Logotype for Tecsys Inc

Tecsys (TCS) investor relations material

Tecsys Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Tecsys Inc
Q1 2026 earnings summary5 Sep, 2025

Executive summary

  • SaaS revenue grew 25% year-over-year to $19.1 million, driving total revenue of $46 million, with adjusted EBITDA up 24% to $3.2 million and net profit steady at $0.8 million ($0.05 per share).

  • SaaS ARR reached $79.3 million, up 21% year-over-year, with new health system wins and expansions in hospital networks and general distribution.

  • Professional services revenue increased 20% to $16 million, amid robust implementation activity and high utilization.

  • Major new customer wins included a leading biomedical brand, with continued growth in pharmacy and healthcare distribution verticals.

  • Innovation initiatives advanced, including Tecsys IQ (AI-powered data platform), generative AI for WMS and point-of-use, and the launch of India operations.

Financial highlights

  • SaaS revenue up 25% year-over-year to $19.1 million; SaaS ARR up 21% to $79.3 million; total revenue reached $46 million, up 9%.

  • Professional services revenue increased 20% to $16 million; backlog up 23% to $43.7 million.

  • Gross margin improved to 51% from 47% last year, with gross profit at $23.6 million.

  • Net profit was $0.8 million, EPS $0.05; adjusted EBITDA was $3.2 million, up from $2.6 million.

  • SaaS RPO at $226.3 million, up 16% year-over-year.

Outlook and guidance

  • Full-year fiscal 2026 guidance maintained: SaaS revenue growth of 20%-22%, total revenue growth of 8%-10%, adjusted EBITDA margin of 8%-9%.

  • SaaS margin expansion projected, with consolidated SaaS margin expected to reach 75% by FY2028.

  • SaaS pipeline remains strong, especially in pharmacy and general distribution; backlog in SaaS and professional services supports future growth.

  • Most SaaS growth now expected from new accounts and expansions, with maintenance migrations slowing.

  • Continued investment in product development, AI, and market leadership, especially in healthcare supply chain.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Tecsys earnings date

Logotype for Tecsys Inc
Q2 20264 Dec, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Tecsys earnings date

Logotype for Tecsys Inc
Q2 20264 Dec, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Tecsys Inc is a Canadian software company that provides supply chain management solutions for distribution, healthcare, and retail organizations. The company offers warehouse management, transportation management, and order fulfillment systems, along with cloud-based and on-premise deployment options. Tecsys Inc is headquartered in Montreal, Canada, and its shares are listed on the TSX.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage