)
Cimpress (CMPR) investor relations material
Cimpress BofA Securities Leveraged Finance Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and market position
Focuses on web-to-print mass customization, enabling small businesses to access custom products with mass production efficiency.
Operates in a $100 billion market across North America, Europe, and Australia, with legacy paper products maturing and newer categories driving growth.
Expanded product offerings include packaging, drinkware, signage, and promotional products, leveraging just-in-time inventory and faster shipping.
Growth is increasingly driven by higher-value customers and wallet share gains, especially in the Vista business.
Financial performance and outlook
Generated $2.3 billion unlevered free cash flow and $1.5 billion adjusted free cash flow over the past decade.
Fiscal 2026 guidance: 5%-6% revenue growth (2%-3% organic constant currency), $450 million adjusted EBITDA, $310 million operating cash flow, $140 million adjusted free cash flow.
CapEx for 2026 is about $100 million, or 3% of revenue, above the 1.5% maintenance level, to support new products and network optimization.
FY2028 targets: 4%-6% constant currency revenue growth, at least $600 million adjusted EBITDA, 45% free cash flow conversion, and EBITDA margin improvement from under 13% to about 15%.
Net leverage expected to fall below 2x by FY2028, with room for share repurchases or other capital allocation.
Strategic initiatives and investments
Investing in manufacturing upgrades and cross-company fulfillment to drive $70-$80 million annual EBITDA improvement by FY2028.
AI adoption is focused on operational efficiency, advertising automation, and customer service, with potential disruption and opportunity in design and marketing.
Advertising and customer service are being optimized with AI, while design democratization is seen as a growth driver for physical product sales.
Capital allocation prioritizes deleveraging, with potential for small tuck-in acquisitions but no major strategic shifts anticipated.
Next Cimpress earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage