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iFabric Corp. J (TSE:IFA)
TSX:IFA
Canadian Market
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iFabric (IFA) AI Stock Analysis

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TSE:IFA

iFabric

(TSX:IFA)

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Neutral 58 (OpenAI - 5.2)
Rating:58Neutral
Price Target:
C$5.00
▼(-3.47% Downside)
Action:Reiterated
Date:08/17/26
The score is primarily supported by the stronger balance sheet and improved TTM profitability, but it is held back by weak and volatile cash flow conversion and a high P/E valuation. Technicals add a modest headwind due to below-20/50 DMA positioning and subdued momentum indicators.
Positive Factors
Profitability rebound
The return to positive operating and net profitability strengthens the business model and provides a foundation for further recovery, although results still need to demonstrate consistency across a full operating cycle.
Negative Factors
Weak cash conversion
Limited conversion of accounting earnings into cash reduces confidence in earnings quality and may constrain internally funded growth. The company must improve working-capital and operating cash generation to make the recovery durable.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitability rebound
The return to positive operating and net profitability strengthens the business model and provides a foundation for further recovery, although results still need to demonstrate consistency across a full operating cycle.
Read all positive factors

iFabric (IFA) vs. iShares MSCI Canada ETF (EWC)

iFabric Business Overview & Revenue Model

Company Description
Established in 1985 and based in Markham, Canada, iFabric Corp. operates through two main business segments. The company's Intimate Apparel division is responsible for the global design, sourcing, and distribution of women's intimate wear and acce...
How the Company Makes Money
null...

iFabric Earnings Call Summary

Earnings Call Date:Mar 31, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Nov 12, 2026
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.
Positive Updates
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.
Negative Updates
Gross Margin Compression
Fiscal gross margin declined from 41% to 32% YoY; Q4 margin fell from 40% (2024) to 26% (2025). Management attributes the decline primarily to tariffs, the temporary halt of intimate apparel shipments in Q4 and strategic promotional spend to secure shelf position.
Read all updates
Q4-2025 Updates
Negative
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.
Read all positive updates
Company Guidance
Management guided Q1 2026 revenue of $25–$27 million, noting about $1 million of product shipped in late December that was deferred into Q1 by Costco’s receipt rule, partial recognition of an $8 million Roots order (split between Q4 and Q1), expansion of the scrubs program from an initial ~367 stores to ~1,367 stores (~20% of ~4,400 US Walmarts), new intimate-apparel launches and expanded Walmart SKU sets; scrubs are sold on a 52‑week replenishment cadence. For context they reported FY2025 revenue of $32.9M (+20% vs $27.3M in 2024), Q4 revenue of $11M (+5%), adjusted EBITDA of $1.9M (vs $2.7M), FY gross margin down to ~32% (Q4 ~26% vs ~40% prior year), inventories up to $21M from $10.1M, cash $3.8M (from $2.1M) with $6.7M drawn on the credit line, a USD $600k (~CAD $800k) tariff refund claim, one‑time ERP costs (~$200k in 2025; ~ $0.5M total investment), and targets to reach ~15% adjusted EBITDA margin in 2026 and ~20% in 2027 driven by resumption of higher‑margin intimates (mid‑40s–low‑50s GP), IFTNA mix (35–40% GP), lower royalties and the new 10% tariff vs prior higher duties.

iFabric Financial Statement Overview

Summary
Financials are mixed: a meaningful TTM profitability rebound (Income Statement 72) and a conservative, low-leverage balance sheet (Balance Sheet 85) are positives. However, cash generation is the major weakness (Cash Flow 41), with weak cash conversion versus earnings and historically volatile operating/free cash flow, which lowers confidence in the durability of the turnaround.
Income Statement
72
Positive
Balance Sheet
85
Very Positive
Cash Flow
41
Neutral
BreakdownTTMMar 2026Mar 2025Sep 2023Sep 2022Sep 2021
Income Statement
Total Revenue57.09M32.39M27.33M22.72M19.74M19.76M
Gross Profit17.26M11.71M11.27M8.84M7.03M7.76M
EBITDA6.60M2.39M2.11M-2.26M-27.09K3.21M
Net Income3.95M1.57M1.63M-1.69M-452.46K2.37M
Balance Sheet
Total Assets59.98M30.56M29.49M25.91M27.37M27.63M
Cash, Cash Equivalents and Short-Term Investments25.49M1.23M2.06M1.57M944.73K8.90M
Total Debt5.44M6.40M1.88M2.03M1.24M1.27M
Total Liabilities13.27M9.26M6.35M5.21M4.60M5.35M
Stockholders Equity46.71M21.30M23.13M20.69M22.75M22.27M
Cash Flow
Free Cash Flow216.88K-5.40M208.92K644.99K-8.45M-2.48M
Operating Cash Flow316.89K-5.16M301.78K833.77K-8.21M-2.22M
Investing Cash Flow-100.00K-247.06K-52.86K-138.38K-242.76K-253.40K
Financing Cash Flow22.28M2.35M-214.74K-14.42K41.93K10.46M

iFabric Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price5.18
Price Trends
50DMA
4.71
Negative
100DMA
4.32
Positive
200DMA
3.06
Positive
Market Momentum
MACD
<0.01
Positive
RSI
45.47
Neutral
STOCH
41.78
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:IFA, the sentiment is Neutral. The current price of 5.18 is above the 20-day moving average (MA) of 5.06, above the 50-day MA of 4.71, and above the 200-day MA of 3.06, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 45.47 is Neutral, neither overbought nor oversold. The STOCH value of 41.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for TSE:IFA.

iFabric Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
C$44.33M18.2813.03%-2.70%
64
Neutral
C$47.72M12.3324.94%2.50%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
58
Neutral
C$155.72M36.9413.95%106.43%326.23%
56
Neutral
C$108.31M42.570.96%1.46%-27.35%
55
Neutral
C$136.01M59.031.70%5.59%
54
Neutral
C$1.18B19.954.29%12.26%20.96%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:IFA
iFabric
4.71
3.78
406.45%
TSE:RET
Reitmans (Canada)
2.31
0.29
14.11%
TSE:UNI
Unisync
2.59
1.26
94.74%
TSE:GOOS
Canada Goose Holdings
11.77
-3.82
-24.50%
TSE:ROOT
Roots Corporation
3.40
0.25
7.94%
TSE:MENE
Mene
0.17
-0.02
-10.53%

iFabric Corporate Events

Business Operations and StrategyProduct-Related Announcements
iFabric expands VERZUS ALL swimwear into five European markets
Positive
Aug 18, 2026
iFabric Corp., through its subsidiary Intelligent Fabric Technologies (North America) Inc., develops technology-enhanced apparel and proprietary textile treatments for major retailers, while also building its own brands like VERZUS ALL across inte...
Business Operations and StrategyFinancial DisclosuresPrivate Placements and Financing
iFabric Posts Record First-Half Revenue as New Programs and Nudish Brand Drive Surge
Positive
Aug 13, 2026
iFabric Corp. reported the strongest six-month period in its history, with first-half 2026 revenue surging 188% year over year to a record $37.1 million and both divisions achieving all-time highs. The Intelligent Fabrics unit nearly tripled sales...
Business Operations and Strategy
Northmin Expands Tynagh Footprint With New Irish Licences and Tailings Drill Permit
Positive
Jul 21, 2026
Northmin Corporation has secured six new prospecting licences in Ireland, expanding its 100%-owned Tynagh Project area from 46.4 square kilometres to 215.7 square kilometres and covering additional structures along the Pallas and Ballyshrule fault...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 17, 2026