Canada · Delayed Price · Currency is CAD Calian Group Earnings Call Transcripts
Fiscal Year 2026
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Record Q3 results featured 20% revenue growth and 35% adjusted EBITDA growth, driven by strong defense, space, and essential industries performance. A landmark 15-year, CAD 300 million Raytheon UK contract and strategic acquisitions support a robust outlook, with raised guidance for fiscal 2026.
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Q2 2026 saw 18% revenue growth and 60% adjusted EBITDA growth, driven by strong defense and essential industries performance, record contract wins, and successful acquisitions. Outlook for fiscal 2026 is robust, with double-digit growth expected and ample liquidity for M&A.
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Record Q1 results with 12% revenue growth and 28% adjusted EBITDA increase, driven by strong defense, space, and essential industries performance. Robust backlog and a simplified operating model support a positive outlook, with double-digit growth expected for fiscal 2026.
Fiscal Year 2025
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Record Q4 and full-year revenues were driven by strong defense and international growth, with double-digit gains in core segments and significant contract wins. FY2026 targets double-digit revenue and EBITDA growth, supported by acquisitions and a robust M&A pipeline.
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Q3 2025 delivered 4% revenue growth, driven by strong defense and health segments, while ITCS faced ongoing headwinds. Backlog reached CAD 1.5 billion, with robust contract signings and a focus on M&A and operational efficiency positioning the company for future growth.
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Q2 results were impacted by ITCS segment headwinds, but defense, health, and advanced tech segments showed strong growth. Guidance was withdrawn due to uncertainty, but a robust backlog, AMS acquisition, and accelerated share buybacks position the company for long-term growth.
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Q1 2025 saw record revenues and strong defense-driven growth, with a robust backlog and continued double-digit guidance for the year. Margins softened due to mix and investments, but cash flow and balance sheet remain strong. Strategic expansion in the U.K., Europe, and U.S. is underway.
Fiscal Year 2024
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Record revenue and EBITDA growth were achieved, driven by strong performance in health, defense, and IT, alongside three strategic acquisitions and new partnerships with Microsoft and Walmart. Fiscal 2025 guidance projects continued double-digit growth, supported by a robust backlog and global expansion.
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Record Q3 revenue and EBITDA growth driven by advanced tech and health segments, with strong M&A execution and a growing backlog. Short-term headwinds from Canadian defense budget cuts are expected to be temporary, and the company remains on track for its three-year growth targets.