Ansaldo Energia has selected Kinaxis Maestro to orchestrate its global supply chain operations. The Italian power generation technology leader aims to manage complex manufacturing programs and extended production cycles.

The selection follows an extensive transformation to establish a new operating model aligned with Ansaldo Energia's long-term growth strategy. The company evaluated multiple leading supply chain planning platforms before choosing Maestro for its ability to provide end-to-end visibility and synchronize operations across its global supply chain.

Strategic Context

Demand for reliable energy infrastructure is accelerating, driven by AI, hyperscale data centers, electrification, and energy security. Ansaldo Energia is navigating increasingly complex, high-value manufacturing programs and a rapidly evolving supply chain.

Manufacturing large-scale power generation equipment requires precision at every stage. The process involves long production cycles, globally sourced high-value components, and complex manufacturing programs. Companies must carefully manage some of the industry's most expensive inventory.

Operational Impact

Lorenzo M. A. Ferrari, Supply Chain & Planning Director at Ansaldo Energia, stated that the company needed a platform with complete visibility across operations. He noted that Kinaxis distinguished itself through its ability to connect planning across the business in real time.

This connectivity provides agility to stay ahead of disruption, keep critical projects on schedule, and consistently deliver on customer commitments. Even small delays in sourcing or production can have significant operational and financial consequences, putting project timelines and revenue at risk.

Implementation Details

PwC will lead the implementation of the Kinaxis Maestro platform. The initiative aims to improve execution, strengthen the management of long lead-time materials, and build a more agile and resilient supply chain.

Mark Morgan, President of Global Commercial Operations at Kinaxis, emphasized that organizations need the ability to understand the impact of change instantly. He stated that Kinaxis delivers the capability to make confident decisions and orchestrate action across operations.

Kinaxis Inc., a global supply chain planning software provider, reported second-quarter earnings per share (EPS) of $0.76, significantly beating the analyst consensus estimate of $0.55 by 38.18%. This represents an 18.75% increase in EPS compared to $0.64 in the same period last year. Total revenue for the quarter ended June 30, 2026, reached $158.8 million, a 16% year-over-year increase that also surpassed the estimate of $153.403 million. The strong performance was driven by robust demand for cloud-based solutions, prompting management to raise full-year guidance for both total and SaaS revenue.

The results were prepared in accordance with IFRS Accounting Standards. Net profit rose 15% to $21.2 million from $18.4 million in Q2 2025. Operating cash flow increased significantly by 36% to $30.7 million, highlighting improved cash generation capabilities. Total revenue included a negative impact of approximately $0.9 million from foreign currency exchange rates (FX). Management noted that FX is expected to have a negative impact on total revenue of approximately $4.0 million to $4.5 million for the full fiscal year.

Financial Highlights

SaaS revenue grew 20% year-over-year to $106.5 million, despite a negative FX impact of approximately $0.6 million. Annual Recurring Revenue (ARR) increased 19% to $465.6 million, with constant currency growth reaching 21%. Remaining performance obligations rose 18% to $983.5 million, providing visibility into future contracted revenue. The company also appointed Kristin Russel as Chief Marketing Officer and Herb Yeh as Chief Financial Officer and Chief Strategy Officer.

What the Numbers Show

The divergence between total revenue growth (16%) and SaaS revenue growth (20%) indicates an accelerating shift toward higher-margin recurring revenue streams. While maintenance and support revenue declined by 20%, the substantial expansion in SaaS subscriptions suggests customers are migrating to cloud-based models. This structural shift supports the expansion in Adjusted EBITDA margin, which improved by 130 basis points to 26%, demonstrating effective cost management amidst rapid scaling. Additionally, approximately 10% of the installed customer base is now on a paid or trial subscription to Maestro Agents, signaling early adoption of AI-driven operational orchestration tools.

Fiscal 2026 Outlook

Based on information available as of August 5, 2026, Kinaxis raised its fiscal 2026 total revenue guidance from $620.0 million to a range of $625.0 million to $640.0 million. SaaS revenue growth guidance was increased from 17% to a range of 18% to 20% year-over-year. The company reaffirmed its Adjusted EBITDA margin expectation of 25% to 26%.