Group 1 - The Annual General Meeting of Shareholders is being held virtually, with presentations available in both French and English, including live translation options [1][2] - A playback of the webcast will be accessible on the company's website after the meeting [2] - The company may make forward-looking statements during the meeting, which are subject to risks and uncertainties beyond its control [3]

Core Viewpoint - Alithya Group inc. has announced its intention to implement a normal course issuer bid (NCIB) program to enhance shareholder value through share repurchases, reflecting the company's belief that its market price does not accurately represent its intrinsic value and growth prospects [2][4]. Summary by Sections Share Buyback Program - The NCIB program allows Alithya to repurchase up to 5,939,183 Class A Shares, which is 10% of the company's public float of 59,391,834 Class A Shares, based on a total of 92,653,272 issued and outstanding Class A Shares as of September 2, 2025 [2][4]. - The maximum daily purchase limit is set at 14,545 Class A Shares, representing 25% of the average daily trading volume over the past six months [2][4]. Purpose and Strategy - The share buyback program is part of Alithya's balanced capital allocation strategy aimed at strengthening its balance sheet, optimizing capital deployment, and supporting investments in growth and debt reduction [2][4]. - CEO Paul Raymond emphasized the company's commitment to a long-term strategy focused on profitable growth and sustainable value creation for shareholders [2][4]. Implementation Details - Purchases under the NCIB are set to commence on September 12, 2025, and will conclude on September 11, 2026, or when the maximum allowable shares have been acquired [4]. - Alithya will enter into an automatic share purchase plan (ASPP) with a designated broker to facilitate share repurchases during regulatory restrictions or blackout periods [6][7]. Historical Context - The company has not repurchased any of its Class A Shares in the past twelve months, indicating a strategic shift towards share buybacks [3].

Core Insights - Alithya has been selected by Roskam Foods as a strategic partner for enterprise systems modernization, specifically implementing Microsoft Dynamics 365 for Finance and Supply Chain Management [1][2] - The partnership aims to enhance Roskam Foods' digital infrastructure to support its growth strategy, focusing on data-driven decision making [2][3] - The implementation will start with Roskam Foods' subsidiary, Marsan Foods, which currently operates on a legacy system, allowing for a phased approach to establish a strong foundation before expanding to other units [3] Company Overview - Roskam Foods is a leading contract manufacturer with over 2 million square feet of manufacturing space and 50 production lines across 8 facilities in the U.S. and Canada, producing a variety of frozen, refrigerated, and shelf-stable products [4] - Founded in 1923 and headquartered in Grand Rapids, Michigan, Roskam Foods partners with world-renowned food brands and food service providers [4] - Alithya specializes in AI-centric strategic consulting and digital transformation services, helping clients modernize processes and unlock new opportunities [5]

Group 1 - Alithya Group reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of $0.04 per share, and showing an increase from $0.04 per share a year ago, resulting in an earnings surprise of +25.00% [1] - The company posted revenues of $89.73 million for the quarter ended June 2025, which was slightly below the Zacks Consensus Estimate by 0.76%, but an increase from $88.35 million year-over-year [2] - Alithya has surpassed consensus EPS estimates in all four of the last quarters and has topped consensus revenue estimates two times during the same period [2] Group 2 - The stock has increased approximately 78.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 9.6% [3] - The future performance of Alithya's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $89.97 million, and for the current fiscal year, it is $0.20 on revenues of $367.9 million [7] Group 3 - The Zacks Industry Rank indicates that the Technology Services sector is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Alithya currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [6]

Core Insights - Alithya Group inc. reported a revenue increase of 2.7% to $124.2 million for Q1 fiscal 2026 compared to the same quarter last year [3][4][7] - The company achieved a net earnings of $0.2 million, a significant improvement from a net loss of $2.8 million in the same quarter last year [15][16] - Adjusted Net Earnings rose by 31.8% to $6.5 million, translating to an Adjusted Net Earnings per Share of $0.07 [16][30] - The company signed 20 new clients and acquired eVerge Interests, Inc., enhancing its service offerings [23][24] Financial Highlights - Revenues for Q1 fiscal 2026 were $124.2 million, up from $120.9 million in Q1 fiscal 2025 [3][7] - Gross margin increased by 3.3% to $39.8 million, with a gross margin percentage of 32.1% [11][12] - Selling, general and administrative expenses decreased by 3.4% to $30.6 million, representing 24.6% of revenues [14] - Adjusted EBITDA increased by 15.6% to $11.6 million, with an Adjusted EBITDA Margin of 9.4% [17][31] Revenue Breakdown - Canadian revenues decreased by 8.5% to $59.6 million, primarily due to reduced government contracts and project maturities [8] - U.S. revenues increased by 17.3% to $59.5 million, driven by organic growth and higher billing rates [9] - International revenues saw a slight increase of 0.7% to $5.1 million [10] Bookings and Backlog - Q1 bookings reached $118.1 million, resulting in a Book-to-Bill Ratio of 0.95 [18][19] - The backlog represented approximately 15 months of trailing twelve-month revenues as of June 30, 2025 [4] Liquidity and Capital Resources - Net cash used in operating activities was $4.2 million, a decrease of $20.9 million from the previous year [20][21] - As of June 30, 2025, the company had $115.7 million in available capital resources [22]

Core Viewpoint - Alithya Group (ALYAF) is anticipated to report flat earnings of $0.04 per share for the quarter ended June 2025, with revenues expected to reach $90.42 million, reflecting a 2.3% increase from the previous year [1][3]. Earnings Report Expectations - The earnings report is scheduled for release on August 13, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. - The sustainability of any immediate price changes will largely depend on management's commentary during the earnings call [2]. Estimate Revisions and Predictions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. - Alithya's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +63.64%, suggesting a strong likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Alithya exceeded expectations by posting earnings of $0.08 per share against an expected $0.03, achieving a surprise of +166.67% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Conclusion - Alithya is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors beyond earnings expectations when making investment decisions [17].

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 Points - Alithya Group inc. will report its financial results for the first quarter of fiscal 2026 on August 13, 2025 [1] - A conference call will be held at 9:00 a.m. (Eastern time) to discuss the financial results [2] - Financial statements and related documents will be available on Alithya's Investors page [1] Company Overview - Alithya is a provider of AI-centric strategic consulting and digital transformation services [3] - The company focuses on solving business challenges to unlock new opportunities and modernize processes [3] - Alithya leverages a team of industry experts and AI-based solutions to accelerate results [3]

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].