CMPR
Cimpress plc74.19
-1.03-1.37%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.83BP/E (TTM)
53.76Basic EPS (TTM)
1.38Dividend Yield
0%Recent Filings
10-K
FY2025 results
Cimpress wrapped FY2025 with $3.4B in revenue, up 3% y/y on constant-currency organic growth, but Q4 momentum softened as U.S. business cards demand dipped amid search algorithm shifts, while PPAG and signage categories accelerated. Operating income fell to $226M from prior-year benefits, with Q4 hit by $3M net tariff costs despite pricing offsets; margins compressed sequentially from product mix favoring lower-margin elevated items. Vista drove growth yet saw EBITDA flat at 19% amid higher ad spend, while PrintBrothers' Q4 volumes held steady but EBITDA dipped 9% y/y on marketing tests. Liquidity stayed solid at $234M cash against $1.6B debt, with $148M adjusted free cash flow funding $78M buybacks. No formal FY2026 guidance issued, but decentralized bets on mass customization persist. Supply chain tariffs risk quarterly volatility.
8-K
Cimpress Q4 revenue up 4%
Cimpress reported Q4 FY2025 revenue up 4% to $869M, with organic constant-currency growth at 2%, but gross margins dipped to 47.5% from product mix shifts and $3M tariff costs. Adjusted EBITDA rose 3% to $122M, while net loss hit $28M due to $127M higher tax expense from a Swiss valuation allowance. Restructuring saved $10M annually. FY2026 guidance eyes 5-6% revenue growth and $450M adjusted EBITDA. Tariffs remain a drag.
8-K
Cimpress appoints Lime CEO to board
Cimpress appointed Wayne Ting, CEO of shared electric vehicle company Lime, to its board of directors effective May 27, 2025, for a term ending at the 2027 annual general meeting. Ting brings expertise in scaling operations across countries and blending physical and digital experiences, as honed at Lime and Uber. This bolsters Cimpress' innovation in print mass-customization. No committee roles yet.
10-Q
Q3 FY2025 results
Cimpress posted Q3 FY2025 revenue of $789.5M, up 1% y/y but flat q/q (derived), with operating income edging to $40.5M from $39.2M y/y amid gross margins dipping to 47.2% from 48.2% on product mix shifts toward lower-margin categories like signage and apparel. Yet Vista and PrintBrothers segments drove external growth, fueled by order volumes and PPAG demand, while business cards softened in the U.S. Cash dipped to $183M, but operating cash flow held at $190.6M YTD; free cash flow tallied $77.2M after $115.8M capex (derived). Refinanced $525M 7.375% notes due 2032 to swap out 2026 debt, trimming rates. Diluted EPS swung to -$0.33 from -$0.15 y/y, anti-dilutive in the loss quarter. Tariffs loom as a supply chain thorn.
8-K
Cimpress Q3 revenue edges up
Cimpress reported Q3 FY2025 revenue up 1% to $789M, with organic constant-currency growth at 3%, driven by double-digit gains in Vista's promotional products, apparel, and signage, yet business cards declined 3% from U.S. search challenges. Operating income rose to $40.5M, but adjusted EBITDA fell to $90.7M amid $2.6M impairment and $1.1M startup costs; gross margin slipped to 47.2%. Tariffs on Chinese raw materials loom as a cost headwind, prompting supply chain shifts and price hikes. Guidance withdrawn due to tariff uncertainty. Net leverage hit 3.3x.
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