Sep 11, 2026
Tecsys (TCS) ran 7% on the back of its Q1, which beat small on revenue thanks to near-20% Y/Y SaaS growth…
… prompting management to increase full-year guidance, taking the midpoint of revenue growth from 3.0% to 6.5% and the top end of adj. EBITDA margins up 100 bps to 14%. With a SaaS backlog of nearly ~$260M…
… there’s likely room above that in the future, which could drive a re-rate given its software is mission-critical for healthcare logistics.
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