Cloud computing firm E2open beats Q1 revenue, adjusted EPS estimates

E2open Parent Holdings

10/07/2025 21:31

Overview

E2open fiscal Q1 2026 revenue of $152.6 mln beats analyst expectations, per LSEG data

Adjusted EPS for fiscal Q1 2026 was $0.05, exceeding analyst estimates, per LSEG data

The anticipated acquisition by WiseTech Global positions E2open for further growth, expected to close by year-end

Outlook

Company expects fiscal 2026 GAAP subscription revenue of $525 mln to $535 mln

E2open anticipates fiscal 2026 total GAAP revenue of $600 mln to $618 mln

Company projects fiscal 2026 non-GAAP gross profit margin of 68% to 68.5%

E2open forecasts fiscal 2026 adjusted EBITDA of $200 mln to $210 mln

Result Drivers

SUBSCRIPTION REVENUE GROWTH - E2open achieved its first year-over-year subscription revenue growth since mid-FY24

CROSS-SELL EXPANSION - Large cross-sell expansion with a leading global health and wellness company contributed to revenue, enhancing digital supply chain capabilities

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$152.60 mln
$148.90 mln (3 Analysts)
Q1 Adjusted EPS
Beat
$0.05
$0.04 (3 Analysts)
Q1 EPS
-$0.05
Q1 Net Income
-$15.50 mln
Q1 Subscription Revenue
$132.90 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

Wall Street's median 12-month price target for E2open Parent Holdings Inc is $3.30, about 1.5% above its July 9 closing price of $3.25

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBwbmWcmFa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)