Sign In
Buy DSGX
The Descartes Systems Group Earnings Calls
| Release date | Dec 03, 2025 |
| EPS estimate | $0.460 |
| EPS actual | - |
| Revenue estimate | 184.446M |
| Revenue actual | - |
| Expected change | +/- 2.38% |
| Release date | Sep 03, 2025 |
| EPS estimate | $0.490 |
| EPS actual | $0.430 |
| EPS Surprise | -12.24% |
| Revenue estimate | 183.128M |
| Revenue actual | 179.815M |
| Revenue Surprise | -1.81% |
| Release date | Jun 04, 2025 |
| EPS estimate | $0.460 |
| EPS actual | $0.410 |
| EPS Surprise | -10.87% |
| Revenue estimate | 179.262M |
| Revenue actual | 168.739M |
| Revenue Surprise | -5.87% |
| Release date | Apr 22, 2025 |
| EPS estimate | - |
| EPS actual | $0.427 |
| Revenue estimate | - |
| Revenue actual | 167.471M |
Last 4 Quarters for The Descartes Systems Group
Below you can see how DSGX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Apr 22, 2025 |
| Price on release | $100.44 |
| EPS estimate | - |
| EPS actual | $0.427 |
| Date | Price |
|---|---|
| Apr 15, 2025 | $103.58 |
| Apr 16, 2025 | $103.10 |
| Apr 17, 2025 | $102.33 |
| Apr 21, 2025 | $100.26 |
| Apr 22, 2025 | $100.44 |
| Apr 23, 2025 | $103.22 |
| Apr 24, 2025 | $105.70 |
| Apr 25, 2025 | $105.55 |
| Apr 28, 2025 | $105.82 |
| 4 days before | -3.03% |
| 4 days after | 5.36% |
| On release day | 2.77% |
| Change in period | 2.16% |
| Release date | Jun 04, 2025 |
| Price on release | $115.61 |
| EPS estimate | $0.460 |
| EPS actual | $0.410 |
| EPS surprise | -10.87% |
| Date | Price |
|---|---|
| May 29, 2025 | $113.68 |
| May 30, 2025 | $115.94 |
| Jun 02, 2025 | $114.28 |
| Jun 03, 2025 | $115.10 |
| Jun 04, 2025 | $115.61 |
| Jun 05, 2025 | $101.60 |
| Jun 06, 2025 | $102.25 |
| Jun 09, 2025 | $100.48 |
| Jun 10, 2025 | $100.14 |
| 4 days before | 1.70% |
| 4 days after | -13.38% |
| On release day | -12.12% |
| Change in period | -11.91% |
| Release date | Sep 03, 2025 |
| Price on release | $99.51 |
| EPS estimate | $0.490 |
| EPS actual | $0.430 |
| EPS surprise | -12.24% |
| Date | Price |
|---|---|
| Aug 27, 2025 | $99.70 |
| Aug 28, 2025 | $100.00 |
| Aug 29, 2025 | $99.95 |
| Sep 02, 2025 | $98.40 |
| Sep 03, 2025 | $99.51 |
| Sep 04, 2025 | $106.22 |
| Sep 05, 2025 | $107.79 |
| Sep 08, 2025 | $107.44 |
| Sep 09, 2025 | $106.95 |
| 4 days before | -0.191% |
| 4 days after | 7.48% |
| On release day | 6.74% |
| Change in period | 7.27% |
| Release date | Dec 03, 2025 |
| Price on release | - |
| EPS estimate | $0.460 |
| EPS actual | - |
| Date | Price |
|---|---|
| Nov 11, 2025 | $83.10 |
| Nov 12, 2025 | $84.32 |
| Nov 13, 2025 | $82.31 |
| Nov 14, 2025 | $83.37 |
| Nov 17, 2025 | $80.45 |
The Descartes Systems Group Earnings Call Transcript Summary of Q3 2025
Key points for investors: Descartes reported a record Q3 with revenue of $168.8M (up 17% YoY) and organic revenue growth of ~10%. Services revenue was $149.7M (up 15% YoY). Adjusted EBITDA was a record $72.1M (up 14%), representing a 42.7% margin; net income was $36.6M ($0.42 diluted). Cash flow from operations was $60.1M in the quarter (≈83% of adjusted EBITDA); cash on hand was about $181M and the company is debt free with an undrawn $350M credit facility. Management completed five acquisitions this year (OCR, ASD, BoxTop, MyCarrierPortal, Sellercloud) and expects these to add cross-sell and margin upside over time; integration timelines vary by deal. GroundCloud experienced an accelerated hardware replacement cycle (≈$3.5M of low-margin hardware in Q3) that management says is complete and should no longer drag margins in Q4. Baseline calibration as of Nov 1, 2024: Q4 baseline revenue ≈ $144.5M, baseline operating expenses ≈ $89.5M, baseline adjusted EBITDA ≈ $55M (~38% of baseline revenue); company targets long-term adjusted EBITDA growth of 10–15% annually and expects adjusted EBITDA margins to operate in a 40–45% range. Management sees increased demand for global trade intelligence and compliance solutions amid tariff and regulatory uncertainty and highlights cross-sell opportunities in e-commerce and transportation (Sellercloud, MyCarrierPortal with MacroPoint).
