Earning Analysis
Welcome to our in-depth analysis of Descartes Systems Group Inc(DSGX) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Descartes Systems Group Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2026Q3 | 2025-12-03 | After Hours | 0.46 | 0.50 | +8.70 | 184.45M | 187.68M | +1.75 | +14.36 | - |
| FY2026Q2 | 2025-09-03 | After Hours | 0.49 | 0.43 | -12.24 | 176.30M | 179.82M | +2.00 | +6.74 | +7.48 |
| FY2026Q1 | 2025-06-04 | After Hours | 0.46 | 0.41 | -10.87 | 169.87M | 168.74M | -0.67 | -12.12 | -13.38 |
| FY2025Q4 | 2025-03-05 | After Hours | 0.43 | 0.43 | - | 169.97M | 167.50M | -1.45 | -8.30 | -10.11 |
| FY2025Q3 | 2024-12-03 | After Hours | 0.44 | 0.42 | -4.55 | 164.64M | 168.76M | +2.50 | +3.34 | +3.15 |
| FY2025Q2 | 2024-09-04 | After Hours | 0.43 | 0.40 | -6.98 | 160.30M | 163.43M | +1.95 | -3.46 | -1.72 |
| FY2025Q1 | 2024-05-29 | - | 0.42 | 0.40 | -4.76 | 151.78M | 151.35M | -0.29 | -1.55 | -8.88 |
| FY2024Q4 | 2024-03-06 | - | 0.30 | 0.37 | +23.33 | 146.46M | 148.20M | +1.19 | +2.85 | +10.98 |
| FY2024Q3 | 2023-12-05 | - | 0.32 | 0.31 | -3.12 | 144.11M | 144.70M | +0.41 | -0.29 | +2.81 |
| FY2024Q2 | 2023-09-06 | - | 0.33 | 0.32 | -3.03 | 139.75M | 143.39M | +2.61 | -0.19 | -1.02 |
DSGX Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Descartes Systems Group Inc reported performance for FY2026Q3, announced on 2025-12-03. The company achieved an EPS of 0.50, compared to analyst estimates of 0.46 by 8.70% . Revenue for the quarter reached 187.68M compared to expectations of 184.45M by 1.75% .
The stock price reacted with a 14.36% one-day change and a % five-day change following the earnings release. These movements reflect market reaction in Descartes Systems Group Inc growth trajectory and strategic initiatives.
DSGX Earnings Forecast
Looking ahead, Descartes Systems Group Inc(DSGX) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q4 project quarter revenue of 187.66M and an EPS of 0.49.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been No Change by 0%, while EPS estimates have been Revise Downward by -0.32%. For the upcoming Q3 2026, revenue estimates have been adjusted Revise Upward by 0.16% . These revisions correlate with a -11.99% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Descartes Systems Group Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between DSGX's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
No Change
0.00%
In Past 3 Month
EPS Estimates for FY2026
Revise Downward
-0.32%
In Past 3 Month
Revenue Estimates for Q3 2026
Revise Upward
+0.16%
In Past 3 Month
Stock Price
Go Down
-11.99%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2026:719.46M
--
EPS Estimate-Annual FY 2026:2.36
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Stock Price94.87
DSGX Revenue and EPS Performance: A Historical Perspective
Descartes Systems Group Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2026Q3 (2025-12-03,After Hours):
EPS: 0.50 (Actual) vs.0.46 (Estimate) (8.70%)
Revenue: 187.68M (Actual) vs. 184.45M (Estimate) (1.75%)
Price Reaction: 14.36%(1-Day), %(5-Day)
FY2026Q2 (2025-09-03,After Hours):
EPS: 0.43 (Actual) vs.0.49 (Estimate) (-12.24%)
Revenue: 179.82M (Actual) vs. 176.30M (Estimate) (2.00%)
Price Reaction: 6.74%(1-Day), 7.48%(5-Day)
FY2026Q1 (2025-06-04,After Hours):
EPS: 0.41 (Actual) vs.0.46 (Estimate) (-10.87%)
Revenue: 168.74M (Actual) vs. 169.87M (Estimate) (-0.67%)
Price Reaction: -12.12%(1-Day), -13.38%(5-Day)
Earnings Reaction
The chart below shows how DSGX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DSGX sees a -1.22% change in stock price 10 days leading up to the earnings, and a -0.24% change 10 days following the report. On the earnings day itself, the stock moves by +0.40%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in OCT/2025, the stock changed 14.36% on the day following the earnings release and then changed by 14.36% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Descartes Systems Group Inc (DSGX) Q3 2026 Earnings Call Summary
Positive
2025-12-03
The earnings call highlights strong financial metrics, including a 20% increase in net income and improved margins. The Q&A section reveals positive sentiment towards AI capabilities and subscription demand. Although management's responses on certain topics were vague, the overall financial performance and strategic initiatives suggest a positive outlook, likely resulting in a stock price increase of 2% to 8% over the next two weeks.
Descartes Systems Group Inc (DSGX) Q1 2026 Earnings Call Summary
Neutral
2025-06-04
The earnings call presents a mixed picture: positive revenue growth and strong adjusted EBITDA are offset by workforce reductions and integration challenges with 3GTMS. The Q&A highlights uncertainties in the market and cautious management responses, which temper optimism. Despite strong financials, the lack of a share repurchase program and workforce restructuring suggest caution. The overall sentiment is neutral, reflecting balanced positive and negative factors.
Descartes Systems Group Inc (DSGX) Q4 2024 Earnings Call Summary
Positive
2025-03-05
The earnings call reflects strong financial performance with record revenues and EBITDA growth. Despite some concerns about acquisition integration and foreign exchange impacts, the company maintains a solid cash position and has a clear growth strategy. The Q&A session revealed optimism about AI opportunities and resilience in uncertain markets. However, cautious margin projections and unclear responses on specific issues slightly temper the outlook. Overall, the positive financial results and strategic focus on growth indicate a likely positive stock price movement over the next two weeks.
The Descartes Systems Group Inc. (DSGX) Q3 2025 Earnings Call Summary
Positive
2024-12-04
The earnings call presents a strong financial performance with a 17% revenue increase and a 14% rise in adjusted EBITDA. Despite a slight decline in gross margin, the optimistic guidance and strategic acquisitions like Sellercloud and MyCarrierPortal are likely to bolster growth. The Q&A reveals a positive sentiment towards the company's market strategy and potential expansion. The company's solid cash position and undrawn credit line further support a positive outlook. Overall, the stock price is likely to see a positive movement in the next two weeks.
The Descartes Systems Group Inc. (DSGX) Q2 2025 Earnings Call Summary
Positive
2024-09-05
The earnings report shows strong financial performance with a 14% revenue increase and a 23% rise in net income. Despite a slight decline in gross margin, the company maintains a robust cash position and undrawn credit. The Q&A section highlights a positive M&A environment and consistent transactional revenues. The company's strategy of organic and inorganic growth, combined with a confident outlook for acquisitions, supports a positive sentiment. However, concerns about customer solvency and logistics pressures are noted, but overall, the financial health and growth prospects suggest a positive stock price movement.
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FAQ
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