WiseTech Global Limited Earnings Recaps
Q2 2026
Mar 3, 2026
WiseTech Global Limited reported a robust 76% revenue growth for the first half of FY '26, driven by successful execution of their new AI-focused commercial model and integration strategies.
Key takeaways
- EBITDA margin reached 38%, aligning with management expectations and indicating strong operational efficiency.
- The CargoWise Value Packs commercial model has been rolled out to 95% of customers, aligning pricing with value delivered and enhancing transaction-based revenue generation.
- Successful integration of e2open achieved $50 million in annual cost synergies nearly 1.5 years ahead of schedule, demonstrating effective operational alignment.
- Significant strides in AI adoption are poised to reshape product development and enhance efficiency, with workforce reductions projected to optimize performance.
- The company's commitment to long-term shareholder value remains strong amidst restructuring efforts aimed at leveraging AI for transformative productivity gains.
Q4 2025
Aug 28, 2025
WiseTech delivered strong FY25 results, with total revenue growing 14% year-over-year and EBITDA margins surpassing expectations. The company is well-positioned for future growth following the integration of E2open and the completion of its CargoWise Next rollout.
Key takeaways
- Total revenue rose to $778.7 million, driven by a 17% organic growth in CargoWise revenue, reaching $682.2 million.
- EBITDA increased 26% to $409.5 million, with an improved margin of 53%, highlighting operational strength and efficiency.
- Underlying NPAT grew 30% to $241.8 million, supported by strong cash flow of $287 million, up 31%.
- The final dividend was increased by 24% to $0.077 per share, emphasizing a commitment to returning value to shareholders.
- Strategic partnerships, including with ACFS Port Logistics, are set to enhance product reach and market penetration in the global logistics landscape.