The earnings call presented a mixed picture with both positive and negative aspects. While there was notable growth in sales, operating income, and free cash flow, challenges such as a decline in net earnings, increased tax rates, and tariff impacts were significant. The CCL segment performed well, but other areas like Innovia and RFID faced challenges.
Company Guidance
In the second quarter of 2025, CCL Industries reported a 4.8% increase in sales, reaching $1.9 billion compared to $1.8 billion in the prior year. This growth was driven by 2% organic growth, 1% acquisition-related growth, and a 1.8% positive impact from foreign currency translation. Operating income rose by 5% to $322.1 million, excluding currency impacts, while consolidated EBITDA increased by 6%. The effective tax rate increased to 25.3%, affecting net earnings, which were $213.1 million, compared to $279.5 million in 2024, a year that included a $78.1 million revaluation gain. Free cash flow from operations saw a significant increase, reaching $226 million, up from $118.8 million. The company repurchased 1.3 million shares for $100 million and paid $112.1 million in dividends, reflecting strong shareholder returns. Net debt was $1.63 billion with a leverage ratio of 1.04x, supported by $963 million in cash and significant credit capacity. CCL also planned capital spending of $485 million for the year, with notable growth in their CCL Design and Healthcare segments.
Sales and Operating Income Growth
Sales increased by 4.8% to $1.9 billion, with operating income rising by 5% to $322.1 million compared to the same quarter in 2024.
Free Cash Flow Improvement
Free cash flow from operations was $226 million, a significant increase from $118.8 million in the second quarter of 2024.
Share Repurchase and Dividend Growth
The company repurchased 1.3 million shares for $100 million and announced a 10.3% increase in the 2025 annual dividend.
CCL Segment Performance
The CCL segment saw 4.7% organic growth, with strong performance in the HPC and CCL Design sectors.
CCL Industries (A) (TSE:CCL.A) 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
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:CCL.A Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 13, 2025
C$78.50
C$78.50
0.00%
May 07, 2025
C$72.44
C$73.99
+2.14%
Feb 19, 2025
C$71.38
C$72.87
+2.09%
Nov 13, 2024
C$81.72
C$77.58
-5.07%
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 Ccl Industries Inc. Cl. A (TSE:CCL.A) report earnings?
Ccl Industries Inc. Cl. A (TSE:CCL.A) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).
What is Ccl Industries Inc. Cl. A (TSE:CCL.A) earnings time?
Ccl Industries Inc. Cl. A (TSE:CCL.A) earnings time is at Nov 05, 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.