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Cargojet Inc. (CJT:CA) Q4 2025 Earnings Call Transcript
Cargojet Inc. (CJT:CA) Q4 2025 Earnings Call Transcript
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seekingalpha.com
Cargojet: Strong Buy Despite Earnings Cuts And A 32% Rally
Cargojet remains attractively valued despite a 32.2% share price increase and downward analyst estimate revisions. Recent estimate cuts reflect weaker ACMI and charter revenues as long-haul block hours decline, with limited cost-cutting flexibility. I maintain a price target of $79.37 (21% upside), using a 7.5x EV/EBITDA multiple to reflect current operating realities.
defenseworld.net
Cargojet (OTCMKTS:CGJTF) Shares Gap Down – Here’s What Happened
Shares of Cargojet Inc. (OTCMKTS:CGJTF - Get Free Report) gapped down before the market opened on Friday. The stock had previously closed at $65.91, but opened at $63.76. Cargojet shares last traded at $64.03, with a volume of 115 shares traded. Cargojet Price Performance The company's 50-day moving average price is $56.90 and its
seekingalpha.com
Cargojet: Market Is Mispricing The Stock On Trade War Panic
Cargojet shares have fallen over a third, but I maintain a strong buy rating despite recent underperformance and earnings pressure. Global trade tensions have impacted CJT's international operations, yet the resilient Canadian domestic business remains an anchor, showing pricing strength and stability. Earnings and cash flow are under pressure, but the business model demonstrates resilience; EBITDA and free cash flow estimates have been revised downward, reducing growth expectations.
seekingalpha.com
Cargojet Inc. (CJT:CA) Q3 2025 Earnings Call Transcript
Cargojet Inc. ( CJT:CA ) Q3 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants David Tomljenovic Ajay Virmani - Founder & Executive Chairman Jamie Porteous - Co- Chief Executive Officer Pauline Dhillon - Co- Chief Executive Officer Aaron McKay - Chief Financial Officer Conference Call Participants Walter Spracklin - RBC Capital Markets, Research Division Chris Murray - ATB Capital Markets Inc., Research Division Kevin Chiang - CIBC Capital Markets, Research Division Tim James - TD Cowen, Research Division Razi Hasan - Paradigm Capital Inc., Research Division Presentation Operator Good day, and welcome to the Cargojet Canada Limited Conference Call. Today's conference is being recorded.
seekingalpha.com
Cargojet: Moat With A Clear Growth Runway Is More Infrastructure Than Cyclical
Cargojet remains a 'Strong Buy' despite recent underperformance, as the market is mispricing its fundamentals and long-term growth potential. CJT benefits from a dominant position in Canada's overnight air cargo market, structural barriers to entry, and long-term contracts with key partners like Amazon and DHL. The company is poised to capitalize on Canada's underpenetrated e-commerce market, with strong cash generation, growing dividends, and disciplined capital allocation.
seekingalpha.com
Cargojet: I'm Bullish Despite Trade Turmoil
Cargojet's recent stock decline is driven more by negative sentiment than fundamental weakness, despite global trade tensions and tariff impacts. Q2 earnings highlight Cargojet's resilient business model, with revenues up 3.2% and gross margin expansion, despite lower ACMI revenues. I'm lowering my price target due to reduced EBITDA estimates, but I still see 37% upside potential from current levels.
seekingalpha.com
Cargojet Inc. (CGJTF) Q2 2025 Earnings Call Transcript
Cargojet Inc. (OTCPK:CGJTF) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Ajay Kumar Virmani - Founder & Executive Chairman Jamie Bennett Porteous - Co- Chief Executive Officer Martin Herman - Corporate Participant Pauline Dhillon - Co- Chief Executive Officer Sanjeev Maini - Former Interim CFO & VP of Finance Conference Call Participants Cameron Doerksen - National Bank Financial, Inc., Research Division Daryl Young - Stifel Nicolaus Canada Inc., Research Division Kevin Chiang - CIBC Capital Markets, Research Division Razi Hasan - Paradigm Capital Inc., Research Division Tim James - TD Cowen, Research Division Walter Noel Spracklin - RBC Capital Markets, Research Division Operator Good morning, ladies and gentlemen, and welcome to the Cargojet Conference Call. I would now like to turn the meeting over to Martin Herman.
seekingalpha.com
Cargojet: Insulated From Tariff War
Cargojet is Canada's largest airline freight carrier, showing revenue resilience amid trade uncertainty and benefiting from stable long-term partner contracts. Despite economic slowdown fears, Cargojet's valuation is deeply discounted against history, and the company continues to grow, especially in its charter business. Recent stock drawdown and strong Q1 earnings reported on April 23rd lead to a rating upgrade to Strong Buy.
seekingalpha.com
Cargojet Inc. (CGJTF) Q1 2025 Earnings Call Transcript
Cargojet Inc. (OTCPK:CGJTF) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Martin Herman – General Counsel and Corporate Secretary Jamie Porteous – Co-Chief Executive Officer Pauline Dhillon – Co-Chief Executive Officer Sanjeev Maini – Vice President-Finance and Interim Chief Financial Officer Conference Call Participants Cameron Doerksen – National Bank Financial Betty Yang – Canaccord Genuity Walter Spracklin – RBC Capital Markets Alice Lee – CIBC David Ocampo – Cormark Securities Tim James – TD Cowen Razi Hasan – Paradigm Capital Steve Hansen – Raymond James Operator Good morning, ladies and gentlemen. Welcome to the Cargojet Conference Call.
seekingalpha.com
Cargojet: Undervalued From All Points Of View
The recent decline in Cargojet Inc. share price is unwarranted given the company's growth prospects and valuation. Discounted Cash Flow analysis supports a positive outlook for Cargojet Inc., indicating strong future financial performance. Relative valuation shows the company is trading well below its peers.
seekingalpha.com
Cargojet: Strong Buy On Canada Tariff Opportunity And Sell-Off (Rating Upgrade)
Cargojet stock dropped 22% due to the Canada Post strike and tariff threats, but these are non-recurring and overblown concerns. Cargojet's Q4 results showed strong operational performance with significant revenue growth despite strike pressures, highlighting the resilience of its business model. The current stock price undervalues Cargojet's position in the Canadian e-commerce market, ignoring future earnings and growth potential.
seekingalpha.com
Cargojet Inc. (CGJTF) Q4 2024 Earnings Call Transcript
Cargojet Inc. (OTCPK:CGJTF) Q4 2024 Earnings Conference Call February 18, 2025 8:30 AM ET Company Participants Martin Herman - General Counsel, Corporate Secretary Jamie Porteous - Co-Chief Executive Officer Pauline Dhillon - Co-Chief Executive Officer Sanjeev Maini - Vice President of Finance Conference Call Participants Matthew Lee - Canaccord Genuity Cameron Doerksen - National Bank Financial Konark Gupta - Scotiabank Walter Spracklin - RBC Capital Markets Tim James - TD Cowen David Ocampo - Cormark Securities Kevin Chiang - CIBC Chris Murray - ATB Capital Markets Steve Hansen - Raymond James Operator Good morning, ladies and gentlemen, and welcome to the Cargojet Conference Call. I would now like to turn the meeting over to Mr.
seekingalpha.com
Cargojet (CGJTF) Q3 2024 Earnings Call Transcript
Cargojet (OTCPK:CGJTF) Q3 2024 Earnings Conference Call November 5, 2024 8:30 AM ET Company Participants Martin Herman - General Counsel, Corporate Secretary Ajay Virmani - Executive Chairman & Founder Jamie Porteous - Co CEO Pauline Dhillon - Co CEO Scott Calver - Chief Financial Officer Conference Call Participants Matthew Lee - Canaccord Cameron Doerksen – NBF Chris Murray from - Capital Markets Konark Gupta - Scotiabank Walter Spracklin - RBC Capital Markets Kevin Chiang - CIBC Scott Carscallen - Mackenzie Investments Tim James - TD Cowen Operator Good morning, ladies and gentlemen. Welcome to the Cargojet Conference Call.
seekingalpha.com
Is Cargojet Stock A Buy On China E-Commerce Growth?
Cargojet's shielded business model, with minimum volume guarantees and fuel pass-throughs, provides stability despite market fluctuations and cost pressures. Revenue grew by 10.1% in Q2, driven by strong demand in all segments, though margins slightly contracted due to higher maintenance costs. Despite higher finance costs, improved EBITDA estimates and potential e-commerce growth justify upgrading Cargojet stock to a buy with a $119.60 price target.
seekingalpha.com
Cargojet (CGJTF) Q2 2024 Earnings Call Transcript
Cargojet (OTCPK:CGJTF) Q2 2024 Earnings Conference Call Aug 0, 2024 8:30 AM ET Company Participants Martin Herman - General Counsel, Corporate Secretary Ajay Virmani - Executive Chairman & Founder Jamie Porteous - Co CEO Pauline Dhillon - Co CEO Scott Calver - Chief Financial Officer Conference Call Participants Betty Yang - Canaccord Genuity Chris Murray - ATB Capital Markets Walter Spracklin - RBC Capital Markets David Ocampo - Cormark Securities Jasroop Bains - TD Cowen Operator Good morning, ladies and gentlemen. Welcome to the Cargojet Conference Call.
seekingalpha.com
Cargojet (CGJTF) Q1 2024 Earnings Call Transcript
Cargojet Inc. (OTCPK:CGJTF) Q1 2024 Earnings Conference Call April 29, 2024 8:30 AM ET Company Participants Ajay Virmani - Executive Chairman Jamie Porteous - co-Chief Executive Officer Pauline Dhillon - co-Chief Executive Officer Scott Calver - Chief Financial Officer Martin Herman - General Counsel, Corporate Secretary Conference Call Participants Kevin Chiang - CIBC World Markets Konark Gupta - Scotiabank Matthew Lee - Canaccord Genuity Chris Murray - ATB Capital Markets Cameron Doerksen - National Bank Financial David Ocampo - Cormark Securities Walter Spracklin - RBC Capital Markets Tim James - TD Securities Jonathan Lamers - Laurentian Bank Securities Operator Good morning ladies and gentlemen and welcome to the Cargojet conference call. I would now like to turn the meeting over to Mr.
seekingalpha.com
Cargojet Inc. (CGJTF) Q4 2023 Earnings Call Transcript
Cargojet Inc. (OTCPK:CGJTF) Q4 2023 Earnings Conference Call February 26, 2024 8:30 AM ET
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Cargojet, Inc. (CGJTF) Q3 2023 Earnings Call Transcript
Cargojet, Inc. (OTCPK:CGJTF) Q3 2023 Earnings Conference Call November 7, 2023 8:30 AM ET Company Participants Pauline Dhillon - Chief Corporate Officer Ajay Virmani - Founder, CEO, President & Director Scott Calver - CFO Jamie Porteous - Chief Strategy Officer Conference Call Participants Matthew Lee - Canaccord Genuity Konark Gupta - Scotiabank Cameron Doerksen - National Bank Financial Walter Spracklin - RBC Capital Markets Tim James - TD Securities Kevin Chiang - CIBC Christopher Murray - ATB Capital Markets Operator Good morning, ladies and gentlemen. Welcome to the Cargojet conference call.
seekingalpha.com
Cargojet Inc. (CGJTF) Q2 2023 Earnings Call Transcript
Cargojet Inc. (OTCPK:CGJTF) Q2 2023 Earnings Conference Call August 14, 2023 7:30 AM ET Corporate Participants Pauline Dhillon - Chief Corporate Officer Ajay Virmani - President and Chief Executive Officer Scott Calver - Chief Financial Officer Jamie Porteous - Chief Strategy Officer Conference Call Participants Matthew Lee - Canaccord Konark Gupta - Scotiabank Chris Murray - ATB Capital Markets Operator Good morning, ladies and gentlemen and welcome to the Cargojet Conference Call. I would now like to turn the meeting over to Pauline Dhillon.