The call conveyed strong positive momentum: record quarterly and annual profitability, double-digit segment improvements, meaningful deleveraging, robust cash flow, and structural gains from the Savaria One transformation. Management provided clear plans for growth (product introductions, European rebranding, dealer tuck-ins, Greenville expansion) and signaled ample M&A capacity. Headwinds are present but manageable — chiefly FX volatility, transitional Europe dynamics, some one‑off strategic costs, and a near-term CapEx spike for Greenville. Overall, the positives (record results, sustainable margin improvement, cash/debt progress and clear strategic roadmap) materially outweigh the limited and identifiable lowlights.

Company Guidance

Management deferred specific yearly guidance until its Investor Day on April 14 when it will unveil 5‑year targets, but gave directional metrics for 2026–27: CapEx is expected to be ~2.5–3.0% of sales in 2026 (back to ~2–2.5% in 2027) with the Greenville U.S. expansion coming online in Q4/Oct 2026; an expected effective tax rate of ~26–26.5%; no share buybacks and a stable dividend policy; a capital priority of deleveraging and M&A (net debt fell ~$71M YoY to a 1.03 leverage ratio, $75.2M of debt repaid in 2025, ~$312M liquidity available, and management says it can invest roughly $200M over the next few years while keeping net debt/EBITDA below 2). They signalled continued margin expansion driven by Savaria One and operating leverage (Q4 adjusted EBITDA $51.3M / 21.2%; FY adjusted EBITDA $186.2M / 20.4%), plan ~100 new Savaria One initiatives in 2026 after 160+ in 2025, and will modestly elevate 2026 CapEx (one‑off Greenville spend) while roughly half of normal CapEx continues to support R&D (62 people).

Record Quarterly and Full-Year Profitability

Adjusted EBITDA of $51.3M in Q4 2025 (highest quarter ever), representing ~20% growth YoY and an adjusted EBITDA margin of 21.2% (up 200 bps vs Q4 2024). Full-year sales of $913M with adjusted EBITDA of $186.2M and a 20.4% margin (company bests and above the 20% target).

Top-Line Growth and Revenue Mix

Consolidated Q4 revenue of $241.8M, up $18.4M (+8.3% YoY). Growth drivers included organic growth of 5.2%, foreign exchange tailwind of 2.5%, and acquisition contribution of 0.6% (Western Elevator).

Segment Momentum — Accessibility and Patient Care

Accessibility revenue growth of 7.7% in Q4 (North America +7.2%, Europe +9% with positive organic growth in Europe). Patient Care grew 10% in Q4, bringing full-year Patient Care growth to ~5%.

Improved Margins and Operating Results

Consolidated gross margin improved to 38.9% from 37.7% in 2024; operating income increased 36.6% YoY. Segment adjusted EBITDA margins: Accessibility 23.4%, Patient Care 19.4%.

Strong Cash Generation and Deleveraging

Cash flow from operations in Q4 of $35M; net debt reduced by $71M YoY, ending leverage ratio 1.03. Debt repayments totaled $45.2M in Q4 and $75.2M for 2025.

Savaria One Transformation Delivering Sustainable Gains

Savaria One delivered >160 initiatives in 2025 (roughly a dozen+ per month) with accelerating recurring savings; Q4 implementation of ~35 initiatives. Management describes improvements as structural and sustainable, with 100+ new initiatives planned for 2026.

M&A Firepower and Strategic Tuck-ins

Liquidity of ~$312M and stated capacity to invest ~$200M over the next few years while keeping leverage comfortably below 2x. Completed strategic tuck-ins (Western Elevator, Baxter Residential Elevator) to expand dealer footprint and product lines.

Disciplined CapEx and Continued R&D Investment

FY 2025 CapEx of $22M (2.4% of sales), Q4 CapEx $6.8M. 2026 CapEx guidance ~2.5%–3% of sales (one-off Greenville expansion), with expectation to return to ~2%–2.5% in 2027. R&D remains a focus (headcount ~62), with R&D and intangibles typically ~half of normal annual CapEx.

Savaria (SISXF) 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 >

SISXF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 13, 2026	2026 (Q1)	0.22 / -	0.169	―	―	―
Mar 04, 2026	2025 (Q4)	0.24 / 0.27	0.147	85.00% (+0.13)		―
Nov 05, 2025	2025 (Q3)	0.22 / 0.24	0.133	77.78% (+0.10)	―	―
Aug 06, 2025	2025 (Q2)	0.17 / 0.21	0.111	93.33% (+0.10)	―	―
May 07, 2025	2025 (Q1)	0.12 / 0.17	0.118	43.75% (+0.05)	―	―
Mar 05, 2025	2024 (Q4)	0.15 / 0.15	0.118	25.00% (+0.03)	―	―
Nov 06, 2024	2024 (Q3)	0.15 / 0.13	0.133	0.00% (0.00)	―	―
Aug 07, 2024	2024 (Q2)	0.14 / 0.11	0.103	7.14% (<+0.01)	―	―
May 08, 2024	2024 (Q1)	0.10 / 0.12	0.066	77.78% (+0.05)	―	―
Mar 06, 2024	2023 (Q4)	0.14 / 0.12	0.133	-11.11% (-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

SISXF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 04, 2026	$17.81	$19.25	+8.09%
Nov 05, 2025	$15.33	$15.47	+0.87%
Aug 06, 2025	$14.58	$15.13	+3.84%
May 07, 2025	$12.97	$13.32	+2.71%

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 Savaria (SISXF) report earnings?

Savaria (SISXF) is schdueled to report earning on May 13, 2026, TBA (Confirmed).

What is Savaria (SISXF) earnings time?

Savaria (SISXF) earnings time is at May 13, 2026, TBA (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 SISXF EPS forecast?

SISXF EPS forecast for the fiscal quarter 2026 (Q1) is 0.22.