―	―
Nov 01, 2023	2023 (Q3)	0.45 / 0.74	0.279	163.82% (+0.46)	―	―

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
Nov 05, 2025	C$170.63	C$180.40	+5.73%
Aug 06, 2025	C$194.10	C$195.77	+0.86%
May 07, 2025	C$188.58	C$196.34	+4.11%
Feb 26, 2025	C$152.66	C$160.59	+5.19%

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 Mar 04, 2026, After Close (Confirmed).

What is Kinaxis Inc. J (TSE:KXS) earnings time?

Kinaxis Inc. J (TSE:KXS) earnings time is at Mar 04, 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 TSE:KXS EPS forecast?

TSE:KXS EPS forecast for the fiscal quarter 2025 (Q4) is 1.26.

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