CGI Inc. Q4 2025 Earnings Recap

CGI reported strong fourth-quarter results for fiscal 2025, achieving $4 billion in revenue driven by strategic acquisitions and robust demand, leading to an 11% year-over-year increase in diluted EPS.

Key Takeaways

• Revenue growth of 9.7% year-over-year, with a book-to-bill ratio of 119%, indicating strong demand particularly in the U.S. Federal and U.K. markets.
• Adjusted EBIT margins improved to 16.6% alongside a net income increase, contributing to an 11% EPS accretion to $2.13.
• Continued focus on capital allocation with $491 million in share buybacks and a 13% dividend increase, underlining commitment to shareholder returns.
• Contracted backlog reached $31.5 billion, equating to 2x revenue, reflecting solid future revenue visibility.
• Cash flow from operations remained robust at $663 million, affirming operational strength despite recent acquisitions.