Canadian Tire (CDNAF)
OTHER OTC:CDNAF
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.26Last Year’s EPS
1.44Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a majority of positive operational and financial developments: healthy sales growth, strong margin expansion, substantial EPS and IBT gains, meaningful loyalty and partnership traction, disciplined capital allocation and clear strategic investments (AI/MOSaiC, store refreshes). The principal cautions relate to a 53rd week that materially boosted results, elevated inventory, bank-level investment pressures and some banner/category-specific softness (CTR living, discretionary). Management articulated concrete plans to sustain momentum (loyalty, partnerships, DaiVID rollout, MOSaiC commercialization) and quantified savings and capital priorities. On balance, the highlights are stronger and more numerous than the lowlights, and the business appears to be executing through transformation while acknowledging near-term modeling caveats.Company Guidance
Strong Full-Year Financial Performance
Fiscal 2025 retail sales and revenue were up 5% (includes an extra week); profitability grew 14% and EPS increased 19% to $13.77. Annual comparable retail sales were up 4%, exceeding 4% in three of four quarters.
Exceptional Q4 Momentum
Q4 normalized IBT rose 33% and normalized EPS increased 38% year-over-year to $4.47. The underlying 13-week quarter had comp sales up 4.2%; retail revenue and sales for the quarter were close to +9% (≈+10% excluding Petroleum).
Banner-Level Strength
All banners contributed to growth: SportChek full-year +6% (Q4 comp +9.5%), Mark's and CTR each up ~4% for the year; Q4 comps: Mark's +7.2%, CTR +2.7% (quarterly variability noted). Automotive at CTR delivered its 22nd consecutive quarter of growth.
Margin and Profitability Expansion
Normalized retail gross margin rate (ex Petroleum) improved 118 basis points to 35.4% in Q4. Normalized retail EBITDA increased 19% to $557 million and normalized retail IBT grew 49% to $242 million.
Loyalty and Partnerships Driving Sales
Triangle Rewards active registered members grew 6% to 9.8 million; personalized offers generated ~ $300 million incremental sales. eCTM issuance to cardholders rose >12% to $329 million in 2025. Linked Triangle–Petro members (~600,000+) spend ~10% more with CTC; early RBC linkage reached ~150,000 members.
Financial Services Underpinnings
CTFS gross margin dollars increased 11%, normalized IBT rose 3%, credit card sales in Q4 increased 3.9%, and GAAR grew 2.5%. Credit risk metrics remained stable with PD2+ improving to 3.5% (down 11 bps).
Capital Allocation and Cost Savings
Return on invested capital improved to 11%. Operative CapEx for 2025 was $502 million (below prior range); 2026 CapEx guidance $500–$550 million. Share repurchases exceeded $440 million in 2025 (share count reduced by ~5%). Restructuring savings realized ~$30 million in the quarter, on track to ~$100 million vs. 2024.
Strategic AI and Retail System Initiatives
Launched MOSaiC AI collaboration with Microsoft; pilot surfaced >1,000 customer 'occasions' to inform personalization and go-to-market shifts. Plan to commercialize back half of 2026. E‑commerce growing at ~2x bricks-and-mortar rate and faster fulfillment/CX initiatives rolled out.
CDNAF Earnings History
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
CDNAF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $134.95 | $133.35 | -1.19% |
Nov 06, 2025 | $113.33 | $120.58 | +6.40% |
Aug 07, 2025 | $131.90 | $117.76 | -10.72% |
May 08, 2025 | $107.13 | $112.08 | +4.62% |
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 Canadian Tire (CDNAF) report earnings?
Canadian Tire (CDNAF) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Canadian Tire (CDNAF) earnings time?
Canadian Tire (CDNAF) earnings time is at May 07, 2026, Before Open (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 CDNAF EPS forecast?
CDNAF EPS forecast for the fiscal quarter 2026 (Q1) is 1.26.