The Descartes Systems Group Inc. reported record revenue and income from operations for the second quarter of fiscal 2027 on September 10. Quarterly revenue reached $201 million, a 12% increase year-over-year, while services revenue rose 13% to $188.6 million. Income from operations climbed 36% to $65.5 million from $48.2 million a year earlier, and adjusted EBITDA hit a record $94.4 million, up 18%, with a record adjusted EBITDA margin of 47%. Organic services revenue growth was just over 9%, driven by demand for Global Trade Intelligence, e-commerce, transportation management, and fleet performance solutions. The company also recently acquired Extensiv, a provider of warehouse management and fulfillment solutions for third-party logistics providers, and Tai, a provider of advanced transportation management solutions for freight brokers, though management flagged integration risks alongside shipping-market headwinds from tariffs, elevated fuel costs, and driver shortages.
Descartes Systems Group IncDescartes reported record Q2 revenue of $201M and income from operations up 36% to $65.5M.
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