The earnings call presented a strong performance in SaaS revenue and professional services, along with significant strategic achievements and product innovations. However, this was partially offset by a decline in SaaS bookings and modest overall revenue growth. The revised guidance for adjusted EBITDA margin reflects a cautious approach due to increased investments.

Company Guidance -

Q1 2026

During the Tecsys Fourth Quarter and Fiscal Year 2025 Results Conference Call, the company provided guidance for fiscal 2026, projecting SaaS revenue growth of 20% to 22% and total revenue growth of 8% to 10%. This moderated expectation follows a strong fiscal 2025, where SaaS revenue grew by 29% to $67.1 million, and total revenue increased by 3% to $176.5 million. Adjusted EBITDA is expected to grow between 20% and 30%, with the EBITDA margin guidance revised to 8% to 9% due to increased investments in R&D and marketing. The company's strategy includes significant investment in its AI-driven Tecsys IQ platform and expansion of its market presence, particularly in the health care supply chain sector. Tecsys ended fiscal 2025 with a professional services backlog of $49 million, up 52% year-over-year, and a solid balance sheet with $39.3 million in cash and no debt.

Strong SaaS Revenue Growth

SaaS revenue grew 29% for the year, reaching $67.1 million, which is just shy of the 30% guidance. The core product Elite grew 32% driven by multi-site wins and strong adoption.

Record Professional Services Revenue

Professional services revenue for the fourth quarter was a record $16.2 million, up 13% from the same quarter last year. The professional services backlog ended at $49 million, up 52% year over year.

Major Milestones and Strategic Achievements

A major milestone with Roche was announced, with the SaaS platform deployed at over 1,000 sites globally. Additionally, the establishment of a new subsidiary in India was announced, enhancing development and support capacity.

Strong Financial Performance

Gross margin for Q4 was 51%, up from 47% last year. Net profit increased to $1.7 million compared to $259,000 in the same quarter last year, and adjusted EBITDA was $4.3 million compared to $2.8 million last year.

Enhanced Product Offerings

Two innovations were announced: ESL+ for hospital supply chain management and Tecsys IQ, a data product for AI-powered insights.

TECSYS Inc. J (TSE:TCS) 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

Daily Earnings Calendar >

TSE:TCS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 04, 2025	2026 (Q1)	0.08 / -	0.05	―	―	―
Jun 26, 2025	2025 (Q4)	0.14 / 0.11	0.02	450.00% (+0.09)	―	―
Mar 05, 2025	2025 (Q3)	0.11 / 0.08	0.05	60.00% (+0.03)	―	―
Dec 04, 2024	2025 (Q2)	0.10 / 0.05	-0.02	350.00% (+0.07)	―	―
Sep 05, 2024	2025 (Q1)	0.09 / 0.05	0.08	-37.50% (-0.03)	―	―
Jun 27, 2024	2024 (Q4)	0.05 / 0.02	0.03	-33.33% (>-0.01)	―	―
Feb 29, 2024	2024 (Q3)	0.02 / 0.05	0.06	-16.67% (>-0.01)	―	―
Nov 30, 2023	2024 (Q2)	0.03 / -0.02	0.05	-140.00% (-0.07)	―	―
Sep 07, 2023	2024 (Q1)	0.02 / 0.08	0	―	―	―
Jun 29, 2023	2023 (Q4)	0.04 / 0.03	0.17	-82.35% (-0.14)	―	―

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
Jun 26, 2025	C$40.34	C$36.32	-9.97%
Mar 05, 2025	C$43.38	C$40.80	-5.95%
Dec 04, 2024	C$44.26	C$43.37	-2.01%
Sep 05, 2024	C$40.18	C$40.52	+0.85%

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 Sep 04, 2025, After Close (Confirmed).

What is TECSYS Inc. J (TSE:TCS) earnings time?

TECSYS Inc. J (TSE:TCS) earnings time is at Sep 04, 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:TCS EPS forecast?

TSE:TCS EPS forecast for the fiscal quarter 2026 (Q1) is 0.08.

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