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NFI Group Inc (NFI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 06, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.32

Last Year’s EPS

0.13

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 8 Analysts Ratings

Earnings Call Summary

Q3 2025

Earnings Call Date:Nov 06, 2025|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call highlighted significant improvements in financial performance, backlog strength, and supply chain stability. However, the battery recall posed a substantial challenge, with associated costs and operational impacts. Despite this setback, the company's strong backlog and strategic initiatives provide a positive outlook for future growth.

Company Guidance

During NFI's 2025 Third Quarter Financial Results Call, the company provided detailed guidance on several key metrics. They reported a 52% year-over-year increase in adjusted EBITDA and a $12.8 million improvement in free cash flow, with liquidity increasing by $240.2 million to reach $386 million by the quarter's end. The total leverage improved to 4.28x, a full turn improvement since the end of 2024. NFI secured 644 equivalent units in new orders, achieving a 108.5% LTM book-to-bill ratio and a strong 71.8% option conversion rate. The total backlog now stands at 15,606 equivalent units, valued at USD 13.2 billion. However, the quarter faced challenges due to a $229.9 million warranty provision related to a battery recall affecting approximately 700 buses, primarily New Flyer models. Despite these setbacks, the company expects continuous growth in revenue, gross profit, adjusted EBITDA, free cash flow, and net earnings as they move into the fourth quarter and beyond.

Strong Backlog and Order Conversion

Secured 644 equivalent units in new orders with a 108.5% LTM book-to-bill ratio and a 71.8% option conversion rate. Total backlog now stands at 15,606 equivalent units worth USD 13.2 billion.

Improved Financial Metrics

Delivered a 52% year-over-year increase in adjusted EBITDA and a $12.8 million improvement in free cash flow. Liquidity increased by $240.2 million to reach $386 million at quarter-end.

Manufacturing and Aftermarket Growth

Transit deliveries were up 14% year-over-year. Manufacturing segment adjusted EBITDA increased by $36.1 million due to higher deliveries and improved pricing.

Supply Chain Improvements

Risk profile improved with high-risk suppliers reduced. Strategic investment in American Seating aims to enhance supply chain stability.

NFI Group Inc (TSE:NFI) 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:NFI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Play Transcript
Aug 06, 2026	2026 (Q2)	0.32 / -	0.127	―	―
May 07, 2026	2026 (Q1)	0.25 / 0.25	0.028	800.00% (+0.23)	―
Mar 11, 2026	2025 (Q4)	0.43 / 0.71	0.156	354.55% (+0.55)	―
Nov 06, 2025	2025 (Q3)	0.13 / 0.14	-0.057	350.00% (+0.20)	―
Jul 31, 2025	2025 (Q2)	0.12 / 0.13	0.042	200.00% (+0.08)	―
May 08, 2025	2025 (Q1)	0.05 / 0.03	-0.184	115.38% (+0.21)	―
Mar 13, 2025	2024 (Q4)	0.08 / 0.16	-0.071	320.00% (+0.23)	―
Nov 06, 2024	2024 (Q3)	0.08 / -0.06	-0.581	90.24% (+0.52)	―
Jul 31, 2024	2024 (Q2)	-0.02 / 0.04	-0.651	106.52% (+0.69)	―
May 02, 2024	2024 (Q1)	-0.24 / -0.18	-0.694	73.47% (+0.51)	―

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:NFI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2026	C$21.51	C$21.40	-0.51%
Mar 11, 2026	C$15.89	C$16.94	+6.61%
Nov 06, 2025	C$13.82	C$13.12	-5.07%
Jul 31, 2025	C$19.10	C$18.69	-2.15%

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 NFI Group Inc (TSE:NFI) report earnings?

NFI Group Inc (TSE:NFI) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).

What is NFI Group Inc (TSE:NFI) earnings time?

NFI Group Inc (TSE:NFI) earnings time is at Aug 06, 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:NFI EPS forecast?

TSE:NFI EPS forecast for the fiscal quarter 2026 (Q2) is 0.32.