iFabric Corp. J (TSE:IFA)
TSX:IFA
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Earnings Data
Report Date
May 20, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
<0.01Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call presents a positive growth narrative: management reported record revenue in 2025, provided very strong Q1 2026 guidance ($25M–$27M) driven by large retailer rollouts (notably Walmart expansion), launched its own higher‑margin intimate apparel brand (eliminating royalties), and received tariff clarity plus a material potential refund. These positives are tempered by notable near‑term challenges — compressed gross margins in 2025, an adjusted EBITDA decline, a significant inventory build funded by the credit line, timing/recognition noise from late shipments, pending refund timing, and ongoing supply chain/geopolitical risks. Management expects margins and EBITDA to improve as one‑time costs recede, royalties are eliminated and tariffs are largely resolved. On balance the highlights (growth runway, retail expansion, proprietary clinical data and margin levers) outweigh the lowlights, though execution and working capital management remain critical in the near term.Company Guidance
Record Revenue Growth (Fiscal 2025)
Fiscal 2025 revenue $32.9M vs $27.3M prior year (+20% YoY). Q4 2025 was a record $11.0M (vs $10.5M, +5% YoY). Management attributes strong top-line momentum to multiple retail programs and product launches.
Very Strong Q1 2026 Guidance and Walmart Rollout
Q1 2026 revenue guidance of $25M–$27M driven by expansion into ~1,367 Walmart stores (additional ~1,000 stores), expanded scrubs styles and other major retailer launches. Scrubs program uses a 52-week replenishment model and represents ongoing, non-seasonal demand.
Brand Transition in Intimates with Margin Upside
Company did not renew Maidenform license and launched its own intimate apparel brand. This removes ~10% royalty/advertising contribution, management reports the new brand is selling better than the prior license and intimate apparel carries high gross margins (mid-40s to low-50s), supporting future blended margin recovery.
Tariff Clarification and Potential Refund
Prior IEEPA tariffs that materially pressured margins have been struck down and replaced by a more manageable 10% tariff. Company is lodging a refund claim of ~USD 600,000 (≈CAD 800,000) for improperly charged tariffs; management expects tariff clarity to enable better pricing and margin recovery.
Improved Cash Position and Inventory Build to Support Growth
Cash increased to $3.8M from $2.1M YoY. Inventories were intentionally increased to $21.0M (from $10.1M) to support the large Q1 cadence and retailer rollouts, demonstrating preparedness to service major retailer openings and larger orders.
Confirmed Clinical Data and Differentiated Product Value
Scrubs and technology backed by a peer‑reviewed clinical trial and supporting data; management emphasizes unique clinically proven positioning in retail (a clear differentiator) and is pursuing hospital, hospitality, travel and other vertical opportunities.
Operational Investment and Profitability Targets
One-time ERP and operating investments made to scale the business (ERP investment cited at ~CAD 0.5M total with majority in 2025). Management targets adjusted EBITDA margin of ~15% in 2026 and up to ~20% in 2027 as revenues scale and one-off costs recede.
TSE:IFA 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:IFA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 31, 2026 | C$2.99 | C$3.04 | +1.67% |
Nov 12, 2025 | C$1.16 | C$1.32 | +13.79% |
Aug 14, 2025 | C$0.91 | C$0.95 | +4.40% |
May 15, 2025 | C$1.10 | C$0.99 | -10.00% |
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 iFabric Corp. J (TSE:IFA) report earnings?
iFabric Corp. J (TSE:IFA) is schdueled to report earning on May 20, 2026, TBA (Confirmed).
What is iFabric Corp. J (TSE:IFA) earnings time?
iFabric Corp. J (TSE:IFA) earnings time is at May 20, 2026, TBA (Confirmed).
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What is TSE:IFA EPS forecast?
Currently, no data Available