Brief: Kinaxis Q2 Revenue USD 136.415 Million Vs. IBES Estimate USD 133.7 Million

Kinaxis

06/08/2025 22:00

Overview

Kinaxis fiscal Q2 revenue grows 15% yr/yr, beating analyst expectations

SaaS revenue rises 17%, prompting raised guidance for fiscal 2025

Record levels achieved for profit, EPS, and adjusted EBITDA margin

Outlook

Kinaxis raises 2025 SaaS growth guidance to 13-15%

Company projects 2025 total revenue of $535-550 mln

Kinaxis expects 2025 adjusted EBITDA margin of 23-25%

Result Drivers

SAAS REVENUE GROWTH - SaaS revenue rose 17%, prompting an increase in SaaS growth guidance for 2025

NEW BUSINESS WINS - Record Q2 for new business with balanced new customer wins and expansion orders, driving ARR growth of 15%

AI ADOPTION - Early innovator customers using new generative and agentic AI capabilities, enhancing supply chain autonomy

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$136.42 mln
$133.70 mln (9 Analysts)
Q2 Gross Profit
$87.53 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "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 Kinaxis Inc is C$225.00, about 8.1% above its August 5 closing price of C$206.76

The stock recently traded at 40 times the next 12-month earnings vs. a P/E of 38 three months ago

Press Release: ID:nBw7CY4nfa

(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.)