Kinaxis Inc.

TSX:KXS 주식 리포트

시가총액: CA$3.8b

Kinaxis 과거 순이익 실적

과거 기준 점검 6/6

Kinaxis은 연평균 53.7%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 21.9% 증가했습니다. 매출은 연평균 17.8%의 비율로 증가했습니다. Kinaxis의 자기자본이익률은 21.5%이고 순이익률은 14.5%입니다.

핵심 정보

53.73%

순이익 성장률

53.32%

주당순이익(EPS) 성장률

Software 산업 성장률8.18%
매출 성장률17.76%
자기자본이익률21.47%
순이익률14.50%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Apr 27

KXS: AI Supply Chain Advancements And Margin Gains Will Support Future Upside

Kinaxis' updated analyst price target has been cut by about CA$6 to reflect slightly softer growth assumptions and a lower future P/E, even as analysts factor in higher profit margin expectations. Analyst Commentary Recent Street research on Kinaxis points to a more cautious stance on valuation, with several price targets reset around CA$200 after previous levels closer to CA$225 to CA$229 and one cut of CA$40.
내러티브 업데이트 Apr 11

KXS: AI Supply Chain Acceleration And Agent Workflows Will Support Future Upside

Analysts have trimmed their price targets on Kinaxis to CA$200. This reflects updated assumptions around discount rates and long term P/E levels, while maintaining a constructive view on the stock.
내러티브 업데이트 Mar 28

KXS: AI Supply Chain Orchestration And GPU Acceleration Will Support Future Upside

Kinaxis' updated fair value estimate edges up to CA$209.65 from CA$205.52, even as Street price targets consolidate around CA$200. Analysts point to recent target trims at several firms while still backing the long term earnings profile reflected in slightly adjusted discount rate, profit margin and future P/E assumptions.
내러티브 업데이트 Mar 14

KXS: AI Supply Chain Platform And Leadership Shift Will Support Future Upside

Narrative Update on Kinaxis Kinaxis's updated fair value estimate has been trimmed to CA$205.52 from CA$213.65, reflecting analysts' recent price target cuts toward CA$200, along with adjustments to revenue growth, profit margin expectations, and assumed future P/E levels. Analyst Commentary Recent Street research on Kinaxis has centered on lowered price targets clustered around CA$200, while maintaining generally positive ratings on the shares.
내러티브 업데이트 Feb 27

KXS: AI Supply Chain Platform And New CEO Will Support Future Upside

Kinaxis' updated analyst price target has been trimmed by CA$40, as analysts factor in more tempered revenue growth assumptions along with steadier profit margin and P/E expectations reflected in recent research. Analyst Commentary Analysts lowering their price target by CA$40 are largely reacting to updated assumptions around how fast Kinaxis can grow revenue, while keeping profit margin and P/E expectations relatively steady.
새 내러티브 Feb 20

AI Supply Chain Adoption Risks Will Persist Yet Eventually Support A Healthier Business Mix

Catalysts About Kinaxis Kinaxis provides cloud-based supply chain planning and orchestration software for large enterprises globally. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Feb 13

KXS: AI Agent Platform And New CEO Will Support Future Upside

Analysts have trimmed their fair value and price target assumptions for Kinaxis, with one firm lowering its target by CA$40. This reflects slightly higher discount rates and modestly adjusted expectations for growth and valuation multiples.
새 내러티브 Feb 06

AI Supply Chain Adoption Will Drive Long Runway For This Cloud Planning Leader

Catalysts About Kinaxis Kinaxis provides cloud based supply chain planning and orchestration software to large enterprises worldwide. What are the underlying business or industry changes driving this perspective?
분석 기사 Feb 04

Kinaxis Inc.'s (TSE:KXS) Stock Retreats 28% But Earnings Haven't Escaped The Attention Of Investors

The Kinaxis Inc. ( TSE:KXS ) share price has fared very poorly over the last month, falling by a substantial 28...
분석 기사 Feb 03

When Should You Buy Kinaxis Inc. (TSE:KXS)?

Kinaxis Inc. ( TSE:KXS ), might not be a large cap stock, but it saw significant share price movement during recent...
내러티브 업데이트 Jan 30

KXS: Share Buybacks And New CEO Will Support Future Upside

Analysts have trimmed their fair value estimate for Kinaxis from about $227.33 to $219.45 as they factor in updated assumptions around discount rates, revenue growth, profit margins, and a lower projected future P/E multiple. What's in the News Kinaxis appointed Razat Gaurav as Chief Executive Officer effective January 12, 2026.
분석 기사 Jan 05

Kinaxis Inc.'s (TSE:KXS) Intrinsic Value Is Potentially 90% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Kinaxis fair value estimate is CA$327 Kinaxis' CA$172 share...
분석 기사 Nov 07

Kinaxis Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next

It's been a good week for Kinaxis Inc. ( TSE:KXS ) shareholders, because the company has just released its latest...
내러티브 업데이트 Sep 04

AI And Cloud Solutions Will Revolutionize Global Supply Chains

Despite steady consensus revenue growth forecasts, Kinaxis’s Future P/E multiple has increased sharply, indicating a higher valuation multiple for unchanged growth expectations, while the analyst price target remained flat at CA$227.33. What's in the News PL Developments selected Kinaxis Maestro to replace manual processes, accelerating healthcare product delivery to major U.S. retailers and enhancing agility, accuracy, and supply chain visibility.
분석 기사 Aug 09

Kinaxis Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

TSX:KXS 1 Year Share Price vs Fair Value Explore Kinaxis's Fair Values from the Community and select yours Kinaxis Inc...
분석 기사 Jun 25

Risks To Shareholder Returns Are Elevated At These Prices For Kinaxis Inc. (TSE:KXS)

When close to half the companies in the Software industry in Canada have price-to-sales ratios (or "P/S") below 3.2x...
분석 기사 May 14

Kinaxis' (TSE:KXS) Conservative Accounting Might Explain Soft Earnings

The market was pleased with the recent earnings report from Kinaxis Inc. ( TSE:KXS ), despite the profit numbers being...
분석 기사 Apr 15

Is It Time To Consider Buying Kinaxis Inc. (TSE:KXS)?

Kinaxis Inc. ( TSE:KXS ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 Mar 01

Earnings Update: Kinaxis Inc. (TSE:KXS) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

Kinaxis Inc. ( TSE:KXS ) came out with its annual results last week, and we wanted to see how the business is...
분석 기사 Feb 19

Kinaxis Inc. (TSE:KXS) Investors Are Less Pessimistic Than Expected

With a price-to-sales (or "P/S") ratio of 6.8x Kinaxis Inc. ( TSE:KXS ) may be sending very bearish signals at the...
User avatar
새 내러티브 Jan 16

Maestro Gen AI And Accenture Collaboration Will Drive Future Success

Strategic partnerships and AI innovation focus are expected to drive future revenue growth and enhance margins.
분석 기사 Dec 24

Kinaxis (TSE:KXS) Is Reinvesting At Lower Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
분석 기사 Aug 02

Kinaxis Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next

Kinaxis Inc. ( TSE:KXS ) shareholders are probably feeling a little disappointed, since its shares fell 8.8% to CA$155...
분석 기사 May 21

Kinaxis Inc.'s (TSE:KXS) Shares May Have Run Too Fast Too Soon

When you see that almost half of the companies in the Software industry in Canada have price-to-sales ratios (or "P/S...

매출 및 비용 세부 내역

Kinaxis가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

TSX:KXS 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 265818418199
31 Dec 255487118194
30 Sep 255283519390
30 Jun 255152519787
31 Mar 254971019687
31 Dec 24483019488
30 Sep 244712018187
30 Jun 244582117186
31 Mar 244451516885
31 Dec 234271016382
30 Sep 234131515581
30 Jun 23395915079
31 Mar 23370914176
31 Dec 223672013274
30 Sep 22337913571
30 Jun 22312712869
31 Mar 222911311862
31 Dec 21251-111357
30 Sep 2123709955
30 Jun 2122819552
31 Mar 2122979051
31 Dec 20224148547
30 Sep 20226238043
30 Jun 20218277938
31 Mar 20199227436
31 Dec 19192237134
30 Sep 19174186632
30 Jun 19163176130
31 Mar 19160175829
31 Dec 18151145528
30 Sep 18147175126
30 Jun 18144204726
31 Mar 18138224524
31 Dec 17133204324
30 Sep 17129174324
30 Jun 17126134423
31 Mar 17121114422
31 Dec 16116114221
30 Sep 16110103819
30 Jun 16104123417
31 Mar 1699143016
31 Dec 1591132715
30 Sep 1586122615
30 Jun 1580112415

양질의 수익: KXS는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: KXS의 현재 순 이익률 (14.5%)은 지난해 (2%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: KXS의 수익은 지난 5년 동안 연평균 53.7%로 크게 증가했습니다.

성장 가속화: 지난 1년간 KXS 의 수익 증가율(760.8%)은 연간 평균(53.7%)을 초과합니다.

수익 대 산업: KXS의 지난 1년 수익 증가율(760.8%)은 Software 업계의 3.1%를 상회했습니다.


자기자본이익률

높은 ROE: KXS의 자본 수익률(21.5%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 07:18
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Kinaxis Inc.는 18명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Martin TonerATB Cormark
Robert PetersATB Cormark Historical (Cormark Securities)
Thanos MoschopoulosBMO Capital Markets Equity Research