Kinaxis Inc.

TSX:KXS Aktierapport

Börsvärde: CA$3.8b

Kinaxis Tidigare resultatutveckling

Tidigare kriterier kontrolleras 6/6

Kinaxis har ökat intäkterna med en genomsnittlig årlig takt på 53.7%, medan Software -branschen såg intäkterna växer på 21.9% årligen. Intäkterna har varit växande med en genomsnittlig takt på 17.8% per år. Kinaxis s avkastning på eget kapital är 21.5% och den har en nettomarginal på 14.5%.

Viktig information

53.73%

Tillväxttakt i vinsten

53.32%

Tillväxttakt för EPS

Software Tillväxt i branschen8.18%
Intäkternas tillväxttakt17.76%
Avkastning på eget kapital21.47%
Nettomarginal14.50%
Senaste uppdateringen av resultatet31 Mar 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Ny analys 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?
Analysuppdatering 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.
Ny analys 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?
Analysartikel 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...
Analysartikel 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...
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
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Ny analys 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Fördelning av intäkter och kostnader

Hur Kinaxis tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

TSX:KXS Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
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

Kvalitetsintäkter: KXS har inkomster av hög kvalitet.

Växande vinstmarginal: KXS s nuvarande netto vinstmarginaler (14.5%) är högre än förra året (2%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: KXS s intäkter har ökat markant med 53.7% per år under de senaste 5 åren.

Accelererande tillväxt: KXS s intäktstillväxt under det senaste året ( 760.8% ) överstiger sitt 5-åriga genomsnitt ( 53.7% per år).

Resultat vs industri: KXS vinsttillväxt under det senaste året ( 760.8% ) översteg Software branschen 3.1%.


Avkastning på eget kapital

Hög ROE: KXS s avkastning på eget kapital ( 21.5% ) anses vara hög.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 21:22
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Kinaxis Inc. bevakas av 18 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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