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Acadian Timber (TSE:ADN)
TSX:ADN
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.12Last Year’s EPS
0.21Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mix of positive operational momentum in the fourth quarter and clear strategic actions to address constraints (notably New Brunswick outperformance, improved Q4 EBITDA, safety record, liquidity and the establishment of internal logging operations in Maine). However, these positives were tempered by significant full-year declines in revenue and EBITDA (largely due to the absence of 2024 carbon credit sales), meaningful Maine production and cost challenges (production down 40% for the year in Maine and operating costs ~30% above long-term targets), ongoing pricing pressure across several product categories, logistics/trucking constraints, and trade policy risks. Overall, the company presented constructive near-term responses and a path to improvement while acknowledging material headwinds that impacted 2025 results.Company Guidance
Q4 Sales and Volume Growth
Fourth quarter sales of $22.0 million, up from $20.2 million a year earlier; freehold timber sales volumes (excluding biomass) increased 21% year-over-year, supported by favorable weather and improved contractor availability in New Brunswick.
Improved Q4 Profitability
Adjusted EBITDA for Q4 was $5.2 million versus $3.7 million in Q4 2024 and adjusted EBITDA margin improved to 23% from 18%, reflecting higher volumes and operational gains.
New Brunswick Outperformance
New Brunswick sales rose to $19.0 million from $17.2 million; sales volumes (excl. biomass) up 23% and softwood sawlog volumes up 54%; New Brunswick adjusted EBITDA improved to $5.5 million from $4.2 million and margin increased to 29% from 24%.
Safety and Liquidity
No recordable safety incidents in Q4; strong balance sheet with net liquidity of $17.4 million, including cash of $4.8 million and undrawn revolving credit facilities.
Strategic Response to Maine Constraints
Company established internal logging operations in Maine (equipment and assets acquired in Jan/Feb) to address contractor shortages and trucking constraints, with production improving in Q4 and early 2026 as they expand internal capacity and contractor network.
Q4 Net Income and Shareholder Returns
Reported Q4 net income of $39.7 million ($2.18 per share) vs $5.6 million ($0.32) in Q4 2024 largely due to higher gains on noncash fair value adjustments; generated $1.9 million free cash flow and declared $5.3 million of dividends ($0.29 per share) in the quarter.
Carbon Credit Pipeline and Real Estate Activity
Expect near-term registration of ~400,000 carbon removal credits (post protocol transition) which command higher pricing; evaluating additional carbon projects across remaining 900,000 acres and planning residential lot sales and renewable energy investments in 2026.
TSE:ADN 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
TSE:ADN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | C$16.64 | C$16.93 | +1.74% |
Oct 29, 2025 | C$14.90 | C$14.25 | -4.36% |
Aug 06, 2025 | C$17.67 | C$17.51 | -0.89% |
May 07, 2025 | C$16.85 | C$16.91 | +0.34% |
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 Acadian Timber (TSE:ADN) report earnings?
Acadian Timber (TSE:ADN) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Acadian Timber (TSE:ADN) earnings time?
Acadian Timber (TSE:ADN) earnings time is at May 06, 2026, After Close (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:ADN EPS forecast?
TSE:ADN EPS forecast for the fiscal quarter 2026 (Q1) is 0.12.