XNAS
Descartes Systems Group provides a software solution that allows users in the shipping industry to communicate with one another. Its core product is the Global Logistics Network, which is best understood as transaction-driven. Descartes charges clients to send/receive messages, data, and documents on the GLN. Customers typically contract for a monthly minimum over a multiyear period. The GLN platform allows Descartes to upsell additional software modules as well, typically provided via a software-as-a-service model.
Strong **15% YoY revenue growth** to $194M and **35% operating income surge** overshadow modest EPS miss; logistics software leader maintains robust expansion momentum.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-03 | Q1 2027 | 0.61 | 0.55 | -9.84% | $193.6M | ❌ Miss | — | — | — |
| 2026-03-11 | Q4 2026 | 0.54 | 0.52 | -3.70% | $192.8M | ❌ Miss | -5.93% | +2.98% | -8.71% |
| 2025-12-03 |
| Q3 2026 |
| 0.55 |
| 0.50 |
| -9.09% |
| $187.7M |
| ❌ Miss |
| — |
| — |
| — |
| 2025-09-03 | Q2 2026 | 0.51 | 0.43 | -15.69% | $179.8M | mixed | -1.52% | +6.40% | -5.64% |
| 2025-03-05 | Q4 2025 | 0.55 | 0.43 | -21.82% | $167.5M | ❌ Miss | -8.30% | -10.11% | -13.60% |
| 2024-12-03 | Q3 2025 | 0.42 | 0.42 | +0.00% | $168.8M | ➖ Inline | +3.34% | +3.15% | -2.17% |
| 2024-09-04 | Q2 2025 | 0.38 | 0.40 | +5.26% | $163.4M | ✅ Beat | -3.46% | -1.72% | +3.16% |
| 2024-05-29 | Q1 2025 | 0.39 | 0.40 | +2.56% | $151.3M | ✅ Beat | -6.76% | -5.00% | -0.78% |
Showing last 8 quarters.