Tecsys Inc (TSX:TCS)

Q4 2026 Tecsys Inc Earnings Call Transcript

Jun 30, 2026 / 12:30 PM GMT

Release Date Price: C$31.48 (-10.64%)

Transcript

Key Points

Positve

Tecsys Inc (TCYSF) reported record Q4 revenue of $50 million and record full-year revenue of $193 million.
SaaS revenue grew by 20% for the year, with adjusted EBITDA reaching 10% ahead of guidance.
The company added significant new customers, including Memorial Hermann Health System and Shepherd Center, enhancing its healthcare solutions portfolio.
New logo bookings increased by 33% year-over-year, indicating strong demand and a robust pipeline.
Tecsys Inc (TCYSF) was recognized as a leader in the 2025 Nucleus Research WMS Technology Value Matrix and included in the 2026 Gartner Magic Quadrant for Warehouse Management Systems.

Negative

The company reported a net loss of $0.2 million in Q4 fiscal 2026, compared to a net profit of $1.7 million in the same quarter last year.
There was a $3.4 million after-tax restructuring cost impacting the net loss.
Maintenance and support revenue is expected to decline, impacting overall revenue growth.
SaaS migration bookings saw a significant decline, indicating a slowdown in converting legacy systems to SaaS.
The company anticipates ongoing declines in legacy maintenance revenue, which could affect future revenue streams.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TCS.TO - Tecsys Inc
Q4 2026 Tecsys Inc Earnings Call
Jun 30, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone, and welcome to Texas Fiscal Year 2026 Fourth Quarter and Full Year Results Conference Call.

Please note that the complete fourth quarter report, including MD&A and financial statements, were filed on Cedar Plus after market close yesterday.

All dollar amounts are expressed in Canadian currency and are prepared in accordance with international financial reporting standards.

Some of the statements in this conference call, including the question-and-answer period, may include forward-looking statements that are based on management's beliefs and assumptions.

Actual results may differ materially from such statements.

I would like to remind everyone that this call is being recorded on

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