Overview

* E2open fiscal Q1 2026 revenue of $152.6 mln beats analyst expectations, per LSEG data

* Adjusted EPS for fiscal Q1 2026 was $0.05, exceeding analyst estimates, per LSEG data

* The anticipated acquisition by WiseTech Global positions E2open for further growth, expected to close by year-end

Outlook

* Company expects fiscal 2026 GAAP subscription revenue of $525 mln to $535 mln

* E2open anticipates fiscal 2026 total GAAP revenue of $600 mln to $618 mln

* Company projects fiscal 2026 non-GAAP gross profit margin of 68% to 68.5%

* E2open forecasts fiscal 2026 adjusted EBITDA of $200 mln to $210 mln

Result Drivers

* SUBSCRIPTION REVENUE GROWTH - E2open achieved its first year-over-year subscription revenue growth since mid-FY24

* CROSS-SELL EXPANSION - Large cross-sell expansion with a leading global health and wellness company contributed to revenue, enhancing digital supply chain capabilities

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q1 Beat $152.60 $148.90

Revenue mln mln (3

Analysts

)

Q1 Beat $0.05 $0.04 (3

Adjusted Analysts

EPS )

Q1 EPS -$0.05

Q1 Net -$15.50

Income mln

Q1 $132.90

Subscrip mln

tion

Revenue

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy."

* Wall Street's median 12-month price target for E2open Parent Holdings Inc ( ETWO ) is $3.30, about 1.5% above its July 9 closing price of $3.25

* The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)