ONESOURCE: Revenue rose 37% and EBITDA 53% YoY as new DDC capacity ramped

What happened

ONESOURCE reported that Q2FY27 revenue rose 37% year over year and EBITDA rose 53%, with margin reaching 31.6% as new DDC capacity ramped. The company said its FY28 guidance remains $400m organic revenue and a 40% steady-state EBITDA margin.

Confirmed

Global impact / market context

Faster revenue than cost growth lifted profit per sale to 31.6%, which means more cash generated from each sale. Management still targets $400m organic revenue and a 40% steady-state EBITDA margin by FY28, so investors will judge whether the new DDC capacity keeps delivering.

Analyst inference

The article offers only company figures, not share price reaction or peer numbers. New DDC capacity is a capital spending choice that raises available production. If utilization holds, revenue and profit per sale can grow together; if demand slows, the added capacity could weigh on costs.

Analyst inference

What to watch

1. Q2FY27 revenue growth of 37% year over year and EBITDA growth of 53% will be compared with the FY28 organic revenue target of $400m. Confirmed
2. Watch whether management updates FY28 guidance of $400m organic revenue and a 40% steady-state EBITDA margin, which means the profit per sale expected once new capacity runs steadily. Proposed
3. Track whether the new DDC capacity keeps lifting revenue faster than costs, since slower demand would leave added capacity underused and pressure profit per sale. Analyst inference

Evidence

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