The earnings call presented a balanced view with significant revenue and profit growth, cost reductions, and strategic advancements like the share buyback and tax settlement. However, challenges remain, such as the decline in Bozzetto's revenue on a constant currency basis and the decrease in cash position. Overall, the company seems to be making solid progress with a cautiously optimistic outlook despite some economic uncertainties.

Company Guidance

During the Aimia Inc. Second Quarter 2025 Results Conference Call, the company provided optimistic guidance based on several key financial metrics. The company reported a consolidated revenue increase of 5% to $128.7 million, with gross profit rising by 11% to $34.9 million. SG&A expenses saw a significant decline of 33% to $25.9 million, and adjusted EBITDA increased to $19.7 million from $12.3 million the previous year. Focused cost reductions led to a revised Holdco cost guidance down to $9 million for the year. Aimia's core holdings, Bozzetto and Cortland, demonstrated resilience despite economic uncertainties, with Bozzetto's adjusted EBITDA margin improving to 18.6% and Cortland's revenue growing by 8% year-over-year. The company reiterated its guidance for adjusted EBITDA in 2025 to be between $88 million and $95 million for its core holdings, while expecting a $33 million tax refund following a settlement with CRA. The company is committed to executing its 3-step strategy, which includes reducing Holdco costs, renewing its share buyback program, and exploring new investment opportunities.

Revenue and Profit Growth

Consolidated revenue grew by 5% to $128.7 million, and gross profit was up 11% to $34.9 million. Adjusted EBITDA rose by 60.2% to $19.7 million from $12.3 million.

SG&A Cost Reduction

SG&A expenses declined by 33% to $25.9 million, contributing to improved profitability.

Share Buyback Program

The company achieved important milestones regarding its share buyback program, which was renewed and will run through to June 2026, with $8.2 million spent in Q2.

Settlement with CRA

Settlement with the Canada Revenue Agency will lead to a total refund of $33 million.

Cortland Performance

Cortland's revenue grew by 8% to $37.8 million, with adjusted EBITDA increasing by 36% to $4.9 million.

Aimia Inc. (TSE:AIM) 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 >

TSE:AIM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.04 / -	-0.07	―	―	―
Aug 14, 2025	2025 (Q2)	-0.06 / -0.08	-0.1	20.00% (+0.02)	―	―
May 13, 2025	2025 (Q1)	-0.08 / 0.55	-0.09	711.11% (+0.64)	―	―
Mar 28, 2025	2024 (Q4)	0.00 / -0.48	-0.69	30.43% (+0.21)	―	―
Nov 08, 2024	2024 (Q3)	-0.06 / -0.07	-0.37	81.08% (+0.30)	―	―
Aug 13, 2024	2024 (Q2)	-0.39 / -0.10	-0.9	88.89% (+0.80)	―	―
May 15, 2024	2024 (Q1)	-0.55 / -0.09	-0.287	68.64% (+0.20)	―	―
Mar 26, 2024	2023 (Q4)	-0.10 / -0.69	-0.32	-115.62% (-0.37)	―	―
Nov 14, 2023	2023 (Q3)	-0.07 / -0.37	5.93	-106.24% (-6.30)	―	―
Aug 11, 2023	2023 (Q2)	-0.08 / -0.90	-0.42	-114.29% (-0.48)	―	―

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:AIM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	C$3.22	C$3.18	-1.24%
May 13, 2025	C$2.69	C$2.67	-0.74%
Mar 28, 2025	C$2.51	C$2.60	+3.59%
Nov 08, 2024	C$2.55	C$2.60	+1.96%

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 Aimia Inc. (TSE:AIM) report earnings?

Aimia Inc. (TSE:AIM) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Aimia Inc. (TSE:AIM) earnings time?

Aimia Inc. (TSE:AIM) earnings time is at Nov 06, 2025, 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 TSE:AIM EPS forecast?

TSE:AIM EPS forecast for the fiscal quarter 2025 (Q3) is 0.04.

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