Highlights

  • Trading revenue rose 20% YoY to NZ$9.6m
  • Annual Recurring Revenue crossed NZ$10m milestone (up 17%)
  • Strong ARPC growth and improving margins highlight quality earnings

Overview

TradeWindow Holdings Limited (NZX:TWL) delivered a strong FY26 performance, marked by steady growth despite a volatile global backdrop. The company reported trading revenue of NZ$9.6 million, up 20% year-on-year, while Annual Recurring Revenue (ARR) surpassed NZ$10 million for the first time, reinforcing the resilience of its subscription-based model. Growth has remained consistent since its NZX listing in 2021, supported by solid demand across the trade and logistics sector. Improvements in customer quality, pricing strategies, and product adoption drove higher revenue per customer and stronger margins. With continued investment in AI-led innovation and global expansion, TradeWindow is positioning itself for scalable, long-term growth.

What Drove TradeWindow’s Strong Revenue and ARR Growth?

Revenue growth in FY26 was driven by a balanced mix of new customer acquisition, increased product adoption, and pricing optimisation. TradeWindow Holdings Limited reported a 17% rise in ARR to NZ$10.1 million, reflecting the strength of its recurring revenue base. Average Revenue Per Customer (ARPC) grew significantly across both shippers and freight forwarders, supported by a focus on mid-market and enterprise clients. Importantly, most of the ARPC growth came from higher platform usage rather than pricing increases, indicating deeper customer engagement and stronger monetisation of its solutions.

How Is Freight.AI Shaping TradeWindow’s Future Growth?

Freight.AI is central to the company’s long-term strategy, transforming its platform from simple digitisation to workflow automation. TradeWindow Holdings Limited is embedding AI capabilities directly into trade processes, enabling automation of documentation, job creation, and customs workflows. This enhances efficiency and allows customers to handle higher transaction volumes with less effort. Commercially, it supports a shift toward usage-based pricing, increasing revenue potential while improving retention through deeper system integration. As Freight.AI rolls out from 2027, it is expected to unlock scalable growth and strengthen TradeWindow’s competitive positioning.