Side-by-side comparison of AI visibility scores, market position, and capabilities
$651M revenue FY2025 (+14% YoY); Q4 FY25 $167.5M (+13% YoY); $181.1M operating income (+27% YoY); $143.3M net income (+24% YoY); #1 cloud TMS provider 2025 (ARC Advisory); 12 G2 Grid Leader categories; logistics leader
Descartes Systems Group was founded in 1981 in Waterloo, Ontario, and has grown through decades of organic development and strategic acquisitions to become a leading provider of cloud-based logistics and supply chain technology. The company's core mission is to help logistics-intensive businesses improve productivity, performance, and sustainability across their global operations. Its technology underpins routing, compliance, customs, and visibility workflows for some of the world's most complex supply chains.\n\nDescartes operates a federated platform called the Global Logistics Network (GLN), one of the world's largest logistics data networks, connecting carriers, customs authorities, freight forwarders, and shippers in real time. Its product suite spans transportation management, customs and regulatory compliance, routing and mobile, global trade intelligence, and B2B connectivity. The company serves logistics providers, manufacturers, retailers, and government agencies across more than 160 countries.\n\nDescartes achieved $651M in revenue in fiscal year 2025, a 14% year-over-year increase, with operating income of $181.1M (+27%) and net income of $143.3M (+24%). Traded on Nasdaq as DSGX and the Toronto Stock Exchange, Descartes is recognized as the #1 cloud transportation management system provider and has compounded revenue growth through over 60 acquisitions since 2000, making it one of the most consistent growth stories in supply chain software.
Global supply chain network platform with 90,000+ connected partners; Nucleus Research Leader 2024 (5th consecutive year); Gartner WMS Leader 2025 (7th consecutive year); real-time visibility, collaboration, and financial settlement for discrete manufacturing and retail.
Infor Nexus is a global supply chain network platform founded in 1999 as GT Nexus and acquired by Infor in 2015. Built on the mission of connecting every trading partner in a single cloud-based network, the platform's core technology enables real-time visibility, collaboration, and financial settlement across the full supply chain — from raw material sourcing to final delivery. Infor Nexus operates as the connective tissue between brands, suppliers, manufacturers, logistics providers, and banks on one integrated network.\n\nThe platform serves discrete manufacturing, retail, and consumer goods companies, enabling them to orchestrate multi-tier supply chains with a single digital thread rather than fragmented point-to-point integrations. Key capabilities include purchase order management, shipment tracking, supply chain finance, and demand-driven replenishment. With 90,000+ connected trading partners, Infor Nexus offers network effects that make it progressively more valuable as suppliers and carriers already on the platform reduce onboarding friction for new buyers.\n\nInfor Nexus has been recognized as a Nucleus Research Leader for five consecutive years through 2024 and a Gartner Warehouse Management Systems Leader for seven consecutive years through 2025. As part of Infor — a Koch Industries subsidiary — it benefits from substantial investment in AI and cloud infrastructure. The platform's unique position as a multi-party network rather than a single-enterprise tool gives it a structural advantage in supply chain visibility that point solutions struggle to replicate.
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