Cargojet Inc (FRA:CJ8)

Q2 2025 Cargojet Inc Earnings Call Transcript

Aug 7, 2025 / 12:30 PM GMT

Release Date Price: €61 (-0.81%)

Transcript

Key Points

Positve

Cargojet Inc (CGJTF) reported a 14% year-over-year growth in its domestic business for Q2, showcasing resilience despite global uncertainties.
The company secured long-term contract renewals with major clients Amazon and DHL, extending partnerships until 2031 and 2033 respectively, with options for further extensions.
Cargojet Inc (CGJTF) achieved a 22% growth in its charter business, indicating strong demand and the stickiness of new trade lanes.
The company is optimizing its fleet by acquiring four aircraft and selling older models, which is expected to enhance operational reliability and efficiency.
Cargojet Inc (CGJTF) maintained a strong adjusted EBITDA margin of 33.7% in Q2, reflecting effective cost management and operational efficiencies.

Negative

The company experienced a 10% drop in block hours flown in Q2 compared to the previous year, indicating potential challenges in operational capacity or demand.
There was a noted weakness in European ACMI routes following geopolitical changes, impacting air cargo flows.
Despite growth in certain areas, the company is facing global economic uncertainties that could affect future trade routes and opportunities.
The company anticipates a cash flow shortfall, which it plans to offset through operational cash generation and asset sales.
Training and overtime costs were highlighted as impacting financials, though they are expected to normalize moving forward.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CJT.TO - Cargojet Inc
Q2 2025 Cargojet Inc Earnings Call
Aug 07, 2025 / 12:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning ladies and gentlemen, and welcome to the cargo jet conference call. I would now like to turn the meeting over to Martin Herman. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good morning everyone, and thank you for joining us on this call. With us on the call today are AJ Vermani, our executive.

--------------------------------------------------------------------------------
Unidentified_3 [3]
--------------------------------------------------------------------------------
Chairman, Pauline Dillon and Jamie Porteus, our.

-------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.