CGI Inc. (GIBA) Earnings Call Transcripts

CGI Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal 2026, CGI Inc. reported revenue of $4.2 billion, reflecting a 3.3% year-over-year increase, driven by strong demand in the APAC region and recent acquisitions. Adjusted EBIT rose to $692 million, resulting in an adjusted EPS of $2.27, a 7.1% increase from the prior year. Management maintained a positive outlook, expecting organic growth in the U.S. Federal segment in Q3 and signaling continued strength in bookings, which totaled $4.3 billion with a book-to-bill ratio of 104%.

Reported metrics

Guidance from management

Management expects the U.S. Federal segment to return to positive organic growth in Q3, supported by strong bookings and pipeline strength. They maintain a positive outlook for gradual improvement throughout the remainder of the year.

What management said

Thanks for the question. First of all, it's our model met model, right? We are close to our clients. We know our clients. We understand their complexity. So we're the best suited people for our existing clients to apply and help them with their AI implementation. We're also built by industry [indiscernible] you need people and expertise to implement that. And again, we are also a very good in complex environment. We ...

[indiscernible] is till a growth factor with all the investment that they want to do in the defense, for example, is potential growth for us in the future. I would say the financial sector are still, as we know, a lot of AI and investment but also very GCCs, managed services is still a lot of discussion on that side. So we're seeing a lot of momentum. I would say the one that is still in flux is the manufacturing, es...

What analysts pressed on

Analysts expressed concerns regarding decision-making delays in Europe, particularly in the Nordic countries, which could impact future growth. Additionally, there were questions about pricing pressures and the competitive landscape in the AI space.

Main topics on the call

• Revenue Growth — CGI reported revenue of $4.2 billion, up 3.3% year-over-year, with a 1.6% increase when excluding foreign exchange impacts. Management noted, "Growth was driven by our recent business acquisitions and continued demand fo...
• Bookings Strength — The company achieved bookings of $4.3 billion, resulting in a book-to-bill ratio of 104%. The U.S. Federal segment led with a ratio of 122%, indicating strong demand and recovery. Management stated, "Based on what we see...
• Profitability Metrics — Adjusted EBIT for the quarter was $692 million, yielding a margin of 16.6%, up 10 basis points year-over-year. This reflects effective cost management amid growth initiatives. Management emphasized, "Our capital allocati...
• AI Strategy Progress — CGI's focus on AI integration is evident, with management highlighting that "every new CGI managed services proposal embeds advanced AI as the rule, the exception." This strategy is expected to drive operational efficien...

Read the full CGI Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 30 CGI Inc. earnings call transcripts on record, spanning January 29, 2020 to July 29, 2026. Based on this history, CGI Inc. reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GIBA

Exchange

TSX

Country

CA

Sector

Information Technology

Industry

IT Services

Calls on record

30

First call

January 29, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly