Core Insights - TC Transcontinental has announced a three-year extension of its agreement with METRO to provide various marketing services, including participation in the raddar program, which offers print and digital flyers [1][2] Group 1: Company Overview - TC Transcontinental is a North American leader in flexible packaging and the largest printer in Canada, also providing retail marketing services and French-language educational publishing [3] - The company was founded in 1976 and aims to create quality products and services to help businesses attract and retain customers [3] - TC Transcontinental employs approximately 7,600 individuals, primarily in Canada, the United States, and Latin America [5] Group 2: Financial Performance - For the fiscal year ending October 26, 2025, TC Transcontinental generated revenues of $2.7 billion [5] Group 3: Marketing Services - The raddar program is distributed weekly to 4.8 million households in Quebec and British Columbia, serving as a targeted advertising vehicle to drive in-store traffic [2] - The company is committed to evolving the raddar service to better meet the needs of advertisers and consumers in the future [2]

Core Insights - Transcontinental Inc. reported improved adjusted net earnings per share for the fourth consecutive quarter, reflecting the positive impact of profitability improvement initiatives [3] - The company is well-positioned for future growth following the sale of its Packaging Sector for $2.1 billion, which is expected to create significant value for shareholders [4][7] Financial Performance - Revenues for Q4 2025 were $732.4 million, a decrease of 2.3% from $749.3 million in Q4 2024, primarily due to lower volume in the Retail Services and Printing Sector [6][9] - Operating earnings before depreciation and amortization decreased by 10.3% to $118.2 million in Q4 2025, impacted by lower volumes and increased restructuring costs [10][11] - Net earnings attributable to shareholders decreased by 10.4% to $42.9 million in Q4 2025, with earnings per share dropping from $0.57 to $0.51 [12] - For fiscal year 2025, total revenues were $2,743.9 million, down 2.5% from $2,812.9 million in fiscal year 2024 [14] - Operating earnings before depreciation and amortization increased by 11.4% to $473.1 million for fiscal year 2025, driven by cost reduction initiatives [16] - Net earnings attributable to shareholders rose by 41.0% to $171.0 million for fiscal year 2025, with earnings per share increasing from $1.41 to $2.04 [18] Sector Performance - The Packaging Sector experienced a modest increase in volume in Q4 2025, benefiting from cost reduction initiatives [4] - The Retail Services and Printing Sector faced challenges in Q4 2025 due to a labor conflict at Canada Post, but distribution has resumed, which is expected to improve earnings in fiscal 2026 [5] Strategic Developments - The company completed business acquisitions during fiscal year 2025 to enhance growth in in-store marketing activities [7] - The renewal of the printing contract for The Globe and Mail for a 10-year period is expected to provide stability to the newspaper printing segment [5] Outlook - The sale of the Packaging Sector is anticipated to close in Q1 2026, subject to regulatory approvals [21] - The company expects lower volumes in traditional activities but anticipates growth in in-store marketing activities, partially offsetting declines [21][22] - Adjusted operating earnings before depreciation from continuing operations for fiscal year 2026 are expected to remain stable compared to fiscal year 2025 [22]

Core Insights - Transcontinental Inc. reported improved adjusted net earnings per share for the fourth consecutive quarter, reflecting the positive impact of profitability improvement initiatives [3] - The company anticipates that the sale of its Packaging Sector for $2.1 billion will create significant value for shareholders [4][7] - Despite challenges in the Retail Services and Printing Sector due to a labor conflict at Canada Post, the company expects reduced impacts in fiscal 2026 as distribution resumes [5] Financial Highlights - For Q4 2025, revenues decreased by 2.3% to $732.4 million from $749.3 million in Q4 2024, primarily due to lower volume in the Retail Services and Printing Sector [9] - Operating earnings before depreciation and amortization fell by 10.3% to $118.2 million in Q4 2025, down from $131.8 million in Q4 2024 [10] - Adjusted net earnings attributable to shareholders increased by 1.9% to $68.6 million in Q4 2025, with adjusted net earnings per share rising by 3.8% to $0.82 [13] Annual Performance - For fiscal year 2025, total revenues decreased by 2.5% to $2,743.9 million from $2,812.9 million in fiscal year 2024 [14] - Operating earnings before depreciation and amortization increased by 11.4% to $473.1 million, compared to $424.7 million in fiscal year 2024 [15] - Net earnings attributable to shareholders rose by 41.0% to $171.0 million, with earnings per share increasing by 44.7% to $2.04 [17] Strategic Developments - The company completed business acquisitions during the fiscal year to enhance growth in in-store marketing activities [7] - A 10-year renewal of the printing contract for The Globe and Mail is expected to provide stability to the newspaper printing segment [5] - The company plans to close the sale of its Packaging Sector in the first quarter of calendar year 2026, pending regulatory approvals [20] Outlook - The company expects adjusted operating earnings before depreciation from continuing operations for fiscal year 2026 to remain stable compared to fiscal year 2025 [21] - Anticipated lower volumes in traditional activities, such as book printing, will be partially offset by growth in in-store marketing activities [20]