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Earnings

Kinaxis Inc. Reports Record Fourth Quarter 2025 Results

By The Northwire Desk — AI Analysis Mar 04, 2026 · 17:01 KXS · 130.09 KINAXIS INC. J
KXS · Price

Executive Summary

  • Kinaxis reported record Q4 2025 results, with total revenue up 16% YoY to $144.2 M (constant‑currency) and SaaS revenue up 19% to $97.2 M.
  • Adjusted EBITDA rose 19% YoY to $37.6 M, delivering a 26% margin – the highest on record. Net profit of $19.5 M ($0.68 per diluted share) turned positive from a loss in Q4 2024.
  • FY 2025 revenue reached $548.0 M (13% growth); SaaS grew 17% to $362.4 M and Adjusted EBITDA margin improved to 25%. ARR increased 20% to $433 M.
  • The company provided FY 2026 guidance: total revenue $620‑$635 M, SaaS growth 17‑19%, Adjusted EBITDA margin 25‑26%.

Key Details

  • Q4 2025 Financial Highlights
  • Total revenue (constant currency): $144.2 M vs. $123.9 M in Q4 2024 (+16%).
  • SaaS revenue (constant currency): $97.2 M vs. $81.9 M (+19%).
  • Gross profit margin: 65% (up from 61%).
  • Adjusted EBITDA: $37.6 M, margin 26% (vs. $31.5 M and 25% in Q4 2024).

  • Net profit: $19.5 M ($0.68 per diluted share) vs. a loss of $(16.3 M) a year earlier.

  • FY 2025 Financial Highlights

  • Total revenue (constant currency): $548.0 M (+13% YoY).
  • SaaS revenue (constant currency): $362.4 M (+17%).

  • Adjusted EBITDA margin: 25% (up from 22% in FY 2024).

  • Annual Recurring Revenue (ARR)

  • ARR at quarter‑end: $433 M, up 20% YoY (18% in constant currency).

  • Contracted revenue outlook (unsatisfied performance obligations):

    • 2026: $412.9 M (SaaS $374.5 M, Maintenance & Support $20.3 M, Licenses $18.1 M)
    • 2027: $292.8 M (SaaS $273.0 M, …)

  • Guidance FY 2026

  • Total revenue forecast: $620‑$635 M.
  • SaaS revenue growth target: 17‑19%.

  • Adjusted EBITDA margin target: 25‑26%.

  • Operational Highlights

  • Over 100 software deals > $1 M total contract value; more than 20 deals > $1 M average annual contract value.

  • Expanded installed base with new wins in semiconductors, data storage, oil & gas, etc.

  • Conference Call – March 5 2026 at 8:30 a.m. ET (CEO Razat Gaurav and CFO Blaine Fitzgerald).

Notable Quotes

“Our team delivered a record fourth quarter and fiscal 2025… new wins with leaders in semiconductors, data storage, oil and gas, among others.” – Razat Gaurav, CEO
“We roughly doubled the number of wins with large enterprise customers and saw over 100 software deals above $1 million…” – Blaine Fitzgerald, CFO

Read the original news release →

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