The earnings call reflects a generally positive outlook with significant sales and EPS growth, strong free cash flow, and robust performance in segments like Innovia. However, challenges such as increased net debt, regional performance issues in Checkpoint, and uncertainties around tariffs and the U.S. back-to-school market create a balanced view.

Company Guidance -

Q2 2025

In the first quarter of 2025, CCL Industries reported an 8.6% increase in sales, reaching $1.89 billion, driven by 3.8% organic growth, 1.4% acquisition-related growth, and a 3.4% positive impact from foreign currency translation. Operating income rose to $316.9 million, marking a 9% increase from the previous year, excluding currency effects. The company's EBITDA grew by 8%, and net earnings increased by 6% to $207.4 million. Basic and adjusted earnings per share reached a record $1.18, up from $1.08 in Q1 2024. CCL also reported a significant turnaround in free cash flow, with an inflow of $39.1 million compared to a $7 million outflow in the prior year. Shareholder returns included the repurchase of 1.4 million shares for $100 million and dividends totaling $56.3 million. The company's net debt rose to $1.75 billion, with a leverage ratio of 1.14 times, while maintaining robust liquidity with $821 million in cash and $1.9 billion in available credit. Looking ahead, CCL expects continued stable performance with potential currency and RFID growth, despite uncertainties in the U.S. back-to-school market and tariff impacts.

Sales Increase

Sales for the first quarter of 2025 increased by 8.6%, reaching $1.89 billion compared to $1.74 billion in the first quarter of 2024.

Operating Income Growth

Operating income increased by 9% to $316.9 million for the 2025 first quarter, excluding the impact of foreign currency translation.

Record Quarterly EPS

Record quarterly adjusted earnings per share of $1.18 for the first quarter of 2025, compared to $1.08 in the first quarter of 2024.

Improved Free Cash Flow

Free cash flow from operations was an inflow of $39.1 million for the first quarter of 2025, compared to an outflow of $7 million in the first quarter of 2024.

Strong Performance in Innovia

Innovia segment showed strong volume growth and share gain, especially in North America, with profitability improvement.

Shareholder Returns

The company repurchased 1.4 million shares for $100 million and increased the annual dividend by 10.3%.

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

Daily Earnings Calendar >

TSE:CCL.A Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 13, 2025	2025 (Q2)	1.15 / -	1.13	―	―	―
May 07, 2025	2025 (Q1)	1.09 / 1.18	1.07	10.28% (+0.11)	―	―
Feb 19, 2025	2024 (Q4)	0.99 / 1.02	0.97	5.15% (+0.05)	―	―
Nov 13, 2024	2024 (Q3)	1.10 / 1.09	0.95	14.74% (+0.14)	―	―
Aug 08, 2024	2024 (Q2)	1.03 / 1.13	0.9	25.56% (+0.23)	―	―
May 08, 2024	2024 (Q1)	1.01 / 1.07	0.94	13.83% (+0.13)	―	―
Feb 21, 2024	2023 (Q4)	0.88 / 0.97	0.74	31.08% (+0.23)	―	―
Nov 08, 2023	2023 (Q3)	0.97 / 0.95	0.95	0.00% (0.00)	―	―
Aug 09, 2023	2023 (Q2)	0.89 / 0.90	0.94	-4.26% (-0.04)	―	―
May 10, 2023	2023 (Q1)	0.83 / 0.94	0.85	10.59% (+0.09)	―	―

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
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%
Aug 08, 2024	C$70.93	C$73.13	+3.10%

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 (A) (TSE:CCL.A) report earnings?

CCL Industries (A) (TSE:CCL.A) is schdueled to report earning on Aug 13, 2025, After Close (Confirmed).

What is CCL Industries (A) (TSE:CCL.A) earnings time?

CCL Industries (A) (TSE:CCL.A) earnings time is at Aug 13, 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:CCL.A EPS forecast?

TSE:CCL.A EPS forecast for the fiscal quarter 2025 (Q2) is 1.15.

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