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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.1Last Year’s EPS
0.11Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a materially stronger financial and liquidity position driven by AMP growth, improved margins, higher cash generation and meaningful deleveraging. Those positives are tempered by pronounced weakness in the Rubber Solutions segment (notably a 65% tolling volume drop), tariff and trade negotiation risks, and an expected working capital investment in 2026. Management communicated contingency planning and optimism for a mid-2026 ARS recovery but acknowledged uncertainty around timing and tariff outcomes.Company Guidance
Consolidated Revenue Growth
Consolidated net sales for Q4 2025 were $106.0M, up 15.3% from $92.0M in Q4 2024, and full-year sales were $410.2M, up 6% from $387.0M in 2024. Management cited a $23M increase in consolidated revenue year-over-year.
Improved Profitability and Gross Margin Expansion
Consolidated gross profit for Q4 2025 increased 30.4% to $19.9M. Full-year gross profit rose to $71.1M (17.3% of sales) from $54.0M (14% of sales) in 2024, reflecting improved margins driven largely by AMP performance and cost controls.
Strong AMP Performance
AirBoss Manufactured Products (AMP) net sales for Q4 2025 were $72.5M, up 50.4% year-over-year. AMP gross profit increased to $14.7M from $9.4M in Q4 2024, driven by defense contract deliveries (including the high-volume MALO overboot program), margin improvements in rubber molded products, and operational cost improvements.
Significant Cash Generation and Free Cash Flow Turnaround
Net cash provided by operating activities for the year was $49.1M versus $8.8M in 2024. Free cash flow for 2025 was $37.3M compared with negative $1.8M in 2024, a material improvement in cash generation.
Deleveraging and Stronger Balance Sheet
Net debt fell to $67.6M at December 31, 2025 from $98.9M at the end of 2024. Net debt to trailing 12-month adjusted EBITDA improved to 1.99x versus 4.51x at the end of Q4 2024. Adjusted EBITDA increased by $12M year-over-year.
Liquidity and Financing Capacity
The asset-based revolving credit facility provides up to $125M (with $25M accordion). As of Dec 31, 2025, $71.5M was available and $24.3M was drawn, supporting 2026 operating needs and capital plans.
Operational Improvements and Strategic Wins
Completed relocation of Jessup, MD operations to Auburn Hills, MI to optimize footprint. Company completed contingency work moving compounded products from Canada to a southern location to mitigate tariff risk and secured new defense awards contributing to near-term revenue and margin gains.
TSE:BOS 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:BOS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | C$7.11 | C$7.48 | +5.20% |
Mar 04, 2026 | C$6.06 | C$6.59 | +8.71% |
Nov 05, 2025 | C$4.23 | C$4.10 | -3.05% |
Aug 07, 2025 | C$5.13 | C$5.23 | +1.91% |
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 Airboss of America (TSE:BOS) report earnings?
Airboss of America (TSE:BOS) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Airboss of America (TSE:BOS) earnings time?
Airboss of America (TSE:BOS) earnings time is at Aug 12, 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:BOS EPS forecast?
TSE:BOS EPS forecast for the fiscal quarter 2026 (Q2) is 0.1.