Core Insights - CGI has secured a new contract with His Majesty's Revenue and Customs (HMRC) worth up to £250 million over five years, which includes an initial three-year term and two optional one-year extensions [1][5]. Group 1: Contract Details - The contract involves CGI operating and maintaining HMRC's integration services, which are crucial for daily operations and digital transformation [2]. - CGI will deliver new integrations to support HMRC's large-scale digital transformation programs, aligning with HMRC's Transformation Roadmap [3]. - The contract was awarded through Lot 3 of the Crown Commercial Service (CCS) DALAS framework, aimed at modernizing IT application services [5]. Group 2: Strategic Importance - This collaboration aims to strengthen critical systems that support essential public services across the UK, enhancing the digital experience for HMRC's customers and teams [4]. - CGI's role includes managing existing integration capabilities that are part of the UK's Critical National Infrastructure [2]. Group 3: Company Overview - Founded in 1976, CGI is one of the largest independent IT and business consulting services firms globally, with 94,000 professionals and reported revenue of CA$15.91 billion for Fiscal 2025 [6].

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]

Core Viewpoint - CGI is set to enhance its presence in Poland and the public sector through the acquisition of Comarch Polska SA, which is subject to regulatory approvals and customary closing conditions [1][2]. Company Overview - CGI is one of the largest independent IT and business consulting services firms globally, with 93,000 professionals and reported revenue of CA$14.68 billion for fiscal 2024 [6]. Acquisition Details - The acquisition will add over 460 IT and business consulting professionals to CGI, increasing its workforce in Poland and the Baltic States to approximately 1,500 [2]. - Comarch Polska specializes in IT solutions for public administration, including ERP solutions and digital process management tools, and has been operational since 1993 [3]. Strategic Implications - The merger is expected to deepen CGI's public sector expertise and facilitate knowledge transfer, enhancing the implementation of CGI's intellectual property for public administration agencies [3][4]. - CGI aims to leverage its expertise in AI to improve public services and state administration effectiveness [4]. Leadership Insights - François Boulanger, CGI President and CEO, emphasized the acquisition's role in strengthening CGI's public sector capabilities and accelerating growth in Poland, a digitally advanced region [3]. - Comarch's CEO highlighted the acquisition as a testament to the competitiveness of their solutions in international markets and a signal to strengthen their key business lines [4].

Core Insights - CGI has been awarded a multi-year contract by the Texas Comptroller of Public Accounts to implement a modern SaaS enterprise financial system based on CGI Advantage, replacing the state's legacy accounting systems [1][2][3] Company Overview - CGI is one of the largest independent technology and professional services firms globally, founded in 1976, with a workforce of 93,000 professionals [5] - The company reported revenue of CA$14.68 billion for Fiscal 2024 [5] Project Details - The new system will process over 42.7 million transactions annually and support approximately 5,000 users across 225 state agencies and higher education institutions [2] - CGI Advantage is designed specifically for government use, ensuring a seamless transition and maintaining the reliability of the state's financial systems [2][3] Technology and Features - The implementation will include CGI Advantage Financial Management, vendor self-service capabilities, and integration with various state systems [3] - The cloud-based solution aims to enhance reporting, improve data analytics, and streamline processes while ensuring compliance with state and federal requirements [3][4] Product Information - CGI Advantage is a unified ERP platform that meets state and local government requirements, streamlining financial management, human resources, performance budgeting, procurement, and business intelligence operations [4]

Core Insights - CGI reported a revenue of CAD 4.09 billion for Q3-F2025, reflecting an 11.4% year-over-year growth, with a constant currency growth of 7.0% [3][12] - The company emphasized its focus on AI-related services, indicating strong momentum in this area [2][4] Financial Performance - Earnings before income taxes were CAD 551.6 million, down 7.1% year-over-year, with a margin of 13.5% compared to 16.2% in the previous year [4][6] - Adjusted earnings before interest and taxes increased by 10.5% year-over-year to CAD 666.1 million, with a margin of 16.3% [4][6] - Net earnings decreased by 7.2% to CAD 408.6 million, resulting in a margin of 10.0% [5][6] - Adjusted net earnings rose by 6.8% to CAD 470.1 million, with an adjusted diluted EPS of CAD 2.10, up 9.9% year-over-year [7][12] Operational Metrics - Cash provided by operating activities was CAD 486.6 million, representing 11.9% of revenue [7][12] - Bookings totaled CAD 4.15 billion, yielding a book-to-bill ratio of 101.4% [8][12] - The backlog reached CAD 30.58 billion, equivalent to 2.0 times the annual revenue [8][12] Capital Management - The company invested CAD 105.1 million back into its business and CAD 286.2 million for share repurchases [9][12] - A quarterly cash dividend of CAD 0.15 per share was approved, payable on September 19, 2025 [16] Debt and Financial Ratios - Long-term debt and lease liabilities increased to CAD 4.24 billion from CAD 3.05 billion year-over-year [10][12] - Net debt rose to CAD 3.12 billion, with a net debt-to-capitalization ratio of 23.4% [10][12]

Core Insights - CGI has launched CGI SpeedOps, a business operations transformation solution that integrates advanced technologies like AI with business expertise to enhance operational agility and deliver sustainable value across various sectors [1][2]. Group 1: Product Overview - CGI SpeedOps is designed to help clients achieve faster, smarter, and more adaptive outcomes by leveraging AI, cloud, automation, and data-driven insights [2]. - The solution is built on a scalable platform that connects people, processes, data, and systems, and is currently in production with clients in energy, utilities, and banking sectors [2][3]. - CGI SpeedOps is a key component of CGI's BPO 5.0 strategy, aimed at transforming business operations and enhancing agility, intelligence, and resilience for clients in a digital-first environment [3]. Group 2: Performance and Efficiency - When combined with CGI DigiOps, CGI SpeedOps can deliver efficiency improvements exceeding 40% [3][4]. - The integrated toolset of proprietary technologies within CGI SpeedOps modernizes and optimizes service delivery, unlocking new levels of operational value for clients [4]. Group 3: Company Background - Founded in 1976, CGI is one of the largest independent IT and business consulting services firms globally, with a workforce of 94,000 professionals [5]. - CGI reported a revenue of CA$14.68 billion for Fiscal 2024 and operates through a local relationship model supported by a global delivery network [5].

Company Overview - CGI is one of the largest independent IT and business consulting services firms globally, founded in 1976 [3] - The company employs 94,000 consultants and professionals worldwide, offering a comprehensive portfolio of services including strategic IT and business consulting, systems integration, managed IT and business process services, and intellectual property solutions [3] - CGI reported revenue of CA$14.68 billion for fiscal year 2024 [3] Upcoming Financial Results - CGI will release its third quarter fiscal year 2025 results on July 30, 2025, before the markets open [1] - The conference call to discuss the results will be held at 9:00 a.m. (EDT) on the same day, featuring management including François Boulanger, President and CEO, and Steve Perron, Executive Vice-President and CFO [2] - Interested parties can access a replay of the call until August 30, 2025, and a live webcast will be available on the company's investor relations website [2]

Core Insights - CGI reported Q2-F2025 revenue of $4.02 billion, reflecting a year-over-year growth of 7.6% and a constant currency growth of 3.3% [2][10] - The company achieved strong quarterly bookings of $4.5 billion, resulting in a book-to-bill ratio of 111% [2][8] - Net earnings for the quarter were $429.7 million, up 0.7% year-over-year, with diluted earnings per share increasing by 3.3% to $1.89 [6][10] Financial Performance - Revenue: $4.02 billion, up 7.6% year-over-year; constant currency growth of 3.3% [10][24] - Earnings Before Income Taxes: $582.6 million, up 0.9% year-over-year, with a margin of 14.5% [5][10] - Adjusted Earnings Before Interest and Taxes: $665.7 million, up 5.9% year-over-year, with a margin of 16.5% [5][10] - Net Earnings: $429.7 million, up 0.7% year-over-year, with a margin of 10.7% [6][10] - Adjusted Net Earnings: $480.7 million, up 4.6% year-over-year, with a margin of 11.9% [7][10] - Diluted EPS: $1.89, up 3.3% year-over-year; Adjusted Diluted EPS: $2.12, up 7.6% [6][7][10] Cash Flow and Investments - Cash provided by operating activities was $438.2 million, representing 10.9% of revenue [7][10] - The company invested $99.7 million back into its business and $1,560.6 million in acquisitions [9][10] - CGI returned $34.1 million to shareholders through dividends [9][10] Backlog and Workforce - Backlog reached $30.99 billion, equivalent to 2.0 times annual revenue [8][10] - As of March 31, 2025, CGI employed approximately 94,000 consultants and professionals globally [8][10] Debt and Financial Ratios - Long-term debt and lease liabilities totaled $4.37 billion, up from $3.03 billion year-over-year [11][10] - Net debt stood at $3.24 billion, an increase from $1.73 billion the previous year, with a net debt-to-capitalization ratio of 24.1% [11][10]