WiseTech Global Reports Record Revenue Growth of 79%

Earnings
โดย GuruFocus·AU·Read original
Summary · why it matters

WiseTech Global reported record revenue growth of 79% to $1,395.9 million for fiscal year 2026, within guidance, driven by the consolidation of e2open, which contributed $541.2 million. Underlying EBITDA rose 56% to $644.5 million, with a margin of 46%, while statutory NPAT fell 11% to $178.7 million due to restructuring costs and the Expedient divestment loss. The company delivered approximately $115 million in annualized run-rate savings, including $64 million from e2open cost synergies, and reduced net leverage to 2.7 times, ahead of its target. CargoWise revenue grew 11% to $756.9 million, below the prior guidance of 14%-21%, due to refinements in the new commercial model. CEO Zubin Appoo said the refinements were based on customer feedback and are permanent, with over 95% of customers now on the CargoWise Value Packs model. The company declared a final dividend of $0.088 per share, fully franked, and provided FY27 guidance implying continued margin expansion to 49%-51% underlying EBITDA margin.

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