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TECSYS Inc. J (TSE:TCS)
TSX:TCS
Earnings Data
Report Date
Jun 25, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.13Last Year’s EPS
0.11Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated multiple strong operational and financial wins: record Q3 bookings, industry-leading SaaS ARR growth on a constant currency basis, record adjusted EBITDA, robust pipeline expansion (+30% YoY) and accelerating new-logo momentum (new-logo bookings +150% YoY). The commercial launch of TecsysIQ and substantial pharmacy pipeline growth (>200% YoY) position the company for continued SaaS-led growth. Near-term headwinds include known noncore customer attrition (≈CA$1M ARR effect), a CA$2.1M FX impact to sequential ARR, a 19% decline in Professional Services backlog, and a CA$4.5M one-time restructuring charge tied to a ~7% workforce reduction. On balance, the positive operational momentum, margin expansion and reaffirmed guidance materially outweigh the manageable, disclosed near-term challenges.Company Guidance
Strong SaaS Revenue and ARR Growth
SaaS revenue grew 17% year-over-year to CA$20.1M in Q3 (18% on a constant currency basis). SaaS ARR was CA$83.3M at quarter end, up 10% year-over-year (16% constant currency). Elite SaaS ARR (core product) grew 17% year-over-year (23% constant currency).
Record Adjusted EBITDA and Profitability Improvements
Adjusted EBITDA reached CA$5.0M in Q3, up 43% year-over-year and the highest adjusted EBITDA quarter in company history. Gross margin improved to 51% from 47% a year ago. Net profit was CA$1.7M (Q3 prior CA$1.2M) and EPS was CA$0.12 vs CA$0.08 a year ago. Year-to-date adjusted EBITDA increased to CA$13.3M from CA$9.1M (up ~46%).
Record Q3 SaaS Bookings and New-Logo Momentum
Company reported the largest Q3 SaaS bookings in its history, achieved without migration bookings. Bookings from new logos are up over 150% in the last 12 months versus the prior year period. Ending Q3 pipeline was up 30% year-over-year.
Strong YTD Revenue Growth and Balance Sheet Strength
For the first 9 months of FY'26, SaaS revenue was CA$58.9M (up 21% YoY), total revenue was CA$143.1M (up 10% YoY; 9% constant currency), and excluding hardware revenue grew 13% (12% CC). Cash and short-term investments were CA$36.2M and the company has no debt.
Market Traction in Healthcare and Pharmacy
Notable new logos include Memorial Sloan Kettering and UT Southwestern. Pharmacy pipeline grew more than 200% year-over-year. Pharmacy Summit registrations increased 77% YoY and participation from health system leaders rose 67% YoY, indicating strong brand and market engagement.
Commercial Launch of TecsysIQ and AI Momentum
TecsysIQ became commercially available in Q3, consolidating healthcare-specific external sources (ASHP, GUDID, FDA) with internal data to surface actionable insights. Management expects TecsysIQ to add baseline ARR (management cited ~CA$1M/yr as a baseline per year as it scales) and to act as an ARR accelerant by increasing platform stickiness.
Reaffirmed Guidance
Management reaffirmed full-year FY'26 guidance: SaaS revenue growth 20%-22%, total revenue growth 8%-10%, and adjusted EBITDA margin of 8%-9%.
TSE:TCS 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:TCS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | C$26.01 | ― | ― |
Dec 03, 2025 | C$34.86 | C$33.18 | -4.83% |
Sep 04, 2025 | C$35.12 | C$34.32 | -2.27% |
Jun 26, 2025 | C$40.13 | C$36.13 | -9.97% |
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 TECSYS Inc. J (TSE:TCS) report earnings?
TECSYS Inc. J (TSE:TCS) is schdueled to report earning on Jun 25, 2026, After Close (Confirmed).
What is TECSYS Inc. J (TSE:TCS) earnings time?
TECSYS Inc. J (TSE:TCS) earnings time is at Jun 25, 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:TCS EPS forecast?
TSE:TCS EPS forecast for the fiscal quarter 2026 (Q4) is 0.13.