The earnings call reflected strong growth and performance in the U.S. market, bolstered by successful integration of acquisitions and increased operational efficiency. However, challenges in the Canadian segment, including revenue decline and lower utilization, as well as an increased net debt, balanced the overall sentiment.

Company Guidance

In the recent conference call detailing Alithya's first quarter fiscal 2026 results, the management provided several key financial metrics and strategic insights. The company reported a year-over-year improvement in adjusted EBITDA and gross margin as a percentage of revenue, driven by a focus on high-value services and efficiency gains. Revenue growth was notable, particularly in the U.S. market, with a 17.3% increase in the U.S. operating segment, largely attributed to strong performances in their Oracle and Microsoft practices. The U.S. accounted for a higher proportion of revenue growth compared to Canada, where revenues fell due to strategic exits from lower-margin contracts. The company also highlighted the impacts of recent acquisitions, such as eVerge, which was financed entirely in cash, contributing to new opportunities and enhancing Alithya's smart shore capabilities, now representing 13% of the workforce. Furthermore, the call noted a book-to-bill ratio of 0.95 for the quarter, with bookings at $118.1 million, and emphasized ongoing strategic priorities focused on industry expertise and smart shoring.

U.S. Market Growth

Achieved double-digit profitable growth of 17.3% in the U.S. market, driven primarily by Oracle and Microsoft practices.

Revenue and Adjusted EBITDA Growth

Consolidated revenues increased by 2.7% year-over-year to $124.2 million, and adjusted EBITDA grew by 15.6% to $11.6 million.

Successful Integration of Acquisitions

Integrated eVerge and XRM Vision acquisitions, contributing to growth and new opportunities, with a significant impact on smart shore centers.

High Gross Margin

Gross margin improved to 32.1%, up from 31.9% last year, due to increased efficiencies and a focus on higher-value business mix.

Strong Performance in Healthcare Sector

Completed significant projects for healthcare clients like Virtua Health and Cigna using Oracle solutions, enhancing operational efficiency and financial insights.

Smart Shore Capabilities Expansion

Reached a new high of 13% of employees in smart shore locations, significantly contributing to the company's operational efficiency.

Positive Cash Position

Executed the eVerge acquisition with a 100% cash approach, maintaining a good cash position for future acquisition opportunities.

Alithya Group (TSE:ALYA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TSE:ALYA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2026 (Q2)	0.01 / -	0	―	―	―
Aug 13, 2025	2026 (Q1)	0.01 / 0.00	-0.03	―	―
Jun 12, 2025	2025 (Q4)	0.02 / 0.08	0.02	300.00% (+0.06)
Feb 13, 2025	2025 (Q3)	0.00 / -0.04	-0.03	-33.33% (-0.01)
Nov 14, 2024	2025 (Q2)	-0.01 / 0.00	-0.1	―
Aug 14, 2024	2025 (Q1)	>-0.01 / -0.03	0.02	-250.00% (-0.05)
Jun 13, 2024	2024 (Q4)	-0.02 / 0.02	-0.21	109.52% (+0.23)
Feb 14, 2024	2024 (Q3)	-0.05 / -0.03	-0.06	50.00% (+0.03)
Nov 14, 2023	2024 (Q2)	>-0.01 / -0.10	0	―
Aug 10, 2023	2024 (Q1)	-0.03 / 0.02	-0.04	150.00% (+0.06)

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

TSE:ALYA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 13, 2025	C$2.54	C$2.30	-9.45%
Jun 12, 2025	C$1.91	C$2.08	+8.90%
Feb 13, 2025	C$1.73	C$1.82	+5.20%
Nov 14, 2024	C$1.77	C$1.76	-0.56%

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.

FAQ

When does Alithya Group, Inc. Class A (TSE:ALYA) report earnings?

Alithya Group, Inc. Class A (TSE:ALYA) is schdueled to report earning on Nov 13, 2025, TBA (Not Confirmed).

What is Alithya Group, Inc. Class A (TSE:ALYA) earnings time?

Alithya Group, Inc. Class A (TSE:ALYA) earnings time is at Nov 13, 2025, TBA (Not Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TSE:ALYA EPS forecast?

TSE:ALYA EPS forecast for the fiscal quarter 2026 (Q2) is 0.01.

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