Cargojet, Inc. (CGJTF)
OTC PINK OTC PINK Primary 
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) Q1 2025 Earnings Call Transcript
Cargojet Inc. (OTCPK:CGJTF) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Martin Herman – General Counsel and Corporate Secretary Jamie Porteous – Co-Chief Executive Officer Pauline Dhillon – Co-Chief Executive Officer Sanjeev Maini – Vice President-Finance and Interim Chief Financial Officer Conference Call Participants Cameron Doerksen – National Bank Financial Betty Yang – Canaccord Genuity Walter Spracklin – RBC Capital Markets Alice Lee – CIBC David Ocampo – Cormark Securities Tim James – TD Cowen Razi Hasan – Paradigm Capital Steve Hansen – Raymond James Operator Good morning, ladies and gentlemen. Welcome to the Cargojet Conference Call.
Cargojet: Undervalued From All Points Of View
The recent decline in Cargojet Inc. share price is unwarranted given the company's growth prospects and valuation. Discounted Cash Flow analysis supports a positive outlook for Cargojet Inc., indicating strong future financial performance. Relative valuation shows the company is trading well below its peers.
Cargojet: Strong Buy On Canada Tariff Opportunity And Sell-Off (Rating Upgrade)
Cargojet stock dropped 22% due to the Canada Post strike and tariff threats, but these are non-recurring and overblown concerns. Cargojet's Q4 results showed strong operational performance with significant revenue growth despite strike pressures, highlighting the resilience of its business model. The current stock price undervalues Cargojet's position in the Canadian e-commerce market, ignoring future earnings and growth potential.
Cargojet Inc. (CGJTF) Q4 2024 Earnings Call Transcript
Cargojet Inc. (OTCPK:CGJTF) Q4 2024 Earnings Conference Call February 18, 2025 8:30 AM ET Company Participants Martin Herman - General Counsel, Corporate Secretary Jamie Porteous - Co-Chief Executive Officer Pauline Dhillon - Co-Chief Executive Officer Sanjeev Maini - Vice President of Finance Conference Call Participants Matthew Lee - Canaccord Genuity Cameron Doerksen - National Bank Financial Konark Gupta - Scotiabank Walter Spracklin - RBC Capital Markets Tim James - TD Cowen David Ocampo - Cormark Securities Kevin Chiang - CIBC Chris Murray - ATB Capital Markets Steve Hansen - Raymond James Operator Good morning, ladies and gentlemen, and welcome to the Cargojet Conference Call. I would now like to turn the meeting over to Mr.
Cargojet (CGJTF) Q3 2024 Earnings Call Transcript
Cargojet (OTCPK:CGJTF) Q3 2024 Earnings Conference Call November 5, 2024 8:30 AM ET Company Participants Martin Herman - General Counsel, Corporate Secretary Ajay Virmani - Executive Chairman & Founder Jamie Porteous - Co CEO Pauline Dhillon - Co CEO Scott Calver - Chief Financial Officer Conference Call Participants Matthew Lee - Canaccord Cameron Doerksen – NBF Chris Murray from - Capital Markets Konark Gupta - Scotiabank Walter Spracklin - RBC Capital Markets Kevin Chiang - CIBC Scott Carscallen - Mackenzie Investments Tim James - TD Cowen Operator Good morning, ladies and gentlemen. Welcome to the Cargojet Conference Call.
Is Cargojet Stock A Buy On China E-Commerce Growth?
Cargojet's shielded business model, with minimum volume guarantees and fuel pass-throughs, provides stability despite market fluctuations and cost pressures. Revenue grew by 10.1% in Q2, driven by strong demand in all segments, though margins slightly contracted due to higher maintenance costs. Despite higher finance costs, improved EBITDA estimates and potential e-commerce growth justify upgrading Cargojet stock to a buy with a $119.60 price target.
Cargojet (CGJTF) Q2 2024 Earnings Call Transcript
Cargojet (OTCPK:CGJTF) Q2 2024 Earnings Conference Call Aug 0, 2024 8:30 AM ET Company Participants Martin Herman - General Counsel, Corporate Secretary Ajay Virmani - Executive Chairman & Founder Jamie Porteous - Co CEO Pauline Dhillon - Co CEO Scott Calver - Chief Financial Officer Conference Call Participants Betty Yang - Canaccord Genuity Chris Murray - ATB Capital Markets Walter Spracklin - RBC Capital Markets David Ocampo - Cormark Securities Jasroop Bains - TD Cowen Operator Good morning, ladies and gentlemen. Welcome to the Cargojet Conference Call.
