Canada's Kinaxis Q4 revenue beats estimates after customer expansion

Kinaxis

04/03/2026 22:13

Overview

Supply chain orchestration leader's Q4 revenue grew 16%, beating analyst expectations

SaaS revenue for Q4 increased 19%, fueled by record incremental bookings

Adjusted EBITDA margin for Q4 rose to 26%

Outlook

Kinaxis projects FY 2026 revenue between $620 mln and $635 mln

Kinaxis expects FY 2026 SaaS revenue growth of 17-19%

Kinaxis anticipates FY 2026 adjusted EBITDA margin of 25-26%

Result Drivers

AI-ENABLED PLATFORM - Kinaxis attributed Q4 growth to demand for its AI-enabled supply chain platform, Maestro, which helps manage volatility

LARGE ENTERPRISE FOCUS - Co's focus on large, complex supply chains contributed to new wins and revenue growth

EXPANDED CUSTOMER BASE - Record expansion within existing customer base drove Q4 results, reflecting enhanced focus and execution

Company press release: ID:nBw7RmGrba

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$144.2 mln
$139.9 mln (9 Analysts)
Q4 EPS
$0.68


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(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.)