WTC reaffirms FY26 guidance & accelerates AI transformation

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Stock Wisetech Global Ltd (WTC.ASX)
Release Time 25 Feb 2026, 9:13 a.m.
Price Sensitive Yes
 WTC reaffirms FY26 guidance & accelerates AI transformation
Key Points
  • 76% total revenue growth, 12% CargoWise revenue growth
  • 31% EBITDA growth, with organic EBITDA growth of 7% and margin of 51%
  • AI strengthens moat, enabling automation and efficiency gains
Full Summary

WiseTech Global Limited (WiseTech or the Company) today announced its financial results for the six months ended 31 December 2025 (1H26). Total revenue grew 76% to $672.0 million, driven by the acquisition of e2open and continued growth in CargoWise. CargoWise revenue grew 12% to $372.4 million, including organic growth of 9%. EBITDA grew 31% to $252.1 million, with organic EBITDA up 7% and a margin of 51%. The company is undergoing a deep AI transformation, which will accelerate productivity, automation and decision-making across its software for customers and internal operations. This will result in a phased reduction of up to 50% of product & development and customer service headcount initially, with other functions in scope from FY27. The company reaffirmed its FY26 guidance for revenue of $1.39 billion-$1.44 billion (79%-85% growth), EBITDA of $550 million-$585 million (44%-53% growth) and EBITDA margin of 40%-41%.

Guidance

FY26 revenue of $1.39 billion-$1.44 billion (79%-85% growth), EBITDA of $550 million-$585 million (44%-53% growth) and EBITDA margin of 40%-41%.

Outlook

WiseTech is leading its AI transformation journey to deliver a leaner, more efficient AI-led organization, a stronger, more deeply embedded platform, the ability to leverage its transaction-based commercial model, and significantly higher productivity and efficiency in software development.