Aimia Inc. (TSE:AIM)
TSX:AIM
Earnings Data
Report Date
May 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.55Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive strategic turning point: management executed cost reductions, delivered improved margins at Bozzetto, completed meaningful share buybacks, and announced a large pending divestiture that materially strengthens liquidity and enables debt repayment and capital deployment. These positives were tempered by continued top-line pressure (Bozzetto volumes and pricing, Cortland revenue decline), a non-cash goodwill impairment at Cortland, and the fact that combined adjusted EBITDA for the year came in slightly below guidance. On balance, the strategic liquidity and deleveraging catalysts alongside cost discipline and margin improvements outweigh the operational headwinds and one‑off charges.Company Guidance
Pending Bozzetto Divestiture and Large Expected Proceeds
Definitive agreement to sell Bozzetto with expected net proceeds of CAD 265–271 million (enterprise value reported at CAD 411 million). Transaction expected to close in Q2 and proceeds intended for accretive investments and senior note redemption.
Pro Forma Liquidity Strengthened
Year-end cash of CAD 109.2 million (up from CAD 106M at end of Q3). Pro forma cash after Bozzetto sale and potential full redemption of senior notes estimated at CAD 185 million as of Dec 31, 2025 (subject to closing adjustments).
Bozzetto Adjusted EBITDA Margin Expansion
Bozzetto generated Q4 revenue of CAD 84.2 million (down 1.9% YoY; down 9.8% on a constant currency basis) and adjusted EBITDA of CAD 15.0 million, improving margin to 17.8% from 15.6% a year earlier (prior adjusted EBITDA CAD 13.4M).
Holdco Cost Reduction and Outperformance vs Guidance
Holdco costs for 2025 were CAD 7.7 million, below the CAD 9.0 million forecast and down from CAD 12 million in 2024. Management reaffirmed commitment to reduce holdco costs to or below 1.5% of NAV.
Debt Reduction Plan and Material Interest Savings
Plan to offer redemption of senior notes (par plus accrued interest; outstanding balance CAD 142.6M at Dec 31, 2025). Early redemption would eliminate a 9.75% coupon that consumes CAD 13.9M of cash annually and yield cumulative cash savings to maturity of ~CAD 56M if fully redeemed.
Capital Allocation Actions—Share Buybacks and Hedging
Continued NCIB activity reduced share count by over 10% (Q4 purchases of CAD 3.6M at an average CAD 2.80). Management hedged ~50% of net euro proceeds to CAD to mitigate foreign currency volatility and align with potential note redemption exposure.
TSE:AIM 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:AIM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 24, 2026 | C$2.74 | C$2.71 | -1.09% |
Nov 12, 2025 | C$2.76 | C$2.81 | +1.81% |
Aug 14, 2025 | C$3.22 | C$3.18 | -1.24% |
May 13, 2025 | C$2.69 | C$2.67 | -0.74% |
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 May 20, 2026, Before Open (Confirmed).
What is Aimia Inc. (TSE:AIM) earnings time?
Aimia Inc. (TSE:AIM) earnings time is at May 20, 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 TSE:AIM EPS forecast?
Currently, no data Available