NYSE$ETWO

E2open Parent Holdings Inc. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

E2open reported fiscal Q4 2025 total revenue of $152.7M with a GAAP net loss of $268.5M and adjusted EPS of $0.06.

Total GAAP revenue was $152.7 million; subscription revenue was $133.0 million. GAAP net loss was $268.5 million including non-cash items; adjusted EPS was $0.06. Management cites stabilization in core retention and FY26 return to growth.

  • Q4 total revenue $152.7M; subscription $133.0M.
  • GAAP net loss $268.5M; adjusted EPS $0.06.
  • Strong operating cash flow and retention improvements.
  • Strategic review and macro uncertainty overhang.

Headline financials

Total Revenue

$153M

Previous: $158M-3.6%
EPS (adj)

$0.06

Previous: $0.05+20.0%
Gross Margin

50.2%

Previous: 50.8%-1.2%
Non-GAAP Gross Margin

68.2%

Previous: 70.0%-2.6%
Adjusted EBITDA

$56.3M

Previous: $55.1M+2.2%
Adjusted EBITDA Margin

36.9%

Previous: 34.8%+6.0%
Net Income

-$269M

Previous: -$45.5M-489.7%
Operating Income

-$246M

Previous: -$13.6M-1703.4%
Gross Profit

$76.6M

Previous: $80.5M-4.8%

Revenue & EPS history

E2open · Revenue · Quarterly

$153M

Q4 2025-3.6%vs Q4 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

Software outlook emphasizes subscription growth, retention, and path to profitability.

Tailwinds

  • Platform adoption and cross-sell.
  • Cost discipline and cash generation.

Headwinds

  • Competitive pricing and deal timing.
  • Macro IT spending and churn risk.

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 Q4 2025

Historical avgQ4 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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