Descartes stock slides 8.3% as fiscal Q1 2026 top and bottom lines miss estimates despite growth from acquisitions and service sales.
The Descartes Systems Group Inc. excels in logistics tech, leveraging AI and compliance solutions, but faces slowing organic growth and margin pressure amid industry disruption. Recurring revenue remains strong and acquisitions are integrated well, yet organic services growth and free cash flow are decelerating versus historical averages. DSGX stock valuation is extremely high, with the stock trading at a premium despite moderating growth, making future returns less compelling unless fundamentals improve.
The Descartes Systems Group Inc. (NASDAQ:DSGX ) Q1 2026 Earnings Conference Call June 4, 2025 5:30 PM ET Company Participants Allan J. Brett - Chief Financial Officer Edward J.
Descartes Systems (DSGX) came out with quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.40 per share a year ago.
Descartes announces that ArrowXL is leveraging its cloud-based route planning and execution solution to streamline last mile delivery operations.
Descartes advances air cargo digitization with ONE Record support, offering real-time, streamlined shipment data and boosting global logistics efficiency.
Descartes Systems Group CEO Edward Ryan joins 'The Exchange' to discuss how their customers are reacting to Trump tariffs, whether this tariff war will impact their business, and more.
DSGX's solutions enable Lane One to speed up load coverage, gain deeper pricing insights and reduce carrier fraud risks.
Julie Biel, Kayne Anderson Rudnick chief market strategist, joins 'The Exchange' to discuss market uncertainty and how to position from here.
Descartes acquires 3GTMS for roughly $115 million in cash to bolster its transportation management capabilities, carrier network and customer value.
Descartes' fiscal Q4 2025 performance was boosted by 15% growth in Service revenues despite adverse forex movement.
The Descartes Systems Group Inc. (NASDAQ:DSGX ) Q4 2024 Earnings Conference Call March 5, 2025 5:30 PM ET Company Participants Scott Pagan - President and COO Ed Ryan - CEO Allan Brett - CFO Conference Call Participants Dylan Becker - William Blair John Campbell - Stephens Inc. Stephanie Price - CIBC Paul Treiber - RBC Capital Markets Kevin Krishnaratne - Scotiabank Cole Couzens - Wolfe Research John Shao - National Bank Mark Schappel - Loop Capital Markets Steven Li - Raymond James Robert Young - Canaccord Genuity Lachlan Brown - Redburn Atlantic Operator Good afternoon, ladies and gentlemen, and welcome to the Descartes Systems Group Quarterly Results Conference Call. At this time, all lines in listen-only mode.