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Kinaxis Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $1.14 |
| EPS actual | $1.34 |
| EPS Surprise | 17.54% |
| Revenue estimate | 156.382M |
| Revenue actual | 165.568M |
| Revenue Surprise | 5.87% |
| Release date | Mar 04, 2026 |
| EPS estimate | $0.91 |
| EPS actual | $0.94 |
| EPS Surprise | 3.41% |
| Revenue estimate | 139.891M |
| Revenue actual | 144.235M |
| Revenue Surprise | 3.11% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.84 |
| EPS actual | $0.578 |
| EPS Surprise | -31.44% |
| Revenue estimate | 140.147M |
| Revenue actual | 133.1M |
| Revenue Surprise | -5.03% |
| Release date | Aug 06, 2025 |
| EPS estimate | $1.00 |
| EPS actual | $0.638 |
| EPS Surprise | -36.14% |
| Revenue estimate | 133.62M |
| Revenue actual | 136.415M |
| Revenue Surprise | 2.09% |
Last 4 Quarters for Kinaxis
Below you can see how KXSCF 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 | Aug 06, 2025 |
| Price on release | $141.50 |
| EPS estimate | $1.00 |
| EPS actual | $0.638 |
| EPS surprise | -36.14% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $149.52 |
| Aug 01, 2025 | $148.89 |
| Aug 04, 2025 | $133.17 |
| Aug 05, 2025 | $150.09 |
| Aug 06, 2025 | $141.50 |
| Aug 07, 2025 | $145.39 |
| Aug 08, 2025 | $146.31 |
| Aug 11, 2025 | $142.89 |
| Aug 12, 2025 | $142.88 |
| 4 days before | -5.36% |
| 4 days after | 0.98% |
| On release day | 2.75% |
| Change in period | -4.44% |
| Release date | Nov 05, 2025 |
| Price on release | $120.12 |
| EPS estimate | $0.84 |
| EPS actual | $0.578 |
| EPS surprise | -31.44% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $120.49 |
| Oct 31, 2025 | $121.37 |
| Nov 03, 2025 | $120.86 |
| Nov 04, 2025 | $118.90 |
| Nov 05, 2025 | $120.12 |
| Nov 06, 2025 | $126.73 |
| Nov 07, 2025 | $126.53 |
| Nov 10, 2025 | $126.01 |
| Nov 11, 2025 | $125.55 |
| 4 days before | -0.307% |
| 4 days after | 4.52% |
| On release day | 5.50% |
| Change in period | 4.20% |
| Release date | Mar 04, 2026 |
| Price on release | $97.00 |
| EPS estimate | $0.91 |
| EPS actual | $0.94 |
| EPS surprise | 3.41% |
| Date | Price |
|---|---|
| Feb 26, 2026 | $94.70 |
| Feb 27, 2026 | $94.99 |
| Mar 02, 2026 | $94.32 |
| Mar 03, 2026 | $97.10 |
| Mar 04, 2026 | $97.00 |
| Mar 05, 2026 | $100.53 |
| Mar 06, 2026 | $99.60 |
| Mar 09, 2026 | $104.79 |
| Mar 10, 2026 | $105.01 |
| 4 days before | 2.43% |
| 4 days after | 8.26% |
| On release day | 3.64% |
| Change in period | 10.89% |
| Release date | May 06, 2026 |
| Price on release | $102.70 |
| EPS estimate | $1.14 |
| EPS actual | $1.34 |
| EPS surprise | 17.54% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $100.99 |
| May 01, 2026 | $106.65 |
| May 04, 2026 | $106.56 |
| May 05, 2026 | $104.25 |
| May 06, 2026 | $102.70 |
| May 07, 2026 | $113.18 |
| May 08, 2026 | $115.62 |
| May 11, 2026 | $108.55 |
| May 12, 2026 | $104.81 |
| 4 days before | 1.69% |
| 4 days after | 2.06% |
| On release day | 10.21% |
| Change in period | 3.78% |
Kinaxis Earnings Call Transcript Summary of Q1 2026
Kinaxis reported a strong start to FY2026 with a record Q1 driven by accelerating SaaS revenue (up 21% YoY) and ARR growth (20% YoY to $447M). Bookings momentum was broad-based: record new business, larger average ACV (many $1M+ deals including the largest initial contract ever), and notable wins across consumer goods, chemicals, energy, life sciences and industrial manufacturing. Profitability improved materially — adjusted EBITDA rose 62% to $53.6M with a 32% margin, gross margin expanded to 69%, and operating cash flow and free cash flow remained very strong. Kinaxis is seeing early commercial traction for Maestro Agents and the Maestro Activity Unit (MAU) consumption pricing; agent adoption more than doubled quarter-over-quarter among paying customers and agent/AI capabilities are increasingly part of net-new evaluations. The company is investing heavily in R&D, partner enablement (SIs, hyperscalers, NVIDIA, Databricks), and a data/ontology roadmap to enable agentic orchestration. Management maintained full-year guidance despite the strong quarter, repurchased $62M of stock in Q1, and announced a CFO transition with a search in final stages. Key risks noted: macro/FX volatility, token/LLM cost dynamics (being monitored), and the need to scale delivery and partner capabilities as AI adoption increases.
