The earnings call highlighted strong growth in SaaS revenue and new business acquisitions, alongside a significant increase in profitability. Despite some challenges in the professional services segment, the overall performance and strategic initiatives, especially around AI, indicate a positive outlook.

Company Guidance

In the Kinaxis Inc. fiscal 2025 second quarter earnings call, the company reported impressive growth metrics and provided updated guidance. Annual Recurring Revenue (ARR) increased by 15% to $391 million, while SaaS revenue grew by 17% to $88.4 million. Adjusted EBITDA margin reached a record 25%, supporting the company's fourth consecutive quarter of Rule of 40 performance. The company also raised its fiscal 2025 guidance for SaaS revenue growth to 13-15%. Strong new business wins and expansion of existing accounts contributed significantly, with half of ARR additions coming from expansions. The company emphasized its AI-first strategy and partnerships, such as with Databricks, to enhance its supply chain platform and drive future growth. The outlook remains positive with strategic investments in AI and data integration expected to bolster long-term performance.

Record-Breaking New Business Wins

The highest amount of new business ever won for a Q2, and the second highest outside of a fourth quarter. ARR grew 15% as reported, and 13% in constant currency.

Strong SaaS Revenue Growth

SaaS revenue increased by 17%, or 14% in constant currency.

Exceptional Profitability

Adjusted EBITDA margin reached 25%, contributing to the fourth consecutive quarter of Rule of 40 performance. Profit increased by 437% to $18.4 million.

Expansion in Customer Base

Several new enterprise customers added, including Lactalis, McKee Foods, and SEKO Logistics.

Positive Outlook on AI Integration

Ongoing demand for newer planning solutions and AI capabilities, with plans to partner with Databricks for a new supply chain data fabric.

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
Oct 30, 2025	2025 (Q3)	1.16 / -	1.091	―	―	―
Aug 06, 2025	2025 (Q2)	1.38 / 1.38	0.801	72.24% (+0.58)	―	―
May 07, 2025	2025 (Q1)	1.07 / 1.21	0.79	52.97% (+0.42)	―	―
Feb 26, 2025	2024 (Q4)	0.93 / 0.59	0.595	-0.70% (>-0.01)	―	―
Oct 30, 2024	2024 (Q3)	0.83 / 1.09	0.725	50.48% (+0.37)	―	―
Jul 31, 2024	2024 (Q2)	0.70 / 0.80	0.345	132.00% (+0.46)	―	―
May 08, 2024	2024 (Q1)	0.68 / 0.79	0.552	43.00% (+0.24)	―	―
Feb 28, 2024	2023 (Q4)	0.60 / 0.59	0.842	-29.34% (-0.25)	―	―
Nov 01, 2023	2023 (Q3)	0.44 / 0.72	0.275	163.82% (+0.45)	―	―
Aug 09, 2023	2023 (Q2)	0.41 / 0.35	0.188	83.82% (+0.16)	―	―

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
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%
Oct 30, 2024	C$157.35	C$154.64	-1.72%

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 Oct 30, 2025, After Close (Confirmed).

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

Kinaxis Inc. J (TSE:KXS) earnings time is at Oct 30, 2025, 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 (Q3) is 1.16.

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