Transatlantic Expansion via Liege Could Be a Game Changer for Cargojet (TSX:CJT)

• Cargojet Inc. recently began a scheduled direct air cargo service linking Canada with Europe via Liege Airport, starting November 1, 2025, and integrated this route into its established domestic overnight network for improved transcontinental freight connectivity.
• This expansion further positions Cargojet within a key European logistics hub and expands its global network reach for freight forwarders and shippers across both regions.
• We'll examine how this European route launch could shape Cargojet's international growth narrative and network diversification.

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Cargojet Investment Narrative Recap

To be a shareholder in Cargojet, one needs to believe in the company’s ability to leverage its dominant Canadian overnight network while expanding international routes and deepening partnerships with major clients like Amazon and DHL. The launch of direct service into Europe's Liege Airport could help address soft demand in international lanes, but near-term catalysts still depend heavily on stable volumes from contracted partners; overreliance on a few key customers remains the most important risk, and this latest expansion does not materially reduce that exposure.

Among recent announcements, the August renewal of Cargojet’s long-term agreement with DHL stands out, as it supports revenue visibility and directly links to international network growth like the new European route. The strengthened DHL relationship offers stability amid ongoing global uncertainties that continue to impact international block hours and freight demand.

However, for investors it's essential to remember that while new routes bring promise, the business remains especially vulnerable to sudden changes in long-term contracts with...

Read the full narrative on Cargojet (it's free!)

Cargojet's outlook projects CA$1.1 billion in revenue and CA$111.6 million in earnings by 2028. This assumes a 3.7% annual revenue growth rate but a decrease in earnings of CA$34.1 million from the current CA$145.7 million.

Uncover how Cargojet's forecasts yield a CA$144.83 fair value, a 77% upside to its current price.

Exploring Other Perspectives

Five Simply Wall St Community fair value estimates span a wide range from CA$56.31 to CA$144.83 per share. Many users see opportunity, but with block hour declines and trade volatility, the spectrum of outcomes invites more exploration of potential scenarios.

Explore 5 other fair value estimates on Cargojet - why the stock might be worth as much as 77% more than the current price!

Build Your Own Cargojet Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Cargojet research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision.
• Our free Cargojet research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cargojet's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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