, /PRNewswire/ -- Agillence, Inc., an optimization company, today announced that Rivian Automotive, Inc. (NASDAQ: RIVN)Â has selected it to provide proprietary optimization software to support the planning of parts logistics networks. Agillence Lean Logistics Optimizer (ALLO)Â enables part-level, simultaneous optimization of network design, order frequency, detailed routing, 3D stowage, and packaging across multi-tier inbound networks. It delivers an integrated, data-driven approach to minimizing logistics ...

New tariffs are quickly rearranging supply chains.It's only been eight months since President Donald Trump took office, but his tariffs are already rearranging the global supply chain.While the stock market has recovered from the crash that followed the Liberation Day tariff announcement, individual companies impacted by the tariffs are still scrambling to rearrange their supply chains to respond to the higher import tax rates, which research from The Motley Fool shows here.RH, the company formerly known as ...

Core Insights - IntelliTrans has launched a new CO2 Emissions Tracker within its transportation management system (TMS), aimed at providing shippers with transparent emissions insights to simplify compliance and enhance sustainability efforts [1][2][3] Company Overview - IntelliTrans is a leading global multimodal transportation management software provider, part of Roper Technologies, and recognized for its innovative solutions in freight management across various transportation modes [6] - The company has received multiple awards, including the Inbound Logistics Top 100 Logistics IT Provider Award and the 2023 BIG Innovation Award, highlighting its industry leadership [6] Product Features - The CO2 Emissions Tracker calculates Scope 3 CO2 emissions using actual shipment data across truck, rail, and ocean freight, ensuring compliance with ISO 14083 and GLEC frameworks [2][3] - The integration of EcoTransIT World allows for shipment-level accuracy and eliminates the need for third-party tools, providing better visibility and reliability for shippers [2][4] Industry Impact - The tracker enables transportation professionals to identify carbon "hot spots" and develop strategies to reduce emissions, thereby transforming compliance into actionable sustainability progress [3][4] - By embedding emissions intelligence into the TMS, IntelliTrans supports shippers in making informed decisions that contribute to greener supply chains [2][3] Collaboration and Standards - EcoTransIT World, which powers the emissions tracker, is a globally recognized software for calculating energy consumption and emissions in freight transport, certified by Smart Freight Centre [7][8] - The software employs a scientific methodology for emissions calculation, allowing for flexibility in specifying relevant transport information [8]

Financial Data and Key Metrics Changes - The company reported record quarterly revenues of $179.8 million, an increase of 10% year-over-year and 7% quarter-over-quarter [8][31] - Adjusted EBITDA reached a record high of $80.2 million, up 14% from the previous year, with an adjusted EBITDA margin of 44.6% [9][35] - Net income increased to $38 million, or $0.43 per diluted share, compared to $34.7 million, or $0.40 per diluted share, in the same quarter last year [35][36] - Cash flow from operations was $63 million, with a cash conversion rate of approximately 79%, which would have been 86% without personnel departure costs [9][36] Business Line Data and Key Metrics Changes - Services revenue accounted for 93% of total revenue, amounting to $166.8 million, up 14% from the previous year [32] - Revenue from Global Trade Intelligence, Customs and Regulatory Solutions, and Transportation Management showed strong growth, contributing to overall revenue increases [31][37] - Organic services revenue growth was estimated at around 4%, consistent with the previous quarter [33] Market Data and Key Metrics Changes - The company noted strong demand for Global Trade Intelligence solutions due to increasing tariff complexities [12][49] - Customs and Regulatory Solutions experienced growth as customers transitioned to new filing mechanisms following the elimination of the de minimis program [14][19] - Transportation Management solutions continued to grow, driven by the efficiency of tracking solutions and fraud prevention assistance [21][25] Company Strategy and Development Direction - The company is focused on helping customers navigate the complexities of the current trade environment, emphasizing the importance of Global Trade Intelligence [49][50] - Recent acquisitions, including PackageRoute and Finale Inventory, are aimed at enhancing service offerings and operational efficiency [10][28] - The company aims for a consistent adjusted EBITDA growth of 10% to 15% while adapting to market uncertainties [30][39] Management's Comments on Operating Environment and Future Outlook - Management highlighted the challenges posed by geopolitical tensions and tariff changes, which create uncertainty for customers [40][42] - The company is well-capitalized with over $240 million in cash and a $350 million undrawn line of credit, positioning it to pursue growth opportunities [51][53] - Management expressed optimism about the ability to grow despite uncertainties, leveraging diversified logistics solutions [48][50] Other Important Information - The company expects to incur additional capital expenditures of $3 million to $4 million in the second half of the year [38] - The tax rate for the first half of the year was approximately 24%, with expectations to remain in the range of 24% to 28% for the second half [39] Q&A Session Summary Question: How does the recovery look on the transactional side of the business? - Management noted that the de minimis program's elimination turned into an opportunity, with increased volumes as certainty returned to the market [56][57] Question: What does the opportunity look like to leverage AI across the network? - Management believes they are well-positioned to utilize AI and IoT to enhance operational efficiency and decision-making [59][63] Question: Can you contextualize the impact of record shipping volumes on organic services growth? - Strong performance was noted in Global Trade Intelligence and regulatory compliance, while some transactional services remained flat [67][68] Question: How has the restructuring progressed? - The restructuring plan is largely complete, with savings of approximately $2 million realized in the quarter [70][71] Question: Are customers still hitting their minimums on transaction revenue? - Management indicated that most customers are now looking for help to navigate changes, with subscription sales performing well [75][76] Question: What was the biggest surprise of the quarter? - The pleasant surprise was the recovery in network volumes, which had a positive impact on overall performance [84][85] Question: What are the underlying metrics indicating future software purchases? - Management expects to see increased volumes if customers gain certainty regarding tariff rates [97][100] Question: What is driving the strength in MacroPoint despite declines in trucking? - The company is winning market share from competitors, with a strong focus on tracking capabilities [92][93]

Core Insights - Descartes Systems Group has acquired PackageRoute, enhancing its final-mile carrier capabilities [1][4] - PackageRoute provides a mobile and web-based platform for real-time visibility, route optimization, and fleet management for final-mile carriers [2][3] - The acquisition cost approximately US $2 million, funded by cash on hand [4] Company Overview - Descartes is a leader in on-demand, software-as-a-service solutions aimed at improving logistics productivity, security, and sustainability [5] - The company offers a range of solutions including routing, tracking, shipment planning, and customs documentation [5] Strategic Implications - The integration of PackageRoute's solutions with Descartes' GroundCloud is expected to enhance operational efficiency and compliance for final-mile carriers [3] - Descartes aims to provide substantial value to PackageRoute's customers through its existing solutions [3][4]