Canadian Infrastructure Stock News

TSX:HWX
TSX:HWXOil and Gas

Headwater Exploration (TSX:HWX) Margin Compression Reinforces Bearish Earnings Narratives

Headwater Exploration (TSX:HWX) has put fresh numbers on the table for FY 2025, reporting fourth quarter revenue of CA$121.0 million and basic EPS of CA$0.12 alongside net income excluding extra items of CA$29.3 million. The company’s quarterly revenue moved from CA$135.7 million and EPS of CA$0.21 in Q4 2024 to CA$141.5 million and CA$0.21 in Q1 2025, then to CA$119.1 million and CA$0.16 in Q2 and CA$125.5 million with EPS of CA$0.15 in Q3. This sets up Q4’s CA$121.0 million and CA$0.12 as...
TSX:MRE
TSX:MREAuto Components

Martinrea International (TSX:MRE) Profitability Return Challenges Bearish Margin Narratives

Martinrea International (TSX:MRE) has wrapped up FY 2025 with fourth quarter revenue of C$1.19b and basic EPS of C$0.22, while trailing twelve month figures show revenue of C$4.82b and EPS of C$1.47 as the company remained profitable over the period. Over recent quarters, the business has seen quarterly revenue range from C$1.15b to C$1.28b, with basic EPS running between C$0.19 and C$0.52 outside of a prior loss. This gives investors a clearer feel for how margins are tracking through...
TSX:BDGI
TSX:BDGIConstruction

Badger Infrastructure Solutions (TSX:BDGI) Margin Expansion Reinforces Bullish Earnings Narratives

Badger Infrastructure Solutions (TSX:BDGI) has wrapped up FY 2025 with Q4 revenue of US$213.5 million and basic EPS of US$0.25, alongside net income excluding extra items of US$8.4 million. This provides investors with a clear snapshot of how the year finished. The company has seen revenue move from US$187.2 million in Q4 2024 to US$213.5 million in Q4 2025, while basic EPS shifted from US$0.32 to US$0.25 and net income excluding extra items went from US$10.9 million to US$8.4 million. This...
TSX:LUG
TSX:LUGMetals and Mining

Does Lundin Gold's (TSX:LUG) New Buyback Deepen Its Capital Return Story or Raise Fresh Questions?

In late February 2026, Lundin Gold Inc. announced a new normal course issuer bid to repurchase up to 12,086,020 shares, or 5% of its outstanding stock, funded from existing cash and running until March 2, 2027, shortly after reporting higher fourth-quarter and full-year 2025 earnings and maintaining quarterly dividends of $1.15 per share. This combination of a fresh buyback authorization and strong recent financial results highlights the company’s willingness to return capital to...
TSX:AAV
TSX:AAVOil and Gas

Advantage Energy (TSX:AAV) Q4 Profitability Stabilizes Yet Leaves Margin Narratives Unsettled

Advantage Energy (TSX:AAV) has just posted its FY 2025 numbers with Q4 revenue of $208.5 million, basic EPS of $0.06 and net income of $9.6 million, putting fresh detail behind a year where trailing twelve month revenue came in at $685.3 million and EPS sat at $0.32. Over recent quarters, revenue has moved between $120.5 million and $208.5 million while basic EPS ranged from a loss of $0.17 per share in Q1 2025 to $0.43 per share in Q2 2025, so investors will likely key in on how sustainably...
CNSX:CL
CNSX:CLPharmaceuticals

Cresco Labs (CNSX:CL) Q4 Margin Hit Reinforces Bearish Loss Focus Despite Stable Revenue

Cresco Labs (CNSX:CL) just closed out FY 2025 with Q4 revenue of US$161.6 million and a basic EPS loss of US$0.24, alongside net income excluding extra items of a US$87.6 million loss. The company has seen quarterly revenue sit between US$161.6 million and US$166.1 million across 2025, while basic EPS losses ranged from US$0.04 to US$0.24, and on a trailing twelve month basis EPS came in at a loss of US$0.38 on US$655.8 million in revenue. Overall, the print keeps the focus squarely on how...
TSXV:RBX
TSXV:RBXMetals and Mining

Assessing Robex Resources (TSXV:RBX) Valuation After A Sharper Full Year Loss And Rising P/S Multiple

Robex Resources (TSXV:RBX) is back in focus after its latest full year earnings release, which showed a net loss of CA$140.86 million, with basic and diluted loss per share at CA$0.662. See our latest analysis for Robex Resources. Despite the wider full year loss, Robex Resources’ CA$6.76 share price still sits on a 30 day share price return of 9.74% and a 90 day share price return of 44.44%. The 1 year total shareholder return of 155.09% and 5 year total shareholder return of 51.91% point to...
TSX:GDC
TSX:GDCReal Estate

Genesis Land Development Q4 EPS Jump Tests Bearish Narratives On Earnings Quality

Genesis Land Development (TSX:GDC) has wrapped up FY 2025 with Q4 revenue of $134.6 million and basic EPS of $0.31, rounding out a trailing twelve month line of $381.2 million in revenue and $0.69 in EPS. The company has seen quarterly revenue move from $93.1 million in Q3 FY 2024 to $104.6 million in Q4 FY 2024, then to $134.6 million in Q4 FY 2025, with EPS shifting from $0.21 to $0.22 and then to $0.31 over the same stretch. With a trailing net margin of 10.3% and mixed earnings history,...
TSX:MAU
TSX:MAUMetals and Mining

Assessing Montage Gold’s Valuation As Koné Drilling Contract Signals Project Progress

Koné drilling contract puts project advancement in focus Montage Gold (TSX:MAU) is back on investor radars after Capital secured a 5 year grade control drilling contract at the company’s Koné Gold Project in Côte d'Ivoire, with mobilisation slated for the second quarter of 2026. See our latest analysis for Montage Gold. The contract news lands after a sharp run in the shares, with a 90 day share price return of 77.99% and a year to date gain of 52.38%, while the 1 year total shareholder...
TSX:WPM
TSX:WPMMetals and Mining

Assessing Wheaton Precious Metals (TSX:WPM) Valuation After A Strong Year Of Returns And Earnings

Why Wheaton Precious Metals is on investors’ radar right now Wheaton Precious Metals (TSX:WPM) has been drawing attention after a strong past year, with a 99% 1 year total return alongside reported annual revenue of $1.83b and net income of $1.00b. See our latest analysis for Wheaton Precious Metals. At a share price of CA$199.72, Wheaton Precious Metals has cooled off in the very short term, with a 1 week share price return decline of 10.15%. However, the 3 month share price return of 33.53%...
TSX:IAU
TSX:IAUMetals and Mining

Assessing i-80 Gold (TSX:IAU) Valuation After Meeting Guidance And Securing CA$500m Growth Financing

i-80 Gold (TSX:IAU) is back in focus after confirming it met its 2025 production guidance with nearly 32,000 ounces of gold, reported a gross profit, and arranged a $500 million financing package. See our latest analysis for i-80 Gold. That operational update landed after a strong run, with the 90 day share price return of 38.64% and a 1 year total shareholder return of 146.46%, although recent 7 day and 30 day share price declines hint that shorter term momentum has cooled even as long term...
TSX:KNT
TSX:KNTMetals and Mining

K92 Mining (TSX:KNT) Is Down 11.3% After Record 2025 Results And Stage 3 Expansion Success

K92 Mining Inc. has reported past full-year 2025 results showing record sales of US$595.25 million and net income of US$270.19 million, alongside record production and the successful, under-budget commissioning of its new 1.2 million tonne-per-annum Stage 3 expansion process plant at the Kainantu mine. By pairing strong profitability with higher output and a record net cash position, the company now has greater capacity to fund an enlarged US$31 million to US$35 million exploration program...
TSX:CNR
TSX:CNRTransportation

Canadian National Railway Grain Record Highlights Core Freight Resilience

Canadian National Railway (TSX:CNR) reports a new company record for grain shipped in February. The record volume comes during a peak shipping period for Canadian agriculture. The company highlights operational discipline and capacity investments as key to handling higher grain volumes. Management points to resilience in the face of challenging market and regulatory conditions. For you as an investor, this update underscores how central TSX:CNR is to Canadian grain supply chains. The...
TSX:SII
TSX:SIICapital Markets

Sprott Share Buyback Approval Puts Capital Return Priorities In Focus

Sprott (TSX:SII) has received approval for a normal course issuer bid to repurchase its common shares. The NCIB gives the company flexibility to buy back shares on the open market over a defined period, subject to regulatory limits. The move reflects an updated capital allocation plan that current and prospective shareholders may want to factor into their views on the stock. Sprott, which last closed at CA$218.45, has seen very strong share price returns in recent years, including 57.3%...
TSX:AQN
TSX:AQNIntegrated Utilities

Assessing Algonquin Power & Utilities (TSX:AQN) Valuation After Its Shift Toward A Pure Play Regulated Utility

How Algonquin Power & Utilities Is Positioned Today Algonquin Power & Utilities (TSX:AQN) has attracted attention recently as investors weigh its current share price of CA$9.44 against its fundamentals, long term returns, and role as a regulated utility operator. The company reports annual revenue of CA$2.39b and net income of CA$25.81m, with both revenue and earnings showing positive annual growth. That gives you a starting point to assess how its current valuation lines up with its...
TSX:SDE
TSX:SDEOil and Gas

Assessing Spartan Delta (TSX:SDE) Valuation After Recent Share Price Strength

Why Spartan Delta is Drawing Fresh Attention Spartan Delta (TSX:SDE) has been catching more eyes after a period where the share price has moved in different directions over the past day, week, month, and past 3 months, prompting closer inspection of its recent returns. See our latest analysis for Spartan Delta. At a CA$10.68 share price, Spartan Delta’s recent 30-day share price return of 14.59% and 90-day gain of 36.92% sit alongside a very large 1-year total shareholder return. Its multi...
TSX:TVE
TSX:TVEOil and Gas

Net Loss, Buybacks And Dividends Might Change The Case For Investing In Tamarack Valley Energy (TSX:TVE)

Tamarack Valley Energy reported full-year 2025 results showing revenue of C$1.36 billion but a net loss of C$36.35 million, alongside higher average annual production of 68,176 boe/d. At the same time, the company affirmed a C$0.04 quarterly dividend, detailed 2026 production guidance of 69,000–71,000 boe/d, and completed a C$128.97 million buyback of 23,664,000 shares, signaling an ongoing focus on shareholder returns despite the loss. Now we’ll examine how Tamarack’s shift to a net loss,...
TSX:CVE
TSX:CVEOil and Gas

Assessing Cenovus Energy’s Valuation After Record Output MEG Acquisition And Capital Spending Reset

Cenovus Energy (TSX:CVE) is back in focus after its latest quarterly earnings, where record upstream production and the MEG Energy acquisition were paired with lower planned capital spending and clearly defined synergy targets. See our latest analysis for Cenovus Energy. The strong Q4 update and MEG integration story have come against a backdrop of firm share price momentum, with Cenovus Energy’s 30 day share price return of 17.06% and 1 year total shareholder return of 82.15% pointing to...
TSX:TPZ
TSX:TPZOil and Gas

Is Stronger Royalty Output And A Steady Dividend Altering The Investment Case For Topaz Energy (TSX:TPZ)?

Topaz Energy Corp. recently reported its 2025 results, with revenue rising to C$357.84 million and net income reaching C$128.74 million, alongside higher royalty production across natural gas, crude oil, and NGLs. The company also reaffirmed its income focus by declaring a C$0.34 per-share dividend for first-quarter 2026 and issuing 2026 royalty production guidance broadly in line with its expanded 2025 production base. We’ll now examine how the stronger royalty production and confirmed...
TSX:WN
TSX:WNConsumer Retailing

Is George Weston (TSX:WN) Overvalued After Recent Share Price Weakness

Why George Weston Is On Investors’ Radar Today George Weston (TSX:WN) has recently drawn attention after a mixed run in its share performance, with the stock showing a 1.5% decline over the past day and a 5.7% decline over the past week. See our latest analysis for George Weston. That short stretch of weaker share price returns, including the recent 7 day and 30 day declines, sits alongside a much stronger picture over time. The 1 year total shareholder return of 19.8% and a 5 year total...
TSX:SIS
TSX:SISMachinery

Assessing Savaria (TSX:SIS) Valuation After Record 2025 Earnings And Savaria One Completion

What Savaria’s latest earnings signal for investors Savaria (TSX:SIS) just reported record 2025 results, including its highest quarterly EBITDA, full year revenue of CA$913.53 million, and net income of CA$68.77 million, closing out its two year Savaria One transformation program. Earnings per share from continuing operations reached CA$0.96 on a basic basis and CA$0.95 on a diluted basis, while both the Accessibility and Patient Care segments contributed to the stronger full year...
TSXV:LMN
TSXV:LMNSoftware

Lumine Group (TSXV:LMN) Shift To TTM Profitability Tests Bullish Narrative

Lumine Group (TSXV:LMN) closed out FY 2025 with Q4 revenue of US$216.3 million and basic EPS of US$0.19, while trailing twelve month figures stood at US$765.7 million in revenue and EPS of US$0.46 as earnings moved into positive territory over the past year. The company reported quarterly revenue rising from US$187.1 million in Q4 2024 to US$216.3 million in Q4 2025, with basic EPS increasing from US$0.11 to US$0.19 over the same period, indicating firmer margins underpinning the latest...
TSX:ARX
TSX:ARXOil and Gas

ARC Resources (TSX:ARX) Valuation Check After CAD 950 Million Senior Notes Refinancing

ARC Resources (TSX:ARX) has just closed a CAD 950 million senior unsecured notes offering, reallocating its debt between new Series 5 and Series 6 notes while planning to redeem earlier notes and repay its term loan. See our latest analysis for ARC Resources. The refinancing news comes as ARC Resources' share price sits at CA$25.91, with a 1-day share price return of 1.17% and a 7-day share price return of 3.89%. Its 1-year total shareholder return of 6.83% contrasts with a softer 90-day...
TSX:GFL
TSX:GFLCommercial Services

Assessing GFL Environmental (TSX:GFL) Valuation After Launching A 10% Share Buyback Program

GFL Environmental (TSX:GFL) has put a fresh spotlight on its stock after the Board approved a normal course issuer bid to repurchase up to 10% of its subordinate voting shares. See our latest analysis for GFL Environmental. The buyback plan lands at a time when GFL Environmental’s share price has been firming in the short term, with a 1 month share price return of 5.24% and a year to date share price return of 4.06%. Over a longer period, the 1 year total shareholder return shows a 7.60%...