Descartes Systems/$DSGX

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About Descartes Systems

Descartes Systems Group provides a software solution that allows users in the shipping industry to communicate with one another. Its core product is the Global Logistics Network, which is best understood as transaction-driven. Descartes charges clients to send/receive messages, data, and documents on the GLN. Customers typically contract for a monthly minimum over a multiyear period. The GLN platform allows Descartes to upsell additional software modules as well, typically provided via a software-as-a-service model.

Ticker

$DSGX

Sector

Software & Cloud Services
Primary listing

Employees

1,356

Headquarters

Waterloo, Canada

DSGX Metrics

BasicAdvanced
$8.8B
60.69
$1.69
0.51
-

What the Analysts think about DSGX

Analyst ratings (Buy, Hold, Sell) for Descartes Systems stock.

Bulls say / Bears say

Revenues climbed to $168.7 million in Q1 FY26, an increase of 12% year-over-year, driven by strong demand for Descartes’ SaaS-based Global Logistics Network solutions (GlobeNewswire)
On March 25, 2025, Descartes acquired 3GTMS for approximately $112.7 million, expanding its North American transportation management presence and carrier network, strengthening its TMS suite (Descartes)
Descartes was recognized as the top provider of cloud-based TMS and fleet management solutions in ARC Advisory Group’s 2024–2029 global market report, highlighting its industry leadership (Descartes)
Cash provided by operating activities dropped to $53.6 million in Q1 FY26, a decline of 16% year-over-year from $63.7 million and 12% quarter-over-quarter from $60.7 million. This reflects volatility due to significant outflows related to acquisitions (GlobeNewswire)
Operating income fell sequentially to $46.2 million in Q1 FY26 from $47.1 million in Q4 FY25, indicating possible margin pressure from higher integration and operating costs (GlobeNewswire)
The company plans a cost reduction initiative that includes a 7% reduction in its workforce and roughly $4 million in restructuring charges for Q2 FY26, introducing execution risks and near-term expense burdens (GlobeNewswire)
Data summarised monthly by Lightyear AI. Last updated on 7 Sept 2025.

DSGX Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

DSGX Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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