The earnings call highlighted strong domestic growth and strategic leadership transitions, as well as new route expansions that position Cargojet for future growth. However, these positives are balanced by significant challenges in ACMI and charter revenues due to global trade disruptions and uncertainties.

Company Guidance

During the Cargojet Canada Limited conference call, the company provided guidance emphasizing resilience and discipline amid global trade disruptions and uncertainties in demand. The domestic network showed strong growth, with revenues increasing by over 6% year-over-year and more than 12% year-to-date, primarily driven by rising e-commerce volumes and inflation-based pricing adjustments. Despite challenges in transatlantic trade routes leading to a decline in ACMI revenue due to shifts in operations toward North-South routes, the company maintained robust partnerships and forecasted stabilization in air cargo corridors. Additionally, Cargojet's charter business experienced a year-over-year decline, operating three flights per week versus five in the previous year, with expectations of recovery in Q4 due to the holiday peak season. The company's dedication to flexible fleet management and cost discipline resulted in an adjusted EBITDA margin of approximately 32%, consistent with historical trends in the low 30% range.

Strong Domestic Network Performance

Domestic network grew by more than 6% year-over-year and over 12% year-to-date, driven by e-commerce volumes and inflation-based price increases.

Leadership Transition

The transition of Pauline Dhillon as CEO effective January 1, 2026, with continued strategic guidance from Jamie Porteous.

New Route Expansion

Announced scheduled service to Liege, Belgium, linking domestic network with Europe's leading cargo gateway.

Debt Refinancing Achievement

Redemption of 5.25% senior unsecured notes using proceeds from a new offering at 4.599%, extending debt maturity profile and reducing interest costs.

Cargojet (CGJTF) Earnings, Revenues Date & History

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CGJTF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 25, 2026	2025 (Q4)	0.69 / -	1.219	―	―	―
Nov 04, 2025	2025 (Q3)	0.62 / 0.23	1.055	-78.38% (-0.83)	―
Aug 06, 2025	2025 (Q2)	0.72 / 0.73	-0.036	2140.00% (+0.76)	―
Apr 23, 2025	2025 (Q1)	0.77 / 1.15	1.326	-12.90% (-0.17)	―
Feb 17, 2025	2024 (Q4)	1.12 / 1.22	-0.1	1321.43% (+1.32)	―
Nov 04, 2024	2024 (Q3)	0.80 / 1.05	0.214	393.33% (+0.84)	―
Aug 13, 2024	2024 (Q2)	0.64 / -0.04	0.649	-105.49% (-0.68)	―
Apr 29, 2024	2024 (Q1)	0.45 / 1.33	0.691	91.75% (+0.63)	―
Feb 26, 2024	2023 (Q4)	0.61 / -0.10	0.107	-193.33% (-0.21)	―
Nov 07, 2023	2023 (Q3)	0.51 / 0.21	3.4	-93.71% (-3.19)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CGJTF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 04, 2025	$57.60	$56.93	-1.16%
Aug 06, 2025	$70.84	$71.60	+1.07%
Apr 23, 2025	$54.81	$60.68	+10.71%
Nov 04, 2024	$98.14	$90.73	-7.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.