iFabric Corp. (IFA) Earnings Call Transcripts

iFabric Corp.'s Latest Earnings Call - Q4 FY2025

iFabric Corp. reported a strong Q4 and fiscal year 2025, with revenues reaching $32.9 million, a 20% increase year-over-year. Q4 revenue was $11 million, up 5% from the previous year. The company faced a decline in gross margins from 41% to 32% due to U.S. tariffs and a temporary halt in intimate apparel shipments. However, management expects margins to recover as tariffs are reduced and intimate apparel shipments resume. Guidance for Q1 2026 is robust, with expected revenues between $25 million and $27 million, driven by expanded distribution in Walmart and new product launches.

Reported metrics

Guidance from management

Management expects Q1 2026 revenue between $25 million and $27 million, driven by expanded Walmart distribution and new product launches. Guidance was raised to reflect the delayed $1 million shipment from Q4.

What management said

So again, part of it is attributed to scrubs, but we expect that to grow. We're working on true store expansion for that going into the end of the year as well. So I think that obviously, while this is a fantastic quarter, I don't think every quarter will be that. But Q1, Q4 is obviously always a great quarter for us, so we expect that to be large again. We're seeing some expansion in Q3. And I think Q2 will be a gre...

Yes. Well, intimates carries the highest margin in the business. We stopped shipping intimate apparel in Q4. So when we stop shipping intimate apparel, our blended margin will drop. When we start shipping it again, we'll get the blended margin back up to normal range of around about 35% to 37%.

What analysts pressed on

Analysts questioned the sustainability of Q1 2026 growth and the impact of tariffs on margins. Concerns were raised about potential supply chain disruptions due to geopolitical tensions and the company's reliance on Chinese manufacturing.

Main topics on the call

• Revenue Growth — Fiscal 2025 revenue increased by 20% to $32.9 million, with Q4 revenue at $11 million. A $1 million shipment delay affected Q4 results, but will boost Q1 2026 revenue. Management stated, 'We expect revenues for the quart...
• Gross Margin Decline — Gross margins fell from 41% to 32% due to U.S. tariffs and a pause in intimate apparel shipments. Management plans to recover margins by repricing goods and resuming high-margin apparel shipments. 'We expect margins to i...
• Intimate Apparel Segment — The company launched a new brand for intimate apparel, replacing the Maidenform license, which is expected to improve margins by eliminating royalties. 'Our new brand is selling better than Maidenform,' indicating strong...
• ERP System Investment — A new ERP system was implemented with a one-time cost of $200,000 in 2025, expected to bring efficiencies in sales and inventory analysis. 'The bulk of our cost is in '25,' indicating future cost savings.

Read the full iFabric Corp. transcript (Q4 FY2025) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 6 iFabric Corp. earnings call transcripts on record, spanning March 30, 2023 to May 14, 2026. Based on this history, iFabric Corp. reports annually. The most recent call on file is dated May 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

IFA

Exchange

TSX

Country

CA

Sector

Consumer Discretionary

Industry

Textiles, Apparel and Luxury Goods

Calls on record

6

First call

March 30, 2023

Most recent

May 14, 2026

Reporting cadence

annually