Cargojet Inc. (CGJTF)
OTC PINK OTC PINK Primary Summary
CGJTF Chart
Cargojet: Moat With A Clear Growth Runway Is More Infrastructure Than Cyclical
Cargojet remains a 'Strong Buy' despite recent underperformance, as the market is mispricing its fundamentals and long-term growth potential. CJT benefits from a dominant position in Canada's overnight air cargo market, structural barriers to entry, and long-term contracts with key partners like Amazon and DHL. The company is poised to capitalize on Canada's underpenetrated e-commerce market, with strong cash generation, growing dividends, and disciplined capital allocation.
Cargojet: I'm Bullish Despite Trade Turmoil
Cargojet's recent stock decline is driven more by negative sentiment than fundamental weakness, despite global trade tensions and tariff impacts. Q2 earnings highlight Cargojet's resilient business model, with revenues up 3.2% and gross margin expansion, despite lower ACMI revenues. I'm lowering my price target due to reduced EBITDA estimates, but I still see 37% upside potential from current levels.
Cargojet Inc. (CGJTF) Q2 2025 Earnings Call Transcript
Cargojet Inc. (OTCPK:CGJTF) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Ajay Kumar Virmani - Founder & Executive Chairman Jamie Bennett Porteous - Co- Chief Executive Officer Martin Herman - Corporate Participant Pauline Dhillon - Co- Chief Executive Officer Sanjeev Maini - Former Interim CFO & VP of Finance Conference Call Participants Cameron Doerksen - National Bank Financial, Inc., Research Division Daryl Young - Stifel Nicolaus Canada Inc., Research Division Kevin Chiang - CIBC Capital Markets, Research Division Razi Hasan - Paradigm Capital Inc., Research Division Tim James - TD Cowen, Research Division Walter Noel Spracklin - RBC Capital Markets, Research Division Operator Good morning, ladies and gentlemen, and welcome to the Cargojet Conference Call. I would now like to turn the meeting over to Martin Herman.
Cargojet Inc. (CGJTF) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
What is the earnings per share?
When is the next earnings date?
Has Cargojet Inc. ever had a stock split?
Cargojet Inc. Profile
| Air Freight & Logistics Industry | Industrials Sector | Mr. Jamie Bennett Porteous CEO | OTC PINK Exchange | Unknown CUSIP |
| CA Country | 1,935 Employees | 20 Jun 2025 Last Dividend | - Last Split | - IPO Date |
Overview
Cargojet Inc. is a preeminent provider of time-sensitive overnight air cargo services within Canada, boasting a comprehensive domestic air cargo network that connects 16 Canadian cities. Founded in 2001 and based in Mississauga, Canada, Cargojet has grown to become a critical player in the logistics and transportation industry, extending its reach beyond domestic borders to serve North and South America, and Europe. The company's operations encompass scheduled international routes, dedicated aircraft services, and ad hoc charter solutions, catering to a wide range of cargo transportation needs. Additionally, Cargojet is actively involved in various facets of aviation services, including aircraft operation and maintenance, and commercial airline cargo management. With a fleet of 41 aircraft at its disposal, Cargojet ensures robust and flexible solutions for cargo delivery, specializing in areas such as livestock shipments, military equipment, and emergency relief supplies.
Products and Services
- Domestic Air Cargo Network Services
Operating between 16 Canadian cities, Cargojet's domestic air cargo network is designed to meet the time-sensitive shipping needs of its customers, providing reliable overnight service across Canada.
- Dedicated Aircraft Services
This service offers customers a dedicated aircraft, complete with crew, maintenance, and insurance, for operations between points in Canada, North and South America, and Europe, facilitating tailored cargo solutions.
- Scheduled International Routes
Cargojet operates scheduled routes to meet the cargo demands between the United States and Bermuda, as well as between Canada, the United Kingdom, and Germany, ensuring seamless international logistics solutions.
- Ad Hoc Charter Services
Offering flexible charter options, Cargojet can accommodate customers’ unique demands for cargo transportation between Canada, the United States, and other international destinations, including specialty charter services for oversized or unique shipments.
- Specialty Charter Services
Catering to specific logistics needs, these services include the transportation of livestock, military equipment, emergency relief supplies, and large shipments across North and South America, the Caribbean, and Europe.
- Aviation Services
With a comprehensive suite of services such as aircraft operation and maintenance, ground handling, and commercial airline cargo management, Cargojet provides holistic support to ensure seamless operations for its customers.
Contact Information
