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Computer Modelling Group (CMG) investor relations material
Computer Modelling Group Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary11 Nov, 2025
Executive summary
Achieved FY25 total revenue of $129.4M, up 19% year-over-year, with 67% from recurring software revenue.
Q2 2026 total revenue increased 2% to $30.2M, driven by 19% growth from acquisitions despite a 17% organic decline.
Recurring revenue for Q2 2026 rose 13% to $20.7M, with 22% growth from acquisitions offsetting a 9% organic decline.
Adjusted EBITDA for Q2 2026 dropped 25% to $7.6M, and earnings per share fell 40% to $0.03.
Free Cash Flow for Q2 2026 decreased 68% to $2.0M, and a $0.01 per share dividend was approved.
Financial highlights
FY25 Adjusted EBITDA was $44.0M, up 2% year-over-year, with a 34% margin.
FY25 free cash flow reached $27.6M.
For the six months ended September 30, 2025, total revenue was flat at $59.8M, with 15% organic decline offset by 15% growth from acquisitions.
Net income for Q2 2026 was $2.7M, down 28% year-over-year; for six months, net income was $6.0M, down 22%.
Recurring revenue for the six months increased 10% to $41.6M.
Outlook and guidance
FY26 total growth expected to be impacted by a transition to lower professional services revenue.
Organic recurring revenue growth is projected to turn positive in Q4 2026 and remain positive in fiscal 2027.
Long-term target is 80% of revenue from software, emphasizing recurring revenue growth.
Adjusted EBITDA and Free Cash Flow are anticipated to improve in the second half, but full-year Adjusted EBITDA (excluding future acquisitions) will be lower than fiscal 2025.
Revenue in the second half of the year is expected to be higher due to seasonal contract renewals.
Mitigate high-margin organic revenue decline
Acquisition criteria for $100M credit facility?
Rationale for NCIB given FCF decline?
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Next Computer Modelling Group earnings date
Q3 20266 Feb, 2026
Next Computer Modelling Group earnings date
Q3 20266 Feb, 2026
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Frequently asked questions
Computer Modelling Group Ltd. (CMG) is a specialized software technology company primarily serving the oil and gas industry. CMG has established itself as a leader in developing and licensing advanced reservoir simulation software and offering related professional services on a global scale. The company's product portfolio includes several key software solutions such as CMOST-AI, an intelligent optimization and analysis tool; IMEX, a black oil simulator for modeling primary and secondary oil recovery processes; GEM, an equation-of-state simulator for compositional, chemical, and unconventional reservoir modeling; STARS, for thermal and process reservoir simulation; CoFlow, for integrated reservoir and production system modeling; Builder, for simplifying simulation model creation; Results, a post-processor for enhancing recovery process insights; and WinProp, for fluid property characterization. These offerings are complemented by a range of professional services, including training, consulting, and specialized support. The company is headquartered in Calgary, Alberta, and its shares are listed on the Toronto Stock Exchange.
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