NYSE$ETWO

E2open Parent Holdings Inc. · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

E2open delivered subscription revenue above guidance and demonstrated strong adjusted EBITDA and cash flow.

E2open reported Q3 2025 financial results, with subscription revenue above the midpoint of guidance and improved retention performance. The company is progressing with its return-to-growth plan and made new executive appointments.

  • GAAP subscription revenue was $132.0 million, a decrease of 0.6% year-over-year.
  • Total GAAP revenue was $151.7 million, a decrease of 3.7% year-over-year.
  • GAAP net loss was $381.6 million, compared to a net loss of $740.0 million in the year-ago period.
  • Adjusted EBITDA was $53.6 million, a decrease of 3.2% year-over-year.

Headline financials

Total Revenue

$152M

Previous: $157M-3.7%
EPS (adj)

$0.05

Previous: $0.04+25.0%
Capital Expenditures

-$6.19M

Previous: -$6.24M+0.9%
Net Income

-$382M

Previous: -$740M+48.4%
Operating Income

-$375M

Previous: -$731M+48.8%
Gross Profit

$75.7M

Previous: $78.6M-3.6%
Stock-Based Comp

$10.4M

Previous: $6.84M+52.2%

Revenue & EPS history

E2open · Revenue · Quarterly

$152M

Q3 2025-3.7%vs Q3 2024
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

E2open · $30M total across 1 segment · Q3 2022

  • Professional Services
    $30M

Forward guidance

E2open is updating full year 2025 guidance previously provided on October 9, 2024, and providing fourth quarter 2025 guidance.

Tailwinds

  • GAAP subscription revenue for fiscal 2025 is expected to be in the range of $526 million to $529 million.
  • GAAP subscription revenue for the fiscal fourth quarter of 2025 is expected to be in the range of $131 million to $134 million.
  • Total GAAP revenue for fiscal 2025 is expected to be in the range of $607 million to $611 million.
  • Non-GAAP gross profit margin for fiscal 2025 is expected to be in the range of 68% to 70%.
  • Adjusted EBITDA for fiscal 2025 is expected to be approximately $215 million with an implied adjusted EBITDA margin of approximately 35%.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-5.7%

Avg return

Earnings day

-9.5%

Avg return

5 days after

-1.5%

Avg return

30 days after

33%

7 / 21 earnings

Positive

+15.4%

Q4 2021

Best reaction

-48.1%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026
Q2 2026
Q1 2026+0.0%+0.3%
Q4 2025-6.2%+7.7%+53.1%
Q3 2025-5.9%-4.5%+3.0%
Q2 2025-20.2%-20.0%-16.6%
Q1 2025-11.2%-3.2%-10.8%
Q4 2024+12.8%+10.2%+8.6%
Q3 2024+1.7%-11.8%-5.6%
Q2 2024-48.1%-42.0%-25.2%
Q1 2024+3.1%-7.4%-12.8%
Q4 2023-29.9%-26.4%-20.4%
Q3 2023-0.9%+3.3%+12.1%
Q2 2023-5.7%-13.8%+0.3%
Q1 2023-14.6%-16.5%-4.0%
Q4 2022+6.4%
Q3 2022-16.2%
Q2 2022+1.3%
Q1 2022-1.1%
Q4 2021+15.4%
Q3 2021+0.4%
Q2 2021-0.4%
Q1 2021-0.8%
Q4 2020

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