Record Revenues and Income from Operations; Application Filed to Commence Normal Course Issuer Bid; CFO Transition Plan Outlined for Next Fiscal Year WATERLOO, Ontario and ATLANTA, Dec. 03, 2025 (GLOBE NEWSWIRE) -- The Descartes Systems Group Inc. (TSX:DSG) (Nasdaq:DSGX) announced its financial results for its fiscal 2026 third quarter (Q3FY26). All financial results referenced are in United States (US) currency and, unless otherwise indicated, are determined in accordance with US Generally Accepted Account ...

Descartes’ steady financial results weren’t enough to keep one major investor from cutting back—here’s what the move signals.New York City-based Praesidium Investment Management Company cut its stake in The Descartes Systems Group (DSGX +0.67%) by 206,057 shares in the third quarter, according to a November 14 SEC filing.What HappenedPraesidium Investment Management Company reported in a U.S. Securities and Exchange Commission (SEC) filing dated November 14 that it reduced its holdings in The Descartes Syst ...

Earnings Per Share (EPS) is expected to see a 9.5% increase year-over-year, indicating a positive trend in profitability.Revenue projections show an 8.2% growth from the previous year, suggesting steady company growth.The company's financial health is solid, with a low debt-to-equity ratio and sufficient liquidity.Descartes Systems Group, trading on the NASDAQ under the symbol DSGX, is a prominent player in the logistics and supply chain management software industry. The company provides solutions that help ...

Core Insights - Descartes Systems (DSGX) is expected to report quarterly earnings of $0.46 per share, reflecting a 9.5% increase year-over-year, with revenues forecasted at $182.56 million, an 8.2% increase from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions to stock performance, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [2] - Analysts have maintained the consensus EPS estimate for the quarter over the past 30 days, indicating a reassessment of projections [1] Revenue Projections - Analysts project 'Revenues- Services' to reach $167.08 million, indicating an 11.6% year-over-year increase [4] - 'Revenues- License' is forecasted at $2.78 million, reflecting a 19.6% decrease from the same quarter last year [4] - The average prediction for 'Revenues- Professional services and other' is $13.10 million, showing a 16.2% decline year-over-year [4] Stock Performance - Shares of Descartes Systems have decreased by 8.4% over the past month, contrasting with a 0.4% increase in the Zacks S&P 500 composite [5] - The company holds a Zacks Rank of 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [5]

Core Insights - Descartes Systems Group has been instrumental in helping Estes Logistics grow its dedicated logistics business from under $200 million to over $500 million in annual revenue over 15 years, while maintaining an on-time delivery rate exceeding 98% [1][2] Company Overview - Estes Logistics, a division of Estes Express Lines, provides dedicated and specialty transportation solutions, leveraging over 20 years of logistics expertise and the support of North America's largest privately owned freight carrier [3] - The company operates a fleet of over 10,500 tractors and has more than 300 North American terminals, ensuring efficient freight movement across a vast network [3] Technology Utilization - Estes Logistics utilizes Descartes' routing and mobile technology to manage various logistics operations, including night-time unattended deliveries, multi-leg deliveries, and pool distribution, enhancing route density and asset utilization [2][3] - The technology allows for real-time updates on shipment status, performance monitoring, and efficient onboarding of new business [2][4] Performance Metrics - The collaboration with Descartes has enabled Estes Logistics to execute tens of thousands of weekly final mile deliveries across diverse commodities, achieving rapid onboarding for new customers without lengthy IT projects [4][5] - The company maintains a high level of driver compliance with realistic route plans, consistently meeting fleet performance goals [4]

Core Insights - Donovan Jones is an IPO research specialist with 15 years of experience in identifying high-quality IPO opportunities [1] - He leads the investing group IPO Edge, which provides actionable information on growth stocks, including first-look IPO filings and an IPO calendar [1] Summary by Categories IPO Research and Analysis - The article emphasizes the importance of thorough research in identifying potential IPOs, highlighting the expertise of Donovan Jones in this field [1] - IPO Edge offers a comprehensive database of U.S. IPOs and guides investors through the entire IPO lifecycle, from filing to listing [1] Investment Opportunities - The focus is on providing insights into upcoming IPOs and growth stocks, which can present significant investment opportunities for investors [1]

Core Insights - The logistics industry is facing significant challenges such as global instability (60%), tariff changes (42%), and customer pricing pressure (61%) over the next five years, according to a study by Descartes Systems Group [1][6] - Despite these challenges, 67% of logistics providers view technology as essential for growth, with 55% identifying the implementation of new technologies as a key strategy to outperform competitors [1][6] Technology and Investment Trends - Automation and artificial intelligence (AI) are seen as critical for achieving long-term efficiency, compliance agility, and profitability, with 65% of respondents expecting AI to deliver the greatest value in the next two years [3][6] - The importance of rate management (20%) and regulatory compliance systems (30%) has increased, reflecting the need for automated, self-service capabilities and the complexities of evolving regulations [3][6] Industry Evolution - The role of technology in logistics has evolved from streamlining back-office operations to enabling digital customer engagement and intelligent automation, indicating a shift in IT investment priorities over the years [6] - The study surveyed 434 freight forwarders and customs brokers globally, providing insights into economic, regulatory, and industry trends that shape the logistics landscape [6] Competitive Landscape - Tailored services (33%) have surpassed high service (31%) as the primary competitive advantage, indicating a shift towards more customized and data-driven customer experiences [8] - There is a notable divergence in the perception of technology's importance based on company size, with 60% of large companies viewing it as fundamental to growth compared to only 27% of small companies [8]

Core Insights - The logistics industry is facing significant challenges such as global instability (60%), tariff changes (42%), and customer pricing pressure (61%) over the next five years, according to a study by Descartes Systems Group [1][4] - Technology is viewed as a critical factor for growth, with 67% of respondents considering it fundamental or highly important, and 55% identifying the implementation of new technologies as the top strategy to outperform competitors [1][4] Technology and Investment Trends - Automation and AI are seen as vital for achieving long-term efficiency, compliance agility, and profitability, with AI expected to deliver the greatest value (65%) over the next two years [4][9] - Rate management (20%) and regulatory compliance systems (30%) have gained importance, reflecting the need for automated, self-service capabilities and the complexities of evolving regulatory demands [4][9] Industry Evolution - The role of technology for freight forwarders and customs brokers has evolved from streamlining operations to enabling digital engagement and intelligent automation, with IT investment priorities shifting from efficiency to digitization and now to intelligence and automation through 2025 [7][9] - The study surveyed 434 logistics professionals across various regions, providing insights into economic, regulatory, and industry trends shaping the logistics landscape [7][9] Competitive Landscape - Manual processes are identified as a significant growth inhibitor, with 25% citing them as the top barrier, particularly affecting smaller companies (27%) [9] - AI is the primary focus for technology investment, with 55% of respondents planning to prioritize it over the next two years [9] - The competitive edge is shifting towards tailored services (33%), surpassing high service (31%), indicating a trend towards more customized and data-driven customer experiences [9] Company Size and Technology Perception - There is a divergence in the perception of technology's importance based on company size, with 60% of large companies viewing it as fundamental to growth compared to only 27% of small companies [9]

Core Insights - Descartes Systems Group is set to report its third quarter fiscal 2026 financial results on December 03, 2025, after market close [1] - An executive management team conference call will take place at 5:30 p.m. ET on the same day to discuss the financial results [2] - The company will provide an audio webcast of the conference call on its website [3] Company Overview - Descartes is a global leader in providing on-demand, software-as-a-service solutions aimed at enhancing the productivity, security, and sustainability of logistics-intensive businesses [5] - The company offers modular solutions for various logistics processes, including routing, tracking, shipment planning, and customs documentation [5] - Descartes operates from its headquarters in Waterloo, Ontario, Canada, with a global presence through offices and partners [5]

Group 1 - The Descartes Systems Group Inc. (NASDAQ:DSGX) is identified as a promising growth stock for the next five years, with TD Securities resuming coverage and assigning a Buy rating with a price target of $121, down from $135 [1][2] - TD Securities believes that Descartes is well-positioned for growth as the economy improves and customers increase spending on tools to manage trade instability [1][2] - Descartes' e-commerce warehouse management system is enhancing efficiency and is currently utilized by two non-profit organizations to optimize fulfillment while supporting workers with special needs [2] Group 2 - Descartes provides global logistics technology solutions, offering a range of modular and interoperable web and wireless logistics management solutions through its Logistics Technology platform [3]