Canadian Tire Corp Ltd (CDNTF)
OTHER OTC:CDNTF
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.27Last Year’s EPS
1.44Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a clearly positive operational and financial story: strong 2025 sales, margin expansion, sizeable profit and EPS growth, loyalty and partnership momentum, meaningful cost savings and aggressive share repurchases. Management also highlighted strategic investments (AI/MOSaiC, store concepts) and reiterated long-term targets. Key risks include the 53rd-week distortion, inventory builds at corporate and dealer levels, category-specific underperformance (CTR Living and discretionary categories), OpEx and bank investment pressures in early 2026, and near-term volatility from weather and lapping patriotic purchasing. Overall, the positive operating and financial progress materially outweighs the discrete challenges flagged, but investors should be mindful of the one-time calendar effect and near-term execution/investment pressures.Company Guidance
Full-Year Revenue and Profit Growth
Fiscal 2025 retail sales and revenue were up 5% (includes extra week); annual comparable retail sales up 4%. Profitability grew 14% and EPS increased 19% to $13.77.
Strong Q4 Operating Performance
Q4 normalized IBT increased 33%, and normalized EPS rose 38% year-over-year to $4.47. Underlying 13-week quarter comps were up 4.2% with all banners and regions growing.
Retail Sales and Banner Momentum
Q4 retail revenue and sales grew ~9% (more than 10% excluding Petroleum). SportChek Q4 comps up 9.5%; Mark's Q4 comps up 7.2%; FY banner performance included SportChek +6% and CTR and Mark's ~+4% for the year.
Loyalty and Partnership Gains
Triangle Rewards active registered members grew 6% to 9.8 million. eCTM issuance to cardholders rose >12% to $329 million in 2025. About 600,000 members linked Triangle and Petro points and spend ~10% more, and RBC linked membership ramped to ~150,000 quickly.
Improved Retail Margins and SG&A Leverage
Normalized retail gross margin rate (ex Petroleum) improved 118 basis points in Q4 to 35.4%. SG&A rate (ex Petroleum) improved ~40 basis points, reflecting operating discipline and modest leverage.
Retail Profitability and Cash Returns
Normalized retail EBITDA increased 19% to $557 million and normalized retail IBT grew 49% to $242 million. The company repurchased >$440 million of shares in 2025, reducing share count by ~5%.
Restructuring and Cost Savings
Realized $30 million in restructuring savings in Q4 (first full quarter of savings) and remain on track toward $100 million in annualized savings versus 2024.
Financial Services Stability
CTFS saw credit card sales +3.9% in Q4, GAAR +2.5%, gross margin dollars +11%, and normalized IBT +3%. PD2+ improved to 3.5% (down 11 bps). Ending receivable balance was $7.7 billion with an allowance rate of 12%.
Capital Discipline and Returns
Return on invested capital improved to 11%. 2025 operating CapEx was $502 million (below prior range) and 2026 CapEx is expected in the $500M–$550M range.
Strategic Initiatives and Innovation
Transformation progress includes 52 store refreshes in 2025 and ~70 planned in 2026 (notably BBB and destination SportChek concepts). Launched MOSaiC AI program with Microsoft; pilot surfaced 1,000+ occasions to commercialize starting H2 2026.
CDNTF 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
CDNTF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $156.65 | $157.72 | +0.68% |
Nov 06, 2025 | $172.27 | $172.95 | +0.40% |
Aug 07, 2025 | $185.67 | $178.21 | -4.02% |
May 08, 2025 | $162.69 | $162.19 | -0.30% |
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 Corp Ltd (CDNTF) report earnings?
Canadian Tire Corp Ltd (CDNTF) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Canadian Tire Corp Ltd (CDNTF) earnings time?
Canadian Tire Corp Ltd (CDNTF) 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 CDNTF EPS forecast?
CDNTF EPS forecast for the fiscal quarter 2026 (Q1) is 1.27.