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Kinaxis unveils AI offensive for agent-based orchestration

At the Citi conference, Kinaxis announced an expansion from planning to operational orchestration using agent-based AI and semantic architectures. In the first half of 2024, SaaS revenue and ARR each grew by about 20%, and management raised the annual outlook but remained cautious because of exchange rates, macro uncertainty and the timing of large contract signings. Roughly 10% of customers are already testing or paying for the prebuilt "Maestro Agents"; the strategic roadmap includes three AI phases, from LLM integration through agents to execution orchestration. The company sees growth opportunities especially in high-tech, data centers and aerospace and defense; FedRAMP certification is intended to open access to the U.S. federal market. » More on de.investing.com
Kinaxis surpasses Q1 2026 expectations, shares rise

Kinaxis reported Q1 2026 EPS of USD 1.34 (expectation USD 1.13) and revenue of USD 165.6m (expectation USD 155.4m). Total revenue increased 25% year-over-year, SaaS revenue rose 21%, and gross profit and adjusted EBITDA grew significantly. Operating cash flow grew 87%; management highlights strong liquidity and ongoing share buybacks. The stock climbed 7.24% in after-hours trading to USD 152.96, and the company reaffirmed a positive outlook with a focus on AI-powered supply-chain solutions. » More on de.investing.com
Kinaxis beats Q1 forecasts with record results, stock remains under pressure

Kinaxis reported Q1 2026 EPS of $1.34 versus $1.13 expected and revenue of $165.57 million, both above forecasts. SaaS revenue rose 21% and adjusted EBITDA reached a new high of $53.6 million. The stock initially rose after hours but fell again in later trading, partly due to mixed investor sentiment and the announced CFO change. The company confirms strong growth and gives EPS guidance for 2026/2027 between $0.98 and $1.28. » More on de.investing.com

Financials

In the last quarter, Kinaxis had revenue of €139.13m and net profit of €18.57m

(EUR)	June 2026	YoY
Revenue	139.13m	20.21%
Gross profit	91.51m	23.22%
Net profit	18.57m	18.73%
EBITDA	25.45m	28.54%

Fundamentals

Metric	Value
Market capitalization	€3bn
Number of shares	27.32m
52-week high/low	€118.00 - €73.41
Dividends	No
Beta	0.74
P/E ratio	40.51
PEG ratio	0.16
P/B ratio	8.68
P/S ratio	5.76

Company profile

Kinaxis Inc. bietet Cloud-basierte Abonnement-Software für Supply-Chain-Operationen in den Vereinigten Staaten, Japan, Hongkong, den Niederlanden, Südkorea, dem Vereinigten Königreich, Singapur, Frankreich, Irland, Deutschland, Indien und Kanada. Es bietet Kinaxis, eine Cloud-basierte Software-as-a-Service-Plattform, die erweiterte Planung, Vertriebs- und Betriebsplanung, Angebots- und Bedarfsplanung, Bestandsmanagement und Command-and-Control-Center-Dienste bietet. Das Unternehmen bietet auch professionelle Dienstleistungen, einschließlich Geschäftsumwandlung, Implementierung und kontinuierliche Lerndienste sowie Supportdienste. Das Unternehmen bedient die Märkte Technologie und Elektronik, Luft- und Raumfahrt und Verteidigung, Biowissenschaften und Pharmazeutik, Industrie, Automobil, Konsumgüter und Einzelhandel. Das Unternehmen war früher unter dem Namen webPLAN Inc. bekannt und änderte im Mai 2005 seinen Namen in Kinaxis Inc. um. Kinaxis Inc. wurde 1984 gegründet und hat seinen Hauptsitz in Ottawa, Kanada.