Tecsys（TCS）株式概要Tecsys Inc.は、カナダ、米国、欧州、および国際的な企業規模のサプライチェーン・マネジメント・ソフトウェアおよび関連サービスの開発、マーケティング、販売に従事している。 詳細TCS ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長1/6過去の実績4/6財務の健全性6/6配当金4/6報酬収益は年間8.01%増加すると予測されています 過去1年間で収益は98.5%増加しました リスク分析過去5年間で収益は年間8.6%減少しました。 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るTCS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCA$Current PriceCA$37.247.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0279m2016201920222025202620282031Revenue CA$278.9mEarnings CA$8.8mAdvancedSet Fair ValueView all narrativesTecsys Inc. 競合他社BlackBerrySymbol: TSX:BBMarket cap: CA$7.6bDoceboSymbol: TSX:DCBOMarket cap: CA$649.1mEnghouse SystemsSymbol: TSX:ENGHMarket cap: CA$870.5mComputer Modelling GroupSymbol: TSX:CMGMarket cap: CA$291.7m価格と性能株価の高値、安値、推移の概要Tecsys過去の株価現在の株価CA$37.2452週高値CA$41.2352週安値CA$22.51ベータ0.761ヶ月の変化13.29%3ヶ月変化42.90%1年変化-7.25%3年間の変化43.84%5年間の変化-8.93%IPOからの変化455.82%最新ニュースRecent Insider Transactions • May 06Chairman of the Board recently sold CA$86k worth of stockOn the 1st of May, David Brereton sold around 2k shares on-market at roughly CA$35.88 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$825k.Recent Insider Transactions • Apr 15Chairman of the Board recently sold CA$72k worth of stockOn the 10th of April, David Brereton sold around 2k shares on-market at roughly CA$30.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$767k.Recent Insider Transactions • Mar 29Independent Director recently bought CA$94k worth of stockOn the 24th of March, Stephany Verstraete bought around 3k shares on-market at roughly CA$27.31 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$5.1m more in shares than they bought in the last 12 months.Buy Or Sell Opportunity • Mar 16Now 22% overvaluedOver the last 90 days, the stock has fallen 15% to CA$27.15. The fair value is estimated to be CA$22.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 27%.Declared Dividend • Mar 08Third quarter dividend of CA$0.09 announcedShareholders will receive a dividend of CA$0.09. Ex-date: 25th March 2026 Payment date: 15th April 2026 Dividend yield will be 1.2%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 123% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 06+ 1 more updateTecsys Inc. Declares Quarterly Dividend, Payable on April 15, 2026Tecsys Inc. declared a quarterly dividend of $0.09 per share to be paid on April 15, 2026 to shareholders of record on March 25, 2026.最新情報をもっと見るRecent updatesRecent Insider Transactions • May 06Chairman of the Board recently sold CA$86k worth of stockOn the 1st of May, David Brereton sold around 2k shares on-market at roughly CA$35.88 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$825k.Recent Insider Transactions • Apr 15Chairman of the Board recently sold CA$72k worth of stockOn the 10th of April, David Brereton sold around 2k shares on-market at roughly CA$30.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$767k.Recent Insider Transactions • Mar 29Independent Director recently bought CA$94k worth of stockOn the 24th of March, Stephany Verstraete bought around 3k shares on-market at roughly CA$27.31 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$5.1m more in shares than they bought in the last 12 months.Buy Or Sell Opportunity • Mar 16Now 22% overvaluedOver the last 90 days, the stock has fallen 15% to CA$27.15. The fair value is estimated to be CA$22.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 27%.Declared Dividend • Mar 08Third quarter dividend of CA$0.09 announcedShareholders will receive a dividend of CA$0.09. Ex-date: 25th March 2026 Payment date: 15th April 2026 Dividend yield will be 1.2%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 123% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 06+ 1 more updateTecsys Inc. Declares Quarterly Dividend, Payable on April 15, 2026Tecsys Inc. declared a quarterly dividend of $0.09 per share to be paid on April 15, 2026 to shareholders of record on March 25, 2026.Reported Earnings • Mar 05Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: CA$0.12 (up from CA$0.081 in 3Q 2025). Revenue: CA$48.5m (up 7.3% from 3Q 2025). Net income: CA$1.73m (up 45% from 3Q 2025). Profit margin: 3.6% (up from 2.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Feb 18Tecsys Inc. to Report Q3, 2026 Results on Mar 04, 2026Tecsys Inc. announced that they will report Q3, 2026 results After-Market on Mar 04, 2026Price Target Changed • Feb 12Price target decreased by 12% to CA$39.08Down from CA$44.60, the current price target is an average from 6 analysts. New target price is 68% above last closing price of CA$23.22. Stock is down 50% over the past year. The company is forecast to post earnings per share of CA$0.40 for next year compared to CA$0.30 last year.分析記事 • Feb 04Tecsys (TSE:TCS) Is Experiencing Growth In Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Price Target Changed • Dec 18Price target decreased by 8.0% to CA$44.60Down from CA$48.50, the current price target is an average from 5 analysts. New target price is 39% above last closing price of CA$32.10. Stock is down 29% over the past year. The company is forecast to post earnings per share of CA$0.39 for next year compared to CA$0.30 last year.Recent Insider Transactions • Dec 18Executive Chairman recently sold CA$79k worth of stockOn the 12th of December, David Brereton sold around 2k shares on-market at roughly CA$32.72 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$2.5m.分析記事 • Dec 10We Think Tecsys' (TSE:TCS) Profit Is Only A Baseline For What They Can AchieveTecsys Inc. ( TSE:TCS ) just reported healthy earnings but the stock price didn't move much. Investors are probably...分析記事 • Dec 07Tecsys (TSE:TCS) Is Increasing Its Dividend To CA$0.09Tecsys Inc.'s ( TSE:TCS ) dividend will be increasing from last year's payment of the same period to CA$0.09 on 6th of...Declared Dividend • Dec 07Second quarter dividend increased to CA$0.09Dividend of CA$0.09 is 5.9% higher than last year. Ex-date: 17th December 2025 Payment date: 6th January 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is well covered by cash flows (47% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 2.9% to bring the payout ratio under control. EPS is expected to grow by 51% over the next year, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Dec 05Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: CA$0.12 (up from CA$0.051 in 2Q 2025). Revenue: CA$48.6m (up 15% from 2Q 2025). Net income: CA$1.77m (up 133% from 2Q 2025). Profit margin: 3.6% (up from 1.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 80%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.お知らせ • Dec 05+ 1 more updateTecsys Inc. Declares Quarterly Dividend, Payable on January 6, 2026On December 3, 2025, Tecsys Inc. declared a quarterly dividend of $0.09 per share to be paid on January 6, 2026 to shareholders of record on December 17, 2025.Recent Insider Transactions • Dec 03Executive Chairman recently sold CA$50k worth of stockOn the 28th of November, David Brereton sold around 1k shares on-market at roughly CA$35.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$2.5m.お知らせ • Nov 21Tecsys Inc. to Report Q2, 2026 Results on Dec 03, 2025Tecsys Inc. announced that they will report Q2, 2026 results After-Market on Dec 03, 2025お知らせ • Nov 13Tecsys Inc. Expands Access to Its Elite™? Supply Chain Platform Through AWS MarketplaceTecsys Inc. announced that its Elite™? platform is now available in AWS Marketplace, giving healthcare and complex distribution organizations faster, more direct access to its enterprise-grade technology. The availability of Elite™? in AWS Marketplace reflects a commitment to make enterprise supply chain solutions more accessible. Through AWS Marketplace, organizations can easily procure, deploy and manage Tecsys' cloud-based technology while benefiting from the security, scalability and simplified billing of AWS. With Tecsys' Elite™? platform, healthcare systems and complex distributors gain visibility and control across their supply chains, to improve inventory utilization, optimize fulfillment performance and enhance service quality. Built to adapt to the nuances of each customer's operation, the platform empowers organizations to configure workflows, data views and automations that reflect their unique processes.分析記事 • Sep 08Tecsys (TSE:TCS) Is Paying Out A Dividend Of CA$0.085Tecsys Inc. ( TSE:TCS ) has announced that it will pay a dividend of CA$0.085 per share on the 3rd of October. This...Declared Dividend • Sep 08First quarter dividend of CA$0.085 announcedShareholders will receive a dividend of CA$0.085. Ex-date: 19th September 2025 Payment date: 3rd October 2025 Dividend yield will be 1.0%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not covered by earnings (111% earnings payout ratio). However, it is well covered by cash flows (42% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 23% to bring the payout ratio under control. EPS is expected to grow by 55% over the next year, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Sep 05First quarter 2026 earnings: EPS in line with expectations, revenues disappointFirst quarter 2026 results: EPS: CA$0.05 (down from CA$0.054 in 1Q 2025). Revenue: CA$46.0m (up 8.7% from 1Q 2025). Net income: CA$762.0k (down 4.5% from 1Q 2025). Profit margin: 1.7% (down from 1.9% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.お知らせ • Aug 26Tecsys Inc. to Report Q1, 2026 Results on Sep 04, 2025Tecsys Inc. announced that they will report Q1, 2026 results After-Market on Sep 04, 2025Recent Insider Transactions Derivative • Jul 02Independent Director exercised options to buy CA$102k worth of stock.On the 30th of June, David Booth exercised options to buy 3k shares at a strike price of around CA$30.78, costing a total of CA$81k. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. Since March 2025, David has owned 45.74k shares directly. Company insiders have collectively sold CA$1.9m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jun 30Tecsys (TSE:TCS) Has Affirmed Its Dividend Of CA$0.085Tecsys Inc. ( TSE:TCS ) has announced that it will pay a dividend of CA$0.085 per share on the 1st of August. Based on...Buy Or Sell Opportunity • Jun 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.5% to CA$36.40. The fair value is estimated to be CA$45.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 17%.Reported Earnings • Jun 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$0.30 (up from CA$0.13 in FY 2024). Revenue: CA$176.5m (up 3.0% from FY 2024). Net income: CA$4.46m (up 141% from FY 2024). Profit margin: 2.5% (up from 1.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.1%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Jun 27+ 1 more updateTecsys Inc. Provides Earnings Guidance for the Fiscal Year 2026Tecsys Inc. provided earnings guidance for the fiscal year 2026. For the period, the company expects total revenue growth of 8%-10% and SaaS revenue growth of 20%-22%.お知らせ • Jun 25Tecsys Inc., Annual General Meeting, Sep 04, 2025Tecsys Inc., Annual General Meeting, Sep 04, 2025.お知らせ • Jun 14Tecsys Inc. to Report Q4, 2025 Results on Jun 26, 2025Tecsys Inc. announced that they will report Q4, 2025 results After-Market on Jun 26, 2025お知らせ • Jun 03+ 1 more updateTecsys launches TecsysIQ to unlock AI-powered insights in healthcare supply chainTecsys Inc. announced the launch of TecsysIQ™, a cloud-native intelligence layer that helps healthcare organizations unify fragmented data and deliver AI-powered insights across clinical, operational and financial systems. Built on the Databricks Data Intelligence Platform, TecsysIQ delivers a modern analytics foundation that accelerates the development of AI-enabled applications and data-driven decision-making that improve patient care and strengthen health system performance.By nature, healthcare supply chains span multiple systems and stakeholders. This complexity can make it difficult to access the right information at the right time. With its integrated data intelligence and advanced analytics, TecsysIQ enables health systems to bring together data from across EHRs, ERPs, inventory systems, procurement platforms and trusted third-party sources into a single, governed environment for better forecasting, planning and response. TecsysIQ fully supports federated lakehouse architectures for discovery, querying, and governance of distributed data, as well as simplified sharing for use in external data and business intelligence reporting platforms. With Delta Sharing, TecsysIQ is able to share live data across platforms, clouds and regions with strong security and governance. Leveraging AWS Bedrock, TecsysIQ provides secure access to foundational large language models for generative AI use cases within a governed architecture. With embedded machine learning and predictive intelligence, TecsysIQ enables healthcare organizations to: Improve clinical service levels by anticipating demand shifts and material constraints, Automate data harmonization across siloed systems and departments, Incorporate trusted third-party data inputs to enhance forecasting and planning, Accelerate response time to disruptions, recalls and public health events, Reduce reliance on manual workarounds and spreadsheets, and Optimize resource utilization while maintaining compliance and patient safety.分析記事 • May 01Tecsys' (TSE:TCS) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buy Or Sell Opportunity • Apr 08Now 20% overvaluedOver the last 90 days, the stock has fallen 15% to CA$37.26. The fair value is estimated to be CA$30.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 28%.Recent Insider Transactions • Apr 02CEO, President & Director recently sold CA$3.0m worth of stockOn the 31st of March, Peter Brereton sold around 72k shares on-market at roughly CA$41.00 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Apr 01CEO, President & Director exercised options to buy CA$2.9m worth of stock.On the 25th of March, Peter Brereton exercised options to buy 72k shares at a strike price of around CA$26.75, costing a total of CA$1.9m. This transaction amounted to 24% of their direct individual holding at the time of the trade. Since June 2024, Peter's direct individual holding has decreased from 395.89k shares to 300.73k. Company insiders have collectively bought CA$2.9m more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions Derivative • Mar 19Lead Independent Director exercised options to buy CA$214k worth of stock.On the 17th of March, Vernon Lobo exercised options to buy 5k shares at a strike price of around CA$26.75, costing a total of CA$135k. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. Since June 2024, Vernon has owned 149.33k shares directly. Company insiders have collectively sold CA$3.4m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Mar 16Director recently bought CA$152k worth of stockOn the 14th of March, Andrew Kirkwood bought around 4k shares on-market at roughly CA$39.71 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$981k more in shares than they bought in the last 12 months.Declared Dividend • Mar 10Third quarter dividend of CA$0.085 announcedShareholders will receive a dividend of CA$0.085. Ex-date: 26th March 2025 Payment date: 16th April 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.2%. Payout Ratios Payout ratio: 39%. Cash payout ratio: 44%.お知らせ • Mar 08Tecsys Inc. announces Quarterly dividend, payable on April 16, 2025Tecsys Inc. announced Quarterly dividend of CAD 0.0850 per share payable on April 16, 2025, ex-date on March 26, 2025 and record date on March 26, 2025.New Risk • Mar 06New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (CA$258k sold).お知らせ • Feb 20Tecsys Inc. to Report Q3, 2025 Results on Mar 05, 2025Tecsys Inc. announced that they will report Q3, 2025 results After-Market on Mar 05, 2025Recent Insider Transactions Derivative • Jan 12Independent Director exercised options to buy CA$339k worth of stock.On the 9th of January, David Booth exercised options to buy 8k shares at a strike price of around CA$31.06, costing a total of CA$240k. This transaction amounted to 20% of their direct individual holding at the time of the trade. Since June 2024, David has owned 27.43k shares directly. Company insiders have collectively sold CA$3.9m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Jan 07Executive Chairman recently sold CA$108k worth of stockOn the 3rd of January, David Brereton sold around 2k shares on-market at roughly CA$44.84 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$1.0m.Recent Insider Transactions • Dec 10Executive Chairman recently sold CA$66k worth of stockOn the 6th of December, David Brereton sold around 2k shares on-market at roughly CA$43.96 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth CA$800k. David has been a net seller over the last 12 months, reducing personal holdings by CA$866k.Declared Dividend • Dec 08Second quarter dividend increased to CA$0.085Dividend of CA$0.085 is 6.3% higher than last year. Ex-date: 18th December 2024 Payment date: 3rd January 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.2%. Payout Ratios Payout ratio: 184%. Cash payout ratio: 74%.Reported Earnings • Dec 05Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CA$0.05 (up from CA$0.023 loss in 2Q 2024). Revenue: CA$42.4m (up 2.3% from 2Q 2024). Net income: CA$758.0k (up CA$1.10m from 2Q 2024). Profit margin: 1.8% (up from net loss in 2Q 2024). Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Dec 05+ 1 more updateTecsys Inc. Revises Earnings Guidance for Fiscal 2025Tecsys Inc. revised earnings guidance for fiscal 2025. for the year the company is revising total revenue guidance to roughly flat.お知らせ • Nov 20Tecsys Inc. to Report Q2, 2025 Results on Dec 04, 2024Tecsys Inc. announced that they will report Q2, 2025 results After-Market on Dec 04, 2024分析記事 • Sep 18Tecsys' (TSE:TCS) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with Tecsys Inc.'s ( TSE:TCS ) lackluster earnings report last week. We did some...Recent Insider Transactions • Sep 15Executive Chairman recently sold CA$800k worth of stockOn the 12th of September, David Brereton sold around 20k shares on-market at roughly CA$40.00 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$4.9m.Declared Dividend • Sep 11First quarter dividend of CA$0.08 announcedShareholders will receive a dividend of CA$0.08. Ex-date: 20th September 2024 Payment date: 4th October 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.2%. Payout Ratios Payout ratio: 315%. Cash payout ratio: 97%.お知らせ • Sep 10Tecsys Inc. Announces Appointment to Its Board of DirectorsTecsys Inc. announced the appointment of Stephany Verstraete and Sripriya Thinagar to its Board of Directors, effective September 5, 2024. This strategic move reflects Tecsys' commitment to strengthening its leadership team and enhancing its governance as the company continues to drive innovation in the supply chain sector. Verstraete is a distinguished technology and digital healthcare executive with over two decades of experience scaling businesses and leading transformative change in highly competitive environments. Her career includes significant roles at Teladoc Health, Expedia and PepsiCo, where she has driven remarkable results across multinational teams. She has a strong background in mergers and acquisitions, brand building and cross-channel marketing. Her passion for leveraging data and advanced technologies to deliver innovative experiences and create behavioral change has been a key factor in her success . Thinagar brings over 25 years of experience in technology and operational excellence, having held senior executive roles at Olo, Manhattan Associates and Bank of America. She has a background in leading global teams across product, platform and data engineering, with experience managing complex products across diverse sectors. Her insights into the competitive landscape of supply chain management, together with her deep understanding of a SaaS technology infrastructure, will help Tecsys continue to navigate an evolving industry and enhance its operational capabilities.Reported Earnings • Sep 06First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: CA$0.05 (down from CA$0.08 in 1Q 2024). Revenue: CA$42.3m (flat on 1Q 2024). Net income: CA$798.0k (down 32% from 1Q 2024). Profit margin: 1.9% (down from 2.8% in 1Q 2024). Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) also missed analyst estimates by 38%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Aug 24Tecsys Inc. to Report Q1, 2025 Results on Sep 05, 2024Tecsys Inc. announced that they will report Q1, 2025 results After-Market on Sep 05, 2024Buy Or Sell Opportunity • Aug 04Now 20% undervaluedOver the last 90 days, the stock has risen 8.3% to CA$40.00. The fair value is estimated to be CA$50.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 40%.Reported Earnings • Jul 29Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CA$0.13 (down from CA$0.14 in FY 2023). Revenue: CA$171.2m (up 12% from FY 2023). Net income: CA$1.85m (down 12% from FY 2023). Profit margin: 1.1% (down from 1.4% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Jul 16Tecsys Inc. Appoints Rex Ahlstrom as Chief Strategy OfficerTecsys Inc. announced the appointment of Rex Ahlstrom as Chief Strategy Officer (CSO), effective today. Ahlstrom brings over 25 years of experience in harnessing the power of data to create business value. His background in operational leadership, data strategy and technology product management will support Tecsys as it continues to innovate and grow.Before joining Tecsys, Ahlstrom served as CTO and EVP of Innovation and Growth at Syniti where he led the global Product and Engineering organization, successfully transitioningthe company from a perpetual software business model to a SaaS product and ARR model. Prior to Syniti, Ahlstrom founded and led SOALogix, which was acquired by SAP, and built MSI Software from the ground up, achieving significant market penetration. Ahlstrom's credentials include notable roles at SAP, TeleSciences CO Systems, Defense Systems Incorporated, Westinghouse Electric Corporation and SGS Thomson, where he led numerous high-impact projects and initiatives. He is recognized as an industry expert, an IBM Champion, and a member of the MindShare Alumni Network. Ahlstrom will collaborate across the enterprise to lead global initiatives and strategic business activities that maximize the value of Tecsys' evolving SaaS offering and growing data capabilities. Ahlstrom holds a Master of Science in Electrical Engineering from The Johns Hopkins University and a Bachelor of Science in Electrical Engineering from Drexel University.分析記事 • Jul 02Tecsys (TSE:TCS) Is Due To Pay A Dividend Of CA$0.08The board of Tecsys Inc. ( TSE:TCS ) has announced that it will pay a dividend on the 2nd of August, with investors...Declared Dividend • Jul 01Fourth quarter dividend of CA$0.08 announcedShareholders will receive a dividend of CA$0.08. Ex-date: 12th July 2024 Payment date: 2nd August 2024 Dividend yield will be 0.9%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not covered by earnings (219% earnings payout ratio) nor is it covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 144% to bring the payout ratio under control. EPS is expected to grow by 183% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jun 29+ 1 more updateTecsys Inc. Provides Earnings Guidance for the Fiscal Year 2025Tecsys Inc. provided earnings guidance for the fiscal year 2025. For the year, the company expects total revenue growth of 7% to 9%.Reported Earnings • Jun 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CA$0.13 (down from CA$0.14 in FY 2023). Revenue: CA$171.2m (up 12% from FY 2023). Net income: CA$1.85m (down 12% from FY 2023). Profit margin: 1.1% (down from 1.4% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jun 26Tecsys Inc., Annual General Meeting, Sep 05, 2024Tecsys Inc., Annual General Meeting, Sep 05, 2024.お知らせ • Jun 19Tecsys Inc. to Report Q4, 2024 Results on Jun 27, 2024Tecsys Inc. announced that they will report Q4, 2024 results After-Market on Jun 27, 2024分析記事 • May 06We Like These Underlying Return On Capital Trends At Tecsys (TSE:TCS)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Recent Insider Transactions Derivative • Apr 16Lead Independent Director exercised options to buy CA$430k worth of stock.On the 12th of April, Vernon Lobo exercised options to buy 11k shares at a strike price of around CA$14.29, costing a total of CA$162k. This transaction amounted to 20% of their direct individual holding at the time of the trade. Since June 2023, Vernon's direct individual holding has increased from 49.00k shares to 56.00k. Company insiders have collectively sold CA$7.1m more than they bought, via options and on-market transactions in the last 12 months.New Risk • Apr 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (1.2% net profit margin). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).Recent Insider Transactions Derivative • Mar 29CEO, President & Director exercised options and sold CA$2.3m worth of stockOn the 26th of March, Peter Brereton exercised 130.81k options to receive shares at no cost, then sold 100k of them for an average price of CA$37.50 per share and kept the remainder. For the year to April 2017, Peter's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2023, Peter's direct individual holding has decreased from 299.92k shares to 284.92k. Company insiders have collectively sold CA$7.4m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Mar 13Upcoming dividend of CA$0.08 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 11 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of Canadian dividend payers (6.4%). Higher than average of industry peers (0.2%).Declared Dividend • Mar 04Third quarter dividend of CA$0.08 announcedShareholders will receive a dividend of CA$0.08. Ex-date: 20th March 2024 Payment date: 11th April 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.2%. Payout Ratios Payout ratio: 53%. Cash payout ratio: 50%.Reported Earnings • Mar 01Third quarter 2024 earnings released: EPS: CA$0.05 (vs CA$0.061 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.05 (down from CA$0.061 in 3Q 2023). Revenue: CA$43.8m (up 13% from 3Q 2023). Net income: CA$759.0k (down 14% from 3Q 2023). Profit margin: 1.7% (down from 2.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Mar 01Tecsys Inc. Revises Financial Guidance for Fiscal Year 2024Tecsys Inc. is revising financial guidance for fiscal year 2024. For the period, company expects Total Revenue Growth to be 11%-14% compared to Previous Guidance was 10%-15%.お知らせ • Feb 16Tecsys Inc. to Report Q3, 2024 Results on Feb 29, 2024Tecsys Inc. announced that they will report Q3, 2024 results After-Market on Feb 29, 2024分析記事 • Jan 26Capital Allocation Trends At Tecsys (TSE:TCS) Aren't IdealIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Recent Insider Transactions • Dec 09Executive Chairman recently sold CA$2.8m worth of stockOn the 5th of December, David Brereton sold around 90k shares on-market at roughly CA$31.07 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$9.0m.Reported Earnings • Dec 02Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: CA$0.02 loss per share (down from CA$0.049 profit in 2Q 2023). Revenue: CA$41.5m (up 8.9% from 2Q 2023). Net loss: CA$340.0k (down 148% from profit in 2Q 2023). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Dec 01+ 1 more updateTecsys Inc. Declares Quarterly Dividend, Payable on January 5, 2024On November 30, 2023, Tecsys Inc. declared a quarterly dividend of $0.08 per share to be paid on January 5, 2024 to shareholders of record on December 14, 2023.分析記事 • Nov 29Calculating The Fair Value Of Tecsys Inc. (TSE:TCS)Key Insights Tecsys' estimated fair value is CA$34.29 based on 2 Stage Free Cash Flow to Equity With CA$33.78 share...お知らせ • Nov 29Tecsys Inc. Announces Elite WMS for Healthcare DistributionTecsys Inc. announced Elite WMS for Healthcare Distribution, a warehouse management system with embedded serialized DSCSA support designed for efficient and continuous compliance with DSCSA regulations as outlined by the U.S. Food and Drug Administration (FDA). Tecsys' Elite WMS for Healthcare Distribution is the industry's first warehouse management system that locally maintains full inference data on the GS1 system of standards, specifically the Serial Global Trade Item Number (SGTIN) and the Serial Shipping Container Code (SSCC). In addition to ensuring efficiency of critical warehouse functions, the system features real-time compliance and streamlined workflows for receiving, put away and fulfillment. Its unified approach eliminates the need for multiple systems to run simultaneously, avoiding dual-entry workflows. With the DSCSA mandate requiring electronic documentation of products and ownership now in effect, Elite WMS for healthcare Distribution provides wholesale pharmaceutical distributors and 3PLs a market-tested solution for regulatory adherence. Trading partner readiness extends downstream to health system and retail pharmacy clients, who must ensure upstream and downstream compliance to facilitate traceability through to the point of use. From its involvement with the Healthcare Distribution Alliance (HDA) to its participation in DSCSA serialization seminars, Tecsys continues to invest in its healthcare and pharmacy-specific supply chain traceability platform. Elite WMS for Healthcare Distribution leverages Tecsys' regulatory and compliance expertise in hospital logistics, providing the highest degree of functional maturity in the industry. This integrated DSCSA serialization compliance minimizes redundant integrations and manual record checks, enabling real-time inventory reconciliation.お知らせ • Nov 21Tecsys Inc. to Report Q2, 2024 Results on Nov 30, 2023Tecsys Inc. announced that they will report Q2, 2024 results After-Market on Nov 30, 2023お知らせ • Nov 14Tecsys Inc. Appoints Andrew Kirkwood to Board of Directors, Announces Committee RealignmentTecsys Inc. announced the appointment of UK-based Andrew Kirkwood to its Board of Directors, effective October 12, 2023. Kirkwood brings a wealth of experience to Tecsys, with more than two decades of global leadership at high-growth supply chain organizations. In conjunction with Kirkwood's appointment, the Board will realign its Board committees. Drawing from his background in building global markets for supply chain technology firms, Kirkwood has a proven track record of driving both organic and inorganic growth. His deep familiarity with Tecsys' core target markets is a valuable asset. Notably, Kirkwood served as CEO at BluJay Solutions until its successful exit to E2Open in 2021. He has also held key roles at Blue Yonder (formerly JDA Software), RedPrairie and Manhattan Associates, where he contributed significantly to their growth and success. With extensive international business development experience spanning the Americas, Europe, Southern Africa, and Asia, Kirkwood has played instrumental roles in converting software businesses from a license-based model to Software as a Service (SaaS) while driving profitable growth. His leadership skills are characterized by a strong focus on strategic and market development. Kirkwood's appointment was followed by an update of Board committees as follows: The Compensation Committee is set to welcome Kirkwood, who will join Chairperson Steve Sasser and Director Vernon Lobo; Kirkwood will also join the Corporate Governance and Nominating Committee, working with Chairperson David Booth and Director Vernon Lobo; The Audit Committee will maintain its current roster, with Chairperson Kathleen Miller alongside Directors Steve Sasser and David Booth; Vernon Lobo will continue to serve as Lead Independent Director. The committee changes are effective as of November 6, 2023.Recent Insider Transactions • Oct 13Executive Chairman recently sold CA$277k worth of stockOn the 11th of October, David Brereton sold around 10k shares on-market at roughly CA$27.13 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth CA$742k. David has been a net seller over the last 12 months, reducing personal holdings by CA$6.2m.Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Director Kathy Miller was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Sep 21Executive Chairman recently sold CA$113k worth of stockOn the 14th of September, David Brereton sold around 4k shares on-market at roughly CA$29.02 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CA$1.2m. David has been a net seller over the last 12 months, reducing personal holdings by CA$9.3m.Recent Insider Transactions Derivative • Sep 20Executive Chairman exercised options to buy CA$1.3m worth of stock.On the 11th of September, David Brereton exercised options to buy 50k shares at a strike price of around CA$17.23, costing a total of CA$856k. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. Since September 2022, David's direct individual holding has decreased from 1.26m shares to 1.04m. Company insiders have collectively sold CA$8.1m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Sep 14Upcoming dividend of CA$0.075 per share at 1.1% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 06 October 2023. The company is paying out more than 100% of its profits and is paying out 85% of its cash flow. Trailing yield: 1.1%. Lower than top quartile of Canadian dividend payers (6.3%). Higher than average of industry peers (0.3%).分析記事 • Sep 12Tecsys' (TSE:TCS) Dividend Will Be CA$0.075The board of Tecsys Inc. ( TSE:TCS ) has announced that it will pay a dividend of CA$0.075 per share on the 6th of...Reported Earnings • Sep 09First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CA$0.08 (up from CA$0.003 in 1Q 2023). Revenue: CA$42.0m (up 23% from 1Q 2023). Net income: CA$1.17m (up CA$1.13m from 1Q 2023). Profit margin: 2.8% (up from 0.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 167%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.株主還元TCSCA SoftwareCA 市場7D4.1%0.5%-1.6%1Y-7.2%-31.7%29.8%株主還元を見る業界別リターン: TCS過去 1 年間で-31.7 % の収益を上げたCanadian Software業界を上回りました。リターン対市場: TCSは、過去 1 年間で29.8 % のリターンを上げたCanadian市場を下回りました。価格変動Is TCS's price volatile compared to industry and market?TCS volatilityTCS Average Weekly Movement6.1%Software Industry Average Movement10.6%Market Average Movement10.1%10% most volatile stocks in CA Market17.4%10% least volatile stocks in CA Market3.7%安定した株価: TCS 、 Canadian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: TCSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1983n/aPeter Breretonwww.tecsys.comは、カナダ、米国、欧州、および国際的な企業規模のサプライチェーン・マネジメント・ソフトウェアおよび関連サービスの開発、マーケティング、販売に従事している。同社は、倉庫管理、流通・輸送管理、ポイント・オブ・ユースでの供給管理、注文管理とフルフィルメント、財務管理と分析ソリューションを提供している。導入、システム強化、クラウド、アドバイザリー、コンサルティング、教育、サポートサービスを提供し、ハードウェアの販売も行っている。テクシス社は主に医療システム、サービス部品、第三者物流、小売、一般卸売流通業界にサービスを提供している。同社は1983年に法人化され、カナダのモントリオールに本社を置いている。もっと見るTecsys Inc. 基礎のまとめTecsys の収益と売上を時価総額と比較するとどうか。TCS 基礎統計学時価総額CA$537.68m収益（TTM）CA$5.97m売上高(TTM)CA$189.65m90.0xPER（株価収益率2.8xP/SレシオTCS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計TCS 損益計算書（TTM）収益CA$189.65m売上原価CA$94.84m売上総利益CA$94.81mその他の費用CA$88.84m収益CA$5.97m直近の収益報告Jan 31, 2026次回決算日該当なし一株当たり利益（EPS）0.41グロス・マージン49.99%純利益率3.15%有利子負債／自己資本比率0%TCS の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.0%現在の配当利回り85%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/12 00:26終値2026/06/12 00:00収益2026/01/31年間収益2025/04/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tecsys Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Gavin FairweatherATB CormarkDeepak KaushalBMO Capital Markets Equity ResearchRalph GarceaCantor Fitzgerald Canada Corporation9 その他のアナリストを表示
Recent Insider Transactions • May 06Chairman of the Board recently sold CA$86k worth of stockOn the 1st of May, David Brereton sold around 2k shares on-market at roughly CA$35.88 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$825k.
Recent Insider Transactions • Apr 15Chairman of the Board recently sold CA$72k worth of stockOn the 10th of April, David Brereton sold around 2k shares on-market at roughly CA$30.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$767k.
Recent Insider Transactions • Mar 29Independent Director recently bought CA$94k worth of stockOn the 24th of March, Stephany Verstraete bought around 3k shares on-market at roughly CA$27.31 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$5.1m more in shares than they bought in the last 12 months.
Buy Or Sell Opportunity • Mar 16Now 22% overvaluedOver the last 90 days, the stock has fallen 15% to CA$27.15. The fair value is estimated to be CA$22.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 27%.
Declared Dividend • Mar 08Third quarter dividend of CA$0.09 announcedShareholders will receive a dividend of CA$0.09. Ex-date: 25th March 2026 Payment date: 15th April 2026 Dividend yield will be 1.2%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 123% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 06+ 1 more updateTecsys Inc. Declares Quarterly Dividend, Payable on April 15, 2026Tecsys Inc. declared a quarterly dividend of $0.09 per share to be paid on April 15, 2026 to shareholders of record on March 25, 2026.
Recent Insider Transactions • May 06Chairman of the Board recently sold CA$86k worth of stockOn the 1st of May, David Brereton sold around 2k shares on-market at roughly CA$35.88 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$825k.
Recent Insider Transactions • Apr 15Chairman of the Board recently sold CA$72k worth of stockOn the 10th of April, David Brereton sold around 2k shares on-market at roughly CA$30.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$767k.
Recent Insider Transactions • Mar 29Independent Director recently bought CA$94k worth of stockOn the 24th of March, Stephany Verstraete bought around 3k shares on-market at roughly CA$27.31 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$5.1m more in shares than they bought in the last 12 months.
Buy Or Sell Opportunity • Mar 16Now 22% overvaluedOver the last 90 days, the stock has fallen 15% to CA$27.15. The fair value is estimated to be CA$22.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 27%.
Declared Dividend • Mar 08Third quarter dividend of CA$0.09 announcedShareholders will receive a dividend of CA$0.09. Ex-date: 25th March 2026 Payment date: 15th April 2026 Dividend yield will be 1.2%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 123% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 06+ 1 more updateTecsys Inc. Declares Quarterly Dividend, Payable on April 15, 2026Tecsys Inc. declared a quarterly dividend of $0.09 per share to be paid on April 15, 2026 to shareholders of record on March 25, 2026.
Reported Earnings • Mar 05Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: CA$0.12 (up from CA$0.081 in 3Q 2025). Revenue: CA$48.5m (up 7.3% from 3Q 2025). Net income: CA$1.73m (up 45% from 3Q 2025). Profit margin: 3.6% (up from 2.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Feb 18Tecsys Inc. to Report Q3, 2026 Results on Mar 04, 2026Tecsys Inc. announced that they will report Q3, 2026 results After-Market on Mar 04, 2026
Price Target Changed • Feb 12Price target decreased by 12% to CA$39.08Down from CA$44.60, the current price target is an average from 6 analysts. New target price is 68% above last closing price of CA$23.22. Stock is down 50% over the past year. The company is forecast to post earnings per share of CA$0.40 for next year compared to CA$0.30 last year.
分析記事 • Feb 04Tecsys (TSE:TCS) Is Experiencing Growth In Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Price Target Changed • Dec 18Price target decreased by 8.0% to CA$44.60Down from CA$48.50, the current price target is an average from 5 analysts. New target price is 39% above last closing price of CA$32.10. Stock is down 29% over the past year. The company is forecast to post earnings per share of CA$0.39 for next year compared to CA$0.30 last year.
Recent Insider Transactions • Dec 18Executive Chairman recently sold CA$79k worth of stockOn the 12th of December, David Brereton sold around 2k shares on-market at roughly CA$32.72 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$2.5m.
分析記事 • Dec 10We Think Tecsys' (TSE:TCS) Profit Is Only A Baseline For What They Can AchieveTecsys Inc. ( TSE:TCS ) just reported healthy earnings but the stock price didn't move much. Investors are probably...
分析記事 • Dec 07Tecsys (TSE:TCS) Is Increasing Its Dividend To CA$0.09Tecsys Inc.'s ( TSE:TCS ) dividend will be increasing from last year's payment of the same period to CA$0.09 on 6th of...
Declared Dividend • Dec 07Second quarter dividend increased to CA$0.09Dividend of CA$0.09 is 5.9% higher than last year. Ex-date: 17th December 2025 Payment date: 6th January 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is well covered by cash flows (47% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 2.9% to bring the payout ratio under control. EPS is expected to grow by 51% over the next year, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Dec 05Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: CA$0.12 (up from CA$0.051 in 2Q 2025). Revenue: CA$48.6m (up 15% from 2Q 2025). Net income: CA$1.77m (up 133% from 2Q 2025). Profit margin: 3.6% (up from 1.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 80%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Dec 05+ 1 more updateTecsys Inc. Declares Quarterly Dividend, Payable on January 6, 2026On December 3, 2025, Tecsys Inc. declared a quarterly dividend of $0.09 per share to be paid on January 6, 2026 to shareholders of record on December 17, 2025.
Recent Insider Transactions • Dec 03Executive Chairman recently sold CA$50k worth of stockOn the 28th of November, David Brereton sold around 1k shares on-market at roughly CA$35.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$2.5m.
お知らせ • Nov 21Tecsys Inc. to Report Q2, 2026 Results on Dec 03, 2025Tecsys Inc. announced that they will report Q2, 2026 results After-Market on Dec 03, 2025
お知らせ • Nov 13Tecsys Inc. Expands Access to Its Elite™? Supply Chain Platform Through AWS MarketplaceTecsys Inc. announced that its Elite™? platform is now available in AWS Marketplace, giving healthcare and complex distribution organizations faster, more direct access to its enterprise-grade technology. The availability of Elite™? in AWS Marketplace reflects a commitment to make enterprise supply chain solutions more accessible. Through AWS Marketplace, organizations can easily procure, deploy and manage Tecsys' cloud-based technology while benefiting from the security, scalability and simplified billing of AWS. With Tecsys' Elite™? platform, healthcare systems and complex distributors gain visibility and control across their supply chains, to improve inventory utilization, optimize fulfillment performance and enhance service quality. Built to adapt to the nuances of each customer's operation, the platform empowers organizations to configure workflows, data views and automations that reflect their unique processes.
分析記事 • Sep 08Tecsys (TSE:TCS) Is Paying Out A Dividend Of CA$0.085Tecsys Inc. ( TSE:TCS ) has announced that it will pay a dividend of CA$0.085 per share on the 3rd of October. This...
Declared Dividend • Sep 08First quarter dividend of CA$0.085 announcedShareholders will receive a dividend of CA$0.085. Ex-date: 19th September 2025 Payment date: 3rd October 2025 Dividend yield will be 1.0%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not covered by earnings (111% earnings payout ratio). However, it is well covered by cash flows (42% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 23% to bring the payout ratio under control. EPS is expected to grow by 55% over the next year, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Sep 05First quarter 2026 earnings: EPS in line with expectations, revenues disappointFirst quarter 2026 results: EPS: CA$0.05 (down from CA$0.054 in 1Q 2025). Revenue: CA$46.0m (up 8.7% from 1Q 2025). Net income: CA$762.0k (down 4.5% from 1Q 2025). Profit margin: 1.7% (down from 1.9% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.
お知らせ • Aug 26Tecsys Inc. to Report Q1, 2026 Results on Sep 04, 2025Tecsys Inc. announced that they will report Q1, 2026 results After-Market on Sep 04, 2025
Recent Insider Transactions Derivative • Jul 02Independent Director exercised options to buy CA$102k worth of stock.On the 30th of June, David Booth exercised options to buy 3k shares at a strike price of around CA$30.78, costing a total of CA$81k. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. Since March 2025, David has owned 45.74k shares directly. Company insiders have collectively sold CA$1.9m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jun 30Tecsys (TSE:TCS) Has Affirmed Its Dividend Of CA$0.085Tecsys Inc. ( TSE:TCS ) has announced that it will pay a dividend of CA$0.085 per share on the 1st of August. Based on...
Buy Or Sell Opportunity • Jun 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.5% to CA$36.40. The fair value is estimated to be CA$45.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 17%.
Reported Earnings • Jun 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$0.30 (up from CA$0.13 in FY 2024). Revenue: CA$176.5m (up 3.0% from FY 2024). Net income: CA$4.46m (up 141% from FY 2024). Profit margin: 2.5% (up from 1.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.1%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Jun 27+ 1 more updateTecsys Inc. Provides Earnings Guidance for the Fiscal Year 2026Tecsys Inc. provided earnings guidance for the fiscal year 2026. For the period, the company expects total revenue growth of 8%-10% and SaaS revenue growth of 20%-22%.
お知らせ • Jun 25Tecsys Inc., Annual General Meeting, Sep 04, 2025Tecsys Inc., Annual General Meeting, Sep 04, 2025.
お知らせ • Jun 14Tecsys Inc. to Report Q4, 2025 Results on Jun 26, 2025Tecsys Inc. announced that they will report Q4, 2025 results After-Market on Jun 26, 2025
お知らせ • Jun 03+ 1 more updateTecsys launches TecsysIQ to unlock AI-powered insights in healthcare supply chainTecsys Inc. announced the launch of TecsysIQ™, a cloud-native intelligence layer that helps healthcare organizations unify fragmented data and deliver AI-powered insights across clinical, operational and financial systems. Built on the Databricks Data Intelligence Platform, TecsysIQ delivers a modern analytics foundation that accelerates the development of AI-enabled applications and data-driven decision-making that improve patient care and strengthen health system performance.By nature, healthcare supply chains span multiple systems and stakeholders. This complexity can make it difficult to access the right information at the right time. With its integrated data intelligence and advanced analytics, TecsysIQ enables health systems to bring together data from across EHRs, ERPs, inventory systems, procurement platforms and trusted third-party sources into a single, governed environment for better forecasting, planning and response. TecsysIQ fully supports federated lakehouse architectures for discovery, querying, and governance of distributed data, as well as simplified sharing for use in external data and business intelligence reporting platforms. With Delta Sharing, TecsysIQ is able to share live data across platforms, clouds and regions with strong security and governance. Leveraging AWS Bedrock, TecsysIQ provides secure access to foundational large language models for generative AI use cases within a governed architecture. With embedded machine learning and predictive intelligence, TecsysIQ enables healthcare organizations to: Improve clinical service levels by anticipating demand shifts and material constraints, Automate data harmonization across siloed systems and departments, Incorporate trusted third-party data inputs to enhance forecasting and planning, Accelerate response time to disruptions, recalls and public health events, Reduce reliance on manual workarounds and spreadsheets, and Optimize resource utilization while maintaining compliance and patient safety.
分析記事 • May 01Tecsys' (TSE:TCS) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buy Or Sell Opportunity • Apr 08Now 20% overvaluedOver the last 90 days, the stock has fallen 15% to CA$37.26. The fair value is estimated to be CA$30.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 28%.
Recent Insider Transactions • Apr 02CEO, President & Director recently sold CA$3.0m worth of stockOn the 31st of March, Peter Brereton sold around 72k shares on-market at roughly CA$41.00 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Apr 01CEO, President & Director exercised options to buy CA$2.9m worth of stock.On the 25th of March, Peter Brereton exercised options to buy 72k shares at a strike price of around CA$26.75, costing a total of CA$1.9m. This transaction amounted to 24% of their direct individual holding at the time of the trade. Since June 2024, Peter's direct individual holding has decreased from 395.89k shares to 300.73k. Company insiders have collectively bought CA$2.9m more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions Derivative • Mar 19Lead Independent Director exercised options to buy CA$214k worth of stock.On the 17th of March, Vernon Lobo exercised options to buy 5k shares at a strike price of around CA$26.75, costing a total of CA$135k. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. Since June 2024, Vernon has owned 149.33k shares directly. Company insiders have collectively sold CA$3.4m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Mar 16Director recently bought CA$152k worth of stockOn the 14th of March, Andrew Kirkwood bought around 4k shares on-market at roughly CA$39.71 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$981k more in shares than they bought in the last 12 months.
Declared Dividend • Mar 10Third quarter dividend of CA$0.085 announcedShareholders will receive a dividend of CA$0.085. Ex-date: 26th March 2025 Payment date: 16th April 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.2%. Payout Ratios Payout ratio: 39%. Cash payout ratio: 44%.
お知らせ • Mar 08Tecsys Inc. announces Quarterly dividend, payable on April 16, 2025Tecsys Inc. announced Quarterly dividend of CAD 0.0850 per share payable on April 16, 2025, ex-date on March 26, 2025 and record date on March 26, 2025.
New Risk • Mar 06New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (CA$258k sold).
お知らせ • Feb 20Tecsys Inc. to Report Q3, 2025 Results on Mar 05, 2025Tecsys Inc. announced that they will report Q3, 2025 results After-Market on Mar 05, 2025
Recent Insider Transactions Derivative • Jan 12Independent Director exercised options to buy CA$339k worth of stock.On the 9th of January, David Booth exercised options to buy 8k shares at a strike price of around CA$31.06, costing a total of CA$240k. This transaction amounted to 20% of their direct individual holding at the time of the trade. Since June 2024, David has owned 27.43k shares directly. Company insiders have collectively sold CA$3.9m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jan 07Executive Chairman recently sold CA$108k worth of stockOn the 3rd of January, David Brereton sold around 2k shares on-market at roughly CA$44.84 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$1.0m.
Recent Insider Transactions • Dec 10Executive Chairman recently sold CA$66k worth of stockOn the 6th of December, David Brereton sold around 2k shares on-market at roughly CA$43.96 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth CA$800k. David has been a net seller over the last 12 months, reducing personal holdings by CA$866k.
Declared Dividend • Dec 08Second quarter dividend increased to CA$0.085Dividend of CA$0.085 is 6.3% higher than last year. Ex-date: 18th December 2024 Payment date: 3rd January 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.2%. Payout Ratios Payout ratio: 184%. Cash payout ratio: 74%.
Reported Earnings • Dec 05Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CA$0.05 (up from CA$0.023 loss in 2Q 2024). Revenue: CA$42.4m (up 2.3% from 2Q 2024). Net income: CA$758.0k (up CA$1.10m from 2Q 2024). Profit margin: 1.8% (up from net loss in 2Q 2024). Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 05+ 1 more updateTecsys Inc. Revises Earnings Guidance for Fiscal 2025Tecsys Inc. revised earnings guidance for fiscal 2025. for the year the company is revising total revenue guidance to roughly flat.
お知らせ • Nov 20Tecsys Inc. to Report Q2, 2025 Results on Dec 04, 2024Tecsys Inc. announced that they will report Q2, 2025 results After-Market on Dec 04, 2024
分析記事 • Sep 18Tecsys' (TSE:TCS) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with Tecsys Inc.'s ( TSE:TCS ) lackluster earnings report last week. We did some...
Recent Insider Transactions • Sep 15Executive Chairman recently sold CA$800k worth of stockOn the 12th of September, David Brereton sold around 20k shares on-market at roughly CA$40.00 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$4.9m.
Declared Dividend • Sep 11First quarter dividend of CA$0.08 announcedShareholders will receive a dividend of CA$0.08. Ex-date: 20th September 2024 Payment date: 4th October 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.2%. Payout Ratios Payout ratio: 315%. Cash payout ratio: 97%.
お知らせ • Sep 10Tecsys Inc. Announces Appointment to Its Board of DirectorsTecsys Inc. announced the appointment of Stephany Verstraete and Sripriya Thinagar to its Board of Directors, effective September 5, 2024. This strategic move reflects Tecsys' commitment to strengthening its leadership team and enhancing its governance as the company continues to drive innovation in the supply chain sector. Verstraete is a distinguished technology and digital healthcare executive with over two decades of experience scaling businesses and leading transformative change in highly competitive environments. Her career includes significant roles at Teladoc Health, Expedia and PepsiCo, where she has driven remarkable results across multinational teams. She has a strong background in mergers and acquisitions, brand building and cross-channel marketing. Her passion for leveraging data and advanced technologies to deliver innovative experiences and create behavioral change has been a key factor in her success . Thinagar brings over 25 years of experience in technology and operational excellence, having held senior executive roles at Olo, Manhattan Associates and Bank of America. She has a background in leading global teams across product, platform and data engineering, with experience managing complex products across diverse sectors. Her insights into the competitive landscape of supply chain management, together with her deep understanding of a SaaS technology infrastructure, will help Tecsys continue to navigate an evolving industry and enhance its operational capabilities.
Reported Earnings • Sep 06First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: CA$0.05 (down from CA$0.08 in 1Q 2024). Revenue: CA$42.3m (flat on 1Q 2024). Net income: CA$798.0k (down 32% from 1Q 2024). Profit margin: 1.9% (down from 2.8% in 1Q 2024). Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) also missed analyst estimates by 38%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 24Tecsys Inc. to Report Q1, 2025 Results on Sep 05, 2024Tecsys Inc. announced that they will report Q1, 2025 results After-Market on Sep 05, 2024
Buy Or Sell Opportunity • Aug 04Now 20% undervaluedOver the last 90 days, the stock has risen 8.3% to CA$40.00. The fair value is estimated to be CA$50.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 40%.
Reported Earnings • Jul 29Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CA$0.13 (down from CA$0.14 in FY 2023). Revenue: CA$171.2m (up 12% from FY 2023). Net income: CA$1.85m (down 12% from FY 2023). Profit margin: 1.1% (down from 1.4% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 16Tecsys Inc. Appoints Rex Ahlstrom as Chief Strategy OfficerTecsys Inc. announced the appointment of Rex Ahlstrom as Chief Strategy Officer (CSO), effective today. Ahlstrom brings over 25 years of experience in harnessing the power of data to create business value. His background in operational leadership, data strategy and technology product management will support Tecsys as it continues to innovate and grow.Before joining Tecsys, Ahlstrom served as CTO and EVP of Innovation and Growth at Syniti where he led the global Product and Engineering organization, successfully transitioningthe company from a perpetual software business model to a SaaS product and ARR model. Prior to Syniti, Ahlstrom founded and led SOALogix, which was acquired by SAP, and built MSI Software from the ground up, achieving significant market penetration. Ahlstrom's credentials include notable roles at SAP, TeleSciences CO Systems, Defense Systems Incorporated, Westinghouse Electric Corporation and SGS Thomson, where he led numerous high-impact projects and initiatives. He is recognized as an industry expert, an IBM Champion, and a member of the MindShare Alumni Network. Ahlstrom will collaborate across the enterprise to lead global initiatives and strategic business activities that maximize the value of Tecsys' evolving SaaS offering and growing data capabilities. Ahlstrom holds a Master of Science in Electrical Engineering from The Johns Hopkins University and a Bachelor of Science in Electrical Engineering from Drexel University.
分析記事 • Jul 02Tecsys (TSE:TCS) Is Due To Pay A Dividend Of CA$0.08The board of Tecsys Inc. ( TSE:TCS ) has announced that it will pay a dividend on the 2nd of August, with investors...
Declared Dividend • Jul 01Fourth quarter dividend of CA$0.08 announcedShareholders will receive a dividend of CA$0.08. Ex-date: 12th July 2024 Payment date: 2nd August 2024 Dividend yield will be 0.9%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not covered by earnings (219% earnings payout ratio) nor is it covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 144% to bring the payout ratio under control. EPS is expected to grow by 183% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jun 29+ 1 more updateTecsys Inc. Provides Earnings Guidance for the Fiscal Year 2025Tecsys Inc. provided earnings guidance for the fiscal year 2025. For the year, the company expects total revenue growth of 7% to 9%.
Reported Earnings • Jun 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CA$0.13 (down from CA$0.14 in FY 2023). Revenue: CA$171.2m (up 12% from FY 2023). Net income: CA$1.85m (down 12% from FY 2023). Profit margin: 1.1% (down from 1.4% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 26Tecsys Inc., Annual General Meeting, Sep 05, 2024Tecsys Inc., Annual General Meeting, Sep 05, 2024.
お知らせ • Jun 19Tecsys Inc. to Report Q4, 2024 Results on Jun 27, 2024Tecsys Inc. announced that they will report Q4, 2024 results After-Market on Jun 27, 2024
分析記事 • May 06We Like These Underlying Return On Capital Trends At Tecsys (TSE:TCS)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Recent Insider Transactions Derivative • Apr 16Lead Independent Director exercised options to buy CA$430k worth of stock.On the 12th of April, Vernon Lobo exercised options to buy 11k shares at a strike price of around CA$14.29, costing a total of CA$162k. This transaction amounted to 20% of their direct individual holding at the time of the trade. Since June 2023, Vernon's direct individual holding has increased from 49.00k shares to 56.00k. Company insiders have collectively sold CA$7.1m more than they bought, via options and on-market transactions in the last 12 months.
New Risk • Apr 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (1.2% net profit margin). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
Recent Insider Transactions Derivative • Mar 29CEO, President & Director exercised options and sold CA$2.3m worth of stockOn the 26th of March, Peter Brereton exercised 130.81k options to receive shares at no cost, then sold 100k of them for an average price of CA$37.50 per share and kept the remainder. For the year to April 2017, Peter's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2023, Peter's direct individual holding has decreased from 299.92k shares to 284.92k. Company insiders have collectively sold CA$7.4m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Mar 13Upcoming dividend of CA$0.08 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 11 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of Canadian dividend payers (6.4%). Higher than average of industry peers (0.2%).
Declared Dividend • Mar 04Third quarter dividend of CA$0.08 announcedShareholders will receive a dividend of CA$0.08. Ex-date: 20th March 2024 Payment date: 11th April 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.2%. Payout Ratios Payout ratio: 53%. Cash payout ratio: 50%.
Reported Earnings • Mar 01Third quarter 2024 earnings released: EPS: CA$0.05 (vs CA$0.061 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.05 (down from CA$0.061 in 3Q 2023). Revenue: CA$43.8m (up 13% from 3Q 2023). Net income: CA$759.0k (down 14% from 3Q 2023). Profit margin: 1.7% (down from 2.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 01Tecsys Inc. Revises Financial Guidance for Fiscal Year 2024Tecsys Inc. is revising financial guidance for fiscal year 2024. For the period, company expects Total Revenue Growth to be 11%-14% compared to Previous Guidance was 10%-15%.
お知らせ • Feb 16Tecsys Inc. to Report Q3, 2024 Results on Feb 29, 2024Tecsys Inc. announced that they will report Q3, 2024 results After-Market on Feb 29, 2024
分析記事 • Jan 26Capital Allocation Trends At Tecsys (TSE:TCS) Aren't IdealIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Recent Insider Transactions • Dec 09Executive Chairman recently sold CA$2.8m worth of stockOn the 5th of December, David Brereton sold around 90k shares on-market at roughly CA$31.07 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$9.0m.
Reported Earnings • Dec 02Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: CA$0.02 loss per share (down from CA$0.049 profit in 2Q 2023). Revenue: CA$41.5m (up 8.9% from 2Q 2023). Net loss: CA$340.0k (down 148% from profit in 2Q 2023). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 01+ 1 more updateTecsys Inc. Declares Quarterly Dividend, Payable on January 5, 2024On November 30, 2023, Tecsys Inc. declared a quarterly dividend of $0.08 per share to be paid on January 5, 2024 to shareholders of record on December 14, 2023.
分析記事 • Nov 29Calculating The Fair Value Of Tecsys Inc. (TSE:TCS)Key Insights Tecsys' estimated fair value is CA$34.29 based on 2 Stage Free Cash Flow to Equity With CA$33.78 share...
お知らせ • Nov 29Tecsys Inc. Announces Elite WMS for Healthcare DistributionTecsys Inc. announced Elite WMS for Healthcare Distribution, a warehouse management system with embedded serialized DSCSA support designed for efficient and continuous compliance with DSCSA regulations as outlined by the U.S. Food and Drug Administration (FDA). Tecsys' Elite WMS for Healthcare Distribution is the industry's first warehouse management system that locally maintains full inference data on the GS1 system of standards, specifically the Serial Global Trade Item Number (SGTIN) and the Serial Shipping Container Code (SSCC). In addition to ensuring efficiency of critical warehouse functions, the system features real-time compliance and streamlined workflows for receiving, put away and fulfillment. Its unified approach eliminates the need for multiple systems to run simultaneously, avoiding dual-entry workflows. With the DSCSA mandate requiring electronic documentation of products and ownership now in effect, Elite WMS for healthcare Distribution provides wholesale pharmaceutical distributors and 3PLs a market-tested solution for regulatory adherence. Trading partner readiness extends downstream to health system and retail pharmacy clients, who must ensure upstream and downstream compliance to facilitate traceability through to the point of use. From its involvement with the Healthcare Distribution Alliance (HDA) to its participation in DSCSA serialization seminars, Tecsys continues to invest in its healthcare and pharmacy-specific supply chain traceability platform. Elite WMS for Healthcare Distribution leverages Tecsys' regulatory and compliance expertise in hospital logistics, providing the highest degree of functional maturity in the industry. This integrated DSCSA serialization compliance minimizes redundant integrations and manual record checks, enabling real-time inventory reconciliation.
お知らせ • Nov 21Tecsys Inc. to Report Q2, 2024 Results on Nov 30, 2023Tecsys Inc. announced that they will report Q2, 2024 results After-Market on Nov 30, 2023
お知らせ • Nov 14Tecsys Inc. Appoints Andrew Kirkwood to Board of Directors, Announces Committee RealignmentTecsys Inc. announced the appointment of UK-based Andrew Kirkwood to its Board of Directors, effective October 12, 2023. Kirkwood brings a wealth of experience to Tecsys, with more than two decades of global leadership at high-growth supply chain organizations. In conjunction with Kirkwood's appointment, the Board will realign its Board committees. Drawing from his background in building global markets for supply chain technology firms, Kirkwood has a proven track record of driving both organic and inorganic growth. His deep familiarity with Tecsys' core target markets is a valuable asset. Notably, Kirkwood served as CEO at BluJay Solutions until its successful exit to E2Open in 2021. He has also held key roles at Blue Yonder (formerly JDA Software), RedPrairie and Manhattan Associates, where he contributed significantly to their growth and success. With extensive international business development experience spanning the Americas, Europe, Southern Africa, and Asia, Kirkwood has played instrumental roles in converting software businesses from a license-based model to Software as a Service (SaaS) while driving profitable growth. His leadership skills are characterized by a strong focus on strategic and market development. Kirkwood's appointment was followed by an update of Board committees as follows: The Compensation Committee is set to welcome Kirkwood, who will join Chairperson Steve Sasser and Director Vernon Lobo; Kirkwood will also join the Corporate Governance and Nominating Committee, working with Chairperson David Booth and Director Vernon Lobo; The Audit Committee will maintain its current roster, with Chairperson Kathleen Miller alongside Directors Steve Sasser and David Booth; Vernon Lobo will continue to serve as Lead Independent Director. The committee changes are effective as of November 6, 2023.
Recent Insider Transactions • Oct 13Executive Chairman recently sold CA$277k worth of stockOn the 11th of October, David Brereton sold around 10k shares on-market at roughly CA$27.13 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth CA$742k. David has been a net seller over the last 12 months, reducing personal holdings by CA$6.2m.
Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Director Kathy Miller was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 21Executive Chairman recently sold CA$113k worth of stockOn the 14th of September, David Brereton sold around 4k shares on-market at roughly CA$29.02 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CA$1.2m. David has been a net seller over the last 12 months, reducing personal holdings by CA$9.3m.
Recent Insider Transactions Derivative • Sep 20Executive Chairman exercised options to buy CA$1.3m worth of stock.On the 11th of September, David Brereton exercised options to buy 50k shares at a strike price of around CA$17.23, costing a total of CA$856k. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. Since September 2022, David's direct individual holding has decreased from 1.26m shares to 1.04m. Company insiders have collectively sold CA$8.1m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Sep 14Upcoming dividend of CA$0.075 per share at 1.1% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 06 October 2023. The company is paying out more than 100% of its profits and is paying out 85% of its cash flow. Trailing yield: 1.1%. Lower than top quartile of Canadian dividend payers (6.3%). Higher than average of industry peers (0.3%).
分析記事 • Sep 12Tecsys' (TSE:TCS) Dividend Will Be CA$0.075The board of Tecsys Inc. ( TSE:TCS ) has announced that it will pay a dividend of CA$0.075 per share on the 6th of...
Reported Earnings • Sep 09First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CA$0.08 (up from CA$0.003 in 1Q 2023). Revenue: CA$42.0m (up 23% from 1Q 2023). Net income: CA$1.17m (up CA$1.13m from 1Q 2023). Profit margin: 2.8% (up from 0.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 167%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
