LONDON, Nov. 10, 2025 /PRNewswire/ - CGI (TSX: GIB.A), (NYSE: GIB), one of the largest independent IT and business consulting services companies in the world, is building on its existing work with His Majesty's Revenue and Customs (HMRC) through a new contract worth up to £250 million over five years, comprising an initial three-year term with two optional one-year extensions. Accessibility StatementSkip Navigation Stock Market Symbols GIB.A (TSX) GIB (NYSE) cgi.com/newsroom CGI will help operate and mai ...

CGI (NYSE:GIB) Q4 2025 Earnings Call November 05, 2025 09:30 AM ET Speaker0Good morning, ladies and gentlemen. Welcome to CGI's Fourth Quarter Fiscal twenty twenty six Conference Call. I would now like to turn the meeting over to Mr. Kevin Linder, SVP of Investor Relations. Please go ahead, Mr.Linder.Speaker1Thank you, Joelle, and good morning. With me to discuss CGI's fourth quarter and fiscal twenty twenty five results are Francois Belanger, our President and CEO and Steve Perron, Executive Vice President ...

Core Viewpoint - CGI Group reported quarterly earnings of $1.55 per share, exceeding the Zacks Consensus Estimate of $1.53 per share, and up from $1.41 per share a year ago, indicating a positive earnings surprise of +1.31% [1][2] Financial Performance - The company posted revenues of $2.91 billion for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 0.42%, but an increase from $2.68 billion year-over-year [3] - Over the last four quarters, CGI has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2][3] Stock Performance - CGI shares have declined approximately 21.9% since the beginning of the year, contrasting with the S&P 500's gain of 15.1% [4] - The current Zacks Rank for CGI is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.58 on revenues of $3.03 billion, and for the current fiscal year, it is $6.53 on revenues of $12.16 billion [8] - The outlook for the industry, particularly the Computer - Services sector, is currently in the bottom 40% of Zacks industries, which may impact CGI's stock performance [9]

Financial Performance - Q4 F2025 - Revenue reached $4.01 billion, a 9.7% increase compared to Q4 F2024[13] - Constant currency revenue growth was 5.5%[13,36] - Adjusted EBIT increased by 11.2% to $667 million, with a margin of 16.6%, up 20 bps from Q4 F2024[13,41] - Adjusted net earnings increased by 7.4% to $472 million[13] - Adjusted diluted EPS increased by 10.9% to $2.13[13,46] Financial Performance - Fiscal Year 2025 - Revenue reached $15.9 billion, an 8.4% increase compared to F2024[32,56] - Constant currency revenue growth was 4.6%[32,56] - Adjusted EBIT increased by 8.1% to $2.61 billion, with a margin of 16.4%[32,64] - Adjusted net earnings increased by 6.0% to $1.87 billion[32] - Adjusted diluted EPS increased by 8.9% to $8.30[32,68] Other Key Metrics - Book-to-bill ratio for Q4 F2025 was 119.2%, and 110.4% for the last twelve months[15,30] - Cash provided by operating activities for Q4 F2025 was $663 million, representing 16.5% of revenue[28] - Long-term debt and lease liabilities reached $4.33 billion, up $1.02 billion from Q4 F2024[49]

Core Insights - CGI reported a revenue of $4.01 billion for Q4-F2025, reflecting a year-over-year growth of 9.7%, and a constant currency growth of 5.5% [5][7][20] - The company announced a 13% increase in its quarterly cash dividend to $0.17 per share, payable on December 19, 2025 [22] - The book-to-bill ratio reached 119.2% in Q4-F2025, indicating strong demand for CGI's services [5][9] Financial Performance Highlights - For Q4-F2025, earnings before income taxes were $516.2 million, down 12.9% year-over-year, with a margin of 12.9% [6][7] - Adjusted earnings before interest and taxes were $667.4 million, up 11.2% year-over-year, with a margin of 16.6% [7][8] - Net earnings for Q4-F2025 were $381.4 million, down 12.5% year-over-year, resulting in a diluted EPS of $1.72, a decrease of 9.9% [8][9] Annual Performance Overview - For Fiscal 2025, CGI reported total revenue of $15.91 billion, an 8.4% increase year-over-year, with a constant currency growth of 4.6% [13][14] - Earnings before income taxes for Fiscal 2025 were $2,242.2 million, down 2.1% year-over-year, with a margin of 14.1% [13][14] - Adjusted net earnings for Fiscal 2025 were $1,871.5 million, up 6.0% year-over-year, with an adjusted diluted EPS of $8.30, an increase of 8.9% [15][36] Investment and Shareholder Returns - During Q4-F2025, CGI invested $80.5 million back into its business and acquired businesses for $237.5 million net of cash acquired [11] - The company returned $33.3 million to shareholders through dividends in Q4-F2025 [11] - For Fiscal 2025, CGI returned $135.1 million to shareholders through dividend payments [16] Debt and Financial Ratios - As of September 30, 2025, CGI's long-term debt and lease liabilities were $4.33 billion, up from $3.31 billion the previous year [17][36] - The net debt stood at $3.45 billion, an increase from $1.82 billion year-over-year, with a net debt-to-capitalization ratio of 25.1% [17][36]

Accessibility StatementSkip Navigation SOURCE CGI Inc. 21% Stock Market Symbols GIB.A (TSX) GIB (NYSE) cgi.com/newsroom MONTRÉAL, Nov. 4, 2025 /PRNewswire/ - CGI (NYSE: GIB) (TSX: GIB.A), one of the world's largest independent technology and business consulting services firms, today announced it has achieved Elite Partner status with both Snowflake, the AI Data Cloud company, and ServiceNow, the AI platform for business transformation. CGI has also been recognized as a Diamond Partner with UiPath, a global ...

Core Insights - CGI Inc. has been recognized as a Leader in the IDC MarketScape for Worldwide AI Services for State and Local Government 2025 Vendor Assessment, highlighting its strong position in the AI services market for public sector clients [1][2][6]. Group 1: Company Positioning and Strategy - CGI is embedding AI directly into its platforms rather than retrofitting it later, emphasizing responsible AI governance with human oversight and compliance with regulatory standards [1][4]. - The company focuses on enhancing decision-making and improving citizen outcomes through AI, aiming to build greater trust in digital government [2][3]. - CGI's integrated AI approach combines responsible governance, embedded intelligence, and outcome-driven delivery to modernize government operations [3][5]. Group 2: Key Strengths Identified by IDC - CGI has nearly five decades of experience in the public sector, with over 500 ERP implementations and dedicated solutions for fund accounting and human services [5]. - The company’s Responsible AI framework includes human-in-the-loop oversight and transparent governance dashboards, ensuring compliance and security [5]. - CGI maintains a distributed presence across over 80 U.S. locations, providing localized support while leveraging global scale [6]. Group 3: Market Context and Demand - The IDC MarketScape report indicates that state and local governments are seeking AI solutions to improve efficiency, compliance, and citizen services [4][6]. - CGI's solutions are FedRAMP High and GovRAMP-certified, aligning with public sector regulations and addressing security and compliance concerns [4][5]. - The assessment evaluated 18 worldwide AI services providers, focusing on their capabilities in designing, implementing, and operating AI platforms for state and local governments [6].

Core Insights - CGI will release its fourth quarter and fiscal year 2025 results on November 5, 2025, before market opening [1][2] - A conference call will be held at 9:00 a.m. (EDT) to discuss the results and answer questions [2] Company Overview - Founded in 1976, CGI is one of the largest independent IT and business consulting services firms globally [2] - The company has 93,000 consultants and professionals worldwide, offering a comprehensive portfolio of services [2] - CGI reported revenue of CA$14.68 billion for fiscal 2024 [2]

Group 1 - The article emphasizes the importance of investing in high-quality stocks and businesses that are managed by disciplined capital allocators, which can generate exceptional returns on capital and compound invested capital over long periods [1] Group 2 - No specific companies or stocks are mentioned in the article, focusing instead on the general investment philosophy and approach [2][3]

Group 1 - The article emphasizes the importance of investing in high-quality stocks and businesses that are managed by disciplined capital allocators, which can generate exceptional returns on capital and compound invested capital over long periods [1] Group 2 - No specific companies or stocks are mentioned in the article, focusing instead on the general investment philosophy and approach [2][3]