A survey reveals 81% of logistics providers see transportation management as a competitive advantage, highlighting growth and AI investment trends.
Quiver AI Summary
According to Descartes Systems Group's 9th Annual Global Transportation Management Benchmark Survey, 81% of shippers and logistics services providers (LSPs) now see transportation management as a competitive advantage, with this figure marking a record high. The survey, involving over 600 organizations, shows a shift away from perceiving transportation as a basic service, now with only 19% holding that view. However, there are notable gaps in automation and digital maturity within the industry; only 17% of respondents report full automation, with many still relying heavily on manual processes. Additionally, a significant 96% are using generative AI in their operations, primarily for data entry and route optimization, and 80% plan to increase their investments in transportation management systems (TMS). The findings highlight a trend towards viewing transportation as a strategic driver for growth, prompting greater investment in technology and AI to enhance operational performance.
Potential Positives
- 81% of surveyed shippers and logistics service providers view transportation management as a competitive weapon, indicating a significant shift in acknowledging its strategic importance.
- 80% of respondents plan to increase TMS IT spending, signaling strong confidence in the growth of transportation technology investments.
- 72% of participants expect at least 5% annual revenue growth in the next two years, reflecting positive growth outlook for the industry.
- Descartes is positioned as a leader in transportation management solutions, supported by insights from over 600 industry participants regarding technology adoption and investment priorities.
Potential Negatives
- Despite the high percentage of companies planning to increase TMS IT spending, a significant gap in digital maturity and automation remains, with only 17% of respondents fully automated and a considerable reliance on manual processes.
- The stark contrast between companies with leading financial performance (51% fully automated) and those with below-average performance (5% fully automated) indicates potential operational weaknesses that could hinder competitive positioning.
- Although 96% of respondents utilize generative AI, the remaining 4%—who are less optimistic about growth—may represent a concerning segment of the market that could reflect poorly on overall industry innovation and competitiveness.
FAQ
What percentage of companies view transportation as a competitive weapon?
81% of shippers and logistics services providers view transportation management as a differentiator or competitive weapon.
How many companies are fully automated in transportation management?
Only 17% of respondents report being fully automated in their transportation management processes.
What are the main use cases for generative AI in transportation?
The top use cases for generative AI include data entry, route/load optimization, and AI-driven freight forecasting.
What investment trends are seen in Transportation Management Systems (TMS)?
80% of respondents plan to increase TMS IT spending, focusing on performance management, visibility, and fleet routing.
What is the growth outlook for the logistics sector?
72% of respondents expect at least 5% annual revenue growth in the next two years.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$DSGX Congressional Stock Trading
Members of Congress have traded $DSGX stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $DSGX stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$DSGX Hedge Fund Activity
We have seen 154 institutional investors add shares of $DSGX stock to their portfolio, and 228 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,426,117 shares (+20.0%) to their portfolio in Q2 2025, for an estimated $144,957,662
- TEMASEK HOLDINGS (PRIVATE) LTD added 896,779 shares (+inf%) to their portfolio in Q2 2025, for an estimated $91,153,101
- CIBC ASSET MANAGEMENT INC added 613,009 shares (+275.4%) to their portfolio in Q2 2025, for an estimated $62,309,299
- DURABLE CAPITAL PARTNERS LP removed 565,053 shares (-20.0%) from their portfolio in Q2 2025, for an estimated $57,434,812
- PICTON MAHONEY ASSET MANAGEMENT added 478,144 shares (+inf%) to their portfolio in Q2 2025, for an estimated $48,600,946
- CAISSE DE DEPOT ET PLACEMENT DU QUEBEC added 453,121 shares (+inf%) to their portfolio in Q2 2025, for an estimated $46,057,484
- BLACKROCK, INC. removed 429,972 shares (-47.8%) from their portfolio in Q2 2025, for an estimated $43,704,503
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$DSGX Analyst Ratings
Wall Street analysts have issued reports on $DSGX in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 06/05/2025
- Scotiabank issued a "Sector Outperform" rating on 03/26/2025
To track analyst ratings and price targets for $DSGX, check out Quiver Quantitative's $DSGX forecast page.
$DSGX Price Targets
Multiple analysts have issued price targets for $DSGX recently. We have seen 4 analysts offer price targets for $DSGX in the last 6 months, with a median target of $118.0.
Here are some recent targets:
- Chris Quintero from Morgan Stanley set a target price of $110.0 on 07/14/2025
- Paul Treiber from RBC Capital set a target price of $126.0 on 06/05/2025
- Raimo Lenschow from Barclays set a target price of $108.0 on 06/05/2025
- Kevin Krishnaratne from Scotiabank set a target price of $127.0 on 03/26/2025
Full Release
81% of shippers and logistics services providers view transportation as a competitive weapon; growth and AI adoption driving investments despite automation gap
LONDON and ATLANTA, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced the results of its 9th Annual Global Transportation Management Benchmark Survey of more than 600 companies. The study reveals that 81% of the shippers and logistics services providers (LSP) surveyed view transportation management as a differentiator or competitive weapon. This is a record high in the nine years of the study, underscoring transportation management’s rising role in fueling business growth and customer value. Similarly, those viewing transportation as a basic service or not important dropped to a 19%, an all-time low since the inception of the study.
While transportation management systems (TMS) are increasingly recognized as an essential solution in modern technology environments for shippers and LSPs, significant gaps remain in automation and digital maturity. Only 17% of respondents report being fully automated, with over one-third heavily or mostly reliant on manual processes (see Figure 1). This digital gap is especially pronounced between companies with industry leading financial performance (51% fully automated processes) and those with below average financial performance (5% fully automated processes) who trail significantly in automation, artificial intelligence (AI) adoption and growth expectations.
Figure 1. How mature is your company’s transportation technology adoption?
Source: Descartes
In terms of adopting generative AI specifically, an overwhelming 96% of overall respondents indicated they are using it within their operations, with the top three use cases cited as data entry (41%), route/load optimization (39%), and AI-driven freight forecasting and automated load matching/capacity sourcing (both 35%) (see Figure 2). The 4% of respondents not using generative AI were much more likely to view transportation management as a necessary evil and more likely to expect limited to no growth over the next two years.
Figure 2. Is your company leveraging generative AI in any of these areas? (select all that apply)
Source: Descartes
Other key findings include:
- TMS investment increasing: 80% of respondents plan to increase TMS IT spending, with top priorities in performance management, visibility, and fleet routing.
- Fraud and theft prevention rising: Carrier monitoring (i.e., insurance, safety, fraud) emerged as a top three TMS capability, with North American respondents prioritizing the capability 7% higher than European counterparts.
-
Strong growth outlook: 72% of respondents expect at least 5% annual revenue growth in the next two years
“This year’s survey shows a sector making meaningful progress in elevating transportation from a cost center to a strategic driver of customer value and business growth,” said Mike Hane, Director, Product Marketing, Transportation Management at Descartes. “This transition is backed by greater investment in TMS technology, according to study findings, as companies seek to more fully embed automation and AI in transportation management operations to enhance performance and generate value.”
Descartes and SAPIO Research surveyed 616 participants evenly split between logistics services providers (LSPs) (i.e., brokers, forwarders and third-party logistics providers) and shippers (i.e., manufacturers, distributors and retailers) from a wide variety of industries. The goal was to understand how companies view the role of transportation management; uncover which capabilities, technologies and competitive strategies/tactics are having the greatest impact on transportation operations; and provide an outlook on future transportation IT investment. Respondents were based in the United States, Canada and in Western Europe.
To learn more, read the full report: Descartes’ 9th Annual Global Transportation Management Benchmark Survey .
Learn more about Descartes’ Transportation Management solutions .
About Descartes
Descartes (Nasdaq:DSGX) (TSX:DSG) is the global leader in providing on-demand, software-as-a-service solutions focused on improving the productivity, security and sustainability of logistics-intensive businesses. Customers use our modular, software-as-a-service solutions to route, track and help improve the safety, performance and compliance of delivery resources; plan, allocate and execute shipments; rate, audit and pay transportation invoices; access global trade data; file customs and security documents for imports and exports; and complete numerous other logistics processes by participating in the world’s largest, collaborative multimodal logistics community. Our headquarters are in Waterloo, Ontario, Canada and we have offices and partners around the world. Learn more at
www.descartes.com
, and connect with us on
LinkedIn
and
Twitter
.
Global Media Contact
Cara Strohack
Tel: 226-750-8050
[email protected]
Cautionary Statement Regarding Forward-Looking Statements
This release contains forward-looking information within the meaning of applicable securities laws (“forward-looking statements”) that relate to Descartes’ transportation management solution offerings and potential benefits derived therefrom; and other matters. Such forward-looking statements involve known and unknown risks, uncertainties, assumptions and other factors that may cause the actual results, performance or achievements to differ materially from the anticipated results, performance or achievements or developments expressed or implied by such forward-looking statements. Such factors include, but are not limited to, the factors and assumptions discussed in the section entitled, “Certain Factors That May Affect Future Results” in documents filed with the Securities and Exchange Commission, the Ontario Securities Commission and other securities regulatory authorities across Canada including Descartes’ most recently filed annual and interim management’s discussion and analysis which are available under Descartes’ profile through the EDGAR website at http://www.sec.gov or through the SEDAR+ website at http://www.sedarplus.com/. If any such risks actually occur, they could, among other consequences, materially adversely affect our business, financial condition or results of operations. In that case, the trading price of our common shares could decline, perhaps materially. Readers are cautioned not to place undue reliance upon any such forward-looking statements, which speak only as of the date made. Forward-looking statements are provided for the purposes of providing information about management’s current expectations and plans relating to the future. Readers are cautioned that such information may not be appropriate for other purposes. We do not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in our expectations or any change in events, conditions or circumstances on which any such statement is based, except as required by law.
Photos accompanying this announcement are available at:
https://www.globenewswire.com/NewsRoom/AttachmentNg/be901dbc-c959-45a0-a5da-6eb00200680d
https://www.globenewswire.com/NewsRoom/AttachmentNg/a8fae2c7-d135-4828-b7dd-bc56f08cdd67