DSGX The Descartes Systems Group Inc
Price Chart
Executive Summary
Descartes reported Q1FY27 revenue of $193.6M (+15% YoY, slightly above consensus of $191.4M), but EPS of $0.55 missed consensus of $0.63 by 12.7%, a significant miss. Despite strong operating cash flow and margin expansion, the earnings miss is likely to weigh on the stock near-term.
Key Financial Metrics
Actionable Insight
The large EPS miss may trigger sell-off; watch for management commentary on guidance on the conference call. The strong revenue growth and cash flow could limit downside, but the miss suggests cost or share count issues.
Key Facts
- Revenue $193.6M (vs est $191.4M, +15% YoY)
- Diluted EPS $0.55 (vs est $0.63, -12.7% miss)
- Services revenue $180.5M (93% of total, +15% YoY)
- Operating income $62.5M (+35% YoY), margin 32.3%
- Operating cash flow $75.1M (+40% YoY)
- Adjusted EBITDA $89.8M (46% margin)
- Completed acquisition of Idelic for ~$25.3M net cash
- Repurchased 305,000 shares under NCIB for $20.8M
Financial Impact
EPS miss of $0.08 vs consensus, potentially reducing market cap by multiple of that miss
Risk Factors
- Downward earnings revisions from analysts
- Potential slowdown in acquisition integration
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3306424 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 4, 2026
2d ago
|
6-K
| $77.91 $75.46 | ▼ −3.14% | ▼ −0.55% | $75.46 (−3.14%) |
|
Jun 3, 2026
3d ago
|
Press Release
| $77.91 $75.46 | ▲ +3.14% | ▲ +0.57% | $75.46 (+3.14%) |
|
May 4, 2026
4w ago
|
Press Release
| $73.72 $72.62 | ▲ +1.49% | ▲ +2.29% | $75.46 (−2.36%) |
|
Apr 23, 2026
6w ago
|
6-K
| $72.30 $72.00 | ▼ −0.41% | ▼ −1.20% | $75.46 (+4.37%) |
|
Apr 23, 2026
6w ago
|
Press Release
| $72.30 $72.00 | ▼ −0.41% | ▼ −1.20% | $75.46 (+4.37%) |
|
Apr 1, 2026
9w ago
|
Press Release
| $70.90 $71.42 | ▲ +0.73% | ▲ +0.65% | $75.46 (+6.43%) |
|
Mar 11, 2026
12w ago
|
Press Release
| $71.98 $72.46 | ▲ +0.67% | ▲ +1.26% | $75.46 (+4.83%) |
US Market Status
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