Key highlights

  • WiseTech Global Ltd (ASX:WTC) shares closed at $38.12, up 1.36%, on 19 October 2026.
  • The 26 August 2026 FY26 results report Revenue of US$1,395.9 million, up 79%, and underlying NPAT of US$313.5 million, up 29%.
  • A final ordinary Dividend of 8.8 US cents per share was declared, and net Leverage was 2.7 times at 30 June 2026.

WiseTech Global Ltd (ASX:WTC) shares closed at $38.12, up 1.36% (+$0.51), on 19 October 2026. The company provides logistics software, and on 26 August 2026 it reported its FY26 results, with revenue up 79% following the e2open acquisition.

The closing price and change shown are a one-day movement. The information discussed in this article is drawn from an announcement dated 26 August 2026, which was released before the price quoted, so this article does not link the day’s share price movement to it.

Recent update

WiseTech reported FY26 results on 26 August 2026, with all figures in US dollars. Total revenue was US$1,395.9 million, up 79%, reflecting the Acquisition of e2open, and was within guidance. Reported EBITDA was US$558.4 million, up 46%, and guidance EBITDA, adjusted for the AI transformation program cost and the loss on the divestment of Expedient Software, was US$585.8 million, up 54%, exceeding guidance. Underlying EBITDA was US$644.5 million, up 56%, at a Margin of 46%.

Underlying NPAT was US$313.5 million, up 29%, and statutory NPAT was US$178.7 million, down 11%. Underlying EPS was 94.0 US cents, up 28%. Free Cash Flow was US$410.7 million, up 43%, and underlying free cash flow was US$489.6 million, up 67%. Recurring Revenue was 95% of the total, down from 98%.

The company delivered about US$115 million of annualised run-rate cost savings, made up of US$64 million at e2open, US$34 million from its AI Transformation program and US$17 million from an efficiency program. It says over 95% of CargoWise customers moved to its new CargoWise Value Packs commercial model, with new signings up about 30% overall and about 55% for small and medium customers since their introduction. Underlying Rule of 40 was 114%, or 45% excluding e2open.

A final ordinary dividend of 8.8 US cents per share, fully franked, was declared, a payout of 17% of underlying NPAT and up 14%. Net leverage was 2.7 times at 30 June 2026, below the previously guided target of about 3 times.

The release shows how the year compares with FY25. Total revenue rose from US$778.7 million to US$1,395.9 million, reported EBITDA rose from US$381.6 million to US$558.4 million with the margin falling from 49% to 40% because of the lower-margin acquired business, and underlying EBITDA rose from US$413.9 million to US$644.5 million. Underlying EPS was 94.0 US cents against 73.1 cents.

The cost savings are described in three parts: US$64 million of annualised run-rate savings at e2open, US$34 million through the FY26 AI Transformation program and US$17 million from an efficiency program focused on high-performance teams and early adoption of AI. The company reports restructuring costs of US$67.1 million in FY26, which are excluded from the underlying measures.

What the company does

WiseTech Global develops and supplies software for the logistics industry, with CargoWise at the centre. CargoWise is a platform used by freight forwarders and logistics providers to manage global logistics operations.

Through the e2open acquisition, the group also provides Supply chain software. The release highlights its AI productivity initiatives and the CargoWise Value Packs commercial model, under which customers take packages of functionality.

Risks

Reported results are affected by acquisition, restructuring and divestment items. Statutory NPAT fell 11% even as underlying NPAT rose 29%, because of restructuring costs of US$67.1 million and acquired amortisation. Excluding e2open, the underlying Rule of 40 fell seven points to 45%.

The acquisition raised leverage, and recurring revenue as a share of the total fell to 95%. Growth plans, including CargoWise acceleration, depend on customer adoption of the new commercial model and delivery of cost savings.

Next milestone

The next milestones are the continued rollout of CargoWise growth initiatives into FY27, further cost savings from AI and efficiency programs and the group’s progress on reducing leverage.