The company is looking to integrate BoxTop solutions with its Global Logistics Network ("GLN") platform. The acquisition of BoxTop will aid Descartes in expanding its footprint in Europe. BoxTop platform helps in the safe movement of goods through various stages from quoting, routing, booking and final delivery. At present, it uses Descartes' GLN to provide customers the visibility into shipments across various transportation modes and to execute electronic customs filings. The Descartes Systems Group Inc ( ...

In terms of areas of focus, for the 7th consecutive year, real-time transportation visibility held the top spot for greatest transportation IT investment. Visibility was cited as the priority technology investment by 36% of respondents and was closely followed by order management at 35% in the 2nd spot. Jumping into the 3rd spot, fleet routing was noted by 29% of respondents as an important technology investment, compared to being 8th in 2023. Carrier sourcing continued to decline as an IT investment area f ...

In terms of areas of focus, for the 7th consecutive year, real-time transportation visibility held the top spot for greatest transportation IT investment. Visibility was cited as the priority technology investment by 36% of respondents and was closely followed by order management at 35% in the 2nd spot. Jumping into the 3rd spot, fleet routing was noted by 29% of respondents as an important technology investment, compared to being 8th in 2023. Carrier sourcing continued to decline as an IT investment area f ...

Based in the UK, BoxTop helps LSPs digitize their operations and connect to the wider logistics community to manage the lifecycle of shipments. LSPs use the BoxTop platform to manage the secure and efficient movement of goods from quoting through to routing, booking, and final delivery. BoxTop is an existing Descartes partner, leveraging the Descartes Global Logistics Network ("GLN") to help their clients gain visibility into shipments across multiple modes of transportation and to complete electronic custo ...

WATERLOO, Ontario and ATLANTA, June 11, 2024 (GLOBE NEWSWIRE) -- Descartes Systems Group (TSX:DSG) (Nasdaq:DSGX), the global leader in uniting logistics-intensive businesses in commerce, announced that it has acquired BoxTop Technologies Limited ("BoxTop"), a leading provider of shipment management solutions for small- to mid-sized logistics services providers ("LSPs"). "We've been working successfully with BoxTop for a number of years, and this was the next logical step in our partnership," said Scott Sang ...

Descartes Systems (DSGX) recently announced that Yellow Diamond Logistics, a noted third-party logistics company certified with the Transportation Security Administration is embracing Descartes technology to streamline its operations and boost AI-powered capacity sourcing. The Descartes Aljex solution has been instrumental in enhancing operational efficiency by automating and simplifying key freight broker activities. From order entry, lane rate comparison, covering loads and rate confirmation to carrier ac ...

ATLANTA and LONDON, June 04, 2024 (GLOBE NEWSWIRE) -- Descartes Systems Group (NASDAQ:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that Yellow Diamond Logistics, a leading Transportation Security Administration (TSA)-certified third-party logistics (3PL) company, is using Descartes technology for transportation management, real-time freight visibility and AI-driven capacity sourcing. By using the Descartes Aljex™ transportation management system (TMS), ...

Descartes Systems (DSGX) reported first-quarter fiscal 2025 non-GAAP earnings per share (EPS) of 40 cents, which missed the Zacks Consensus Estimate of 42 cents. The bottom line increased 18% year over year. Revenues in the quarter totaled $151.3 million, beating the Zacks Consensus Estimate by 0.9%. The top line grew 11% year over year. Synergies arising from the acquisition of OCR and Thyme ASD in the fiscal first quarter, along with healthy momentum in services revenues, led to the expansion. Also, acqui ...

财务数据和关键指标变化 - 公司第一季度总收入为1.531亿美元,同比增长11% [35] - 服务收入为1.378亿美元,同比增长11% [36] - 毛利率为77%,较上年同期76%略有提升 [39] - 调整后EBITDA为6700万美元,同比增长16%,占收入44.3% [40][41] - 经营活动产生的现金流为6370万美元,占调整后EBITDA的95% [43] - 现金余额为2.39亿美元,有3.5亿美元未使用的信贷额度 [45] 各条业务线数据和关键指标变化 - 全球贸易情报业务增长受益于制裁合规需求持续增加 [25] - 实时可视化业务增长受益于对新承运商的持续投入 [26] - 路由和调度业务增长受益于GroundCloud安全解决方案的市场需求 [27] - 电商物流业务增长受益于小型电商客户的出货量增加 [28] 各个市场数据和关键指标变化 - 国际和美国国内运输量在本季度有所放缓,但物流服务商对未来保持乐观 [30][31] - 海运业务量增加带动了后续的卡车和航空运输量增加 [60][61] 公司战略和发展方向及行业竞争 - 公司通过收购OCR和ASD拓展了合规和海关服务能力,增强了整体解决方案 [14][18][19] - 公司计划继续通过收购和内部投资来推动业务增长 [21][22][23] - 公司保持中立立场,为各方供应链参与者提供服务 [52][53] 管理层对经营环境和未来前景的评论 - 管理层对公司业务前景保持乐观,认为公司有能力应对当前的经济和供应链挑战 [55] - 管理层预计公司将继续保持10%-15%的调整后EBITDA年增长目标 [52][53] 其他重要信息 - 公司第二季度的基准收入约为1.36亿美元,基准调整后EBITDA约为5200万美元 [54] - 公司预计全年税率将在23%-28%之间,股份支付费用约为1660万美元 [46][47] - 公司预计未来几个季度经营活动产生的现金流将占调整后EBITDA的80%-90% [49] 问答环节重要的提问和回答 问题1 **Justin Long 提问** 询问服务收入增长放缓的原因,以及未来是否会加速 [58][59] **Ed Ryan 回答** 解释了海运业务恢复可能带动后续国内外运输量增加,预计未来服务收入增速将保持在高单位数 [60][61][62] 问题2 **Paul Treiber 提问** 询问海运业务恢复是否反映在基准收入中 [70][71] **Ed Ryan 回答** 解释基准收入只包括可见和经常性收入,不包括海运业务恢复带来的潜在影响 [71] 问题3 **Daniel Chan 提问** 询问收购是否能带来更多的协同成本效益 [81][82][83] **Ed Ryan 回答** 表示有望通过整合数据收集和处理等方面实现更多协同效应,提升收购业务的利润率 [83]

This quarterly report represents an earnings surprise of -4.76%. A quarter ago, it was expected that this logistics provider would post earnings of $0.30 per share when it actually produced earnings of $0.37, delivering a surprise of 23.33%. Descartes Systems (DSGX) came out with quarterly earnings of $0.40 per share, missing the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items. There are no easy answers ...