Canadian Tire (TSE:CTC) Releases Quarterly Earnings Results

Canadian Tire (TSE:CTC) announced its earnings results on Thursday. The company reported C$4.47 EPS for the quarter, FiscalAI reports. Canadian Tire had a net margin of 3.98% and a return on equity of 11.54%. The firm had revenue of C$4.55 billion for the quarter.

Here are the key takeaways from Canadian Tire’s conference call:

• CTC reported a strong FY2025 with retail sales and revenue up ~5%, profitability +14% and EPS rising 19% to CAD 13.77, while Q4 normalized IBT grew 33% and normalized EPS rose 38% to CAD 4.47.
• Triangle Rewards and personalization drove meaningful demand — active members grew 6% to 9.8M and personalized offers generated about CAD 300 million of incremental sales, with Petro‑Canada‑linked members spending ~10% more.
• Retail fundamentals improved: normalized retail gross margin (ex‑petroleum) rose 118 bps to 35.4%, aided by the David rollout and dealer margin sharing, and restructuring savings of CAD 30M in Q4 (on track to ~CAD 100M) helped SG&A leverage.
• Results were boosted by a 53rd retail week that added approximately CAD 287 million of sales and ~CAD 40 million of IBT, while corporate inventory rose ~8% (dealer +5%), creating a one‑time tailwind and potential near‑term inventory risk.
• Management reiterated the True North transformation (store refreshes, AI “Mosaic” with Microsoft, targeted partnerships like RBC/WestJet/Tim’s), CapEx guidance of CAD 500–550M for 2026, and continued share repurchases — strategic upside if execution continues but with multi‑quarter/ execution risk.

Canadian Tire Stock Performance

CTC traded up C$4.85 during midday trading on Thursday, reaching C$216.00. The company’s stock had a trading volume of 488 shares, compared to its average volume of 609. The company has a current ratio of 1.60, a quick ratio of 1.15 and a debt-to-equity ratio of 150.68. The company has a fifty day simple moving average of C$219.85 and a 200 day simple moving average of C$237.71. The stock has a market cap of C$11.54 billion, a P/E ratio of 16.39, a PEG ratio of 0.49 and a beta of 0.39. Canadian Tire has a twelve month low of C$201.12 and a twelve month high of C$274.01.

Canadian Tire Company Profile

Canadian Tire Corporation, Limited, (TSX: CTC.A) (TSX: CTC) or ‘CTC’, is a group of companies that includes a Retail segment, a Financial Services division and CT REIT. Our retail business is led by Canadian Tire, which was founded in 1922 and provides Canadians with products for life in Canada across its Living, Playing, Fixing, Automotive and Seasonal & Gardening divisions. Party City, PartSource and Gas+ are key parts of the Canadian Tire network. The Retail segment also includes Mark’s, a leading source for casual and industrial wear; Pro Hockey Life, a hockey specialty store catering to elite players; and SportChek, Hockey Experts, Sports Experts and Atmosphere, which offer the best active wear brands.