The earnings call reflects a balanced sentiment with Enghouse demonstrating resilience and a strong financial position despite revenue declines and challenges in certain segments. The company's focus on recurring revenue, shareholder returns, and strategic acquisitions highlights positive aspects, while restructuring and market challenges present hurdles.

Company Guidance

During the Enghouse Q3 2025 Earnings Results Conference Call, the company reported a quarterly revenue of $125.6 million, with recurring revenue accounting for 69.9% or $87.8 million. Adjusted EBITDA was $32.3 million, yielding a margin of 25.7%, while net income stood at $17.2 million, translating to $0.31 per diluted share. The company undertook a strategic restructuring, incurring $3 million in special charges, which are expected to enhance profitability by $2 million to $2.5 million per quarter moving forward. Operating cash flow, excluding working capital and income taxes, was $30.9 million, and Enghouse ended the quarter with $271.6 million in cash and no external debt. Enghouse returned $16.5 million to shareholders through dividends, increasing from $0.26 to $0.30 per share, and repurchased $1.6 million in shares. The integration of recent acquisitions like Trafi and Margento was completed, supporting their vertical SaaS strategy, while the Board approved a quarterly dividend of $0.30 per common share payable in November. Despite macroeconomic challenges, Enghouse remains focused on accretive acquisitions, profitability, and positive cash flows.

Strong Financial Position

Enghouse ended Q3 with $271.6 million in cash and no external debt, demonstrating a strong financial position amidst economic uncertainty.

Recurring Revenue and Profitability

Recurring revenue was $87.8 million, making up 69.9% of total revenue. Adjusted EBITDA was $32.3 million with a margin of 25.7%.

Return to Shareholders

The company returned $16.5 million to shareholders through dividends, reflecting an increase from $0.26 to $0.30 per share, and repurchased $1.6 million in shares.

Successful Integration of Acquisitions

Completion of the integration of Trafi and Margento into the AMG business segment, contributing to revenue and operating income.

Strategic Acquisitions and Lean Operations

Strategic restructuring and focus on acquisition opportunities with a leaner cost structure entering Q4.

Enghouse Systems (TSE:ENGH) 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

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TSE:ENGH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 11, 2025	2025 (Q4)	0.36 / -	0.41	―	―	―
Sep 04, 2025	2025 (Q3)	0.37 / 0.31	0.37	-16.22% (-0.06)
Jun 05, 2025	2025 (Q2)	0.37 / 0.24	0.36	-33.33% (-0.12)
Mar 10, 2025	2025 (Q1)	0.37 / 0.40	0.33	21.21% (+0.07)
Dec 12, 2024	2024 (Q4)	0.41 / 0.41	0.45	-8.89% (-0.04)
Sep 05, 2024	2024 (Q3)	0.36 / 0.37	0.32	15.62% (+0.05)	―
Jun 10, 2024	2024 (Q2)	0.36 / 0.36	0.23	56.52% (+0.13)
Mar 13, 2024	2024 (Q1)	0.37 / 0.33	0.31	6.45% (+0.02)
Dec 14, 2023	2023 (Q4)	0.42 / 0.45	0.67	-32.84% (-0.22)
Sep 07, 2023	2023 (Q3)	0.30 / 0.32	0.33	-3.03% (-0.01)

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:ENGH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	C$22.84	C$20.95	-8.27%
Jun 05, 2025	C$25.95	C$23.55	-9.24%
Mar 10, 2025	C$25.77	C$24.82	-3.71%
Dec 12, 2024	C$30.35	C$26.44	-12.90%

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.