Descartes Systems Group（DC2）株式概要デカルト・システムズ・グループは、グローバル・ロジスティクス・テクノロジー・ソリューションを世界中に提供しています。 詳細DC2 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績5/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より31.4%で取引されている 収益は年間13.67%増加すると予測されています 過去1年間で収益は21.5%増加しました リスク分析リスクチェックの結果、DC2 、リスクは検出されなかった。すべてのリスクチェックを見るDC2 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW496,407 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG496,407 investors already sharing narrativesYour Fair Value€Current Price€63.1514.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01b2016201920222025202620282031Revenue US$1.2bEarnings US$278.9mAdvancedSet Fair ValueView all narrativesThe Descartes Systems Group Inc. 競合他社NemetschekSymbol: XTRA:NEMMarket cap: €6.5bATOSS SoftwareSymbol: XTRA:AOFMarket cap: €1.2bTeamViewerSymbol: XTRA:TMVMarket cap: €939.9minnoscriptaSymbol: XTRA:1INNMarket cap: €733.0m価格と性能株価の高値、安値、推移の概要Descartes Systems Group過去の株価現在の株価CA$63.1552週高値CA$92.7552週安値CA$52.80ベータ0.191ヶ月の変化0%3ヶ月変化10.40%1年変化-26.48%3年間の変化-9.98%5年間の変化8.88%IPOからの変化1,378.92%最新ニュースお知らせ • Jul 06The Descartes Systems Group Inc. (TSX:DSG) acquired Drivin.The Descartes Systems Group Inc. (TSX:DSG) acquired Drivin on July 6, 2026. A cash consideration of $30 million will be paid by The Descartes Systems Group Inc with cash on hand. The Descartes Systems Group Inc. will pay an earnout/contingent payment of $5 million cash, based on the combined business achieving revenue-based targets in the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2029. $35 million is paid towards common equity of Drivin. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Drivin on July 6, 2026.お知らせ • Jun 23Descartes Systems Group Announces New AuditLog Capability Within Descartes MyCarrierPortalDescartes Systems Group announced a new review management and audit logging capability within Descartes MyCarrierPortal to help freight brokers, third party logistics service providers (3PLs) and shippers create auditable, transparent carrier selection processes. With standardized review workflows, management oversight and auditable decision records, AuditLog helps companies reduce their reliance on manual recordkeeping and disconnected documentation systems. Built directly into the Descartes MyCarrierPortal carrier onboarding and compliance solution, AuditLog combines carrier review management and audit logging in a single workflow, helping organizations create a clear record of carrier evaluations, management reviews and onboarding decisions. The solution automatically documents carrier risk assessment information, review activity, management oversight and outcomes at the time decisions are made, which preserves a historical record of carrier evaluations and onboarding decisions. This “snapshot in time” approach helps organizations maintain a record of what information was available and considered during the review process, as carrier profiles, safety records, operating authorities and risk factors may evolve over time. Using AuditLog, organizations can review carrier risk and safety assessments through a centralized workflow, document carrier approvals and denials with commentary and supporting rationale, route carriers requiring additional scrutiny through management review processes, establish future review dates for ongoing oversight, automatically record review actions and workflow changes, create auditable records of carrier selection decisions, improve visibility and communication across operational, safety, and compliance teams, and support internal governance, audit, and documentation initiatives. AuditLog is available now for all Descartes MyCarrierPortal customers.Reported Earnings • Jun 04First quarter 2027 earnings released: EPS: US$0.56 (vs US$0.42 in 1Q 2026)First quarter 2027 results: EPS: US$0.56 (up from US$0.42 in 1Q 2026). Revenue: US$193.6m (up 15% from 1Q 2026). Net income: US$48.5m (up 34% from 1Q 2026). Profit margin: 25% (up from 22% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 04The Descartes Systems Group Inc. to Report Q1, 2027 Results on Jun 03, 2026The Descartes Systems Group Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026お知らせ • Apr 23The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Idelic Inc. for $40 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Idelic Inc. for $40 million on April 23, 2026. For Acquisition The Descartes Systems Group Inc. will pay $28 million with cash on hand, plus potential performance-based consideration. The maximum amount payable under the all-cash performance-based earn-out is $12 million, based on the combined business achieving revenue-based targets in each of the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2028 and fiscal 2029. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Idelic Inc. for $40 million on April 23, 2026.お知らせ • Apr 15Descartes Systems Group Expands Artificial Intelligence Capabilities with Fleet Data Intelligence PlatformDescartes Systems Group announced expanded artificial intelligence capabilities on its Global Logistics Network with the introduction of the Descartes Fleet Data Intelligence platform. Built on the scale and real-world operational data of the Global Logistics Network, the platform combines a new AI agent and machine learning capabilities to enhance on-time delivery, strengthen service level compliance and reduce cost per delivery while providing the visibility needed to measure, sustain and scale fleet performance improvements over time. The Fleet Data Intelligence platform introduces René, an AI agent that surfaces both real-time insights and longer-term improvement opportunities without requiring manual data extraction or specialized analytics expertise. For day-to-day fleet performance, René enables planners, dispatchers and operations leaders to quickly investigate issues, test hypotheses and get immediate answers simply by asking questions, such as why routes ran faster in a given period, what is driving overtime or where service levels are at risk. René also uncovers deeper, systemic patterns by analyzing large volumes of fleet execution data to identify trends and surface root causes of inefficiencies—for example, a group of drivers consistently logging excess miles due to manual route deviations—to take targeted action to improve performance. The platform also introduces machine learning capabilities that have increased route density by up to 30% in early deployments, enabling fleets to complete more stops without adding vehicles or drivers. It generates more accurate service time predictions by learning from real-world delivery durations and route conditions across variables such as customer type, product characteristics, delivery volume, vehicle type, charging stop locations and geography. Improved planning precision minimizes excess buffer time, idle capacity, missed delivery windows and route plans that diverge during execution, allowing companies to schedule more stops per driver within the same working hours. In addition, the platform provides structured visibility into key performance metrics, enabling organizations to benchmark service levels and track the impact of operational changes over time. By measuring improvements in areas such as route efficiency, service compliance and driver productivity, fleets can validate results, reinforce best practices and scale performance gains across their operations.最新情報をもっと見るRecent updatesお知らせ • Jul 06The Descartes Systems Group Inc. (TSX:DSG) acquired Drivin.The Descartes Systems Group Inc. (TSX:DSG) acquired Drivin on July 6, 2026. A cash consideration of $30 million will be paid by The Descartes Systems Group Inc with cash on hand. The Descartes Systems Group Inc. will pay an earnout/contingent payment of $5 million cash, based on the combined business achieving revenue-based targets in the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2029. $35 million is paid towards common equity of Drivin. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Drivin on July 6, 2026.お知らせ • Jun 23Descartes Systems Group Announces New AuditLog Capability Within Descartes MyCarrierPortalDescartes Systems Group announced a new review management and audit logging capability within Descartes MyCarrierPortal to help freight brokers, third party logistics service providers (3PLs) and shippers create auditable, transparent carrier selection processes. With standardized review workflows, management oversight and auditable decision records, AuditLog helps companies reduce their reliance on manual recordkeeping and disconnected documentation systems. Built directly into the Descartes MyCarrierPortal carrier onboarding and compliance solution, AuditLog combines carrier review management and audit logging in a single workflow, helping organizations create a clear record of carrier evaluations, management reviews and onboarding decisions. The solution automatically documents carrier risk assessment information, review activity, management oversight and outcomes at the time decisions are made, which preserves a historical record of carrier evaluations and onboarding decisions. This “snapshot in time” approach helps organizations maintain a record of what information was available and considered during the review process, as carrier profiles, safety records, operating authorities and risk factors may evolve over time. Using AuditLog, organizations can review carrier risk and safety assessments through a centralized workflow, document carrier approvals and denials with commentary and supporting rationale, route carriers requiring additional scrutiny through management review processes, establish future review dates for ongoing oversight, automatically record review actions and workflow changes, create auditable records of carrier selection decisions, improve visibility and communication across operational, safety, and compliance teams, and support internal governance, audit, and documentation initiatives. AuditLog is available now for all Descartes MyCarrierPortal customers.Reported Earnings • Jun 04First quarter 2027 earnings released: EPS: US$0.56 (vs US$0.42 in 1Q 2026)First quarter 2027 results: EPS: US$0.56 (up from US$0.42 in 1Q 2026). Revenue: US$193.6m (up 15% from 1Q 2026). Net income: US$48.5m (up 34% from 1Q 2026). Profit margin: 25% (up from 22% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 04The Descartes Systems Group Inc. to Report Q1, 2027 Results on Jun 03, 2026The Descartes Systems Group Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026お知らせ • Apr 23The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Idelic Inc. for $40 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Idelic Inc. for $40 million on April 23, 2026. For Acquisition The Descartes Systems Group Inc. will pay $28 million with cash on hand, plus potential performance-based consideration. The maximum amount payable under the all-cash performance-based earn-out is $12 million, based on the combined business achieving revenue-based targets in each of the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2028 and fiscal 2029. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Idelic Inc. for $40 million on April 23, 2026.お知らせ • Apr 15Descartes Systems Group Expands Artificial Intelligence Capabilities with Fleet Data Intelligence PlatformDescartes Systems Group announced expanded artificial intelligence capabilities on its Global Logistics Network with the introduction of the Descartes Fleet Data Intelligence platform. Built on the scale and real-world operational data of the Global Logistics Network, the platform combines a new AI agent and machine learning capabilities to enhance on-time delivery, strengthen service level compliance and reduce cost per delivery while providing the visibility needed to measure, sustain and scale fleet performance improvements over time. The Fleet Data Intelligence platform introduces René, an AI agent that surfaces both real-time insights and longer-term improvement opportunities without requiring manual data extraction or specialized analytics expertise. For day-to-day fleet performance, René enables planners, dispatchers and operations leaders to quickly investigate issues, test hypotheses and get immediate answers simply by asking questions, such as why routes ran faster in a given period, what is driving overtime or where service levels are at risk. René also uncovers deeper, systemic patterns by analyzing large volumes of fleet execution data to identify trends and surface root causes of inefficiencies—for example, a group of drivers consistently logging excess miles due to manual route deviations—to take targeted action to improve performance. The platform also introduces machine learning capabilities that have increased route density by up to 30% in early deployments, enabling fleets to complete more stops without adding vehicles or drivers. It generates more accurate service time predictions by learning from real-world delivery durations and route conditions across variables such as customer type, product characteristics, delivery volume, vehicle type, charging stop locations and geography. Improved planning precision minimizes excess buffer time, idle capacity, missed delivery windows and route plans that diverge during execution, allowing companies to schedule more stops per driver within the same working hours. In addition, the platform provides structured visibility into key performance metrics, enabling organizations to benchmark service levels and track the impact of operational changes over time. By measuring improvements in areas such as route efficiency, service compliance and driver productivity, fleets can validate results, reinforce best practices and scale performance gains across their operations.お知らせ • Apr 01Descartes Systems Group Announces ER2 Uses Descartes Sellercloud Solution to Enhance Ecommerce FulfillmentDescartes Systems Group announced that ER2, an Arizona-based IT asset management company, is using the Descartes Sellercloud solution to enhance ecommerce fulfillment by unifying inventory management, warehouse operations and shipping across eight facilities on a single platform. The solution has helped ER2 improve picking speed by approximately 75%, minimize cross-shipping errors and reduce shipping costs. ER2 has realized the following benefits by using the Descartes Sellercloud solution: Bin-controlled inventory and barcode validation minimized monthly cross-shipments caused by manual picking errors and disconnected systems. Fewer fulfillment errors mean fewer returns, less reshipping and reduced transportation-related waste—helping align operational efficiency with ER2’s sustainability goals. Picking speed improved by 75% with guided picking workflows and structured pick paths that reduced redundant travel and manual verification for warehouse teams, enabling ER2 to process more refurbished equipment efficiently and get redeployed assets back into productive use faster. Shipping costs decreased for approximately 40% of the company’s orders using intelligent routing logic to fulfill orders from the warehouse closest to the customer. In addition to lowering costs and accelerating delivery times to one to two days—often earlier than marketplace estimates—this approach reduces shipping distances and associated emissions. Descartes Sellercloud is an inventory and order management platform that helps small and mid-market retailers, distributors and wholesalers with omnichannel ecommerce operations centralize the management of their catalog, inventory, orders, purchasing, fulfillment and shipping. With 350+ integrations to marketplaces (including Amazon, Walmart, Shopify, WooCommerce and TikTok), shopping carts, shipping partners, third party logistics providers, payment gateways and vendors, the solution provides a comprehensive ecommerce ecosystem that companies can easily leverage to expand operations as they grow.お知らせ • Mar 31The Descartes Systems Group Inc., Annual General Meeting, Jun 11, 2026The Descartes Systems Group Inc., Annual General Meeting, Jun 11, 2026.お知らせ • Mar 13The Descartes Systems Group Inc. (TSX:DSG) acquired Utordo Ltd for $3.3 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Utordo Ltd for $3.3 million on March 11, 2026. The purchase price for the acquisition was approximately $2.3 million (£1.8 million), which was funded from cash on hand, plus potential performance-based contingent consideration of up to $1.0 million (£0.8 million) based on OrderMine achieving revenue-based targets over the first two years post-acquisition. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Utordo Ltd for $3.3 million on March 11, 2026.お知らせ • Mar 12The Descartes Systems Group Inc. Appoints Edward Gardner as Chief Financial Officer, Effective March 12, 2026The Descartes Systems Group Inc. announced that Edward Gardner would succeed Allan Brett as Descartes’ Chief Financial Officer. Mr. Gardner’s appointment is effective March 12, 2026. Mr. Brett will continue his employment with Descartes in a senior advisory role to the executive team.お知らせ • Mar 05Descartes Systems Group Expands Artificial Intelligence Capabilities on Global Logistics Network with Introduction of Descartes MacroPoint OpsForceDescartes Systems Group announced expanded artificial intelligence capabilities on its multimodal Global Logistics Network with the introduction of Descartes MacroPoint OpsForce, a suite of AI agents designed to automate freight visibility workflows, maintain tracking continuity and improve execution across complex, inter-enterprise supply chains. Built on the scale and real-time data of the Global Logistics Network, OpsForce leverages trusted, clean and formatted network intelligence to power automated driver engagement, exception management and documentation workflows for shippers, brokers, carriers and logistics service providers. In just months, over 435,000 more drivers have been connected to the Global Logistics Network through 720,000+ AI-powered driver outreaches. In addition, since first launched, OpsForce has helped customers eliminate up to 100% of manual check calls and achieve, on average, a 30% increase in no-touch tracking automation, 1.5x productivity gains for tracking teams, and 15% faster settlement through automated proof of delivery capture. As part of the Global Logistics Network, Descartes MacroPoint connects to hundreds of thousands of carriers and logistics service providers globally, along with millions of individual drivers to deliver real-time shipment visibility. When needed, the solution’s AI agents are automatically activated to guide mobile app onboarding to expand tracking coverage, restore tracking if it fails to start or stops unexpectedly, confirm arrival and departure milestones when geofence data is uncertain, and collect missing proof-of-delivery documentation. By automating these exception-based workflows, OpsForce reduces manual check calls, increases no-touch tracking, and enhances tracking compliance against customer visibility mandates.お知らせ • Feb 10Descartes Systems Group Announces Latest Technology Innovations Focused on Artificial Intelligence (Ai) and Advanced AutomationDescartes Systems Group announced its latest technology innovations focused on artificial intelligence (AI) and advanced automation at Manifest 2026 from February 9-11 in Las Vegas. Descartes' solutions leverage its Global Logistics Network to help organizations of all sizes operate more intelligently, securely and resiliently in complex supply chain and logistics environments where execution, compliance, and risk mitigation matter. Technology innovations and enhancements being showcased at Manifest 2026 include: AI-driven Global Trade Intelligence to Manage Regulatory, Tariff and Compliance Risk; AI-driven denied party screening that, in collaboration with human oversight, reduces false positives to just fractions of a percent creating significant efficiencies, especially for organizations with large screening volumes; AI-enabled classification to accelerate product lookups and enhance the accuracy and consistency of import/export classification decisions; Agentic AI to help quickly identify trade patterns, trends and anomalies across large datasets using natural language queries, making complex global trade data more accessible and actionable; AI Enhancements to Forwarder/Broker Enterprise Systems for Complex Regulated Operations; AI-driven automation to convert structured and unstructured trade documents into accurate, digitized customers and security filings, reducing manual effort, improving data quality and accelerating processing; Advanced compliance capabilities to support security filings and customs requirements, facilitating legitimate trade and mitigating compliance risk; Advanced tracking and expanded ecosystem integrations improve shipment visibility, streamline workflows, and help logistics service providers scale while maintaining control and customer service; AI Innovation in Transportation Management & Real-time Visibility to Increase Accuracy and Responsiveness; Agentic AI to automate driver engagement, tracking continuity, arrival/departure confirmation and POD collection, allowing operations teams to focus on higher-value work; Agentic AI to help achieve customer-mandated visibility KPIs through exception-based automated outreach, recovery, confirmation, and documentation capture; AI-enabled Fleet and Last Mile Capabilities to Execute Rel reliably and Profitably; AI-enabled safety technologies to monitor driving behavior and proactively address risk; AI-driven service time predictions that are continuously refined based on real-time conditions such as traffic, weather and delivery constraints; AI-driven analytics proactively identify and mitigate delivery risks, helping customers maintain service reliability at scale.お知らせ • Feb 03The Descartes Systems Group Inc. to Report Q4, 2026 Results on Mar 11, 2026The Descartes Systems Group Inc. announced that they will report Q4, 2026 results After-Market on Mar 11, 2026お知らせ • Nov 03The Descartes Systems Group Inc. to Report Q3, 2026 Results on Dec 03, 2025The Descartes Systems Group Inc. announced that they will report Q3, 2026 results After-Market on Dec 03, 2025お知らせ • Aug 06Descartes Systems Group Announces the Release of Descartes Visual Compliance™ AI AssistDescartes Systems Group announced the release of Descartes Visual Compliance™ AI Assist, the latest advancement in denied party screening that uses new artificial intelligence (AI) capabilities to help trade compliance teams automatically reduce the effort required to review and clear false positives. false positives are alerts that appear to match restricted, sanctioned and denied party entities but are, in fact, benign matches that lead to unnecessary reviews, wasted time and delayed shipments for import or export. Descartes Visual Compliance is a cloud-based solution for export, financial and trade compliance, including restricted and denied party screening. The solution includes comprehensive watch list and regulatory content from the U.S. as well as the EU, APAC and EMEA regions. Descartes Visual Compliance helps companies of all sizes in diverse industries, such as aerospace, financial services, retail, manufacturing, education, transportation and defense, better navigate the ever-changing, complex world of foreign trade compliance by streamlining workflows, mitigating business risk and enhancing overall compliance. Key capabilities of Descartes Visual Compliance AI Assist include: Advanced AI-Driven Compliance Support: Enhance screening accuracy by automatically identifying and filtering low-risk screening results based on statistical analysis and machine learning algorithms. Streamline risk assessment with data-driven insights to support more informed decision-making and optimize the use of compliance resources. Configurable Risk Levels: Use adjustable AI settings to tailor the solution's responsiveness to align with specific regulatory requirements, geographical or departmental needs or internal adjudication practices. This flexibility allows organizations to customize the review of results below defined thresholds and ensure full oversight of flagged entries on a continual basis as they change and grow. Built-in Audit and Reporting: Demonstrate due diligence with consolidated and accessible screening results that are supported by centralized, audit-ready reports and a comprehensive audit trail. With complete visibility and traceability of screening results, companies are better able to meet both internal and external audit requirements.お知らせ • Aug 04The Descartes Systems Group Inc. (TSX:DSG) acquired Finale Inventory for $55 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Finale Inventory for $55 million on August 4, 2025. Descartes paid for up-front consideration of $40 million satisfied with cash on hand, plus potential performance-based consideration. The maximum amount payable under the all-cash performance-based earn-out is $15 million, based on the combined business achieving revenue-based targets in each of the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2027 and fiscal 2028. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Finale Inventory on August 4, 2025.お知らせ • Aug 01The Descartes Systems Group Inc. to Report Q2, 2026 Results on Sep 03, 2025The Descartes Systems Group Inc. announced that they will report Q2, 2026 results After-Market on Sep 03, 2025お知らせ • Jul 07Descartes Systems Group Announces the Release of Descartes Macropoint Fraudguard 2.0Descartes Systems Group announced the release of Descartes MacroPoint™? FraudGuard 2.0, the latest advancement in freight fraud technology designed to help shippers, freight brokers, and third-party logistics providers (3PL) safeguard their business against increasingly sophisticated fraud and cargo theft schemes. With new capabilities for pre-tender, pre-pickup and in-transit shipments, companies can maintain a high-performing, compliant carrier network, enhance the reliability of critical decision-making insights, and better detect and mitigate potential identity fraud or double brokering to avoid insurance, liability, and reputational risks. Descartes MacroPoint FraudGuard 2.0 significantly expands freight visibility and protection through powerful historical and real-time Descartes MacroPoint visibility data, automated in-transit monitoring, and real-time risk alerting. Companies can confidently evaluate carrier and driver legitimacy without delaying load coverage through detailed search insights from Descartes MacroPoint's unmatched database of freight tracking history. In addition, the solution automatically monitors shipments for risk signals across 16 critical in-transit data alerts to proactively notify users of potential fraud, double brokering, and suspicious activity, which provides greater protection for customers. Key Descartes MacroPoint Fraud Guard 2.0 features include: Carrier and Driver Lookup Tool: Outside of real-time alerting, users can quickly access historical performance and risk profile information using Department of Transportation (DOT) numbers or driver phone numbers, including number of loads being actively tracked, volumes and prior fraud indicators. This empowers better decision-making during load planning and carrier selection. Carrier Insights: Custom alerts flag newly added or suspicious carriers and drivers, drivers potentiallyiding identities using Voice over Internet Protocol (VoIP) phones, and carriers accepting excessive loads or those with historical data spoofing attempts, which allows users to block high-risk carriers before load details are communicated to the carrier/driver. In-Transit Risk Monitoring: To automate detection, enable real-time risk alerts and facilitate a faster response to potential theft or tampering, the solution continuously monitors shipments (even prior to pickup) for suspicious activities, such as GPS and IP location spoofing, route deviations, unusual travel patterns and unusual vehicle stops.お知らせ • Jun 19The Descartes Systems Group Inc. (TSX:DSG) acquired Packageroute, Inc. for $2 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Packageroute, Inc. for $2 million on June 19, 2025. Descartes acquired PackageRoute for approximately US $2 million, satisfied from cash on hand. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Packageroute, Inc. on June 19, 2025.お知らせ • Jun 13The Descartes Systems Group Inc. Approves Board ElectionsThe Descartes Systems Group Inc. at its annual meeting of shareholders held on June 12, 2025, approved election of Jane Mowat and Laura Wilkin as directors of the company.お知らせ • Jun 05The Descartes Systems Group Inc. Announces Executive ChangesThe Descartes Systems Group Inc. announced the appointment of William Green as Executive Vice President, Global Sales. Mr. Green has served as Descartes’ Senior Vice President for North American Sales since August 2020. Mr. Green has previously held senior commercial roles at Salesforce, PROLIFIQ and CDC Software (now Aptean). Andrew Roszko, Descartes’ Chief Commercial Officer, will depart the company in second quarter of 2026 to pursue another opportunity. Mr. Roszko was appointed EVP Global Sales in February 2019 and appointed Chief Commercial Officer in June 2022. “Andrew has been a valuable contributor to Descartes’ commercial development.お知らせ • May 05The Descartes Systems Group Inc. to Report Q1, 2026 Results on Jun 04, 2025The Descartes Systems Group Inc. announced that they will report Q1, 2026 results After-Market on Jun 04, 2025お知らせ • Apr 10Descartes Solution Streamlines Air Shipment Data Exchange with Iata’S One RecordDescartes Systems Group announced that the Descartes Air Messaging™ solution has streamlined the transmission of air shipment data according to the International Air Transport Association’s (IATA) ONE Record messaging standard. IATA’s ONE Record initiative aims to help airlines, their partners and service providers digitize air cargo messaging services by January 1, 2026, replacing the traditional exchange of documents using Cargo-IMP and Cargo XML standards. Designed specifically for the air cargo industry, Descartes Air Messaging™ supports a broad range of data standards and message specifications to share air shipment information across regional and global operations, including Application Programming Interfaces (APIs), such as ONE Record, Electronic Data Interchange (EDI), and direct system-to-system connectivity. With more accurate and up-to-date air shipment information, the air cargo industry is better positioned to increase transparency, improve efficiency, and ultimately speed up the movement of freight.お知らせ • Apr 02The Descartes Systems Group Inc., Annual General Meeting, Jun 12, 2025The Descartes Systems Group Inc., Annual General Meeting, Jun 12, 2025.お知らせ • Mar 25The Descartes Systems Group Inc. (TSX:DSG) acquired 3GTMS, LLC for $115 million.The Descartes Systems Group Inc. (TSX:DSG) acquired 3GTMS, LLC for $115 million on March 25, 2025. A cash consideration of $115 million will be paid by The Descartes Systems Group Inc. The transaction will be satisfied from cash on hand. As part of the transaction, 3G’s partners and customers would join Descartes family. Gibson, Dunn & Crutcher LLP acted as legal advisor and Lincoln International LLC acted as financial advisor for 3GTMS, LLC. Morgan, Lewis & Bockius LLP acted as legal advisor and Centerview Partners LLC acted as financial advisor for The Descartes Systems Group Inc. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of 3GTMS, LLC on March 25, 2025.お知らせ • Feb 06Descartes Systems Group Showcases Global Trade Intelligence Technology InnovationsDescartes Systems Group is scheduled to showcase numerous technology innovations to its global trade intelligence software suite at Descartes' Innovation Forum event, which takes place in Washington, DC from February 11-12, 2025. Innovations to Descartes' solution suite help companies in diverse industries manage the cross-border trade of merchandise, commodities and services more securely and efficiently in the face of expanding compliance requirements, geopolitical volatility, and evolving tariffs and trade barriers. Descartes' global trade intelligence innovation and enhancements include: Artificial Intelligence (AI)-enabled screening and classification to scale compliance operations. AI-driven screening for restricted, sanctioned and denied parties quarantines low-quality false positives and identifies when additional due diligence is required. AI-driven import/export classification accelerates product lookup capabilities in combination with other features such as regulations cross-referencing and landed cost calculations. Both innovations help companies more efficiently access and manage high volume, repetitive tasks without overloading existing compliance resources or adding new staff. AI-based agent to speed complex global trade intelligence queries. Converse in multiple languages with an AI- based agent to answer common questions; quickly identify historical trade patterns, emerging trends, or specific data needs (e.g., commodities, companies, products); and receive text- and/or graph-based responses. This helps users define searches more precisely, ensuring they extract the most relevant global trade data and that it's presented effectively. It makes global trade data content more accessible and actionable, while minimizing the training time required to build proficiency in developing optimal queries. Expanded global trade content offerings to simplify more wholistic risk assessments. Combining traditional Harmonized System (HS)-based trade data content with both optional experience-based content, such as previously classified products, and timely innovative-based content, such as legislation and/or regulations, provides companies with a broader content ecosystem to facilitate efficient and effective risk assessment associated with product, party or shipment compliance. Enhanced analytics to generate insights and inform strategic, evidence-based decision making. Advanced Microsoft Power BI-based analytics aggregates data from screening applications and other sources (e.g., visitor management, license management, other operational systems) to provide a single reporting view. Companies no longer need to rely on complicated integrations between applications to access sophisticated analytics that provide useful insight into their compliance activities, particularly in large enterprises. Expanded capabilities to manage increasing export controls and complexities around export license management. Expanded set of East Asian countries for compliance checks and license determinations, in addition to enhanced workflows and data sharing capabilities for very complex controlled goods businesses (e.g., aerospace and defense), which help companies better manage compliance with local laws, international agreements and security protocols.お知らせ • Feb 04The Descartes Systems Group Inc. to Report Q4, 2025 Results on Mar 05, 2025The Descartes Systems Group Inc. announced that they will report Q4, 2025 results After-Market on Mar 05, 2025お知らせ • Nov 04The Descartes Systems Group Inc. to Report Q3, 2025 Results on Dec 03, 2024The Descartes Systems Group Inc. announced that they will report Q3, 2025 results After-Market on Dec 03, 2024お知らせ • Oct 14The Descartes Systems Group Inc. (TSX:DSG) acquired Software Developers LLC for $130 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Software Developers LLC for $130 million on October 14, 2024. Consideration consists of $110 million satisfied from cash on hand, plus additional potential performance-based consideration. The maximum amount payable under the all-cash performance-based earn-out is $20 million, based on the combined business achieving revenue based targets in each of the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2026 and fiscal 2027. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Software Developers LLC on October 14, 2024.お知らせ • Sep 19The Descartes Systems Group Inc. (TSX:DSG) acquired Assure Assist Inc. for $30 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Assure Assist Inc. for $30 million on September 18, 2024. Consideration includes approximately $24 million satisfied with cash on hand, plus potential performance-based consideration. The maximum amount payable under the all-cash performance-based earn-out is $6 million, based on the combined business achieving revenue-based targets in each of the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2026 and fiscal 2027. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Assure Assist Inc. on September 18, 2024.Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: US$0.41 (vs US$0.33 in 2Q 2024)Second quarter 2025 results: EPS: US$0.41 (up from US$0.33 in 2Q 2024). Revenue: US$163.4m (up 14% from 2Q 2024). Net income: US$34.7m (up 23% from 2Q 2024). Profit margin: 21% (up from 20% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 02The Descartes Systems Group Inc. to Report Q2, 2025 Results on Sep 04, 2024The Descartes Systems Group Inc. announced that they will report Q2, 2025 results After-Market on Sep 04, 2024Recent Insider Transactions • Jun 16Non-Executive Independent Chairman recently sold €777k worth of stockOn the 12th of June, Eric Demirian sold around 9k shares on-market at roughly €86.38 per share. This transaction amounted to 90% 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 Eric's only on-market trade for the last 12 months.お知らせ • Jun 13The Descartes Systems Group Inc. (TSX:DSG) acquired Boxtop Technologies Limited for approximately £10.2 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Boxtop Technologies Limited for approximately £10.2 million on June 11, 2024. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Boxtop Technologies Limited on June 11, 2024.Reported Earnings • May 30First quarter 2025 earnings released: EPS: US$0.41 (vs US$0.35 in 1Q 2024)First quarter 2025 results: EPS: US$0.41 (up from US$0.35 in 1Q 2024). Revenue: US$151.3m (up 11% from 1Q 2024). Net income: US$34.7m (up 18% from 1Q 2024). Profit margin: 23% (up from 22% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 22% per year.お知らせ • May 03The Descartes Systems Group Inc. to Report Q1, 2025 Results on May 29, 2024The Descartes Systems Group Inc. announced that they will report Q1, 2025 results After-Market on May 29, 2024お知らせ • Apr 24The Descartes Systems Group Inc. (TSX:DSG) acquired Aerospace Software Developments for €57 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Aerospace Software Developments for €57 million on April 19, 2024. As part of the consideration, Descartes arranged to acquire ASD with €54 million paid at closing from cash on hand and the final arrangements for the transaction expected to occur in Descartes’ fiscal 2025 fourth quarter. Mark Mulcahy from Mazars Ireland provided financial and taxation vendor due diligence services to Aerospace Software Developments. Sam Nolan, John Curtin, Michael Quinlivan from Clearwater International Ireland acted as financial advisors to Aerospace Software Developments.The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Aerospace Software Developments on April 19, 2024.お知らせ • Apr 11Descartes Systems Group Announces the Availability of Descartes MacroPoint FraudGuardDescartes Systems Group announced the availability of Descartes MacroPoint FraudGuard to help freight brokers, third-party logistics companies (3PLs) and shippers identify and prevent fraudulent activities related to carrier information, load tracking, and shipment status. The new capabilities are now included as part of the subscription for the Descartes MacroPoint service. Descartes MacroPoint Fraud Guard uses advanced technology to proactively assess and flag certain potential instances of carrier or driver fraud by evaluating billions of data points on freight location and status for accuracy. It helps to combat fraud by verifying the location of the freight and driver, blocking location tracking points that are determined to be false and managing the interaction with the customer when fraud is detected. The new capabilities help freight brokers, third- party logistics companies (3PLs") and shippers detect fraud early, save costs associated with the repercussions of fraud, improve carrier scorecards and carrier network performance, enhance trust with customers and carriers, and improve collaboration with carriers and partners when addressing concerns or disputes. Descartes MacroPoint is a multimodal visibility platform designed to help freight brokers, 3PLs and shippers gain better visibility to their freight operations and shipments. Carriers can easily connect with the solution via GPS-based electronic logging device (ELD), transportation management systems (TMS), or mobile app-based tracking methods. The platform allows for increased control and management of the supply chain--with more efficient and high-quality data to improve communication and decision-making. Using Descartes MacroPoint, companies can enhance customer service, increase distribution efficiency, better collaborate with customers, suppliers and carriers, and minimize the impact of disruptions and late delivery penalties.お知らせ • Apr 02The Descartes Systems Group Inc., Annual General Meeting, Jun 13, 2024The Descartes Systems Group Inc., Annual General Meeting, Jun 13, 2024.お知らせ • Mar 29The Descartes Systems Group Inc. (TSX:DSG) acquired OCR Services, Inc. for $90 million.The Descartes Systems Group Inc. (TSX:DSG) acquired OCR Services, Inc. for $90 million on March 28, 2024. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of OCR Services, Inc. on March 28, 2024.Reported Earnings • Mar 07Full year 2024 earnings released: EPS: US$1.36 (vs US$1.21 in FY 2023)Full year 2024 results: EPS: US$1.36 (up from US$1.21 in FY 2023). Revenue: US$572.9m (up 18% from FY 2023). Net income: US$115.9m (up 13% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 06The Descartes Systems Group Inc. to Report Q4, 2024 Results on Mar 06, 2024The Descartes Systems Group Inc. announced that they will report Q4, 2024 results After-Market on Mar 06, 2024Reported Earnings • Dec 06Third quarter 2024 earnings released: EPS: US$0.31 (vs US$0.31 in 3Q 2023)Third quarter 2024 results: EPS: US$0.31 (up from US$0.31 in 3Q 2023). Revenue: US$144.7m (up 19% from 3Q 2023). Net income: US$26.6m (flat on 3Q 2023). Profit margin: 18% (down from 22% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 03The Descartes Systems Group Inc. to Report Q3, 2024 Results on Dec 05, 2023The Descartes Systems Group Inc. announced that they will report Q3, 2024 results on Dec 05, 2023Buying Opportunity • Oct 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be €86.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Buying Opportunity • Sep 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.3%. The fair value is estimated to be €85.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Reported Earnings • Sep 07Second quarter 2024 earnings released: EPS: US$0.33 (vs US$0.27 in 2Q 2023)Second quarter 2024 results: EPS: US$0.33 (up from US$0.27 in 2Q 2023). Revenue: US$143.4m (up 17% from 2Q 2023). Net income: US$28.1m (up 23% from 2Q 2023). Profit margin: 20% (up from 19% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be €82.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.お知らせ • Aug 03The Descartes Systems Group Inc. to Report Q2, 2024 Results on Sep 06, 2023The Descartes Systems Group Inc. announced that they will report Q2, 2024 results After-Market on Sep 06, 2023Reported Earnings • Jun 02First quarter 2024 earnings released: EPS: US$0.35 (vs US$0.27 in 1Q 2023)First quarter 2024 results: EPS: US$0.35 (up from US$0.27 in 1Q 2023). Revenue: US$136.6m (up 17% from 1Q 2023). Net income: US$29.4m (up 27% from 1Q 2023). Profit margin: 22% (up from 20% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 04The Descartes Systems Group Inc. to Report Q1, 2024 Results on May 31, 2023The Descartes Systems Group Inc. announced that they will report Q1, 2024 results After-Market on May 31, 2023Reported Earnings • Mar 04Full year 2023 earnings released: EPS: US$1.21 (vs US$1.02 in FY 2022)Full year 2023 results: EPS: US$1.21 (up from US$1.02 in FY 2022). Revenue: US$486.0m (up 14% from FY 2022). Net income: US$102.2m (up 19% from FY 2022). Profit margin: 21% (in line with FY 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 04The Descartes Systems Group Inc. to Report Q4, 2023 Results on Mar 01, 2023The Descartes Systems Group Inc. announced that they will report Q4, 2023 results After-Market on Mar 01, 2023お知らせ • Jan 08The Descartes Systems Group Inc. (TSX:DSG) acquired Supply Vision, Inc. for $15 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Supply Vision, Inc. for $15 million on January 6, 2023. Under the terms of the agreement, The Descartes Systems Group paid $12 million in cash on hand and a potential earnout payment of $3 million based on Supply Vision achieving revenue-based targets in each of the first two years post-acquisition.The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Supply Vision, Inc. on January 6, 2023.Reported Earnings • Dec 08Third quarter 2023 earnings released: EPS: US$0.31 (vs US$0.30 in 3Q 2022)Third quarter 2023 results: EPS: US$0.31 (up from US$0.30 in 3Q 2022). Revenue: US$121.5m (up 12% from 3Q 2022). Net income: US$26.5m (up 3.8% from 3Q 2022). Profit margin: 22% (down from 23% in 3Q 2022). 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 7.7% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Nov 30Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.5%. The fair value is estimated to be €80.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Recent Insider Transactions • Sep 20Independent Director recently bought €114k worth of stockOn the 14th of September, Sandra Hanington bought around 2k shares on-market at roughly €69.14 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €528k more in shares than they have sold in the last 12 months.Reported Earnings • Sep 09Second quarter 2023 earnings released: EPS: US$0.27 (vs US$0.27 in 2Q 2022)Second quarter 2023 results: EPS: US$0.27 (down from US$0.27 in 2Q 2022). Revenue: US$123.0m (up 18% from 2Q 2022). Net income: US$22.9m (down 1.2% from 2Q 2022). Profit margin: 19% (down from 22% in 2Q 2022). 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 8.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jun 19Independent Director recently bought €53k worth of stockOn the 14th of June, John Walker bought around 929 shares on-market at roughly €56.79 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €184k more in shares than they have sold in the last 12 months.Reported Earnings • Jun 03First quarter 2023 earnings released: EPS: US$0.27 (vs US$0.22 in 1Q 2022)First quarter 2023 results: EPS: US$0.27 (up from US$0.22 in 1Q 2022). Revenue: US$116.4m (up 18% from 1Q 2022). Net income: US$23.1m (up 26% from 1Q 2022). Profit margin: 20% (up from 19% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 04Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: US$1.02 (up from US$0.62 in FY 2021). Revenue: US$424.7m (up 22% from FY 2021). Net income: US$86.3m (up 66% from FY 2021). Profit margin: 20% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jan 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be US$76.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% per annum over the last 3 years. Earnings per share has grown by 32% per annum over the last 3 years.Recent Insider Transactions • Jan 19Chief Financial Officer recently bought €613k worth of stockOn the 14th of January, Allan Brett bought around 10k shares on-market at roughly €61.33 per share. This was the largest purchase by an insider in the last 3 months. This was Allan's only on-market trade for the last 12 months.Reported Earnings • Dec 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: US$0.30 (up from US$0.16 in 3Q 2021). Revenue: US$108.9m (up 25% from 3Q 2021). Net income: US$25.5m (up 92% from 3Q 2021). Profit margin: 23% (up from 15% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 14%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Oct 21Insider recently sold €252k worth of stockOn the 15th of October, Andrew Roszko sold around 4k shares on-market at roughly €72.01 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €482k more than they bought in the last 12 months.Reported Earnings • Sep 10Second quarter 2022 earnings released: EPS US$0.27 (vs US$0.13 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$104.6m (up 24% from 2Q 2021). Net income: US$23.2m (up 120% from 2Q 2021). Profit margin: 22% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jul 04Insider recently sold €230k worth of stockOn the 28th of June, Christopher Jones sold around 4k shares on-market at roughly €57.43 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Jun 22Swiss Beauty Retailer haar-shop.ch Increases Warehouse Productivity by Over 40% with Descartes Ecommerce Warehouse Management SystemDescartes Systems Group announced that online Swiss beauty vendor haar-shop.ch AG significantly improved order fulfillment productivity by over 40% and increased its warehouse utilization rate by more than one third by using Descartes’ cloud-based ecommerce warehouse management solution (WMS). Part of Descartes’ ecommerce solution suite, the Descartes Ecommerce WMS solution helps direct-to-consumer brands, ecommerce retailers, and traditional retailers rapidly scale in combination with providing a remarkable customer experience. The solution helps ensure that clients can ship on time, ship the right items, do not oversell existing inventory, and have full transparency into warehouse operations. The Descartes Ecommerce WMS solution is pre-integrated to major ecommerce platforms like Shopify, Magento or Shopware to accelerate implementation and time to value. Order information is automatically available to be executed via mobile driven multi-order pick-and-pack strategies and then fed into parcel shipment systems.Reported Earnings • Jun 04First quarter 2022 earnings released: EPS US$0.22 (vs US$0.13 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$98.8m (up 18% from 1Q 2021). Net income: US$18.4m (up 67% from 1Q 2021). Profit margin: 19% (up from 13% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 25% per year.お知らせ • May 13Ocean Network Express (ONE) Launches Digital Freight Booking Platform Powered by Descartes KontainersDescartes Systems Group announced that Singapore-based Ocean Network Express (ONE), the world's sixth largest container carrier, is using the Descartes Kontainers solution to digitize the shipper-facing aspects of its freight execution operations in 11 Asian countries as part of a pilot program. The Descartes Kontainers solution facilitates a fully digital customer experience including quoting, booking, tracking and dashboard analytics for shipping lines, freight forwarders, ocean transportation intermediaries (OTI) and non-vessel operating common carriers (NVOCC) around the world. The digital freight execution platform enables these logistics services providers (LSP) to rapidly create branded, online self-service experiences for their customers. With its recent acquisition of Portrix Logistics Systems, Descartes can also now provide freight forwarders with a comprehensive digital solution for engaging customers and managing rates. However, the solution also helps LSPs preserve investments in existing rate management and back-office systems and quickly get their digital customer experience live through the use of standardized APIs. Even large carriers and LSPs such as ONE are able to get customers booking freight in just a few months.お知らせ • May 11The Descartes Systems Group Inc (TSX:DSG) acquired Portrix Logistic Software GmbH for approximately €22 million.The Descartes Systems Group Inc (TSX:DSG) acquired Portrix Logistic Software GmbH for approximately €22 million on May 10, 2021. The transaction is satisfied from cash on hand. Proventis Partners GmbH acted as exclusive M&A advisor to the shareholders of PORTRIX LOGISTIC SOFTWARE The Descartes Systems Group Inc (TSX:DSG) completed the acquisition of Portrix Logistic Software GmbH on May 10, 2021.お知らせ • Mar 11Universal Logistics Inc. Using Descartes Systems Group's Canadian Customs Brokerage™ Solution to Increase Customer Satisfaction and Improve Operational Effectiveness Through Automation of Labor-Intensive Customs Declarations ProcessesDescartes Systems Group announced that Universal Logistics Inc., is using the Descartes Canadian Customs Brokerage™ solution to increase customer satisfaction and improve operational effectiveness through automation of labor-intensive customs declarations processes. The solution is enhanced by an innovative documentation digitization solution from Windmill, a Descartes United by Design partner. An on-demand software solution, Descartes Canadian Customs Brokerage provides customs brokers with the ability to streamline and automate the workflows associated with customs entries, regulatory filings, and customer invoicing to improve operational productivity. The solution uses the Descartes Global Logistics Network™ (Descartes GLN™) to electronically connect customs brokers with shippers, carriers and regulatory authorities around the world to speed data collection and dissemination. Descartes Canadian Customs Brokerage is integrated with Windmill’s EasyClearance solution to allow unstructured electronic documents, such as PDFs of commercial invoices from shippers, to be converted quickly and effectively to structured data, eliminating the need for repetitive, error-prone, time-consuming manual data entry that would slow the customs clearance process.Reported Earnings • Mar 05Full year 2021 earnings released: EPS US$0.62 (vs US$0.45 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$348.7m (up 7.0% from FY 2020). Net income: US$52.1m (up 41% from FY 2020). Profit margin: 15% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 13%, compared to a 25% growth forecast for the Software industry in Germany.お知らせ • Mar 03The Descartes Systems Group Inc (TSX:DSG) acquired QuestaWeb, Inc. for $36 million.The Descartes Systems Group Inc (TSX:DSG) acquired QuestaWeb, Inc. for $36 million on March 1, 2021. The transaction is satisfied from cash on hand. QuestaWeb is headquartered in Clarke, New Jersey. The Descartes Systems Group Inc (TSX:DSG) completed the acquisition of QuestaWeb, Inc. on March 1, 2021.お知らせ • Feb 18KoRo Uses Descartes Ecommerce Warehouse Management Solution to Fulfill Surging Order VolumesDescartes Systems Group announced that KoRo Handels GmbH, is using the Descartes Ecommerce Warehouse Management Solution (WMS) to scale order fulfillment to meet peak promotions and maintain customer satisfaction. The Descartes Ecommerce WMS solution automates ecommerce processes from initial goods receipt through put-away in the warehouse, order processing, outbound shipment execution and returns management. It collects order information from ecommerce websites, translates it into mobile scanning-driven pick-and-pack processes within the warehouse, initiates the shipment to the customer, and synchronizes receiving and fulfillment information with the customer’s financial and shipment tracking systems. This rapid-to-deploy automation enables small-to-medium-sized retailers to scale to support growing ecommerce demand.お知らせ • Feb 03The Descartes Systems Group Inc to Report Q4, 2021 Results on Mar 03, 2021The Descartes Systems Group Inc announced that they will report Q4, 2021 results After-Market on Mar 03, 2021お知らせ • Feb 02Fresenius Medical Care Holdings, Inc. Enhances Nationwide Distribution of Home Dialysis Machines and Supplies with the Descartes Systems Group Inc Last Mile Delivery SolutionFresenius Medical Care North America and Descartes Systems Group announced the rollout of Descartes’ last mile delivery solution to improve the distribution of equipment and services to home patients and dialysis centers across the U.S. Descartes’ last mile delivery solution provides an end-to-end platform for home and last mile delivery operations. The solution spans delivery appointment booking, route planning and execution, mobile proof-of-delivery (POD) and notifications processes. For FMCNA, in addition to creating more efficiencies with route planning, the solution improves customer experience by providing home patients with more detailed information and control over the delivery of life-sustaining dialysis supplies. These enhancements support efforts to increase adoption of home dialysis treatment for people living with kidney failure, an FMCNA priority and a goal of the U.S. government’s Advancing American Kidney Health initiative. Using advanced continuous optimization technology, Descartes’ last mile delivery solution takes committed appointments and improves route productivity, which generates additional delivery capacity and reduces costs. The solution manages delivery execution with intelligent dispatching and GPS-based real-time vehicle tracking. The related mobile application helps drivers execute the route and capture essential POD details. Real-time alerts keep customers up to date with the progress of the delivery through text or email messages and engage the customer through surveys to provide a superior customer experience.Is New 90 Day High Low • Jan 21New 90-day high: €52.50The company is up 13% from its price of €46.60 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.62 per share.お知らせ • Dec 15Worldwide Flight Services Deploys Descartes Systems Group's Bluetooth Tracking Technology for Real-Time Visibility of Premium Products and Improved ULD UtilizationDescartes Systems Group announced that Worldwide Flight Services is offering its airline customers enhanced real-time shipment visibility and cost-efficient unit load device (ULD) asset management solutions by deploying Descartes Core Bluetooth Low Energy (BLE)™ readers across its global cargo operations. Already live at WFS’ airport locations in Paris, London, Brussels, Frankfurt, Madrid, New York and Houston, the Descartes readers will be introduced at other international stations in the company’s network, spanning 175 major airports in 22 countries, to track cargo, parcels and mail shipments in-line with customer demand. Designed to help deliver end-to-end visibility across entire air cargo supply chains, the Descartes readers capture the movement of air shipments bundled into a single ULD container or pallet that has either Descartes or third-party BLE tags attached. Shipment status can be tracked in real-time, whether cargo is in the air or on the ground. The solution also improves ULD asset management by identifying the location of containers, which helps to optimize ULD inventory and reduce the costs associated with misplaced equipment or the requirement to lease additional ULDs.Reported Earnings • Dec 04Third quarter 2021 earnings released: EPS US$0.16The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$87.5m (up 5.4% from 3Q 2020). Net income: US$13.3m (up 38% from 3Q 2020). Profit margin: 15% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Dec 04Revenue beats expectationsRevenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 11%, compared to a 13% growth forecast for the Software industry in Germany.お知らせ • Nov 10Freight Scouts Transforms Broker Operations with Cloud-Based Transportation Management and Load Tracking Visibility Solution from DescartesDescartes Systems Group announced that Freight Scouts is using Descartes’ cloud-based transportation management and load tracking visibility solution to modernize its operations. With the Descartes Aljex™ transportation management system (TMS), fully integrated with real-time load tracking visibility solution Descartes MacroPoint™, Freight Scouts is streamlining the transportation of truckload (TL) and less-than-truckload (LTL) freight for its own brokerage customers, and for shipments originating from fulfillment centers managed by its parent company, PBD Worldwide. Descartes’ cloud-based solutions for freight brokers provide end-to-end capabilities that enable companies to deliver better customer service, enhance operational performance and maximize margin. The Descartes Aljex TMS automates and streamlines daily freight broker activities to boost operational efficiency, including order entry, lane rate comparison, covering loads, rate confirmation, carrier acceptance, dispatching and electronic data interchange (EDI). Through integration with Descartes MacroPoint, freight brokers also gain real-time visibility into load status by replacing time-consuming and ineffective manual check calls with automated status updates from carriers, which enhances service levels for shipper customers.お知らせ • Nov 07The Descartes Systems Group Inc (TSX:DSG) acquired ShipTrack for CAD 50 million.The Descartes Systems Group Inc (TSX:DSG) acquired ShipTrack for CAD 50 million on November 6, 2020. As part of the consideration, Descartes will pay up- front cash consideration of CAD 25 million and maximum amount payable under the all cash performance based earn out is CAD 25 million, based on ShipTrack achieving revenue based targets over the first two years post acquisition. The Descartes Systems Group Inc (TSX:DSG) completed the acquisition of ShipTrack on November 6, 2020.お知らせ • Nov 05The Descartes Systems Group Inc to Report Q3, 2021 Results on Dec 02, 2020The Descartes Systems Group Inc announced that they will report Q3, 2021 results on Dec 02, 2020お知らせ • Sep 25The Descartes Systems Group Inc (TSX:DSG) acquired e-customs Ltd for £6.6 million.The Descartes Systems Group Inc (TSX:DSG) acquired e-customs Ltd for £6.6 million from several private UK investors on December 5, 2014. Descartes shall pay a consideration of £5.8 million plus a potential performance-based consideration in amount of £0.8 million in cash, based on Pentant achieving revenue-based targets over a one year period. Any earn-out is expected to be paid in fiscal 2016. In a separate transaction, Descartes also acquired Pentant Limited. The Camlee Group acted as financial advisor for e-customs Ltd. The Descartes Systems Group Inc (TSX:DSG) completed the acquisition of e-customs Ltd several private UK investors on December 5, 2014.お知らせ • Sep 23+ 1 more updateBrook Furniture Rental Optimizes Delivery Appointment Scheduling with Descartes Home Delivery SolutionDescartes Systems Group announced that Brook Furniture Rental selected Descartes’ delivery appointment scheduling and execution solution to improve its white glove delivery operations across 12 distribution centers in the U.S. Descartes home delivery solution provides an end-to-end platform for home and last-mile delivery operations that spans the delivery appointment booking, route planning and execution, mobile proof-of-delivery (POD) and notifications processes. Descartes Reservations™, Descartes’ dynamic delivery appointment scheduling solution, creates delivery appointment options that are scored, allowing retailers to intelligently control the delivery booking process to maximize revenue and customer experience while minimizing costs. Descartes Route Planner™ takes committed delivery appointments and, using advanced continuous optimization technology, improves route productivity, which opens up additional delivery capacity and reduces delivery costs. The solution also manages delivery execution with intelligent dispatching and GPS-based real-time vehicle tracking. Descartes Mobile™ helps drivers execute the route and capture essential POD details. Descartes Notifications™ keeps customers up to date with the progress of the delivery through text or email messages.Is New 90 Day High Low • Sep 18New 90-day low: €44.00The company is down 2.0% from its price of €45.00 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.89 per share.お知らせ • Aug 06The Descartes Systems Group Inc to Report Q2, 2021 Results on Sep 09, 2020The Descartes Systems Group Inc announced that they will report Q2, 2021 results on Sep 09, 2020株主還元DC2DE SoftwareDE 市場7D-0.2%0.3%-2.3%1Y-26.5%-45.4%0.3%株主還元を見る業界別リターン: DC2過去 1 年間で-45.4 % の収益を上げたGerman Software業界を上回りました。リターン対市場: DC2は、過去 1 年間で0.3 % のリターンを上げたGerman市場を下回りました。価格変動Is DC2's price volatile compared to industry and market?DC2 volatilityDC2 Average Weekly Movement6.5%Software Industry Average Movement6.4%Market Average Movement5.4%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.8%安定した株価: DC2 、 German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: DC2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19812,384Ed Ryanwww.descartes.comデカルト・システムズ・グループは、グローバル・ロジスティクス・テクノロジー・ソリューションを世界中に提供している。同社のロジスティクス・テクノロジー・プラットフォームは、モジュール式で相互運用可能なウェブおよびワイヤレスのロジスティクス管理ソリューションを幅広く提供している。同社は、ルーティング、モバイル、テレマティクス、輸送管理、eコマース、出荷、フルフィルメント、税関・規制コンプライアンス、グローバル・トレード・インテリジェンス、ブローカーおよびフォワーダー・エンタープライズ・システム、B2Bメッセージングおよび接続サービスを含む一連のソリューションを提供している。また、モジュール型、SaaS型、データ・ソリューションを利用して、配送リソースのルーティング、スケジューリング、追跡、測定、出荷の計画、割り当て、実行、輸送料金の請求、監査、支払い、グローバルな貿易データへのアクセスと分析、貿易関税と関税計算の調査と実行、輸出入のための税関とセキュリティ文書の提出、その他さまざまなロジスティクス・プロセスを顧客に提供している。さらに、コンサルティング、導入、トレーニングサービス、メンテナンス、サポートサービスも提供している。同社は、航空、海上、トラックなどの輸送業者、サードパーティ・ロジスティクス・プロバイダー、貨物輸送業者、通関業者などのロジスティクス・サービス・プロバイダー、小売業者、製造業者、流通業者、モバイル・ビジネス・サービス・プロバイダーなどの流通集約型企業に、サブスクリプション、トランザクション、または永久ライセンス・ベースでサービスを提供している。デカルト・システムズ・グループは1981年に設立され、カナダのウォータールーに本社を置いています。もっと見るThe Descartes Systems Group Inc. 基礎のまとめDescartes Systems Group の収益と売上を時価総額と比較するとどうか。DC2 基礎統計学時価総額€5.44b収益（TTM）€154.62m売上高(TTM)€662.28m35.5xPER（株価収益率8.3xP/SレシオDC2 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DC2 損益計算書（TTM）収益US$753.87m売上原価US$170.76m売上総利益US$583.11mその他の費用US$407.11m収益US$176.00m直近の収益報告Apr 30, 2026次回決算日該当なし一株当たり利益（EPS）2.05グロス・マージン77.35%純利益率23.35%有利子負債／自己資本比率0%DC2 の長期的なパフォーマンスは？過去の実績と比較を見る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2026/07/13 13:46終値2026/07/13 00:00収益2026/04/30年間収益2026/01/31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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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The Descartes Systems Group Inc. 13 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。25 アナリスト機関Raimo LenschowBarclaysGabriel LeungBeacon Securities LimitedThanos MoschopoulosBMO Capital Markets Equity Research22 その他のアナリストを表示
お知らせ • Jul 06The Descartes Systems Group Inc. (TSX:DSG) acquired Drivin.The Descartes Systems Group Inc. (TSX:DSG) acquired Drivin on July 6, 2026. A cash consideration of $30 million will be paid by The Descartes Systems Group Inc with cash on hand. The Descartes Systems Group Inc. will pay an earnout/contingent payment of $5 million cash, based on the combined business achieving revenue-based targets in the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2029. $35 million is paid towards common equity of Drivin. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Drivin on July 6, 2026.
お知らせ • Jun 23Descartes Systems Group Announces New AuditLog Capability Within Descartes MyCarrierPortalDescartes Systems Group announced a new review management and audit logging capability within Descartes MyCarrierPortal to help freight brokers, third party logistics service providers (3PLs) and shippers create auditable, transparent carrier selection processes. With standardized review workflows, management oversight and auditable decision records, AuditLog helps companies reduce their reliance on manual recordkeeping and disconnected documentation systems. Built directly into the Descartes MyCarrierPortal carrier onboarding and compliance solution, AuditLog combines carrier review management and audit logging in a single workflow, helping organizations create a clear record of carrier evaluations, management reviews and onboarding decisions. The solution automatically documents carrier risk assessment information, review activity, management oversight and outcomes at the time decisions are made, which preserves a historical record of carrier evaluations and onboarding decisions. This “snapshot in time” approach helps organizations maintain a record of what information was available and considered during the review process, as carrier profiles, safety records, operating authorities and risk factors may evolve over time. Using AuditLog, organizations can review carrier risk and safety assessments through a centralized workflow, document carrier approvals and denials with commentary and supporting rationale, route carriers requiring additional scrutiny through management review processes, establish future review dates for ongoing oversight, automatically record review actions and workflow changes, create auditable records of carrier selection decisions, improve visibility and communication across operational, safety, and compliance teams, and support internal governance, audit, and documentation initiatives. AuditLog is available now for all Descartes MyCarrierPortal customers.
Reported Earnings • Jun 04First quarter 2027 earnings released: EPS: US$0.56 (vs US$0.42 in 1Q 2026)First quarter 2027 results: EPS: US$0.56 (up from US$0.42 in 1Q 2026). Revenue: US$193.6m (up 15% from 1Q 2026). Net income: US$48.5m (up 34% from 1Q 2026). Profit margin: 25% (up from 22% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 04The Descartes Systems Group Inc. to Report Q1, 2027 Results on Jun 03, 2026The Descartes Systems Group Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026
お知らせ • Apr 23The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Idelic Inc. for $40 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Idelic Inc. for $40 million on April 23, 2026. For Acquisition The Descartes Systems Group Inc. will pay $28 million with cash on hand, plus potential performance-based consideration. The maximum amount payable under the all-cash performance-based earn-out is $12 million, based on the combined business achieving revenue-based targets in each of the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2028 and fiscal 2029. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Idelic Inc. for $40 million on April 23, 2026.
お知らせ • Apr 15Descartes Systems Group Expands Artificial Intelligence Capabilities with Fleet Data Intelligence PlatformDescartes Systems Group announced expanded artificial intelligence capabilities on its Global Logistics Network with the introduction of the Descartes Fleet Data Intelligence platform. Built on the scale and real-world operational data of the Global Logistics Network, the platform combines a new AI agent and machine learning capabilities to enhance on-time delivery, strengthen service level compliance and reduce cost per delivery while providing the visibility needed to measure, sustain and scale fleet performance improvements over time. The Fleet Data Intelligence platform introduces René, an AI agent that surfaces both real-time insights and longer-term improvement opportunities without requiring manual data extraction or specialized analytics expertise. For day-to-day fleet performance, René enables planners, dispatchers and operations leaders to quickly investigate issues, test hypotheses and get immediate answers simply by asking questions, such as why routes ran faster in a given period, what is driving overtime or where service levels are at risk. René also uncovers deeper, systemic patterns by analyzing large volumes of fleet execution data to identify trends and surface root causes of inefficiencies—for example, a group of drivers consistently logging excess miles due to manual route deviations—to take targeted action to improve performance. The platform also introduces machine learning capabilities that have increased route density by up to 30% in early deployments, enabling fleets to complete more stops without adding vehicles or drivers. It generates more accurate service time predictions by learning from real-world delivery durations and route conditions across variables such as customer type, product characteristics, delivery volume, vehicle type, charging stop locations and geography. Improved planning precision minimizes excess buffer time, idle capacity, missed delivery windows and route plans that diverge during execution, allowing companies to schedule more stops per driver within the same working hours. In addition, the platform provides structured visibility into key performance metrics, enabling organizations to benchmark service levels and track the impact of operational changes over time. By measuring improvements in areas such as route efficiency, service compliance and driver productivity, fleets can validate results, reinforce best practices and scale performance gains across their operations.
お知らせ • Jul 06The Descartes Systems Group Inc. (TSX:DSG) acquired Drivin.The Descartes Systems Group Inc. (TSX:DSG) acquired Drivin on July 6, 2026. A cash consideration of $30 million will be paid by The Descartes Systems Group Inc with cash on hand. The Descartes Systems Group Inc. will pay an earnout/contingent payment of $5 million cash, based on the combined business achieving revenue-based targets in the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2029. $35 million is paid towards common equity of Drivin. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Drivin on July 6, 2026.
お知らせ • Jun 23Descartes Systems Group Announces New AuditLog Capability Within Descartes MyCarrierPortalDescartes Systems Group announced a new review management and audit logging capability within Descartes MyCarrierPortal to help freight brokers, third party logistics service providers (3PLs) and shippers create auditable, transparent carrier selection processes. With standardized review workflows, management oversight and auditable decision records, AuditLog helps companies reduce their reliance on manual recordkeeping and disconnected documentation systems. Built directly into the Descartes MyCarrierPortal carrier onboarding and compliance solution, AuditLog combines carrier review management and audit logging in a single workflow, helping organizations create a clear record of carrier evaluations, management reviews and onboarding decisions. The solution automatically documents carrier risk assessment information, review activity, management oversight and outcomes at the time decisions are made, which preserves a historical record of carrier evaluations and onboarding decisions. This “snapshot in time” approach helps organizations maintain a record of what information was available and considered during the review process, as carrier profiles, safety records, operating authorities and risk factors may evolve over time. Using AuditLog, organizations can review carrier risk and safety assessments through a centralized workflow, document carrier approvals and denials with commentary and supporting rationale, route carriers requiring additional scrutiny through management review processes, establish future review dates for ongoing oversight, automatically record review actions and workflow changes, create auditable records of carrier selection decisions, improve visibility and communication across operational, safety, and compliance teams, and support internal governance, audit, and documentation initiatives. AuditLog is available now for all Descartes MyCarrierPortal customers.
Reported Earnings • Jun 04First quarter 2027 earnings released: EPS: US$0.56 (vs US$0.42 in 1Q 2026)First quarter 2027 results: EPS: US$0.56 (up from US$0.42 in 1Q 2026). Revenue: US$193.6m (up 15% from 1Q 2026). Net income: US$48.5m (up 34% from 1Q 2026). Profit margin: 25% (up from 22% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 04The Descartes Systems Group Inc. to Report Q1, 2027 Results on Jun 03, 2026The Descartes Systems Group Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026
お知らせ • Apr 23The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Idelic Inc. for $40 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Idelic Inc. for $40 million on April 23, 2026. For Acquisition The Descartes Systems Group Inc. will pay $28 million with cash on hand, plus potential performance-based consideration. The maximum amount payable under the all-cash performance-based earn-out is $12 million, based on the combined business achieving revenue-based targets in each of the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2028 and fiscal 2029. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Idelic Inc. for $40 million on April 23, 2026.
お知らせ • Apr 15Descartes Systems Group Expands Artificial Intelligence Capabilities with Fleet Data Intelligence PlatformDescartes Systems Group announced expanded artificial intelligence capabilities on its Global Logistics Network with the introduction of the Descartes Fleet Data Intelligence platform. Built on the scale and real-world operational data of the Global Logistics Network, the platform combines a new AI agent and machine learning capabilities to enhance on-time delivery, strengthen service level compliance and reduce cost per delivery while providing the visibility needed to measure, sustain and scale fleet performance improvements over time. The Fleet Data Intelligence platform introduces René, an AI agent that surfaces both real-time insights and longer-term improvement opportunities without requiring manual data extraction or specialized analytics expertise. For day-to-day fleet performance, René enables planners, dispatchers and operations leaders to quickly investigate issues, test hypotheses and get immediate answers simply by asking questions, such as why routes ran faster in a given period, what is driving overtime or where service levels are at risk. René also uncovers deeper, systemic patterns by analyzing large volumes of fleet execution data to identify trends and surface root causes of inefficiencies—for example, a group of drivers consistently logging excess miles due to manual route deviations—to take targeted action to improve performance. The platform also introduces machine learning capabilities that have increased route density by up to 30% in early deployments, enabling fleets to complete more stops without adding vehicles or drivers. It generates more accurate service time predictions by learning from real-world delivery durations and route conditions across variables such as customer type, product characteristics, delivery volume, vehicle type, charging stop locations and geography. Improved planning precision minimizes excess buffer time, idle capacity, missed delivery windows and route plans that diverge during execution, allowing companies to schedule more stops per driver within the same working hours. In addition, the platform provides structured visibility into key performance metrics, enabling organizations to benchmark service levels and track the impact of operational changes over time. By measuring improvements in areas such as route efficiency, service compliance and driver productivity, fleets can validate results, reinforce best practices and scale performance gains across their operations.
お知らせ • Apr 01Descartes Systems Group Announces ER2 Uses Descartes Sellercloud Solution to Enhance Ecommerce FulfillmentDescartes Systems Group announced that ER2, an Arizona-based IT asset management company, is using the Descartes Sellercloud solution to enhance ecommerce fulfillment by unifying inventory management, warehouse operations and shipping across eight facilities on a single platform. The solution has helped ER2 improve picking speed by approximately 75%, minimize cross-shipping errors and reduce shipping costs. ER2 has realized the following benefits by using the Descartes Sellercloud solution: Bin-controlled inventory and barcode validation minimized monthly cross-shipments caused by manual picking errors and disconnected systems. Fewer fulfillment errors mean fewer returns, less reshipping and reduced transportation-related waste—helping align operational efficiency with ER2’s sustainability goals. Picking speed improved by 75% with guided picking workflows and structured pick paths that reduced redundant travel and manual verification for warehouse teams, enabling ER2 to process more refurbished equipment efficiently and get redeployed assets back into productive use faster. Shipping costs decreased for approximately 40% of the company’s orders using intelligent routing logic to fulfill orders from the warehouse closest to the customer. In addition to lowering costs and accelerating delivery times to one to two days—often earlier than marketplace estimates—this approach reduces shipping distances and associated emissions. Descartes Sellercloud is an inventory and order management platform that helps small and mid-market retailers, distributors and wholesalers with omnichannel ecommerce operations centralize the management of their catalog, inventory, orders, purchasing, fulfillment and shipping. With 350+ integrations to marketplaces (including Amazon, Walmart, Shopify, WooCommerce and TikTok), shopping carts, shipping partners, third party logistics providers, payment gateways and vendors, the solution provides a comprehensive ecommerce ecosystem that companies can easily leverage to expand operations as they grow.
お知らせ • Mar 31The Descartes Systems Group Inc., Annual General Meeting, Jun 11, 2026The Descartes Systems Group Inc., Annual General Meeting, Jun 11, 2026.
お知らせ • Mar 13The Descartes Systems Group Inc. (TSX:DSG) acquired Utordo Ltd for $3.3 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Utordo Ltd for $3.3 million on March 11, 2026. The purchase price for the acquisition was approximately $2.3 million (£1.8 million), which was funded from cash on hand, plus potential performance-based contingent consideration of up to $1.0 million (£0.8 million) based on OrderMine achieving revenue-based targets over the first two years post-acquisition. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Utordo Ltd for $3.3 million on March 11, 2026.
お知らせ • Mar 12The Descartes Systems Group Inc. Appoints Edward Gardner as Chief Financial Officer, Effective March 12, 2026The Descartes Systems Group Inc. announced that Edward Gardner would succeed Allan Brett as Descartes’ Chief Financial Officer. Mr. Gardner’s appointment is effective March 12, 2026. Mr. Brett will continue his employment with Descartes in a senior advisory role to the executive team.
お知らせ • Mar 05Descartes Systems Group Expands Artificial Intelligence Capabilities on Global Logistics Network with Introduction of Descartes MacroPoint OpsForceDescartes Systems Group announced expanded artificial intelligence capabilities on its multimodal Global Logistics Network with the introduction of Descartes MacroPoint OpsForce, a suite of AI agents designed to automate freight visibility workflows, maintain tracking continuity and improve execution across complex, inter-enterprise supply chains. Built on the scale and real-time data of the Global Logistics Network, OpsForce leverages trusted, clean and formatted network intelligence to power automated driver engagement, exception management and documentation workflows for shippers, brokers, carriers and logistics service providers. In just months, over 435,000 more drivers have been connected to the Global Logistics Network through 720,000+ AI-powered driver outreaches. In addition, since first launched, OpsForce has helped customers eliminate up to 100% of manual check calls and achieve, on average, a 30% increase in no-touch tracking automation, 1.5x productivity gains for tracking teams, and 15% faster settlement through automated proof of delivery capture. As part of the Global Logistics Network, Descartes MacroPoint connects to hundreds of thousands of carriers and logistics service providers globally, along with millions of individual drivers to deliver real-time shipment visibility. When needed, the solution’s AI agents are automatically activated to guide mobile app onboarding to expand tracking coverage, restore tracking if it fails to start or stops unexpectedly, confirm arrival and departure milestones when geofence data is uncertain, and collect missing proof-of-delivery documentation. By automating these exception-based workflows, OpsForce reduces manual check calls, increases no-touch tracking, and enhances tracking compliance against customer visibility mandates.
お知らせ • Feb 10Descartes Systems Group Announces Latest Technology Innovations Focused on Artificial Intelligence (Ai) and Advanced AutomationDescartes Systems Group announced its latest technology innovations focused on artificial intelligence (AI) and advanced automation at Manifest 2026 from February 9-11 in Las Vegas. Descartes' solutions leverage its Global Logistics Network to help organizations of all sizes operate more intelligently, securely and resiliently in complex supply chain and logistics environments where execution, compliance, and risk mitigation matter. Technology innovations and enhancements being showcased at Manifest 2026 include: AI-driven Global Trade Intelligence to Manage Regulatory, Tariff and Compliance Risk; AI-driven denied party screening that, in collaboration with human oversight, reduces false positives to just fractions of a percent creating significant efficiencies, especially for organizations with large screening volumes; AI-enabled classification to accelerate product lookups and enhance the accuracy and consistency of import/export classification decisions; Agentic AI to help quickly identify trade patterns, trends and anomalies across large datasets using natural language queries, making complex global trade data more accessible and actionable; AI Enhancements to Forwarder/Broker Enterprise Systems for Complex Regulated Operations; AI-driven automation to convert structured and unstructured trade documents into accurate, digitized customers and security filings, reducing manual effort, improving data quality and accelerating processing; Advanced compliance capabilities to support security filings and customs requirements, facilitating legitimate trade and mitigating compliance risk; Advanced tracking and expanded ecosystem integrations improve shipment visibility, streamline workflows, and help logistics service providers scale while maintaining control and customer service; AI Innovation in Transportation Management & Real-time Visibility to Increase Accuracy and Responsiveness; Agentic AI to automate driver engagement, tracking continuity, arrival/departure confirmation and POD collection, allowing operations teams to focus on higher-value work; Agentic AI to help achieve customer-mandated visibility KPIs through exception-based automated outreach, recovery, confirmation, and documentation capture; AI-enabled Fleet and Last Mile Capabilities to Execute Rel reliably and Profitably; AI-enabled safety technologies to monitor driving behavior and proactively address risk; AI-driven service time predictions that are continuously refined based on real-time conditions such as traffic, weather and delivery constraints; AI-driven analytics proactively identify and mitigate delivery risks, helping customers maintain service reliability at scale.
お知らせ • Feb 03The Descartes Systems Group Inc. to Report Q4, 2026 Results on Mar 11, 2026The Descartes Systems Group Inc. announced that they will report Q4, 2026 results After-Market on Mar 11, 2026
お知らせ • Nov 03The Descartes Systems Group Inc. to Report Q3, 2026 Results on Dec 03, 2025The Descartes Systems Group Inc. announced that they will report Q3, 2026 results After-Market on Dec 03, 2025
お知らせ • Aug 06Descartes Systems Group Announces the Release of Descartes Visual Compliance™ AI AssistDescartes Systems Group announced the release of Descartes Visual Compliance™ AI Assist, the latest advancement in denied party screening that uses new artificial intelligence (AI) capabilities to help trade compliance teams automatically reduce the effort required to review and clear false positives. false positives are alerts that appear to match restricted, sanctioned and denied party entities but are, in fact, benign matches that lead to unnecessary reviews, wasted time and delayed shipments for import or export. Descartes Visual Compliance is a cloud-based solution for export, financial and trade compliance, including restricted and denied party screening. The solution includes comprehensive watch list and regulatory content from the U.S. as well as the EU, APAC and EMEA regions. Descartes Visual Compliance helps companies of all sizes in diverse industries, such as aerospace, financial services, retail, manufacturing, education, transportation and defense, better navigate the ever-changing, complex world of foreign trade compliance by streamlining workflows, mitigating business risk and enhancing overall compliance. Key capabilities of Descartes Visual Compliance AI Assist include: Advanced AI-Driven Compliance Support: Enhance screening accuracy by automatically identifying and filtering low-risk screening results based on statistical analysis and machine learning algorithms. Streamline risk assessment with data-driven insights to support more informed decision-making and optimize the use of compliance resources. Configurable Risk Levels: Use adjustable AI settings to tailor the solution's responsiveness to align with specific regulatory requirements, geographical or departmental needs or internal adjudication practices. This flexibility allows organizations to customize the review of results below defined thresholds and ensure full oversight of flagged entries on a continual basis as they change and grow. Built-in Audit and Reporting: Demonstrate due diligence with consolidated and accessible screening results that are supported by centralized, audit-ready reports and a comprehensive audit trail. With complete visibility and traceability of screening results, companies are better able to meet both internal and external audit requirements.
お知らせ • Aug 04The Descartes Systems Group Inc. (TSX:DSG) acquired Finale Inventory for $55 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Finale Inventory for $55 million on August 4, 2025. Descartes paid for up-front consideration of $40 million satisfied with cash on hand, plus potential performance-based consideration. The maximum amount payable under the all-cash performance-based earn-out is $15 million, based on the combined business achieving revenue-based targets in each of the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2027 and fiscal 2028. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Finale Inventory on August 4, 2025.
お知らせ • Aug 01The Descartes Systems Group Inc. to Report Q2, 2026 Results on Sep 03, 2025The Descartes Systems Group Inc. announced that they will report Q2, 2026 results After-Market on Sep 03, 2025
お知らせ • Jul 07Descartes Systems Group Announces the Release of Descartes Macropoint Fraudguard 2.0Descartes Systems Group announced the release of Descartes MacroPoint™? FraudGuard 2.0, the latest advancement in freight fraud technology designed to help shippers, freight brokers, and third-party logistics providers (3PL) safeguard their business against increasingly sophisticated fraud and cargo theft schemes. With new capabilities for pre-tender, pre-pickup and in-transit shipments, companies can maintain a high-performing, compliant carrier network, enhance the reliability of critical decision-making insights, and better detect and mitigate potential identity fraud or double brokering to avoid insurance, liability, and reputational risks. Descartes MacroPoint FraudGuard 2.0 significantly expands freight visibility and protection through powerful historical and real-time Descartes MacroPoint visibility data, automated in-transit monitoring, and real-time risk alerting. Companies can confidently evaluate carrier and driver legitimacy without delaying load coverage through detailed search insights from Descartes MacroPoint's unmatched database of freight tracking history. In addition, the solution automatically monitors shipments for risk signals across 16 critical in-transit data alerts to proactively notify users of potential fraud, double brokering, and suspicious activity, which provides greater protection for customers. Key Descartes MacroPoint Fraud Guard 2.0 features include: Carrier and Driver Lookup Tool: Outside of real-time alerting, users can quickly access historical performance and risk profile information using Department of Transportation (DOT) numbers or driver phone numbers, including number of loads being actively tracked, volumes and prior fraud indicators. This empowers better decision-making during load planning and carrier selection. Carrier Insights: Custom alerts flag newly added or suspicious carriers and drivers, drivers potentiallyiding identities using Voice over Internet Protocol (VoIP) phones, and carriers accepting excessive loads or those with historical data spoofing attempts, which allows users to block high-risk carriers before load details are communicated to the carrier/driver. In-Transit Risk Monitoring: To automate detection, enable real-time risk alerts and facilitate a faster response to potential theft or tampering, the solution continuously monitors shipments (even prior to pickup) for suspicious activities, such as GPS and IP location spoofing, route deviations, unusual travel patterns and unusual vehicle stops.
お知らせ • Jun 19The Descartes Systems Group Inc. (TSX:DSG) acquired Packageroute, Inc. for $2 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Packageroute, Inc. for $2 million on June 19, 2025. Descartes acquired PackageRoute for approximately US $2 million, satisfied from cash on hand. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Packageroute, Inc. on June 19, 2025.
お知らせ • Jun 13The Descartes Systems Group Inc. Approves Board ElectionsThe Descartes Systems Group Inc. at its annual meeting of shareholders held on June 12, 2025, approved election of Jane Mowat and Laura Wilkin as directors of the company.
お知らせ • Jun 05The Descartes Systems Group Inc. Announces Executive ChangesThe Descartes Systems Group Inc. announced the appointment of William Green as Executive Vice President, Global Sales. Mr. Green has served as Descartes’ Senior Vice President for North American Sales since August 2020. Mr. Green has previously held senior commercial roles at Salesforce, PROLIFIQ and CDC Software (now Aptean). Andrew Roszko, Descartes’ Chief Commercial Officer, will depart the company in second quarter of 2026 to pursue another opportunity. Mr. Roszko was appointed EVP Global Sales in February 2019 and appointed Chief Commercial Officer in June 2022. “Andrew has been a valuable contributor to Descartes’ commercial development.
お知らせ • May 05The Descartes Systems Group Inc. to Report Q1, 2026 Results on Jun 04, 2025The Descartes Systems Group Inc. announced that they will report Q1, 2026 results After-Market on Jun 04, 2025
お知らせ • Apr 10Descartes Solution Streamlines Air Shipment Data Exchange with Iata’S One RecordDescartes Systems Group announced that the Descartes Air Messaging™ solution has streamlined the transmission of air shipment data according to the International Air Transport Association’s (IATA) ONE Record messaging standard. IATA’s ONE Record initiative aims to help airlines, their partners and service providers digitize air cargo messaging services by January 1, 2026, replacing the traditional exchange of documents using Cargo-IMP and Cargo XML standards. Designed specifically for the air cargo industry, Descartes Air Messaging™ supports a broad range of data standards and message specifications to share air shipment information across regional and global operations, including Application Programming Interfaces (APIs), such as ONE Record, Electronic Data Interchange (EDI), and direct system-to-system connectivity. With more accurate and up-to-date air shipment information, the air cargo industry is better positioned to increase transparency, improve efficiency, and ultimately speed up the movement of freight.
お知らせ • Apr 02The Descartes Systems Group Inc., Annual General Meeting, Jun 12, 2025The Descartes Systems Group Inc., Annual General Meeting, Jun 12, 2025.
お知らせ • Mar 25The Descartes Systems Group Inc. (TSX:DSG) acquired 3GTMS, LLC for $115 million.The Descartes Systems Group Inc. (TSX:DSG) acquired 3GTMS, LLC for $115 million on March 25, 2025. A cash consideration of $115 million will be paid by The Descartes Systems Group Inc. The transaction will be satisfied from cash on hand. As part of the transaction, 3G’s partners and customers would join Descartes family. Gibson, Dunn & Crutcher LLP acted as legal advisor and Lincoln International LLC acted as financial advisor for 3GTMS, LLC. Morgan, Lewis & Bockius LLP acted as legal advisor and Centerview Partners LLC acted as financial advisor for The Descartes Systems Group Inc. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of 3GTMS, LLC on March 25, 2025.
お知らせ • Feb 06Descartes Systems Group Showcases Global Trade Intelligence Technology InnovationsDescartes Systems Group is scheduled to showcase numerous technology innovations to its global trade intelligence software suite at Descartes' Innovation Forum event, which takes place in Washington, DC from February 11-12, 2025. Innovations to Descartes' solution suite help companies in diverse industries manage the cross-border trade of merchandise, commodities and services more securely and efficiently in the face of expanding compliance requirements, geopolitical volatility, and evolving tariffs and trade barriers. Descartes' global trade intelligence innovation and enhancements include: Artificial Intelligence (AI)-enabled screening and classification to scale compliance operations. AI-driven screening for restricted, sanctioned and denied parties quarantines low-quality false positives and identifies when additional due diligence is required. AI-driven import/export classification accelerates product lookup capabilities in combination with other features such as regulations cross-referencing and landed cost calculations. Both innovations help companies more efficiently access and manage high volume, repetitive tasks without overloading existing compliance resources or adding new staff. AI-based agent to speed complex global trade intelligence queries. Converse in multiple languages with an AI- based agent to answer common questions; quickly identify historical trade patterns, emerging trends, or specific data needs (e.g., commodities, companies, products); and receive text- and/or graph-based responses. This helps users define searches more precisely, ensuring they extract the most relevant global trade data and that it's presented effectively. It makes global trade data content more accessible and actionable, while minimizing the training time required to build proficiency in developing optimal queries. Expanded global trade content offerings to simplify more wholistic risk assessments. Combining traditional Harmonized System (HS)-based trade data content with both optional experience-based content, such as previously classified products, and timely innovative-based content, such as legislation and/or regulations, provides companies with a broader content ecosystem to facilitate efficient and effective risk assessment associated with product, party or shipment compliance. Enhanced analytics to generate insights and inform strategic, evidence-based decision making. Advanced Microsoft Power BI-based analytics aggregates data from screening applications and other sources (e.g., visitor management, license management, other operational systems) to provide a single reporting view. Companies no longer need to rely on complicated integrations between applications to access sophisticated analytics that provide useful insight into their compliance activities, particularly in large enterprises. Expanded capabilities to manage increasing export controls and complexities around export license management. Expanded set of East Asian countries for compliance checks and license determinations, in addition to enhanced workflows and data sharing capabilities for very complex controlled goods businesses (e.g., aerospace and defense), which help companies better manage compliance with local laws, international agreements and security protocols.
お知らせ • Feb 04The Descartes Systems Group Inc. to Report Q4, 2025 Results on Mar 05, 2025The Descartes Systems Group Inc. announced that they will report Q4, 2025 results After-Market on Mar 05, 2025
お知らせ • Nov 04The Descartes Systems Group Inc. to Report Q3, 2025 Results on Dec 03, 2024The Descartes Systems Group Inc. announced that they will report Q3, 2025 results After-Market on Dec 03, 2024
お知らせ • Oct 14The Descartes Systems Group Inc. (TSX:DSG) acquired Software Developers LLC for $130 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Software Developers LLC for $130 million on October 14, 2024. Consideration consists of $110 million satisfied from cash on hand, plus additional potential performance-based consideration. The maximum amount payable under the all-cash performance-based earn-out is $20 million, based on the combined business achieving revenue based targets in each of the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2026 and fiscal 2027. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Software Developers LLC on October 14, 2024.
お知らせ • Sep 19The Descartes Systems Group Inc. (TSX:DSG) acquired Assure Assist Inc. for $30 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Assure Assist Inc. for $30 million on September 18, 2024. Consideration includes approximately $24 million satisfied with cash on hand, plus potential performance-based consideration. The maximum amount payable under the all-cash performance-based earn-out is $6 million, based on the combined business achieving revenue-based targets in each of the first two years post-acquisition. Any earn-out is expected to be paid in fiscal 2026 and fiscal 2027. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Assure Assist Inc. on September 18, 2024.
Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: US$0.41 (vs US$0.33 in 2Q 2024)Second quarter 2025 results: EPS: US$0.41 (up from US$0.33 in 2Q 2024). Revenue: US$163.4m (up 14% from 2Q 2024). Net income: US$34.7m (up 23% from 2Q 2024). Profit margin: 21% (up from 20% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 02The Descartes Systems Group Inc. to Report Q2, 2025 Results on Sep 04, 2024The Descartes Systems Group Inc. announced that they will report Q2, 2025 results After-Market on Sep 04, 2024
Recent Insider Transactions • Jun 16Non-Executive Independent Chairman recently sold €777k worth of stockOn the 12th of June, Eric Demirian sold around 9k shares on-market at roughly €86.38 per share. This transaction amounted to 90% 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 Eric's only on-market trade for the last 12 months.
お知らせ • Jun 13The Descartes Systems Group Inc. (TSX:DSG) acquired Boxtop Technologies Limited for approximately £10.2 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Boxtop Technologies Limited for approximately £10.2 million on June 11, 2024. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Boxtop Technologies Limited on June 11, 2024.
Reported Earnings • May 30First quarter 2025 earnings released: EPS: US$0.41 (vs US$0.35 in 1Q 2024)First quarter 2025 results: EPS: US$0.41 (up from US$0.35 in 1Q 2024). Revenue: US$151.3m (up 11% from 1Q 2024). Net income: US$34.7m (up 18% from 1Q 2024). Profit margin: 23% (up from 22% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 22% per year.
お知らせ • May 03The Descartes Systems Group Inc. to Report Q1, 2025 Results on May 29, 2024The Descartes Systems Group Inc. announced that they will report Q1, 2025 results After-Market on May 29, 2024
お知らせ • Apr 24The Descartes Systems Group Inc. (TSX:DSG) acquired Aerospace Software Developments for €57 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Aerospace Software Developments for €57 million on April 19, 2024. As part of the consideration, Descartes arranged to acquire ASD with €54 million paid at closing from cash on hand and the final arrangements for the transaction expected to occur in Descartes’ fiscal 2025 fourth quarter. Mark Mulcahy from Mazars Ireland provided financial and taxation vendor due diligence services to Aerospace Software Developments. Sam Nolan, John Curtin, Michael Quinlivan from Clearwater International Ireland acted as financial advisors to Aerospace Software Developments.The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Aerospace Software Developments on April 19, 2024.
お知らせ • Apr 11Descartes Systems Group Announces the Availability of Descartes MacroPoint FraudGuardDescartes Systems Group announced the availability of Descartes MacroPoint FraudGuard to help freight brokers, third-party logistics companies (3PLs) and shippers identify and prevent fraudulent activities related to carrier information, load tracking, and shipment status. The new capabilities are now included as part of the subscription for the Descartes MacroPoint service. Descartes MacroPoint Fraud Guard uses advanced technology to proactively assess and flag certain potential instances of carrier or driver fraud by evaluating billions of data points on freight location and status for accuracy. It helps to combat fraud by verifying the location of the freight and driver, blocking location tracking points that are determined to be false and managing the interaction with the customer when fraud is detected. The new capabilities help freight brokers, third- party logistics companies (3PLs") and shippers detect fraud early, save costs associated with the repercussions of fraud, improve carrier scorecards and carrier network performance, enhance trust with customers and carriers, and improve collaboration with carriers and partners when addressing concerns or disputes. Descartes MacroPoint is a multimodal visibility platform designed to help freight brokers, 3PLs and shippers gain better visibility to their freight operations and shipments. Carriers can easily connect with the solution via GPS-based electronic logging device (ELD), transportation management systems (TMS), or mobile app-based tracking methods. The platform allows for increased control and management of the supply chain--with more efficient and high-quality data to improve communication and decision-making. Using Descartes MacroPoint, companies can enhance customer service, increase distribution efficiency, better collaborate with customers, suppliers and carriers, and minimize the impact of disruptions and late delivery penalties.
お知らせ • Apr 02The Descartes Systems Group Inc., Annual General Meeting, Jun 13, 2024The Descartes Systems Group Inc., Annual General Meeting, Jun 13, 2024.
お知らせ • Mar 29The Descartes Systems Group Inc. (TSX:DSG) acquired OCR Services, Inc. for $90 million.The Descartes Systems Group Inc. (TSX:DSG) acquired OCR Services, Inc. for $90 million on March 28, 2024. The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of OCR Services, Inc. on March 28, 2024.
Reported Earnings • Mar 07Full year 2024 earnings released: EPS: US$1.36 (vs US$1.21 in FY 2023)Full year 2024 results: EPS: US$1.36 (up from US$1.21 in FY 2023). Revenue: US$572.9m (up 18% from FY 2023). Net income: US$115.9m (up 13% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 06The Descartes Systems Group Inc. to Report Q4, 2024 Results on Mar 06, 2024The Descartes Systems Group Inc. announced that they will report Q4, 2024 results After-Market on Mar 06, 2024
Reported Earnings • Dec 06Third quarter 2024 earnings released: EPS: US$0.31 (vs US$0.31 in 3Q 2023)Third quarter 2024 results: EPS: US$0.31 (up from US$0.31 in 3Q 2023). Revenue: US$144.7m (up 19% from 3Q 2023). Net income: US$26.6m (flat on 3Q 2023). Profit margin: 18% (down from 22% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 03The Descartes Systems Group Inc. to Report Q3, 2024 Results on Dec 05, 2023The Descartes Systems Group Inc. announced that they will report Q3, 2024 results on Dec 05, 2023
Buying Opportunity • Oct 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be €86.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Buying Opportunity • Sep 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.3%. The fair value is estimated to be €85.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Reported Earnings • Sep 07Second quarter 2024 earnings released: EPS: US$0.33 (vs US$0.27 in 2Q 2023)Second quarter 2024 results: EPS: US$0.33 (up from US$0.27 in 2Q 2023). Revenue: US$143.4m (up 17% from 2Q 2023). Net income: US$28.1m (up 23% from 2Q 2023). Profit margin: 20% (up from 19% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be €82.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
お知らせ • Aug 03The Descartes Systems Group Inc. to Report Q2, 2024 Results on Sep 06, 2023The Descartes Systems Group Inc. announced that they will report Q2, 2024 results After-Market on Sep 06, 2023
Reported Earnings • Jun 02First quarter 2024 earnings released: EPS: US$0.35 (vs US$0.27 in 1Q 2023)First quarter 2024 results: EPS: US$0.35 (up from US$0.27 in 1Q 2023). Revenue: US$136.6m (up 17% from 1Q 2023). Net income: US$29.4m (up 27% from 1Q 2023). Profit margin: 22% (up from 20% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 04The Descartes Systems Group Inc. to Report Q1, 2024 Results on May 31, 2023The Descartes Systems Group Inc. announced that they will report Q1, 2024 results After-Market on May 31, 2023
Reported Earnings • Mar 04Full year 2023 earnings released: EPS: US$1.21 (vs US$1.02 in FY 2022)Full year 2023 results: EPS: US$1.21 (up from US$1.02 in FY 2022). Revenue: US$486.0m (up 14% from FY 2022). Net income: US$102.2m (up 19% from FY 2022). Profit margin: 21% (in line with FY 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 04The Descartes Systems Group Inc. to Report Q4, 2023 Results on Mar 01, 2023The Descartes Systems Group Inc. announced that they will report Q4, 2023 results After-Market on Mar 01, 2023
お知らせ • Jan 08The Descartes Systems Group Inc. (TSX:DSG) acquired Supply Vision, Inc. for $15 million.The Descartes Systems Group Inc. (TSX:DSG) acquired Supply Vision, Inc. for $15 million on January 6, 2023. Under the terms of the agreement, The Descartes Systems Group paid $12 million in cash on hand and a potential earnout payment of $3 million based on Supply Vision achieving revenue-based targets in each of the first two years post-acquisition.The Descartes Systems Group Inc. (TSX:DSG) completed the acquisition of Supply Vision, Inc. on January 6, 2023.
Reported Earnings • Dec 08Third quarter 2023 earnings released: EPS: US$0.31 (vs US$0.30 in 3Q 2022)Third quarter 2023 results: EPS: US$0.31 (up from US$0.30 in 3Q 2022). Revenue: US$121.5m (up 12% from 3Q 2022). Net income: US$26.5m (up 3.8% from 3Q 2022). Profit margin: 22% (down from 23% in 3Q 2022). 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 7.7% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Nov 30Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.5%. The fair value is estimated to be €80.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Recent Insider Transactions • Sep 20Independent Director recently bought €114k worth of stockOn the 14th of September, Sandra Hanington bought around 2k shares on-market at roughly €69.14 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €528k more in shares than they have sold in the last 12 months.
Reported Earnings • Sep 09Second quarter 2023 earnings released: EPS: US$0.27 (vs US$0.27 in 2Q 2022)Second quarter 2023 results: EPS: US$0.27 (down from US$0.27 in 2Q 2022). Revenue: US$123.0m (up 18% from 2Q 2022). Net income: US$22.9m (down 1.2% from 2Q 2022). Profit margin: 19% (down from 22% in 2Q 2022). 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 8.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jun 19Independent Director recently bought €53k worth of stockOn the 14th of June, John Walker bought around 929 shares on-market at roughly €56.79 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €184k more in shares than they have sold in the last 12 months.
Reported Earnings • Jun 03First quarter 2023 earnings released: EPS: US$0.27 (vs US$0.22 in 1Q 2022)First quarter 2023 results: EPS: US$0.27 (up from US$0.22 in 1Q 2022). Revenue: US$116.4m (up 18% from 1Q 2022). Net income: US$23.1m (up 26% from 1Q 2022). Profit margin: 20% (up from 19% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 04Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: US$1.02 (up from US$0.62 in FY 2021). Revenue: US$424.7m (up 22% from FY 2021). Net income: US$86.3m (up 66% from FY 2021). Profit margin: 20% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jan 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be US$76.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% per annum over the last 3 years. Earnings per share has grown by 32% per annum over the last 3 years.
Recent Insider Transactions • Jan 19Chief Financial Officer recently bought €613k worth of stockOn the 14th of January, Allan Brett bought around 10k shares on-market at roughly €61.33 per share. This was the largest purchase by an insider in the last 3 months. This was Allan's only on-market trade for the last 12 months.
Reported Earnings • Dec 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: US$0.30 (up from US$0.16 in 3Q 2021). Revenue: US$108.9m (up 25% from 3Q 2021). Net income: US$25.5m (up 92% from 3Q 2021). Profit margin: 23% (up from 15% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 14%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Oct 21Insider recently sold €252k worth of stockOn the 15th of October, Andrew Roszko sold around 4k shares on-market at roughly €72.01 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €482k more than they bought in the last 12 months.
Reported Earnings • Sep 10Second quarter 2022 earnings released: EPS US$0.27 (vs US$0.13 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$104.6m (up 24% from 2Q 2021). Net income: US$23.2m (up 120% from 2Q 2021). Profit margin: 22% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jul 04Insider recently sold €230k worth of stockOn the 28th of June, Christopher Jones sold around 4k shares on-market at roughly €57.43 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Jun 22Swiss Beauty Retailer haar-shop.ch Increases Warehouse Productivity by Over 40% with Descartes Ecommerce Warehouse Management SystemDescartes Systems Group announced that online Swiss beauty vendor haar-shop.ch AG significantly improved order fulfillment productivity by over 40% and increased its warehouse utilization rate by more than one third by using Descartes’ cloud-based ecommerce warehouse management solution (WMS). Part of Descartes’ ecommerce solution suite, the Descartes Ecommerce WMS solution helps direct-to-consumer brands, ecommerce retailers, and traditional retailers rapidly scale in combination with providing a remarkable customer experience. The solution helps ensure that clients can ship on time, ship the right items, do not oversell existing inventory, and have full transparency into warehouse operations. The Descartes Ecommerce WMS solution is pre-integrated to major ecommerce platforms like Shopify, Magento or Shopware to accelerate implementation and time to value. Order information is automatically available to be executed via mobile driven multi-order pick-and-pack strategies and then fed into parcel shipment systems.
Reported Earnings • Jun 04First quarter 2022 earnings released: EPS US$0.22 (vs US$0.13 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$98.8m (up 18% from 1Q 2021). Net income: US$18.4m (up 67% from 1Q 2021). Profit margin: 19% (up from 13% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 25% per year.
お知らせ • May 13Ocean Network Express (ONE) Launches Digital Freight Booking Platform Powered by Descartes KontainersDescartes Systems Group announced that Singapore-based Ocean Network Express (ONE), the world's sixth largest container carrier, is using the Descartes Kontainers solution to digitize the shipper-facing aspects of its freight execution operations in 11 Asian countries as part of a pilot program. The Descartes Kontainers solution facilitates a fully digital customer experience including quoting, booking, tracking and dashboard analytics for shipping lines, freight forwarders, ocean transportation intermediaries (OTI) and non-vessel operating common carriers (NVOCC) around the world. The digital freight execution platform enables these logistics services providers (LSP) to rapidly create branded, online self-service experiences for their customers. With its recent acquisition of Portrix Logistics Systems, Descartes can also now provide freight forwarders with a comprehensive digital solution for engaging customers and managing rates. However, the solution also helps LSPs preserve investments in existing rate management and back-office systems and quickly get their digital customer experience live through the use of standardized APIs. Even large carriers and LSPs such as ONE are able to get customers booking freight in just a few months.
お知らせ • May 11The Descartes Systems Group Inc (TSX:DSG) acquired Portrix Logistic Software GmbH for approximately €22 million.The Descartes Systems Group Inc (TSX:DSG) acquired Portrix Logistic Software GmbH for approximately €22 million on May 10, 2021. The transaction is satisfied from cash on hand. Proventis Partners GmbH acted as exclusive M&A advisor to the shareholders of PORTRIX LOGISTIC SOFTWARE The Descartes Systems Group Inc (TSX:DSG) completed the acquisition of Portrix Logistic Software GmbH on May 10, 2021.
お知らせ • Mar 11Universal Logistics Inc. Using Descartes Systems Group's Canadian Customs Brokerage™ Solution to Increase Customer Satisfaction and Improve Operational Effectiveness Through Automation of Labor-Intensive Customs Declarations ProcessesDescartes Systems Group announced that Universal Logistics Inc., is using the Descartes Canadian Customs Brokerage™ solution to increase customer satisfaction and improve operational effectiveness through automation of labor-intensive customs declarations processes. The solution is enhanced by an innovative documentation digitization solution from Windmill, a Descartes United by Design partner. An on-demand software solution, Descartes Canadian Customs Brokerage provides customs brokers with the ability to streamline and automate the workflows associated with customs entries, regulatory filings, and customer invoicing to improve operational productivity. The solution uses the Descartes Global Logistics Network™ (Descartes GLN™) to electronically connect customs brokers with shippers, carriers and regulatory authorities around the world to speed data collection and dissemination. Descartes Canadian Customs Brokerage is integrated with Windmill’s EasyClearance solution to allow unstructured electronic documents, such as PDFs of commercial invoices from shippers, to be converted quickly and effectively to structured data, eliminating the need for repetitive, error-prone, time-consuming manual data entry that would slow the customs clearance process.
Reported Earnings • Mar 05Full year 2021 earnings released: EPS US$0.62 (vs US$0.45 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$348.7m (up 7.0% from FY 2020). Net income: US$52.1m (up 41% from FY 2020). Profit margin: 15% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 13%, compared to a 25% growth forecast for the Software industry in Germany.
お知らせ • Mar 03The Descartes Systems Group Inc (TSX:DSG) acquired QuestaWeb, Inc. for $36 million.The Descartes Systems Group Inc (TSX:DSG) acquired QuestaWeb, Inc. for $36 million on March 1, 2021. The transaction is satisfied from cash on hand. QuestaWeb is headquartered in Clarke, New Jersey. The Descartes Systems Group Inc (TSX:DSG) completed the acquisition of QuestaWeb, Inc. on March 1, 2021.
お知らせ • Feb 18KoRo Uses Descartes Ecommerce Warehouse Management Solution to Fulfill Surging Order VolumesDescartes Systems Group announced that KoRo Handels GmbH, is using the Descartes Ecommerce Warehouse Management Solution (WMS) to scale order fulfillment to meet peak promotions and maintain customer satisfaction. The Descartes Ecommerce WMS solution automates ecommerce processes from initial goods receipt through put-away in the warehouse, order processing, outbound shipment execution and returns management. It collects order information from ecommerce websites, translates it into mobile scanning-driven pick-and-pack processes within the warehouse, initiates the shipment to the customer, and synchronizes receiving and fulfillment information with the customer’s financial and shipment tracking systems. This rapid-to-deploy automation enables small-to-medium-sized retailers to scale to support growing ecommerce demand.
お知らせ • Feb 03The Descartes Systems Group Inc to Report Q4, 2021 Results on Mar 03, 2021The Descartes Systems Group Inc announced that they will report Q4, 2021 results After-Market on Mar 03, 2021
お知らせ • Feb 02Fresenius Medical Care Holdings, Inc. Enhances Nationwide Distribution of Home Dialysis Machines and Supplies with the Descartes Systems Group Inc Last Mile Delivery SolutionFresenius Medical Care North America and Descartes Systems Group announced the rollout of Descartes’ last mile delivery solution to improve the distribution of equipment and services to home patients and dialysis centers across the U.S. Descartes’ last mile delivery solution provides an end-to-end platform for home and last mile delivery operations. The solution spans delivery appointment booking, route planning and execution, mobile proof-of-delivery (POD) and notifications processes. For FMCNA, in addition to creating more efficiencies with route planning, the solution improves customer experience by providing home patients with more detailed information and control over the delivery of life-sustaining dialysis supplies. These enhancements support efforts to increase adoption of home dialysis treatment for people living with kidney failure, an FMCNA priority and a goal of the U.S. government’s Advancing American Kidney Health initiative. Using advanced continuous optimization technology, Descartes’ last mile delivery solution takes committed appointments and improves route productivity, which generates additional delivery capacity and reduces costs. The solution manages delivery execution with intelligent dispatching and GPS-based real-time vehicle tracking. The related mobile application helps drivers execute the route and capture essential POD details. Real-time alerts keep customers up to date with the progress of the delivery through text or email messages and engage the customer through surveys to provide a superior customer experience.
Is New 90 Day High Low • Jan 21New 90-day high: €52.50The company is up 13% from its price of €46.60 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.62 per share.
お知らせ • Dec 15Worldwide Flight Services Deploys Descartes Systems Group's Bluetooth Tracking Technology for Real-Time Visibility of Premium Products and Improved ULD UtilizationDescartes Systems Group announced that Worldwide Flight Services is offering its airline customers enhanced real-time shipment visibility and cost-efficient unit load device (ULD) asset management solutions by deploying Descartes Core Bluetooth Low Energy (BLE)™ readers across its global cargo operations. Already live at WFS’ airport locations in Paris, London, Brussels, Frankfurt, Madrid, New York and Houston, the Descartes readers will be introduced at other international stations in the company’s network, spanning 175 major airports in 22 countries, to track cargo, parcels and mail shipments in-line with customer demand. Designed to help deliver end-to-end visibility across entire air cargo supply chains, the Descartes readers capture the movement of air shipments bundled into a single ULD container or pallet that has either Descartes or third-party BLE tags attached. Shipment status can be tracked in real-time, whether cargo is in the air or on the ground. The solution also improves ULD asset management by identifying the location of containers, which helps to optimize ULD inventory and reduce the costs associated with misplaced equipment or the requirement to lease additional ULDs.
Reported Earnings • Dec 04Third quarter 2021 earnings released: EPS US$0.16The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$87.5m (up 5.4% from 3Q 2020). Net income: US$13.3m (up 38% from 3Q 2020). Profit margin: 15% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Dec 04Revenue beats expectationsRevenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 11%, compared to a 13% growth forecast for the Software industry in Germany.
お知らせ • Nov 10Freight Scouts Transforms Broker Operations with Cloud-Based Transportation Management and Load Tracking Visibility Solution from DescartesDescartes Systems Group announced that Freight Scouts is using Descartes’ cloud-based transportation management and load tracking visibility solution to modernize its operations. With the Descartes Aljex™ transportation management system (TMS), fully integrated with real-time load tracking visibility solution Descartes MacroPoint™, Freight Scouts is streamlining the transportation of truckload (TL) and less-than-truckload (LTL) freight for its own brokerage customers, and for shipments originating from fulfillment centers managed by its parent company, PBD Worldwide. Descartes’ cloud-based solutions for freight brokers provide end-to-end capabilities that enable companies to deliver better customer service, enhance operational performance and maximize margin. The Descartes Aljex TMS automates and streamlines daily freight broker activities to boost operational efficiency, including order entry, lane rate comparison, covering loads, rate confirmation, carrier acceptance, dispatching and electronic data interchange (EDI). Through integration with Descartes MacroPoint, freight brokers also gain real-time visibility into load status by replacing time-consuming and ineffective manual check calls with automated status updates from carriers, which enhances service levels for shipper customers.
お知らせ • Nov 07The Descartes Systems Group Inc (TSX:DSG) acquired ShipTrack for CAD 50 million.The Descartes Systems Group Inc (TSX:DSG) acquired ShipTrack for CAD 50 million on November 6, 2020. As part of the consideration, Descartes will pay up- front cash consideration of CAD 25 million and maximum amount payable under the all cash performance based earn out is CAD 25 million, based on ShipTrack achieving revenue based targets over the first two years post acquisition. The Descartes Systems Group Inc (TSX:DSG) completed the acquisition of ShipTrack on November 6, 2020.
お知らせ • Nov 05The Descartes Systems Group Inc to Report Q3, 2021 Results on Dec 02, 2020The Descartes Systems Group Inc announced that they will report Q3, 2021 results on Dec 02, 2020
お知らせ • Sep 25The Descartes Systems Group Inc (TSX:DSG) acquired e-customs Ltd for £6.6 million.The Descartes Systems Group Inc (TSX:DSG) acquired e-customs Ltd for £6.6 million from several private UK investors on December 5, 2014. Descartes shall pay a consideration of £5.8 million plus a potential performance-based consideration in amount of £0.8 million in cash, based on Pentant achieving revenue-based targets over a one year period. Any earn-out is expected to be paid in fiscal 2016. In a separate transaction, Descartes also acquired Pentant Limited. The Camlee Group acted as financial advisor for e-customs Ltd. The Descartes Systems Group Inc (TSX:DSG) completed the acquisition of e-customs Ltd several private UK investors on December 5, 2014.
お知らせ • Sep 23+ 1 more updateBrook Furniture Rental Optimizes Delivery Appointment Scheduling with Descartes Home Delivery SolutionDescartes Systems Group announced that Brook Furniture Rental selected Descartes’ delivery appointment scheduling and execution solution to improve its white glove delivery operations across 12 distribution centers in the U.S. Descartes home delivery solution provides an end-to-end platform for home and last-mile delivery operations that spans the delivery appointment booking, route planning and execution, mobile proof-of-delivery (POD) and notifications processes. Descartes Reservations™, Descartes’ dynamic delivery appointment scheduling solution, creates delivery appointment options that are scored, allowing retailers to intelligently control the delivery booking process to maximize revenue and customer experience while minimizing costs. Descartes Route Planner™ takes committed delivery appointments and, using advanced continuous optimization technology, improves route productivity, which opens up additional delivery capacity and reduces delivery costs. The solution also manages delivery execution with intelligent dispatching and GPS-based real-time vehicle tracking. Descartes Mobile™ helps drivers execute the route and capture essential POD details. Descartes Notifications™ keeps customers up to date with the progress of the delivery through text or email messages.
Is New 90 Day High Low • Sep 18New 90-day low: €44.00The company is down 2.0% from its price of €45.00 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.89 per share.
お知らせ • Aug 06The Descartes Systems Group Inc to Report Q2, 2021 Results on Sep 09, 2020The Descartes Systems Group Inc announced that they will report Q2, 2021 results on Sep 09, 2020
