The earnings call revealed a strong financial performance with significant revenue growth and successful cost-saving initiatives, particularly in North America. However, challenges in the international sector, particularly in Argentina, and softening consumer demand in food service channels tempered the overall positive outlook.

Company Guidance -

Q4 2025

During Saputo Inc.'s fourth-quarter fiscal 2025 earnings call, the company provided detailed guidance on its financial performance and strategic initiatives. Key metrics included an adjusted EBITDA of $365 million on revenue of nearly $4.8 billion for the fourth quarter. The Canada, U.S.A., and Europe sectors experienced year-over-year growth, with notable improvement in Australia, although international performance was impacted by Argentina's currency devaluation and hyperinflation. Saputo accelerated share buybacks, repurchasing approximately $150 million in shares under its NCIB program in fiscal 2025. The company also highlighted cost savings of approximately $27 million in the U.S.A. sector during the quarter, contributing to a total of $100 million for the year. Strategic initiatives focused on operational efficiency, capital investments, and cost control were emphasized, with a commitment to enhancing adjusted EBITDA margins. Looking forward to fiscal 2026, the company plans to leverage digital technologies for operational efficiencies and maintain strong cash flow and balance sheet health to drive sustainable growth.

Strong Revenue and Growth in Key Sectors

Consolidated revenues reached $4.8 billion, a 5% increase compared to last year. Canada, U.S.A., and Europe sectors all generated year-over-year growth, with Canada seeing a 6% revenue increase and U.S.A. an 11% increase.

Successful Capital Investments and Cost Savings

Achieved approximately $27 million in cost savings in the U.S.A. sector during the quarter, reaching a $100 million milestone for the year. This success is attributed to infrastructure investments and system enhancements.

Share Buyback Program

Approximately $150 million in shares were repurchased under the NCIB program in fiscal year '25, demonstrating strong cash flow and financial stability.

Operational Efficiency and Margin Expansion

Improved operational efficiencies led to a 14% increase in adjusted EBITDA in Canada and nearly 100 basis point increase in margins. The SG&A optimization program also positively impacted fiscal 2026 outlook.

Saputo Inc. (TSE:SAP) 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

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TSE:SAP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 07, 2025	2026 (Q1)	0.39 / -	0.39	―	―	―
Jun 05, 2025	2025 (Q4)	0.34 / 0.30	0.37	-18.92% (-0.07)	―	―
Feb 06, 2025	2025 (Q3)	0.40 / 0.39	0.38	2.63% (+0.01)	―	―
Nov 07, 2024	2025 (Q2)	0.38 / 0.37	0.43	-13.95% (-0.06)	―	―
Aug 08, 2024	2025 (Q1)	0.37 / 0.39	0.36	8.33% (+0.03)	―	―
Jun 06, 2024	2024 (Q4)	0.36 / 0.37	0.47	-21.28% (-0.10)	―	―
Feb 08, 2024	2024 (Q3)	0.39 / 0.38	0.53	-28.30% (-0.15)	―	―
Nov 09, 2023	2024 (Q2)	0.43 / 0.43	0.42	2.38% (+0.01)	―	―
Aug 10, 2023	2024 (Q1)	0.34 / 0.36	0.39	-7.69% (-0.03)	―	―
Jun 08, 2023	2023 (Q4)	0.42 / 0.47	0.26	80.77% (+0.21)	―	―

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:SAP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 05, 2025	C$26.32	C$25.86	-1.75%
Feb 06, 2025	C$23.32	C$23.46	+0.60%
Nov 07, 2024	C$26.19	C$26.13	-0.23%
Aug 08, 2024	C$30.68	C$29.79	-2.90%

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 Saputo Inc. (TSE:SAP) report earnings?

Saputo Inc. (TSE:SAP) is schdueled to report earning on Aug 07, 2025, Before Open (Confirmed).

What is Saputo Inc. (TSE:SAP) earnings time?

Saputo Inc. (TSE:SAP) earnings time is at Aug 07, 2025, Before Open (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:SAP EPS forecast?

TSE:SAP EPS forecast for the fiscal quarter 2026 (Q1) is 0.39.

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