Canada · Delayed Price · Currency is CAD Zedcor Earnings Call Transcripts
Fiscal Year 2026
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Record Q2 revenue and EBITDA growth were driven by U.S. expansion, fleet scaling, and operational efficiencies. Both U.S. and Canadian segments delivered strong results, with high utilization and expanding enterprise client base.
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High-growth security and video monitoring provider is expanding its North American branch network, focusing on rapid deployment, proprietary technology, and white glove service. Innovations in AI, VMS, and product offerings like ZBox and drone integration support strong financial growth and significant client impact, as seen with major partners like D.R. Horton.
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Record Q1 revenue and EBITDA driven by U.S. expansion, with U.S. revenue surpassing Canada for the first time. Strong liquidity and ongoing investments in manufacturing and proprietary AI software position the business for continued growth and margin expansion.
Fiscal Year 2025
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Record revenue and EBITDA growth driven by U.S. expansion and strong tower fleet growth. Enhanced liquidity and operational efficiencies position the business for continued expansion, with 2026 targets focused on further U.S. branch rollout and sales team investment.
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Record Q3 revenue and EBITDA growth driven by U.S. and Canadian expansion, with strong margins and high tower utilization. New banking facility enhances liquidity for further growth, while ongoing investments in sales and production support continued scale and margin improvement.
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Record Q2 2025 revenue and EBITDA were driven by rapid U.S. and Canadian expansion, improved manufacturing efficiency, and strong customer demand. Margins remain robust, with further growth and branch expansion planned, while credit facilities and capital structure are being optimized.
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Record Q1 2025 revenue and adjusted EBITDA were driven by strong recurring revenue and rapid U.S. expansion, with margins above 35% and a net cash position. Growth is expected to continue in both Canada and the U.S., supported by a robust balance sheet and diversified customer base.
Fiscal Year 2024
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Record Q4 revenue and EBITDA growth driven by fleet expansion, high utilization, and operational efficiencies. Aggressive U.S. expansion and strong demand across verticals support a positive outlook, though short-term margins may dip due to upfront investments.
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Record Q3 revenue and EBITDA were driven by fleet expansion, high utilization, and operational efficiencies. Growth continues in both Canada and the U.S., with strong cash flow and ongoing investments to support scaling.
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Evolved from energy services to a national security solutions provider, diversifying its client base and expanding into new markets and technologies. Recurring revenue exceeds 75%, with a strong growth outlook and plans to add 1,000–1,200 towers in 2025.