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Exchange Income (EIF) investor relations material
Exchange Income Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary12 Aug, 2025
Executive summary
Achieved record Q2 results across all key metrics, with revenue reaching $720M, up 9% year-over-year, and all-time highs in adjusted EBITDA, free cash flow, and net earnings.
Closed the Canadian North acquisition and secured a long-term Nunavut air services contract, the largest passenger contract in company history.
Updated 2025 EBITDA guidance to $725M–$765M, reflecting the Canadian North acquisition and strong business momentum.
Business demonstrated resilience amid tariffs, weak sentiment, and geopolitical uncertainty, with diversified operations mitigating risks.
Management remains bullish on long-term fundamentals, with significant new bookings and robust demand across business lines.
Financial highlights
Q2 2025 revenue: $720M (record), adjusted EBITDA: $177M (up 13%), free cash flow: $123M (up 23%), net earnings: $40M, adjusted net earnings: $47M.
Aerospace & Aviation segment revenue up 7% to $455M; adjusted EBITDA up 10% to $148M year-over-year.
Manufacturing segment revenue up 13% to $265M; adjusted EBITDA up 26% to $44M year-over-year.
EPS increased to $0.78 from $0.69 sequentially; adjusted net EPS up to $0.92 from $0.80 year-over-year.
Free cash flow per share rose to $2.40 from $2.13; maintenance CapEx increased to $66M from $48M year-over-year.
Outlook and guidance
2025 adjusted EBITDA guidance raised to $725M–$765M, primarily due to Canadian North acquisition.
Maintenance CapEx expected to remain elevated for the next year due to Canadian North, then normalize.
Strong growth anticipated in Aerospace & Aviation from Canadian North, medevac contracts, and aircraft leasing.
Manufacturing segment expects continued growth, especially in Environmental Access Solutions and Precision Manufacturing.
2026 adjusted EBITDA guidance to be provided in Q3; embedded growth expected from recent investments.
Explain the expected returns on capital for Canadian North.
Assess the impact of trade policy on future performance.
Detail the drivers behind Aerospace & Aviation growth.
How will tariffs impact multistory window solutions?
What's driving growth in Essential Air Services?
When will the Australian contract award be announced?
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Next Exchange Income earnings date
Q3 20257 Nov, 2025
Next Exchange Income earnings date
Q3 20257 Nov, 2025
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Frequently asked questions
Exchange Income Corporation engages in aerospace and aviation services and equipment, and manufacturing businesses worldwide. The company offers commercial landing service for the transportation of goods, construction materials, and personnel on runways and helipads; and rental of helicopters, pilots, maintenance crew, rigging equipment and ground support services. It also provides air ambulance services; aircraft sales, leasing and charter services; installation of aerial advertising services; precision farming equipment; agricultural sprayer, articulated tractor with sprayer attachment, fertilizer spreader, tillage tools; aerial broadcasting operations; aircraft parts sales; aircraft engine repairs; snow removal operation; installation of hoarding displays for sports events, corporate events and movie locations; and business consulting.
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