Revenue at the Ottawa software firm increased 16 per cent in its most recent quarter, to US$158.8 million, it reported. That made for “the strongest first half in Kinaxis’s history,” CEO Razat Gaurav said in the announcement. It turned a quarterly profit of US$21.2 million. (The Logic)

Talking point: Kinaxis has touted its scenario-planning tools as a draw in times of trade turbulence, as multinationals, importers and exporters try to figure out how to adapt to U.S. tariffs, threats, retaliations and military moves. Investors haven’t been as entranced, however; the early days of the COVID-19 pandemic gave Kinaxis’s shares a big boost but they’re almost exactly where they were five years ago. In the interim, the company grappled with an activist shareholder complaint and a CEO hunt that took over a year before Gaurav took the job in January. 

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