
May 2026
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![]() | Celestica Inc offers supply chain solutions. The company has two operating and reportable segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). The ATS segment consists of the ATS end market and is comprised of the Aerospace and Defense, Industrial, health tech, and Capital Equipment businesses. Its Capital Equipment business is comprised of the semiconductor, display, and robotics equipment businesses, and the CCS segment consists of Communications and Enterprise end markets, The Enterprise end market is comprised of its servers and storage businesses. The company generates a majority of its revenue from the Connectivity & Cloud Solutions segment. | $369 | +221% | $42B | $43B | 3.5x | 35.4x | ||
![]() | Descartes Systems Group provides a software solution that allows users in the shipping industry to communicate with one another. Its core product is the Global Logistics Network, which is best understood as transaction-driven. Descartes charges clients to send/receive messages, data, and documents on the GLN. Customers typically contract for a monthly minimum over a multiyear period. The GLN platform allows Descartes to upsell additional software modules as well, typically provided via a software-as-a-service model. | $72 | -38% | $6B | $6B | 8.0x | 17.6x | ||
![]() | Kinaxis Inc is a provider of cloud-based subscription software that enables its customers to improve and accelerate analysis and decision-making across their supply chain operations. The company has operations in the United States, Japan, Hong Kong, The Netherlands, South Korea, the United Kingdom, Romania, Mexico, Singapore, France, Ireland, Germany, India, and Canada. , and a majority of the revenue comes from the United States. | $106 | -26% | $3B | $3B | 4.8x | 18.9x | ||
![]() | Tecsys Inc is engaged in the development and sale of enterprise supply chain management software for distribution, warehousing, transportation logistics, point-of-use, and order management. It also provides related consulting, education, and support services. The company serves healthcare systems, services parts, third-party logistics, retail, and general wholesale distribution industries. Geographically, it derives a majority of its revenue from the United States and also has a presence in Canada, Europe, and other regions. | $28 | -12% | $403M | $381M | 2.9x | 38.9x | ||
![]() | Minehub Technologies Inc is a technology company engaged in the development and operation of a digital supply chain platform for the commodity markets. The company generates revenue from software as a service and Professional services. | $0 | +41% | $42M | $39M | β | β | ||
| Median | $72 | -12% | $3B | $3B | 4.1x | 27.1x |
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