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Visual24 Oct 2025
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Cargojet (CJT) investor relations material
Cargojet Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Renewed long-term contracts with Amazon (to 2031) and DHL (to 2033, with options to 2037), reinforcing strategic partnerships and growth opportunities.
Total revenues rose 3.2% year-over-year to $238.2 million, driven by 14% growth in Domestic and 22% in Charter revenues.
Adjusted EBITDA increased 1.4% to $80.2 million, with a 140 basis-point sequential margin improvement.
Net loss narrowed significantly to $3.2 million from $25.0 million in Q2 2024, an 87.2% improvement.
Management remains optimistic about resilience and growth despite global trade uncertainties and economic headwinds.
Financial highlights
Adjusted EBITDA margin reached 33.7% in Q2, up 140 basis points sequentially from Q1.
Year-to-date free cash flow was $118.4 million, but Q2 free cash flow turned negative at ($72.5) million due to higher capital expenditures.
Aggregate of 704,533 voting shares repurchased for $73 million under NCIB during the six months ended June 30.
Adjusted net earnings more than doubled to $15.7 million, up 124.3% year-over-year.
Gross margin increased to 20.8% from 19.5% year-over-year.
Outlook and guidance
Expectation for stronger performance in all segments (domestic, ACMI, charter) in the back half of the year, with seasonal increases anticipated in Q3 and Q4.
EU-US trade deal expected to reopen corridor, generating new ACMI and charter opportunities in coming quarters.
Peak season expected to be above average but not a record, with continued resilience in domestic shipping and e-commerce.
Charter business and ACMI block hours anticipated to rebound after Q2 softness, with no further decline expected.
Ongoing rationalization of costs and capital expenditures to generate cash and strengthen customer relationships.
Explain the EU-US trade deal's impact on ACMI.
Why did free cash flow decrease so drastically?
How did cost management improve EBITDA margins?
How will fleet streamlining impact maintenance costs?
Quantify upside from new CCO's backhaul initiatives.
What's driving the stronger domestic growth?
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Next Cargojet earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Cargojet Inc provides time-sensitive air cargo services across North America, with a focus on overnight air freight transportation. The company operates a fleet of all-cargo aircraft, servicing major cities and providing chartered cargo flights. Cargojet's services support logistics, e-commerce, and freight forwarding industries. The company is headquartered in Mississauga, Canada, and its shares are listed on the TSX.
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