CEMATRIX Corporation (CEMX) Earnings Call Transcripts

CEMATRIX Corporation's Latest Earnings Call - Q1 FY2026

In Q1 2026, CEMATRIX Corporation (CEMX:CA) reported revenue of $7.3 million, an 11% increase from $6.6 million in Q1 2025. However, the company experienced a decline in gross margins, which fell to 9% from 22% year-over-year, attributed to project size and execution timing. Management maintained a positive outlook for the fiscal year, forecasting continued growth driven by a strong backlog of $70 million and a healthy cash position of $15.7 million as of March 31, 2026.

Reported metrics

Guidance from management

Management expects 2026 to be another strong year, supported by a healthy backlog and positive market conditions. They aim for a sustainable gross margin of 30%.

What management said

Thank you, Randy. Again, we have covering analysts on the call. Please raise your hand if you want to raise a question. and then we'll take the balance of the questions through the Q&A portal. Russell, thank you, from Beacon Securities. You are live. Please go ahead.

So we will continue to invest in selling and sales resources. So I'm trying to spend less money on people like me, people who administer the business and more money on people that sell or support selling in our company so that we can grow revenue disproportionately to what we might have to grow OpEx. There was some disproportionate professional fees in the first quarter of last year that are making that savings maybe...

What analysts pressed on

Analysts expressed concerns regarding the decline in gross margins and the impact of project delays on future revenue. There were questions about the sustainability of SG&A reductions and the potential need for increased operational expenditures moving forward.

Main topics on the call

• Revenue Growth — CEMATRIX achieved an 11% increase in revenue for Q1 2026, reaching $7.3 million compared to $6.6 million in Q1 2025. Management noted, 'Our revenue line is -- the trend is growing.'
• Gross Margin Decline — The gross margin decreased to 9% in Q1 2026 from 22% in the prior year, which management described as a 'temporary decline' due to project size and execution timing. They aim for a sustainable target of 30% gross margin ...
• Strong Cash Position — CEMATRIX reported a cash balance of $15.7 million at the end of Q1 2026, an increase from $11.9 million at the end of Q4 2025. Management emphasized, 'We have a strong foundation to execute on our 2026 plan.'
• Backlog Growth — The company's backlog increased to $70 million, up 4% since the end of the previous quarter. Management stated, 'This backlog supports our future revenues.'

Read the full CEMATRIX Corporation transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 7 CEMATRIX Corporation earnings call transcripts on record, spanning November 8, 2024 to July 30, 2026. Based on this history, CEMATRIX Corporation reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CEMX

Exchange

TSX

Country

CA

Sector

Materials

Industry

Construction Materials

Calls on record

7

First call

November 8, 2024

Most recent

July 30, 2026

Reporting cadence

quarterly