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Computer Modelling Group
Computer Modelling Group (CMG) investor relations material
Computer Modelling Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Feb, 2026
Executive summary
47-year history in reservoir simulation software, now expanded to a broader subsurface portfolio including seismic interpretation and geoscience solutions, with businesses at different maturity and margin stages.
Expanded portfolio through three recent acquisitions in seismic interpretation, enhancing upstream energy workflows.
Global customer base in ~60 countries, with a majority of revenue from the Eastern Hemisphere.
Recurring revenue base remains resilient but has faced recent organic pressure due to customer spending and a significant contract loss.
Margins are expected to expand as recent acquisitions mature and recurring software becomes a larger revenue share.
Financial highlights
FY 2025 total revenue was $129.4M, with 67% from recurring software revenue.
Q3 2026 total revenue decreased by 9% year-over-year to $32.7M; recurring revenue down 4% to $23.7M.
Adjusted EBITDA fell 30% to $9.7M; margin dropped to 30% from 39% last year.
Net income for Q3 was $6.0M, down 38% year-over-year; EPS was $0.07, a 42% decrease.
Free cash flow for FY25 was $27.6M; Q3 free cash flow was $5.8M, down 34% year-over-year.
Outlook and guidance
Near-term focus on stabilizing and expanding margins, with a return to positive organic recurring revenue growth expected in Q4/26.
Positive annual organic recurring revenue growth anticipated for fiscal 2027, though quarterly results will be volatile due to seasonality.
Adjusted EBITDA for the current fiscal year expected to be lower than prior year due to organic revenue and professional services decline.
Targeting 80% of total revenue from software over the long term.
Acquisition margin ramp progress
Drivers for Q4 organic revenue growth
M&A pipeline conversion challenges
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Next Computer Modelling Group earnings date
Q4 202622 May, 2026
Computer Modelling Group
Next Computer Modelling Group earnings date
Q4 202622 May, 2026
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Frequently asked questions
Computer Modelling Group Ltd. (CMG) is a specialized software technology company primarily serving the oil and gas industry. CMG has established itself as a leader in developing and licensing advanced reservoir simulation software and offering related professional services on a global scale. The company's product portfolio includes several key software solutions such as CMOST-AI, an intelligent optimization and analysis tool; IMEX, a black oil simulator for modeling primary and secondary oil recovery processes; GEM, an equation-of-state simulator for compositional, chemical, and unconventional reservoir modeling; STARS, for thermal and process reservoir simulation; CoFlow, for integrated reservoir and production system modeling; Builder, for simplifying simulation model creation; Results, a post-processor for enhancing recovery process insights; and WinProp, for fluid property characterization. These offerings are complemented by a range of professional services, including training, consulting, and specialized support. The company is headquartered in Calgary, Alberta, and its shares are listed on the Toronto Stock Exchange.
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