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Oct 31, 2025
Descartes Systems Group Inc Q3 2026 Earnings Report
Descartes Systems Group Inc reported record revenue and net income in Q3 2026.
Key Takeaways
Descartes delivered a strong quarter with record revenue of $187.7M and net income of $43.9M, reflecting increased demand for its logistics solutions amid global trade complexity.
Revenue reached an all-time high at $187.7 million.
Net income rose to $43.9 million, representing 23% of revenue.
Operating income increased to $56.6 million from $45.8 million in Q3FY25.
EPS rose to $0.50 from $0.42 in the same quarter last year.
Forward Guidance
The company anticipates continued strength in demand for its Global Logistics Network, with expectations of steady growth driven by trade complexity and customer reliance on real-time data.
Positive Outlook
- Continued customer reliance on Descartes’ logistics solutions.
- Growing need for real-time data amid tariff and sanctions volatility.
- Ongoing expansion of the Global Logistics Network.
- Increased services revenue indicating strong recurring revenue base.
- Planned CFO succession ensuring leadership continuity.
Challenges Ahead
- Tariff volatility and sanction changes may impact customer operations.
- No specific EPS or revenue guidance for upcoming quarters provided.
- Dependence on global trade volumes could be a risk in downturns.
- Currency exchange fluctuations may impact international revenues.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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