Added to YB: 2026-08-10
Pitch date: 2026-08-06
LMN.V [neutral]
Lumine Group Inc.
+0.39%
current return
Author Info
No bio for this author
Company Info
Lumine Group Inc. develops, installs, and customizes software, and related professional and support services worldwide.
Market Cap
CAD 4.5B
Pitch Price
CAD 25.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.72
P/E
42.35
EV/Sales
5.42
Sector
Software
Category
growth
Lumine Q2 2026 Earnings Review
LMN.V (earnings): Q2'26 rev +28% (+$51M), op income +20%, but FCFA2S -17% (-$12M) on $20M WC headwind + acq costs. Organic growth just 1%; M&A driven. Synchronoss added $42M rev (net loss). Deployed $500M+ in 2026 (Synchronoss/Quortex/Imagine, ~40-55% rev boost). Margins 32% vs 34-35% mature; recurring rev +34%. Cash $422M, debt $485M. Bet on margin normalization.
Read full article (2 min)