BGSI
Boyd Group·NYSE
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BGSI fundamentals
Boyd Group (BGSI) released its earnings on Mar 18, 2026: revenue was 793.85M (YoY +5.52%), missed estimates; EPS was 0.9 (YoY +210.34%), beat estimates.
Revenue / YoY
793.85M
+5.52%
EPS / YoY
0.9
+210.34%
Report date
Mar 18, 2026
BGSI Earnings Call Summary for Q4,2025
- Revenue Resilience: 2025 revenue grew 2.4% YoY to CAD 3.1 billion, with Q4 same-store sales up 2.2% despite industry claims decline of 2%-4%.
- Cost Transformation: Project 360 delivered CAD 40 million in savings, with CAD 50 million more expected in 2026. Combined with Joe Hudson synergies, total savings target CAD 140 million by 2029.
- Acquisition Impact: Joe Hudson’s acquisition on track to realize 50% of CAD 35-45 million synergies in 2026, with 44% of stores converted to Boyd systems as of Q1.
- Margin Expansion: Q4 EBITDA margin rose 200 bps to 13.1%, driven by gross margin improvements and cost savings. Target 14% EBITDA margin by 2029.
- Growth Catalysts: 80+ new locations planned for 2026, including 24 startups and MSO acquisitions, supported by CAD 488 million net cash position.
Earnings
EPS
Revenue
Revenue & Expenses
BGSI has released its 2025 Q4 earnings report, with revenue of 793.85M, reflecting a YoY change of 5.52%, and net profit of 4.79M, showing a YoY change of 96.15%. The Sankey diagram below clearly presents BGSI's revenue sources and cost distribution.
Key Indicators
Boyd Group (BGSI) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Boyd Group (BGSI)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet
Boyd Group (BGSI)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow
Boyd Group (BGSI)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown
Where does Boyd Group (BGSI) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track Boyd Group (BGSI) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What is the revenue and EPS growth rate for Boyd Group year over year?What were the key takeaways from Boyd Group's earnings call?What does Boyd Group do and what are its main business segments?What guidance did Boyd Group's management provide for the next earnings period?What were the key takeaways from Boyd Group’s earnings call?Did Boyd Group beat or miss consensus estimates last quarter?What factors drove the changes in Boyd Group's revenue and profit?What is the market's earnings forecast for Boyd Group next quarter?
