CMPR
Cimpress plc74.19
-1.03-1.37%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
Q&A adds holiday, XCF, M&A details
Q&A largely reaffirmed prepared remarks on Q2 momentum and raised FY26 guidance, adding color on holidays: US cards flat YoY, Canada double-digits, Europe share gains amid tough comps. Cross-enterprise fulfillment doubled to over $80M in H1 FY26 from $40M prior, delivering $15M gross profit last year with ample headroom. Management detailed an Austrian tuck-in at under 5x pre-synergy EV, viewing it alongside buybacks as attractive below $70/share. FY28 bridge pillars intact, organic needs easing with firmer FY26 and cost savings. XCF doubled in a year. Confident execution tone; watch M&A pace, leverage drop.
Key Stats
Market Cap
1.83BP/E (TTM)
53.76Basic EPS (TTM)
1.38Dividend Yield
0%Recent Filings
10-Q
Q2 FY2026 results
Cimpress revenue jumped 11% y/y to $1,042.2M in Q2 FY2026 ended December 31, 2025, with operating income up 9% to $88.1M and diluted EPS at $1.95 on 25.3M shares. YTD revenue rose 9% to $1,905.5M, operating income climbed 14% to $137.1M, and diluted EPS hit $2.26 on 25.2M shares—anti-dilution from warrants flagged. PrintBrothers and Vista led gains, fueled by volume and a $10.4M tuck-in acquisition recognizing $38K goodwill. Cash swelled to $258M, operating cash flow $189.7M (FCF $104.1M derived), against $1.59B debt and $232M revolver availability. Share repurchases totaled $28.2M. Currency volatility persists.
8-K
Revenue tops $1B
8-K
AGM proposals all approved
Cimpress shareholders overwhelmingly approved all seven proposals at the December 17, 2025 AGM. Directors Keane and Vassalluzzo secured reappointment for three years; say-on-pay passed handily. Shareholders renewed board authority to issue up to 20% new shares without preemption until June 2027. PwC Ireland stays auditor. Routine win.
10-Q
Q1 FY2026 results
Cimpress revenue climbed 7% y/y to $863.3M for Q1 FY2026 ended September 30, 2025, with Vista up 6% and PrintBrothers surging 15%; operating income jumped 25% y/y to $49.0M while gross margin slipped to 53.3%. Diluted EPS swung to $0.30 from -$0.50, reconciling to 25.1M diluted shares. Operating cash flow doubled to $25.1M, but free cash flow stayed negative at -$17.5M (derived) after $43.6M capex; cash dipped to $200.5M with $1.58B debt and $250M revolver fully available. Share repurchases resumed. Currency volatility persists.
8-K
Q1 revenue +7%, EBITDA record
Cimpress kicked off FY2026 with Q1 revenue up 7% to $863M and organic constant-currency growth of 4%, beating annual guidance. Adjusted EBITDA hit a record $98.7M, up 12%, fueled by Vista's elevated products and Upload & Print's 15% surge, while ad spend dipped 80bps. Q1 positions them to hit or exceed FY2026 targets. Net leverage steady at 3.1x.
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