Sign in

    Justin Long

    Managing Director of Equity Research at Stephens Inc.

    Justin Long is a Managing Director of Equity Research at Stephens Inc., specializing in the coverage of railroads and transportation suppliers, with a particular emphasis on both rail operators and car-lessors. He covers leading companies within the North American rail sector and is recognized for deep industry analysis, having appeared regularly in financial media to discuss investment opportunities and trends. Long has been with Stephens since around 2008, rising from research associate to research analyst before his promotion to Managing Director; he was promoted to a research analyst role in 2013 after nearly five years at Stephens. His professional credentials include research leadership and frequent expert commentary, although specific securities licenses and performance metrics such as published success rates or formal rankings are not publicly disclosed.

    Justin Long's questions to DESCARTES SYSTEMS GROUP (DSGX) leadership

    Justin Long's questions to DESCARTES SYSTEMS GROUP (DSGX) leadership • Q1 2025

    Question

    Justin Long inquired about the slight moderation in organic services growth compared to the prior quarter and whether to expect a reacceleration. He also asked about the potential margin and organic growth impact from the recent OCR and ASD acquisitions.

    Answer

    CFO Allan Brett noted that organic growth was solid at around 8.5% and that minor revenue items in the prior year's quarter slightly impacted the growth rate. CEO Ed Ryan added that the company sees the current high single-digit growth as strong and consistent. He explained that the new acquisitions are currently operating at margins slightly below Descartes' average but present a great opportunity for improvement over time. Ryan also mentioned that the full revenue potential of the new acquisitions has not yet been incorporated into the baseline calibration, suggesting potential future upside.

    Ask Fintool Equity Research AI

    Justin Long's questions to DESCARTES SYSTEMS GROUP (DSGX) leadership • Q4 2024

    Question

    Asked about the drivers of all-in organic growth, the potential for acceleration with an improved freight cycle, and the current state of the M&A pipeline.

    Answer

    The company reported services organic growth around 10%, with all-in growth slightly lower. They confirmed an improved freight cycle would likely accelerate growth. The M&A pipeline is active but currently involves some price disagreements, though they expect activity to pick up soon.

    Ask Fintool Equity Research AI