Workflow
Descartes(DSGX)
icon
Search documents
Descartes: The Quiet Canadian Compounder - Why Descartes Remains My Top Software Pick
Seeking Alpha· 2024-12-20 01:06
Descartes Systems (NASDAQ: DSGX ) was the first company I covered here on Seeking Alpha. Interestingly, it was also the first stock I pitched to my Boss a few years ago during my time as a Fund Manager Assistant atWelcome to my profile!My name is Vincent. I have over three years of experience as a tech-oriented buy-side analyst at a major bank, where I co-managed U.S. equity portfolios with over $700M in assets under management. I’ve worked across both large-cap and small-cap stocks, gaining a deep understa ...
Will Strong Adoption of Descartes' Cloud-Based TMS Boost the Stock?
ZACKS· 2024-12-11 15:00
The Descartes Systems Group Inc. (DSGX) recently deepened its partnership with Europe-based IDS to streamline operations, save costs and bolster customer experience. IDS, which has expertise in non-asset transport management and fourth-party logistics, is leveraging Descartes’ premium Transportation Management System (“TMS”) to deliver value to shippers and carriers while meeting the demands of modern supply chain management and compliance.A key component of Descartes’ TMS is its ability to generate consoli ...
DSGX's Q3 Earnings Lag, Sales Up Y/Y on Organic Growth & Acquisitions
ZACKS· 2024-12-04 15:25
Descartes Systems (DSGX) reported third-quarter fiscal 2025 non-GAAP earnings per share (EPS) of 42 cents, which missed the Zacks Consensus Estimate of 44 cents. The bottom line, however, expanded 35% year over year.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Revenues in the quarter totaled $168.8 million, beating the Zacks Consensus Estimate by 3.5%. The top line jumped 17% year over year. The company, known for its robust Global Logistics Network, continues to make strides in ...
Descartes(DSGX) - 2025 Q2 - Quarterly Report
2024-12-04 13:11
Table of Contents Exhibit 99.1 DESCARTES US GAAP FINANCIAL RESULTS FOR THE SECOND QUARTER OF FISCAL 2025 Table of Contents MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 3 OVERVIEW 5 CONSOLIDATED OPERATIONS 9 QUARTERLY OPERATING RESULTS 17 LIQUIDITY AND CAPITAL RESOURCES 18 COMMITMENTS, CONTINGENCIES AND GUARANTEES 21 OUTSTANDING SHARE DATA 22 APPLICATION OF CRITICAL ACCOUNTING POLICIES AND ESTIMATES 23 CHANGE IN / INITIAL ADOPTION OF ACCOUNTING POLICIES 23 CONTROLS AN ...
Descartes(DSGX) - 2025 Q3 - Earnings Call Transcript
2024-12-04 02:35
The Descartes Systems Group Inc. (NASDAQ:DSGX) Q3 2025 Earnings Conference Call December 3, 2024 5:30 PM ET Company Participants Scott Pagan - President and Chief Operating Officer Ed Ryan - Chief Executive Officer Allan Brett - Chief Financial Officer Conference Call Participants Faith Brunner - William Blair Paul Treiber - RBC Capital Markets Stephanie Price - CIBC Lachlan Brown - Redburn Atlantic Raimo Lenschow - Barclays John Shao - National Bank Scott Group - Wolfe Research Kevin Krishnaratne - Scotia ...
Descartes Systems (DSGX) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2024-12-04 00:31
For the quarter ended October 2024, Descartes Systems (DSGX) reported revenue of $168.76 million, up 16.6% over the same period last year. EPS came in at $0.42, compared to $0.31 in the year-ago quarter.The reported revenue represents a surprise of +3.54% over the Zacks Consensus Estimate of $162.98 million. With the consensus EPS estimate being $0.44, the EPS surprise was -4.55%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to dete ...
Descartes Systems (DSGX) Lags Q3 Earnings Estimates
ZACKS· 2024-12-04 00:16
Descartes Systems (DSGX) came out with quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.55%. A quarter ago, it was expected that this logistics provider would post earnings of $0.43 per share when it actually produced earnings of $0.40, delivering a surprise of -6.98%.Over the last four quarters, ...
Descartes Announces Fiscal 2025 Third Quarter Financial Results
GlobeNewswire News Room· 2024-12-03 22:00
Record Revenues as Global Logistics Network ExpandsWATERLOO, Ontario and ATLANTA, Dec. 03, 2024 (GLOBE NEWSWIRE) -- The Descartes Systems Group Inc. (TSX:DSG) (Nasdaq:DSGX) announced its financial results for its fiscal 2025 third quarter (Q3FY25). All financial results referenced are in United States (US) currency and, unless otherwise indicated, are determined in accordance with US Generally Accepted Accounting Principles (GAAP).“Our business has grown organically while we've added complementary solutions ...
Descartes' Study Reveals Tariffs and Trade Barriers as Top Concern of 48% of Supply Chain Leaders
GlobeNewswire News Room· 2024-12-02 11:45
ATLANTA and LONDON, Dec. 02, 2024 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, released findings from its 2024 Supply Chain Intelligence Report: Escalating Challenges for Global Supply Chain Leaders survey, which examined the most significant global trade challenges facing logistics and supply chain leaders today. The study showed that 48% of respondents identified rising tariffs and trade barriers as their top ...
Automated Logistics Systems Simplifies Customs Clearance with Descartes Foreign Trade Zone Solution
GlobeNewswire News Room· 2024-11-18 11:45
ATLANTA, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that Michigan-based Automated Logistics Systems is using Descartes’ foreign trade zone (FTZ) solution to help its customers accelerate customs clearance and lower costs for imports into the U.S. by deferring the payment of many duties. “With our warehouse in Jackson, Michigan already established as an FTZ, we wanted to make customs com ...