Cargojet Inc.

Report azionario TSX:CJT

Capitalizzazione di mercato: CA$1.2b

Cargojet Gestione

Criteri Gestione verificati 3/4

Cargojet Il CEO è Pauline Dhillon, nominato in Jan2026, e ha un mandato di meno di un anno. la retribuzione annua totale è CA$ 3.97M, composta da 18.9% di stipendio e 81.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.089% delle azioni della società, per un valore di CA$ 1.09M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.4 anni e 3.2 anni.

Informazioni chiave

Pauline Dhillon

Amministratore delegato

CA$4.0m

Compenso totale

Percentuale dello stipendio del CEO18.89%
Mandato del CEOless than a year
Proprietà del CEO0.09%
Durata media del management2.4yrs
Durata media del Consiglio di amministrazione3.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 07

CJT: Higher Margin Outlook Will Support Future Upside Despite Mixed Street Views

Narrative Update: Cargojet Analysts have adjusted Cargojet's fair value estimate slightly higher to CA$116.77, reflecting updated views on revenue growth, margins, discount rate assumptions, and a lower future P/E multiple in the context of mixed recent Street price target changes that include a CA$9 cut from BMO Capital and a CA$4 increase from TD Securities. Analyst Commentary Recent research updates on Cargojet reflect a split view on the stock, with one group of analysts trimming fair value assumptions and others lifting their targets.
Aggiornamento della narrazione May 23

CJT: Higher Dividend And Buybacks Are Expected To Drive Future Repricing

Cargojet's updated analyst price target moves from CA$137.80 to CA$140.00 as analysts factor in slightly lower discount rate assumptions, along with adjusted expectations for revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent research updates on Cargojet point to a generally constructive tone, with several bullish analysts adjusting their price targets higher and framing the stock as a potential beneficiary of improved execution and refined expectations.
Aggiornamento della narrazione May 03

CJT: Rising Buybacks And Higher Dividend Are Expected To Drive Repricing

The analyst price target for Cargojet has been revised higher to CA$126, up from CA$118, as analysts factor in updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following a series of target increases across the Street. Analyst Commentary Recent research points to a broadly constructive tone around Cargojet, with several bullish analysts lifting their valuation frameworks and resetting price targets higher in quick succession.
Aggiornamento della narrazione Apr 19

CJT: Rising Earnings Conviction Will Support Future Upside And Dividend Momentum

Analysts have raised Cargojet's average price target by CA$8 to reflect updated views on its P/E assumptions, discount rate and long-term margin profile. Recent target changes include CA$126, CA$120, CA$118 and CA$94.
Aggiornamento della narrazione Apr 05

CJT: Rising Buybacks And Dividend Increases Will Support Future Repricing

Cargojet's analyst price target has been revised slightly higher, with the model fair value moving from CA$138.37 to CA$139.02 as analysts factor in updated expectations for revenue growth, profit margins and future P/E assumptions, along with a series of recent price target increases across the Street. Analyst Commentary Recent Street research points to a cluster of higher price targets for Cargojet, with several bullish analysts revisiting their models and lifting fair value estimates.
Aggiornamento della narrazione Mar 21

CJT: Rising Buybacks And Dividend Increases Will Support Future Upside

Analysts have lifted Cargojet's average price target by roughly CA$10 to CA$118. This reflects updated assumptions around revenue growth, margins and a higher future P/E multiple.
Aggiornamento della narrazione Mar 07

CJT: Higher Execution Expectations Will Support Future Upside And Dividend Momentum

Cargojet's analyst fair value estimate has been revised higher from CA$113.21 to CA$116.54, reflecting a series of raised Street price targets as analysts factor in updated expectations for revenue growth, margins and forward P/E assumptions. Analyst Commentary Recent Street research has centered on higher price targets for Cargojet, with several firms revising their views while keeping existing ratings intact.
Aggiornamento della narrazione Feb 21

CJT: Fair Value View Will Balance Higher Multiples And Execution Risks

Analysts have raised their CA$ price targets on Cargojet by CA$10 and CA$15 respectively, citing updated assumptions around discount rates, modestly higher revenue growth expectations, a slightly lower profit margin outlook, and a higher future P/E multiple. Analyst Commentary Recent price target updates reflect a mix of optimism and caution.
Aggiornamento della narrazione Feb 07

CJT: Raised Expectations For Execution Will Support Future Upside Potential

Analysts have lifted their fair value estimate for Cargojet by about $4.50 to $113.21. This reflects updated assumptions on discount rates, revenue growth, profit margins and future P/E, alongside recent price target increases of C$10 and C$15 from major firms.
Aggiornamento della narrazione Jan 24

CJT: Fair Value View Will Weigh Cautious Outlook Against Buybacks

Cargojet’s updated fair value estimate moves from C$103.99 to C$90.00, reflecting analysts’ recent price target resets, including both earlier reductions and more recent C$10 and C$15 target increases, alongside revised assumptions for growth, profitability and future P/E. Analyst Commentary Recent research shows a mix of cautious and more constructive views on Cargojet, with bearish analysts and more optimistic voices reacting to new information and updating their valuation work.
Aggiornamento della narrazione Jan 09

CJT: European Expansion And Buybacks Will Support Future Upside Potential

Cargojet's updated fair value estimate has edged down by about C$0.50 to C$108.71 as analysts trim growth and valuation inputs in line with recent price target cuts to C$105 and C$120, while still maintaining positive stock ratings. Analyst Commentary Recent research updates show that while price targets for Cargojet have been reduced, analysts are still keeping constructive ratings on the shares.
Aggiornamento della narrazione Dec 21

CJT: Share Buybacks Will Support Upside As Global Air Cargo Demand Expands

Analysts have trimmed their price targets on Cargojet, reflecting reduced fair value estimates to approximately C$142 from about C$170 as they factor in slower revenue growth, lower profit margin assumptions, and a higher discount rate, while they still expect solid long term performance. Analyst Commentary Bullish analysts are emphasizing that, despite reduced price targets, the updated valuations still imply meaningful upside from current levels, reflecting confidence in Cargojet's execution and long term growth strategy.
Aggiornamento della narrazione Dec 07

CJT: European Expansion And Buybacks Will Support Future Margin Resilience

Cargojet's updated analyst price target has been revised to C$109.21 from C$109.21, as analysts modestly reduce long-term growth and profitability assumptions while still expecting solid revenue expansion and maintaining generally positive ratings on the shares. Analyst Commentary Recent research updates reflect a more cautious stance on Cargojet, with multiple firms trimming their price targets to account for tempered expectations on long term volume growth and margin expansion.
Aggiornamento della narrazione Nov 23

CJT: Expanding European Air Network Will Support Future Margin Resilience

Cargojet's analyst price target was lowered from approximately $120.50 to $109.21. This change reflects analysts’ updated expectations for slower revenue growth, but improved profit margins and a lower projected price-to-earnings ratio.
Articolo di analisi Nov 08

Cargojet Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Cargojet Inc. ( TSE:CJT ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
Aggiornamento della narrazione Nov 07

CJT: Ongoing Network Expansion Will Drive Recovery Despite Market Headwinds

Cargojet's analyst price target was reduced significantly, dropping from C$144.83 to C$120.50. Analysts cite softer revenue growth, compressed profit margins, and a higher discount rate in their latest assessments.
Articolo di analisi Aug 02

Is Cargojet Inc. (TSE:CJT) Trading At A 25% Discount?

Key Insights Cargojet's estimated fair value is CA$130 based on 2 Stage Free Cash Flow to Equity Cargojet is estimated...
Articolo di analisi May 18

Improved Earnings Required Before Cargojet Inc. (TSE:CJT) Stock's 25% Jump Looks Justified

Cargojet Inc. ( TSE:CJT ) shareholders are no doubt pleased to see that the share price has bounced 25% in the last...
Articolo di analisi Apr 25

An Intrinsic Calculation For Cargojet Inc. (TSE:CJT) Suggests It's 20% Undervalued

Key Insights Cargojet's estimated fair value is CA$109 based on 2 Stage Free Cash Flow to Equity Cargojet is estimated...
Articolo di analisi Apr 11

Should You Think About Buying Cargojet Inc. (TSE:CJT) Now?

While Cargojet Inc. ( TSE:CJT ) might not have the largest market cap around , it saw significant share price movement...
Articolo di analisi Mar 29

Investors Don't See Light At End Of Cargojet Inc.'s (TSE:CJT) Tunnel

Cargojet Inc.'s ( TSE:CJT ) price-to-earnings (or "P/E") ratio of 12x might make it look like a buy right now compared...
Articolo di analisi Mar 06

There's Been No Shortage Of Growth Recently For Cargojet's (TSE:CJT) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Articolo di analisi Feb 21

Cargojet Inc. Just Recorded A 76% EPS Beat: Here's What Analysts Are Forecasting Next

Cargojet Inc. ( TSE:CJT ) just released its full-year report and things are looking bullish. The company beat...
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Nuova narrazione Feb 09

Investing In Boeing 767-300 Aircraft Will Expand Global Operations

Strategic fleet expansion and new charter routes position Cargojet for sustained revenue and earnings growth amid rising air cargo demand.
Articolo di analisi Jan 03

Is There Now An Opportunity In Cargojet Inc. (TSE:CJT)?

Cargojet Inc. ( TSE:CJT ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Dec 17

Is Cargojet Inc. (TSE:CJT) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights The projected fair value for Cargojet is CA$86.43 based on 2 Stage Free Cash Flow to Equity Cargojet's...
Articolo di analisi Dec 03

Is Cargojet (TSE:CJT) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Nov 13

Cargojet's (TSE:CJT) Conservative Accounting Might Explain Soft Earnings

The market for Cargojet Inc.'s ( TSE:CJT ) shares didn't move much after it posted weak earnings recently. We think...
Articolo di analisi Sep 27

Investors Could Be Concerned With Cargojet's (TSE:CJT) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Articolo di analisi Aug 28

Cargojet (TSE:CJT) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Jul 18

Should You Investigate Cargojet Inc. (TSE:CJT) At CA$130?

While Cargojet Inc. ( TSE:CJT ) might not have the largest market cap around , it saw a decent share price growth of...
Articolo di analisi Jul 04

Market Participants Recognise Cargojet Inc.'s (TSE:CJT) Revenues Pushing Shares 28% Higher

Cargojet Inc. ( TSE:CJT ) shareholders would be excited to see that the share price has had a great month, posting a...
Articolo di analisi Jun 28

Estimating The Fair Value Of Cargojet Inc. (TSE:CJT)

Key Insights Cargojet's estimated fair value is CA$143 based on 2 Stage Free Cash Flow to Equity With CA$139 share...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Pauline Dhillon rispetto agli utili di Cargojet?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

CA$36m

Dec 31 2025CA$4mCA$750k

CA$80m

Sep 30 2025n/an/a

CA$125m

Jun 30 2025n/an/a

CA$146m

Mar 31 2025n/an/a

CA$124m

Dec 31 2024CA$6mCA$750k

CA$108m

Sep 30 2024n/an/a

CA$2m

Jun 30 2024n/an/a

-CA$17m

Mar 31 2024n/an/a

CA$39m

Dec 31 2023CA$1mCA$700k

CA$37m

Sep 30 2023n/an/a

CA$75m

Jun 30 2023n/an/a

CA$148m

Mar 31 2023n/an/a

CA$278m

Dec 31 2022CA$2mCA$673k

CA$191m

Sep 30 2022n/an/a

CA$290m

Jun 30 2022n/an/a

CA$194m

Mar 31 2022n/an/a

CA$22m

Dec 31 2021CA$2mCA$550k

CA$167m

Sep 30 2021n/an/a

CA$45m

Jun 30 2021n/an/a

CA$37m

Mar 31 2021n/an/a

CA$3m

Dec 31 2020CA$3mCA$400k

-CA$88m

Sep 30 2020n/an/a

-CA$72m

Jun 30 2020n/an/a

-CA$40m

Mar 31 2020n/an/a

CA$10m

Dec 31 2019CA$691kCA$300k

CA$12m

Compensazione vs Mercato: La retribuzione totale di Pauline ($USD 2.84M ) è superiore alla media delle aziende di dimensioni simili nel mercato Canadian ($USD 1.37M ).

Compensazione vs guadagni: La retribuzione di Pauline è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Pauline Dhillon

less than a year
Mandato
CA$3,970,745
Compensazione

Ms. Pauline Dhillon serves as Chief Executive Officer at Cargojet Inc. from January 1, 2026. Ms. Dhillon served as Chief Corporate Officer at Cargojet Inc since 2020 & served as it's Co-Chief Executive Off...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Ajay Virmani
Founder & Executive Chairman21.4yrsCA$6.17m2.34%
CA$ 28.6m
Pauline Dhillon
Chief Executive Officerless than a yearCA$3.97m0.089%
CA$ 1.1m
Aaron McKay
Chief Financial Officerless than a yearCA$788.06k0.0065%
CA$ 79.2k
Jamie Porteous
Strategic Advisorless than a yearCA$3.98m0%
CA$ 0
Gordon Johnston
Chief Commercial Officer4.4yrsCA$682.19kNessun dato
Steven Cantwell
Senior Vice President of Flight Operationsno dataCA$701.58kNessun dato
Derek Palmer
Senior Vice President of Operationsno dataNessun datoNessun dato
Martin Herman
General Counsel & Corporate Secretaryno dataNessun datoNessun dato
John Kim
Consultant5.1yrsCA$954.25kNessun dato
Leo Cordeiro
Senior Vice President of Technical Services3.4yrsNessun dato0.0022%
CA$ 26.3k
Ashley Callaghan
Chief Pilot & Director of Flight Operationsno dataNessun datoNessun dato
2.4yrs
Durata media

Gestione esperta: Il team dirigenziale di CJT è considerato esperto (durata media dell'incarico 2.4 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Ajay Virmani
Founder & Executive Chairman21.4yrsCA$6.17m2.34%
CA$ 28.6m
Arlene Dickinson
Independent Director8.2yrsCA$270.00k0.060%
CA$ 730.4k
Deepak Chopra
Directorless than a yearNessun datoNessun dato
Amos Kazzaz
Independent Director1.2yrsCA$206.25kNessun dato
Mary Traversy
Independent Director3.2yrsCA$265.00k0.0023%
CA$ 28.3k
3.2yrs
Durata media
69yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CJT sono considerati esperti (durata media dell'incarico 3.2 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/12 06:24
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Cargojet Inc. è coperta da 16 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Nick CorcoranAcumen Capital Finance Partners Limited
Christopher MurrayATB Cormark
David OcampoATB Cormark Historical (Cormark Securities)