Alithya Group (ALYAF) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +25.00%. A quarter ago, it was expected that this consulting company would post earnings of $0.03 per share when it actually produced earnings of $0.08, delivering a surprise of +166.67%.Over the last four quarters, ...

Q1-2026 Highlights Revenues increased 2.7% to $124.2 million, compared to $120.9 million for the same quarter last year. 84.8% of revenues were generated from clients which we had in the same quarter last year. Gross margin increased 3.3% to $39.8 million, compared to $38.5 million for the same quarter last year. Gross Margin as a Percentage of Revenues(a) increased to 32.1%, compared to 31.9% for the same quarter last year. Selling, general and administrative expenses decreased by $1.1 million, or 3.4%, to ...

Core Viewpoint - The article emphasizes the importance of value investing and highlights Alithya Group (ALYAF) as a strong candidate for value investors due to its favorable financial metrics and Zacks Rank [1][2][6] Company Summary - Alithya Group (ALYAF) currently holds a Zacks Rank 2 (Buy) and an A grade for Value, indicating strong potential for value investors [4] - The stock is trading at a P/E ratio of 8.27, significantly lower than the industry average of 23.99, suggesting it may be undervalued [4] - Over the past year, ALYAF's Forward P/E has fluctuated between a high of 19.25 and a low of 7.24, with a median of 9.88, indicating volatility in its valuation [4] - ALYAF has a PEG ratio of 0.59, which is lower than the industry average PEG of 1.19, further supporting the notion of undervaluation [5] - The PEG ratio for ALYAF has ranged from a high of 1.28 to a low of 0.46 over the past 52 weeks, with a median of 0.64, reflecting its earnings growth expectations [5] - Overall, the financial metrics suggest that Alithya Group is likely undervalued and presents a strong investment opportunity for value investors [6]

Company Performance - Alithya Group (ALYAF) shares have increased by 4.4% over the past month, reaching a new 52-week high of $1.91, and have gained 82.6% since the start of the year, outperforming the Zacks Business Services sector (2.2%) and the Zacks Technology Services industry (13.3%) [1] - The company has a strong record of positive earnings surprises, beating the Zacks Consensus Estimate in each of the last four quarters, with the latest EPS reported at $0.08 against a consensus estimate of $0.03 [2] - For the current fiscal year, Alithya is expected to post earnings of $0.21 per share on revenues of $363.01 million, reflecting no change in EPS and a 6.73% increase in revenues. For the next fiscal year, earnings are projected to be $0.28 per share on revenues of $381.28 million, indicating a year-over-year change of 33.33% in EPS and 5.03% in revenues [3] Valuation Metrics - Alithya has a Value Score of A, a Growth Score of A, and a Momentum Score of D, resulting in a combined VGM Score of A, indicating strong value potential [6] - The stock trades at 9.1X current fiscal year EPS estimates, significantly lower than the peer industry average of 21.3X. On a trailing cash flow basis, it trades at 4.3X compared to the peer group's average of 12.9X, with a PEG ratio of 0.65, positioning it favorably for value investors [7] Zacks Rank - Alithya currently holds a Zacks Rank of 2 (Buy) due to rising earnings estimates, making it a suitable choice for investors looking for stocks with strong potential [8] Industry Comparison - The Technology Services industry is performing well, ranking in the top 34% of all industries, providing favorable conditions for both Alithya and its peer, Coherent Corp. (COHR), which has a Zacks Rank of 1 (Strong Buy) [9][11]

Core Insights - Alithya Group Inc. has successfully implemented Microsoft Dynamics 365 Finance and Supply Chain Management in France and Spain for Hayward Holdings, marking a significant step in Hayward's global standardization efforts [1][2]. Group 1: Company Initiatives - Hayward Holdings aims to standardize its operations on a single technology platform to normalize manufacturing and distribution processes globally while enhancing customer experience [2]. - The implementation in Europe is part of a broader strategy that includes a rollout in North America, allowing Hayward to leverage data insights for improved decision-making and operational efficiency [3]. Group 2: Partnership and Collaboration - Alithya's team collaborated closely with Hayward to ensure successful adoption of the new system among employees across Europe, highlighting the importance of organizational change management and training [4]. - The partnership with Hayward signifies Alithya's capability in delivering digital transformation services to international brands [4]. Group 3: Company Profiles - Hayward Holdings, Inc. is recognized as a leading global designer and manufacturer of pool and outdoor living technology, focusing on energy-efficient and sustainable solutions [4]. - Alithya positions itself as a trusted advisor in strategic consulting and digital transformation, leveraging AI and advanced technologies to help clients modernize processes and unlock new opportunities [5].

Core Insights - Alithya Group released its 2025 Industry Trends Reports focusing on manufacturing, healthcare, and financial services, providing insights into key trends, challenges, and opportunities for the next 12 months [1][7] Manufacturing Industry Trends - Manufacturers are increasingly adopting digital tools to enhance productivity, ensure continuity, and maintain a competitive edge, with AI, analytics, and cybersecurity becoming central to strategic planning [4][7] - Over 50% of respondents identified operational efficiency as their top innovation priority, and nearly half are utilizing AI for supplier diversification and demand forecasting [7] Healthcare Industry Trends - Healthcare leaders are addressing rising cyber risks, budget constraints, and the necessity for responsible AI use in patient care, with a focus on innovation driven by stability and security [5][7] - Cybersecurity is cited as the top challenge by 60% of respondents, an increase from its previous ranking in 2024 [7] Financial Services Industry Trends - Financial services firms are cautiously modernizing, balancing innovation with risk management, with cloud adoption, AI oversight, and automation shaping their future [6][7] - 75% of firms are progressing with secure cloud transformation, while 40% identify cybersecurity as a primary concern related to generative AI [7] Overall Industry Trends - The reports highlight a common trend of increased AI adoption across all sectors, with specific focus areas including AI governance, cybersecurity investments, and automation efficiency [2][7] - 60% of respondents are actively pursuing financial efficiency measures, and nearly 60% are investing in intelligent document processing to streamline operations [7]

Core Viewpoint - Alithya Group (ALYAF) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, indicating a positive outlook for the company's stock price [1][3]. Earnings Estimates and Stock Price Movement - Changes in a company's future earnings potential, reflected in earnings estimate revisions, are strongly correlated with near-term stock price movements [4]. - Institutional investors utilize earnings estimates to calculate the fair value of a company's shares, leading to significant stock price movements based on their buying or selling actions [4]. Alithya's Earnings Outlook - The recent upgrade for Alithya signifies an improvement in the company's underlying business, which is expected to drive the stock price higher as investors respond positively to this trend [5]. - Alithya is projected to earn $0.13 per share for the fiscal year ending March 2026, with no year-over-year change, but the Zacks Consensus Estimate has increased by 81.5% over the past three months [8]. Zacks Rank System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7]. - Alithya's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Alithya Group Inc. (OTCPK:ALYAF) Q4 2025 Earnings Conference Call June 12, 2025 ET Company Participants Bernard Dockrill - Chief Operating Officer Debbie Di Gregorio - Chief Financial Officer Nathalie Forcier - Chief Legal Officer & Corporate Secretary Paul Raymond - President, CEO & Director Conference Call Participants Divya S. Goyal - Scotiabank Global Banking and Markets, Research Division Jerome Dubreuil - Desjardins Securities Inc., Research Division Meng Shao - National Bank Financial, Inc., Research ...

Core Insights - Alithya Group inc. has appointed Pierre Blanchette as Chief Financial Officer, effective July 28, 2025, to oversee financial operations and support the execution of the strategic plan [1][3] Company Overview - Alithya is a strategic consulting and digital transformation services provider that leverages AI and the latest technologies to solve business challenges, enabling clients to unlock new opportunities and modernize processes [4] Leadership Background - Pierre Blanchette is a Chartered Professional Accountant with nearly 30 years of finance experience, including roles as Senior Vice President and CFO at Colabor Group Inc. and various positions at Fiera Capital Corporation [2] Executive Statement - Paul Raymond, President and CEO, expressed confidence in Pierre Blanchette's ability to drive financial performance and lead teams, emphasizing the importance of his expertise in achieving strategic objectives [3]

Core Insights - Alithya Group inc. reported a 4.0% increase in revenues for Q4 2025, reaching $125.3 million compared to $120.5 million in Q4 2024, with a sequential increase of 8.3% from Q3 2025 [3][4][9] - The company achieved a record gross margin of 36.8% in Q4 2025, up from 32.1% in Q4 2024, driven by increased efficiencies and a higher value-added business mix [3][14][19] - Net earnings for Q4 2025 rose to $8.0 million, or $0.08 per share, compared to $2.3 million, or $0.02 per share, in the same quarter last year [3][19][21] Financial Performance - Revenues for the fiscal year 2025 totaled $473.5 million, a decrease of 3.6% from $491.1 million in fiscal 2024 [3][28] - Adjusted EBITDA for Q4 2025 increased by 71.8% to $18.0 million, with an Adjusted EBITDA margin of 14.4%, compared to 8.7% in Q4 2024 [3][22][38] - Selling, general and administrative expenses for Q4 2025 were $29.7 million, a slight increase of 0.4% from $29.6 million in Q4 2024, but as a percentage of revenues, it decreased to 23.7% from 24.6% [3][18][28] Client and Market Activity - The company signed 22 new clients in Q4 2025 and reported a backlog representing approximately 16 months of trailing twelve-month revenues as of March 31, 2025 [3][10][23] - Fiscal 2025 bookings reached $420.7 million, resulting in a Book-to-Bill ratio of 0.89, which would have been 1.00 excluding revenues from two long-term contracts [10][23][24] Strategic Developments - Alithya acquired eVerge Interests, Inc. on May 31, 2025, enhancing its Salesforce capabilities and Oracle expertise [3][8][10] - The company aims to leverage its industry knowledge and global delivery model to target higher value IT segments by the end of fiscal year 2027 [29][30][31]