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Exchange Income Earnings Calls
| Release date | May 11, 2026 |
| EPS estimate | $0.262 |
| EPS actual | $0.439 |
| EPS Surprise | 67.43% |
| Revenue estimate | 592.022M |
| Revenue actual | 623.004M |
| Revenue Surprise | 5.23% |
| Release date | Feb 24, 2026 |
| EPS estimate | $0.741 |
| EPS actual | $0.772 |
| EPS Surprise | 4.18% |
| Revenue estimate | 638.618M |
| Revenue actual | 676.896M |
| Revenue Surprise | 5.99% |
| Release date | Nov 06, 2025 |
| EPS estimate | $1.06 |
| EPS actual | $0.86 |
| EPS Surprise | -18.77% |
| Revenue estimate | 872.212M |
| Revenue actual | 688.117M |
| Revenue Surprise | -21.11% |
| Release date | Aug 11, 2025 |
| EPS estimate | $0.660 |
| EPS actual | $0.514 |
| EPS Surprise | -22.12% |
| Revenue estimate | 787.722M |
| Revenue actual | 528.413M |
| Revenue Surprise | -32.92% |
Last 4 Quarters for Exchange Income
Below you can see how EIFZF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 11, 2025 |
| Price on release | $49.53 |
| EPS estimate | $0.660 |
| EPS actual | $0.514 |
| EPS surprise | -22.12% |
| Date | Price |
|---|---|
| Aug 05, 2025 | $48.12 |
| Aug 06, 2025 | $48.12 |
| Aug 07, 2025 | $48.69 |
| Aug 08, 2025 | $49.00 |
| Aug 11, 2025 | $49.53 |
| Aug 12, 2025 | $52.42 |
| Aug 13, 2025 | $54.35 |
| Aug 14, 2025 | $53.29 |
| Aug 15, 2025 | $53.00 |
| 4 days before | 2.93% |
| 4 days after | 7.01% |
| On release day | 5.83% |
| Change in period | 10.14% |
| Release date | Nov 06, 2025 |
| Price on release | $54.75 |
| EPS estimate | $1.06 |
| EPS actual | $0.86 |
| EPS surprise | -18.77% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $54.75 |
| Nov 03, 2025 | $54.75 |
| Nov 04, 2025 | $54.75 |
| Nov 05, 2025 | $54.75 |
| Nov 06, 2025 | $54.75 |
| Nov 07, 2025 | $54.83 |
| Nov 10, 2025 | $53.91 |
| Nov 11, 2025 | $52.90 |
| Nov 12, 2025 | $52.90 |
| 4 days before | 0% |
| 4 days after | -3.38% |
| On release day | 0.146% |
| Change in period | -3.38% |
| Release date | Feb 24, 2026 |
| Price on release | $74.07 |
| EPS estimate | $0.741 |
| EPS actual | $0.772 |
| EPS surprise | 4.18% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $73.14 |
| Feb 19, 2026 | $73.14 |
| Feb 20, 2026 | $74.07 |
| Feb 23, 2026 | $74.07 |
| Feb 24, 2026 | $74.07 |
| Feb 25, 2026 | $80.72 |
| Feb 26, 2026 | $80.34 |
| Feb 27, 2026 | $79.57 |
| Mar 02, 2026 | $77.77 |
| 4 days before | 1.27% |
| 4 days after | 5.00% |
| On release day | 8.98% |
| Change in period | 6.33% |
| Release date | May 11, 2026 |
| Price on release | $71.46 |
| EPS estimate | $0.262 |
| EPS actual | $0.439 |
| EPS surprise | 67.43% |
| Date | Price |
|---|---|
| May 05, 2026 | $73.20 |
| May 06, 2026 | $73.20 |
| May 07, 2026 | $73.20 |
| May 08, 2026 | $73.40 |
| May 11, 2026 | $71.46 |
| May 12, 2026 | $75.00 |
| May 13, 2026 | $76.76 |
| May 14, 2026 | $77.27 |
| May 15, 2026 | $77.27 |
| 4 days before | -2.38% |
| 4 days after | 8.13% |
| On release day | 4.96% |
| Change in period | 5.55% |
Exchange Income Earnings Call Transcript Summary of Q1 2026
Exchange Income Corporation reported a very strong Q1 2026: revenue rose 30% to $867M and adjusted EBITDA increased 27% to $166M. Free cash flow was $120M and adjusted net earnings per share grew substantially year‑over‑year. Management highlighted broad-based momentum across Aerospace & Aviation (helped by acquisitions Canadian North and Mach2, higher lease/parts demand, ISR tempo and new contracts), and accelerating demand in several Manufacturing verticals (composite matting, precision manufacturing, large stainless tank orders tied to data centers). The company secured a BBB (low) investment‑grade rating from DBRS and issued $600M of notes at 4.324% (upsized from $400M) amid strong demand, leaving EIC with over $2B of available liquidity. Management raised their internal expectation to be near the top end of prior full‑year guidance ($825M–$875M revenue range) but kept the range unchanged due to geopolitical/fuel supply uncertainty. Key near‑term drivers: full‑year contribution from recent acquisitions and contracts (e.g., Canadian North, BC and Newfoundland medevac work, Air Canada expanded agreement), ongoing elevated maintenance CapEx for aviation, growth CapEx for the new U.S. composite mat plant, and a pickup in matting and precision manufacturing demand. Management reiterated disciplined M&A and capital allocation despite stronger balance sheet, and expects continued momentum into Q2 and the remainder of 2026.
