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Kinaxis
Kinaxis (KXS) investor relations material
Kinaxis Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Mar, 2026
Executive summary
Achieved record-setting Q4 and FY 2025 results, with SaaS revenue and ARR growth exceeding guidance and historical highs, driven by strong new business wins and expansion in large enterprise customers.
Significant wins in key verticals such as semiconductor, oil & gas, aerospace, consumer goods, and data storage, with ~85% of year-end ARR from life sciences, high-tech, consumer products, and industrial manufacturing.
Launched Maestro Agent Studio, advancing AI-powered supply chain orchestration and introducing a new usage-based pricing model reflecting increased AI adoption.
Leadership transition announced, with CFO Blaine Fitzgerald departing after a strong tenure.
Expanded relationships with existing customers, leveraging enhanced platform capabilities.
Financial highlights
Q4 2025 total revenue reached $144.2M, up 16% year-over-year; SaaS revenue grew 19% to $97.2M.
FY 2025 total revenue increased 13% to $548M; SaaS revenue up 17% to $362.4M.
Adjusted EBITDA for FY 2025 grew 30% to $138.4M (margin 25%); Q4 Adjusted EBITDA margin was 26%.
ARR grew 20% year-over-year, adding $73M in 2025, with $26M in Q4 alone; ARR at Q4 end was $433M.
Q4 gross margin improved to 65% from 61% year-over-year; FY gross profit reached $354.3M.
Q4 net profit was $19.5M (vs. $-16.3M prior year); FY net profit $70.7M (vs. $0.06M prior year).
Outlook and guidance
FY 2026 revenue guidance: $620–635M; SaaS revenue growth expected at 17–19%.
Adjusted EBITDA margin guided at 25–26%, set as a new floor for future years.
Professional services revenue to grow low single digits; maintenance/support revenue flat to slightly down.
R&D expenses to grow in the high 20% range, with increased investment in AI and go-to-market initiatives.
Management expects continued SaaS growth and profitability, supported by strong ARR momentum and investments in AI and go-to-market capabilities.
Monetization strategy for Maestro Activity Units
Drivers for high 20% R&D spending growth
Strategic role of forward deployed engineers
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Next Kinaxis earnings date
Q1 20267 May, 2026
Kinaxis
Next Kinaxis earnings date
Q1 20267 May, 2026
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Frequently asked questions
Kinaxis Inc. provides cloud-based subscription software for supply chain operations in the United States, Japan, Hong Kong, The Netherlands, South Korea, the United Kingdom, Singapore, France, Ireland, Germany, India, and Canada. It offer RapidResponse that helps customers to plan critical inter-related processes comprising demand planning; supply planning; inventory planning; demand sensing and response; orders, inventory and production performance management; supply chain control towers; collaborative demand and supply matching; revenue and inventory management for direct fulfillment activities; collaboration capabilities for internal and external partners in an integrated environment that spans business functions from customer to supplier.
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