Altus Group demonstrated strong financial performance with significant profit and margin improvements, recurring revenue growth, and successful new product launches. However, challenges in the CRE transactions and macroeconomic uncertainties present potential risks. The strong cash position and strategic share buybacks underscore financial robustness.

Company Guidance -

Q3 2025

During Altus Group's Q1 2025 earnings call, the company provided guidance highlighting several key metrics. Recurring revenue grew by 2.1%, driven by strong ARGUS software performance, while consolidated revenue saw a slight decline due to challenges in the Appraisals and Development Advisory segment. Profit from continuing operations improved by 47%, and adjusted EBITDA increased by 29.7%, resulting in a 280 basis point margin expansion. Cash from operating activities and free cash flow both showed significant growth. The company also achieved a 34.3% increase in recurring new bookings, which included a notable $5 million contribution from a three-year subscription deal with Ryan Tax. Altus Group retired its cloud adoption metric after reaching 90% of users contracted on the cloud. Additionally, restructuring efforts in the Appraisals and Development Advisory segment contributed to a $1.3 million improvement in adjusted EBITDA. The call emphasized the company's commitment to steady margin improvements, strategic product launches like Benchmark Manager, and an optimistic outlook for the back half of 2025, despite macroeconomic uncertainties.

Significant Improvement in Profit and Margin

Profit from continuing operations improved by 47%, and adjusted EBITDA was up 29.7%, driving a 280 basis point margin improvement.

Strong Recurring Revenue Growth

Q1 recurring revenue was up 2.1%, with ARGUS Intelligence leading total revenue growth. Recurring new bookings improved by 34.3%.

Successful Launch of Benchmark Manager

Benchmark Manager was launched in Q1, building on the ARGUS Intelligence platform, providing significant industry benchmarking capabilities.

Substantial Share Buyback and Debt Reduction

Deployed $76.3 million towards a share buyback, reducing outstanding shares to 44.4 million, and reduced debt by $127 million.

Strong Cash Position

Improved cash position to $491.9 million and continued strong cash from operations, driven by improvements in working capital.

Altus Group (TSE:AIF) 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:AIF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.44 / -	0.19	―	―	―
Aug 07, 2025	2025 (Q2)	0.35 / 0.50	0.45	11.11% (+0.05)	―	―
May 08, 2025	2025 (Q1)	0.16 / 0.19	0.33	-42.42% (-0.14)	―	―
Feb 20, 2025	2024 (Q4)	0.39 / 0.85	0.46	84.78% (+0.39)	―	―
Nov 07, 2024	2024 (Q3)	0.26 / 0.19	0.33	-42.42% (-0.14)	―	―
Aug 08, 2024	2024 (Q2)	0.53 / 0.45	0.53	-15.09% (-0.08)	―	―
May 02, 2024	2024 (Q1)	0.38 / 0.33	0.33	0.00% (0.00)	―	―
Feb 22, 2024	2023 (Q4)	0.43 / 0.46	0.44	4.55% (+0.02)	―	―
Nov 09, 2023	2023 (Q3)	0.48 / 0.33	0.42	-21.43% (-0.09)	―	―
Aug 10, 2023	2023 (Q2)	0.44 / 0.53	0.77	-31.17% (-0.24)	―	―

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:AIF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	C$52.25	―	―
May 08, 2025	C$52.16	C$54.61	+4.70%
Feb 20, 2025	C$55.51	C$54.68	-1.50%
Nov 07, 2024	C$53.66	C$56.13	+4.60%

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 Altus Group Limited (TSE:AIF) report earnings?

Altus Group Limited (TSE:AIF) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Altus Group Limited (TSE:AIF) earnings time?

Altus Group Limited (TSE:AIF) earnings time is at Nov 06, 2025, 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:AIF EPS forecast?

TSE:AIF EPS forecast for the fiscal quarter 2025 (Q3) is 0.44.

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