Alithya Group Inc. (ALYA) Earnings Call Transcripts

Alithya Group Inc.'s Latest Earnings Call - Q4 FY2026

In the fourth quarter of fiscal 2026, Alithya Group Inc. reported revenues of $113.8 million, reflecting a 9.2% year-over-year decline, primarily due to tough comparisons from an unusually strong Q4 2025. The company experienced a net loss of $8.7 million, compared to net earnings of $8 million in the prior year. Management highlighted a focus on higher-value services and AI integration, signaling a strategic shift that may enhance margins and growth in the future, despite current challenges in the Canadian market.

Reported metrics

Guidance from management

Management did not provide specific forward guidance but emphasized a focus on execution and the strategic shift towards higher-value engagements, indicating a long-term positive outlook despite current challenges.

What management said

Yes. Thank you for the question, Kevin. Yes, there was some organic growth in the U.S. That growth and that we provided the numbers in constant currency because it's impacted by currency in Q4. Part of the growth came from the eVerge acquisition and part of it was organic across the board in both Oracle and Microsoft business. The comment on the go-lives is just that last year in the same quarter, we had a record num...

And Kevin, it's Pierre. We also -- in the prepared remarks, we identified that our Datum subsidiary was a detractor in Q4 in terms of growth. So we have to take the 7% year-over-year on constant currency. You have to take into account that it includes a declining Datum subsidiary.

What analysts pressed on

Analysts expressed concerns regarding the significant revenue decline in Canada and the impact of the strategic exit from low-margin projects. There were also questions about the sustainability of growth in the U.S. segment and the overall pipeline dynamics moving forward.

Main topics on the call

• Revenue Decline — Alithya's revenue for Q4 2026 was $113.8 million, down 9.2% year-over-year. Management noted that 'the fourth quarter for fiscal 2025 was unusually strong,' making year-over-year comparisons challenging.
• Gross Margin Improvement — The gross margin percentage improved to 37.8% in Q4 2026 from 36.8% in the prior year, aided by the recognition of $5.8 million in nonrefundable tax credits. This indicates a positive trend in margin management despite r...
• Focus on Higher-Value Services — Management emphasized a strategic shift towards higher-value services and AI capabilities, stating, 'We are well positioned to meet these needs as a trusted advisor.' This approach aims to enhance long-term profitability...
• U.S. Segment Growth — The U.S. segment reported revenue of $55.6 million, up 2.6% year-over-year, driven by organic growth and contributions from the eVerge acquisition. This reflects a robust performance in a challenging environment.

Read the full Alithya Group Inc. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 36 Alithya Group Inc. earnings call transcripts on record, spanning February 13, 2020 to June 11, 2026. Based on this history, Alithya Group Inc. reports quarterly. The most recent call on file is dated June 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ALYA

Exchange

TSX

Country

CA

Sector

Information Technology

Industry

IT Services

Calls on record

36

First call

February 13, 2020

Most recent

June 11, 2026

Reporting cadence

quarterly