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Supremex Inc. (TSE:SXP)
TSX:SXP
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.06Last Year’s EPS
0.09Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive and improving operational and financial picture: notable top-line growth (notably +18.3% in packaging), sequential margin recovery, strong cash generation and an almost net-zero debt position provide the company with flexibility to pursue accretive tuck-in M&A and return capital to shareholders. Offsetting factors include YoY profitability declines largely driven by lower selling prices, a material noncash FX revaluation, legacy disruption from Canada Post and the loss of volume from a single large U.S. client; management indicated these headwinds are being resolved and highlighted near-term restructuring costs ($1M–$2M) tied to network rationalization. On balance, the positives around cash flow, deleveraging, acquisitions and sequential improvement were emphasized as outweighing the transitory and accounting-related negatives.Company Guidance
Top-line Growth in Q4 and FY Momentum
Q4 revenue of $72.9M, up 5.6% year-over-year; packaging & specialty revenue rose 18.3% YoY to $24.0M. Envelope revenue held steady at $48.9M and was up sequentially from Q3 ($45.1M).
Envelope Volume and U.S. Market Penetration
Envelope volume grew 5.3% YoY; company sold more units in the U.S. in 2025 than in 2024. Excluding a large U.S. customer headwind, U.S. volume increased ~15% and overall units increased in excess of 5% for the year.
Packaging Strength
Folding cartons, e-commerce and specialty packaging drove growth: packaging adjusted EBITDA of $3.2M (13.2% margin) in Q4, up from $2.4M (11.6%) a year ago, with material new business wins and Trans-Graphique contributing after the July acquisition.
Sequential Profitability Improvement
Adjusted EBITDA improved sequentially to $9.1M (12.5% of sales) in Q4 from $6.2M (9.4%) in Q3 2025; envelope adjusted EBITDA rose sequentially to $7.8M (15.9%) from $5.3M (11.8%) in Q3.
Extremely Strong Balance Sheet and Cash Generation
Net debt of ~$1M at Dec 31, 2025 (down from $41.2M a year ago); net debt/adjusted EBITDA of 0.03x. Q4 operating cash flow $14.1M vs $9.2M a year ago; Q4 free cash flow $13.4M and FY free cash flow $73.2M (22% trailing 12-month yield excluding $53M sale-leaseback).
Active M&A and Integration Success
Three tuck-in acquisitions completed in H2 2025 (Enveloppe Laurentide, Trans-Graphique, Elite Envelope). Elite (trailing ~US$5M revenue) was quickly integrated with expected payback <1 year; continued pipeline for accretive packaging M&A.
Shareholder Returns Maintained
Repurchased >171,000 shares for ~$0.6M (plus 45,000 shares for $0.2M subsequent) and Board declared quarterly dividend of $0.05 per share, signaling capital allocation discipline alongside M&A optionality.
TSE:SXP 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:SXP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | C$3.81 | C$3.51 | -7.87% |
Nov 06, 2025 | C$3.51 | C$3.54 | +0.83% |
Aug 07, 2025 | C$3.66 | C$3.68 | +0.46% |
May 08, 2025 | C$3.25 | C$3.19 | -2.12% |
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 Supremex Inc. (TSE:SXP) report earnings?
Supremex Inc. (TSE:SXP) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Supremex Inc. (TSE:SXP) earnings time?
Supremex Inc. (TSE:SXP) earnings time is at May 07, 2026, 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:SXP EPS forecast?
TSE:SXP EPS forecast for the fiscal quarter 2026 (Q1) is 0.06.