WiseTech Global

WTC.ASX

Information Technology

Provider of software solutions to the logistics industry globally

Market Data

Price

$39.290

+0.1%
Market Cap

$12.1B

P/E Ratio

53.1x

EPS

$0.679

Div. Yield

0.59%

52-Week Change

-0.5%

Latest Earnings

WTC 1H26 Appendix 4D and financial report

25 February 2026

Revenue
$672.00
+76.0% YoY
NPAT
$114.50
+2.0% YoY
EPS
$0.20
Dividend
$0.07

WiseTech Global delivered strong revenue growth of 76% to $672.0M driven by the e2open acquisition ($249.4M contribution), with 7% organic growth. While statutory NPAT declined 36% to $68.1M due to higher finance costs and amortization from acquisitions, underlying NPAT grew 2% to $114.5M, and the company reaffirmed FY26 guidance. Key points: Strong 76% revenue growth to $672.0M, with 7% organic growth excluding acquisitions; Strategic e2open acquisition contributing $249.4M revenue and expanding TAM significantly; Launched new CargoWise Value Packs commercial model now live with ~95% of customers

Recent Announcements

29 May 2026 Sph Neutral

Ceasing to be a substantial holder from MQG

MQG ceased to be a substantial holder.

25 Feb 2026 Guidance Positive

WTC reaffirms FY26 guidance & accelerates AI transformation

WiseTech Global delivered strong H1 FY26 results with 76% total revenue growth to $672M driven by the e2open acquisition, while CargoWise revenue grew 12% organically. The company reaffirmed FY26 guidance and announced a major AI transformation program including up to 50% headcount reductions in product development and customer service, positioning for enhanced efficiency and long-term growth. Key points: CargoWise revenue grew 12% (9% organically) driven by existing customers and LGFF rollouts; 95% of CargoWise customers now on new commercial model transitioning from seat fees to transaction-based pricing; e2open integration progressing well with FY27 cost synergy target of $50M achieved early in January 2026

25 Feb 2026 Actual Results Positive

WTC 1H26 Appendix 4D and financial report

WiseTech Global delivered strong revenue growth of 76% to $672.0M driven by the e2open acquisition ($249.4M contribution), with 7% organic growth. While statutory NPAT declined 36% to $68.1M due to higher finance costs and amortization from acquisitions, underlying NPAT grew 2% to $114.5M, and the company reaffirmed FY26 guidance. Key points: Strong 76% revenue growth to $672.0M, with 7% organic growth excluding acquisitions; Strategic e2open acquisition contributing $249.4M revenue and expanding TAM significantly; Launched new CargoWise Value Packs commercial model now live with ~95% of customers

7 Feb 2026 Date Announcement Neutral

Earnings Release - 25 February 2026

Upcoming earnings release expected 25 February 2026 (from Yahoo Finance (confirmed))

27 Aug 2025 Actual Results Positive

WiseTech Global FY25 Appendix 4E and financial report

WiseTech Global delivered FY25 revenue of $778.7M (+14% YoY) with underlying NPAT of $241.8M (+30% YoY), significantly outperforming on profitability despite revenue in-line with expectations. The company achieved strong cash generation with free cash flow of $287.0M (+31% YoY) and maintained excellent operational metrics including 86% gross margins and <1% customer attrition, though elevated M&A costs ($30.6M) and general admin expenses impacted statutory results. Key points: Underlying NPAT surged 30% to $241.8M, significantly outperforming statutory NPAT growth of 17%, demonstrating strong operational profitability beneath M&A-related items; CargoWise organic revenue growth of 17% with total CargoWise revenue reaching $682.2M (+18% including M&A), driven by Large Global Freight Forwarder (LGFF) rollouts and increased customer usage; Exceptional customer retention with <1% attrition rate on CargoWise platform sustained for 13+ years; recurring revenue improved to 98% of total revenue (FY24: 97%)

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