Wise Tech Global: FY26 Guidance Holds Firm amid accelerating AI Transformation

WiseTech Global is advancing with strong revenue growth, an accelerating AI-led transformation, growing adoption of its transaction-based commercial model and deepening penetration of its CargoWise platform across global trade and logistics.

Wise Tech Global Limited (ASX: WTC) 

took the stage at the Macquarie Australia Conference in Sydney on 5–6 May 2026, using the opportunity to lay out where the company is headed over the long run. The company stood by its underlying EBITDA guidance of between US$598.5 million and US$637.5 million for FY26, and that steady confidence was enough to send WTC shares up 6.5% off the back of the appearance. The positive reaction is not happening in isolation either. It reflects a broader shift in how investors are feeling about the business right now, the AI-driven transformation is gaining real traction, the half-year results came in strong, and the CargoWise platform continues to dig deeper into global trade and logistics networks. When you put all of that together, the share price move starts to make a lot of sense.

Results and guidance

Wise Tech is expecting a very strong FY26, with revenue guided between $1.39 billion and $1.44 billion, implying growth of 79% to 85%. EBITDA is projected at $550 million to $585 million, with margins staying solid at around 40–41%. At Conference, management sounded slightly more optimistic, pointing to underlying EBITDA of $598.5 million to $637.5 million. The acquisition of E2open is already contributing meaningfully, adding $249.4 million to first-half revenue, while underlying NPAT stood at $68.1 million. Net leverage is currently at 3.2x and is expected to gradually reduce to 3.0x by FY26 and 2.5x by FY27. However, integration and restructuring costs of $45 million to $50 million are likely to weigh on FY26 margins, reducing them by about 2–3 percentage points in the near term.

Major project progress
 

AI transformation and efficiency program

WiseTech announced the next decisive phase of its AI-led transformation alongside the 1H26 results, the company is now rebuilding its software development workflows around AI-enabled ways of working. Starting in the second half of FY26 and into FY27, WiseTech expects to reduce product and development and customer service headcount, including E2open, by up to 50%, resulting in approximately 2,000 role reductions in total. More than 500 role reductions were already completed in FY26 ahead of plan, delivering a net cost-out of approximately $9 million. The financial impact is not expected to be material to FY26 outcomes as execution costs are likely to offset near-term savings, with the result being a leaner, AI-led organisation with a structurally lower cost base.

CargoWise growth

CargoWise Value Packs, transaction-based commercial model, have been rolled out to approximately 95% of CargoWise customers. The model removes seat and user fees, charging only on a transactional basis so that AI-driven labour efficiencies do not erode revenue. Around 30% of CargoWise revenue remains on long-term commitment agreements and is expected to transition to Value Packs, driving further growth. Four new large global freight forwarder rollouts were signed in FY26 including Sankyu, CJ Logistics, Blue Water Shipping and XPD Global, along with an organic rollout of Neptune Pacific. WiseTech now counts 59 large global freight forwarders on CargoWise, with 46 in production and 13 in contracted rollouts. Container Transport Optimisation is in implementation with launch partner ACFS Port Logistics.

E2open integration 

E2open integration is well progressed. WiseTech achieved its Horizon 1 FY27 cost synergy target of $50 million annualised run-rate savings nearly one and a half years ahead of plan. Product teams have been aligned and an integrated sales and marketing organisation is in place. The platform now supports approximately 80% of manufactured trade flows, operates across 193 countries, connects more than 400 airlines and over 150 ocean carriers, and supports over 42,000 CargoWise Certified Professionals worldwide. AI is already delivering measurable outcomes for customers through faster document processing, automated customs classification, real-time trade compliance and multi-step workflow automation

(Source: Company Report)