Press Release: Trulieve Reports Fourth Quarter and Full Year 2025 Results with 60% Gross Margin and Record Cash Flow Generation

Dow Jones02-26
   -- Full year revenue of $1.2 billion, with 60% gross margin 
 
   -- Record 2025 cash flow from operations of $273 million and free cash flow 
      of $229 million* 
 
   -- Record 50.1 million branded product units sold in 2025, up 5% compared to 
      last year 

TALLAHASSEE, Fla., Feb. 26, 2026 /PRNewswire/ -- Trulieve Cannabis Corp. (CSE: TRUL) (OTCQX: TCNNF) ("Trulieve" or "the Company"), a leading and top-performing cannabis company in the U.S., today announced its results for the fourth quarter and full year ended December 31, 2025. Results are reported in U.S. dollars and in accordance with U.S. Generally Accepted Accounting Principles (GAAP), unless otherwise indicated. Numbers may not sum perfectly due to rounding.

2025 Full Year Financial and Operational Highlights*

   -- Revenue of $1.2 billion, with 94% of revenue from retail sales. 
 
   -- Achieved gross margin of 60%, with GAAP gross profit of $711 million. 
 
   -- Reported net loss attributable to common shareholders of $116 million. 
      Adjusted net loss of $27 million* excludes non-recurring charges, asset 
      impairments, disposals and discontinued operations. 
 
   -- Achieved record adjusted EBITDA of $427 million*, or 36% of revenue, up 
      $7 million or 2% from 2024. 
 
   -- Generated record cash flow from operations of $273 million and free cash 
      flow of $229 million*. 
 
   -- Cash at year end totaled $256 million. 
 
   -- Redeemed $368 million of senior secured notes due 2026 and repaid $15.8 
      million mortgage. 
 
   -- Closed $140 million private placement of senior secured notes due 2030. 
 
   -- Granted conditional approval for a Dispensing Organization license under 
      the Texas Compassionate Use Program. 
 
   -- Grew rewards program to 915,000 members as of December 31, 2025. 
 
   -- Added 11 dispensaries in 2025, with 233 retail locations nationwide at 
      year end. 

*See "Non-GAAP Financial Measures" below for additional information and a reconciliation to GAAP for all Non-GAAP metrics.

Q4 2025 Financial and Operational Highlights*

   -- Revenue of $293 million, with 93% of revenue from retail sales. 
 
   -- Achieved gross margin of 60%, with GAAP gross profit of $175 million. 
 
   -- Reported net loss attributable to common shareholders of $43 million. 
      Adjusted net loss of $3 million* excludes non-recurring charges, asset 
      impairments, disposals and discontinued operations. 
 
   -- Achieved adjusted EBITDA of $105 million*, or 36% of revenue. 
 
   -- Generated cash flow from operations of $59 million and free cash flow of 
      $56 million*. 
 
   -- Released a new mobile app serving Florida customers enabling patients to 
      browse and reserve products, view promotions, and check rewards status 
      through a seamless digital experience. 
 
   -- Opened one dispensary in Findlay, Ohio. 

*See "Non-GAAP Financial Measures" below for additional information and a reconciliation to GAAP for all Non-GAAP metrics.

Recent Developments

   -- Opened one dispensary in Fort Myers, Florida. 
 
   -- Closed second tranche $60 million private placement of senior secured 
      notes due 2030. 
 
   -- Currently operate 234 retail dispensaries and over four million square 
      feet of cultivation and processing capacity in the United States. 

Management Commentary

"We finished the year strong, winning a conditional license in Texas and repositioning our debt," said Kim Rivers, Trulieve CEO. "With rescheduling on the horizon, Trulieve is carrying the momentum into 2026, prioritizing expanded access, loyal customers, branded products and growth initiatives."

Financial Highlights*

 
Results of Operations              For the Three Months Ended                 For the Full Year Ended 
---------------------  ---------------------------------------------------  ---------------------------- 
(Figures in millions   December  December  % Better               % Better  December  December  % Better 
except  per share        31,       31,        /       September      /        31,       31,        / 
data)                    2025      2024    (Worse)     30, 2025   (Worse)     2025      2024    (Worse) 
---------------------  --------  --------  --------  -----------  --------  --------            -------- 
Revenue                $    293  $    301     (3 %)   $      288       2 %  $  1,181  $  1,186      -- % 
Gross profit           $    175  $    187     (6 %)   $      170       3 %  $    711  $    716     (1 %) 
Gross margin %             60 %      62 %                   59 %                60 %      60 % 
Operating expenses     $    160  $    186      14 %   $      128    (25 %)  $    568  $    618       8 % 
Operating expenses %       55 %      62 %                   44 %                48 %      52 % 
Net loss**             $   (43)  $   (60)      28 %   $     (27)    (60 %)  $  (116)  $  (155)      25 % 
Net loss continuing 
 operations            $   (45)  $   (60)      26 %   $     (24)    (89 %)  $  (117)  $  (155)      25 % 
Adjusted net (loss) 
 income                $    (3)  $      3       NMF   $     (12)      75 %  $   (27)  $   (19)    (41 %) 
Basic and diluted 
 shares outstanding         192       190                    191                 191       190 
EPS continuing 
 operations            $ (0.23)  $ (0.26)      12 %   $   (0.11)   (103 %)  $ (0.58)  $ (0.79)      26 % 
Adjusted EPS           $ (0.02)  $   0.02       NMF   $   (0.07)      75 %  $ (0.14)  $ (0.10)    (40 %) 
Adjusted EBITDA        $    105  $    111     (6 %)   $      103       2 %  $    427  $    420       2 % 
Adjusted EBITDA 
 Margin %                  36 %      37 %                   36 %                36 %      35 % 
---------------------   -------   -------  --------      -------  --------   -------   -------  -------- 
 
 
NMF - No Meaningful Figure 
*See "Non-GAAP Financial Measures" below for additional information and a 
reconciliation to GAAP for all Non-GAAP metrics. 
**Net loss attributable to common shareholders which excludes non-controlling 
interest. 
 

Conference Call

The Company will host a conference call and live audio webcast on February 26, 2026, at 8:30 A.M. Eastern time, to discuss its fourth quarter and full year 2025 financial results. Interested parties can join the conference call by dialing in as directed below. Please dial in 15 minutes prior to the call.

 
 North American toll free: 1-844-824-3830    Passcode: 9288786 
 
 International: 1-412-542-4136               Passcode: 9288786 
 

A live audio webcast of the conference call will be available at:

Trulieve Fourth Quarter and Full Year 2025 Results Call

A powerpoint presentation and archived replay of the webcast will be available at:

https://investors.trulieve.com/events

The Company's Form 10-K for the year ended December 31, 2025 will be available on the SEC's website or at https://investors.trulieve.com/quarterly-results. The Company's Management's Discussion and Analysis for the period and the accompanying financial statements and notes will be available under the Company's profile on https://www.sedarplus.ca and on its website at https://investors.trulieve.com/quarterly-results. This news release is not in any way a substitute for reading those financial statements, including the notes to the financial statements.

 
                          Trulieve Cannabis Corp. 
              Condensed Consolidated Balance Sheets (Unaudited) 
                    (in millions, except for share data) 
                                December 31,              December 31, 
                                    2025                      2024 
                          ------------------------  ------------------------ 
ASSETS 
Current Assets: 
 Cash and cash 
  equivalents                $               255.5     $               238.8 
 Short-term investments                         --                      60.4 
 Restricted cash                                --                       0.9 
 Accounts receivable, 
  net                                         10.5                       8.3 
 Inventories                                 242.3                     231.4 
 Income tax receivable                         8.5                      10.0 
 Prepaid expenses                             18.3                      23.0 
 Other current assets                         25.5                      26.2 
 Notes receivable - 
  current portion, net                         1.2                       4.8 
 Assets associated with 
  discontinued 
  operations                                   0.9                       0.9 
                          ------------------------  ------------------------ 
        Total current 
         assets                              562.7                     604.6 
Property and equipment, 
 net                                         670.4                     716.1 
Right of use assets - 
 operating, net                              108.3                     119.5 
Right of use assets - 
 finance, net                                 60.0                      64.4 
Intangible assets, net                       798.4                     859.5 
Goodwill                                     483.9                     483.9 
Notes receivable, net                          0.5                       0.5 
Other assets                                  10.0                      19.8 
Long-term assets 
 associated with 
 discontinued 
 operations                                    1.9                       2.0 
                          ------------------------  ------------------------ 
TOTAL ASSETS                   $           2,696.1      $            2,870.3 
                          ========================  ======================== 
LIABILITIES 
Current Liabilities: 
 Accounts payable and 
  accrued liabilities       $                 82.7    $                 94.0 
 Deferred revenue                              9.6                       8.0 
 Notes payable - current 
  portion                                      4.1                       3.4 
 Operating lease 
  liabilities - current 
  portion                                     13.0                      12.1 
 Finance lease 
  liabilities - current 
  portion                                     10.7                       9.5 
 Construction finance 
  liabilities - current 
  portion                                      2.4                       1.9 
 Contingencies                                 0.8                       6.3 
 Liabilities associated 
  with discontinued 
  operations                                   3.7                       3.1 
                          ------------------------  ------------------------ 
      Total current 
       liabilities                           126.9                     138.5 
Long-Term Liabilities: 
 Private placement 
  notes, net                                 136.7                     364.8 
 Notes payable, net                           90.8                     111.9 
 Operating lease 
  liabilities                                107.9                     117.5 
 Finance lease 
  liabilities                                 64.1                      67.7 
 Construction finance 
  liabilities                                133.8                     135.5 
 Deferred tax 
  liabilities                                178.0                     196.5 
 Uncertain tax position 
  liabilities                                668.4                     445.2 
 Other long-term 
  liabilities                                 11.4                       5.0 
 Long-term liabilities 
  associated with 
  discontinued 
  operations                                  34.9                      38.6 
                          ------------------------  ------------------------ 
TOTAL LIABILITIES              $           1,553.1      $            1,621.2 
EQUITY 
   Common stock, no par 
   value; unlimited 
   shares authorized. 
   192,307,145 and 
   191,005,940 shares 
   issued and 
   outstanding as of 
   December 31, 2025 and 
   December 31, 2024, 
   respectively.          $                     --  $                     -- 
   Additional 
    paid-in-capital                        2,073.4                   2,057.0 
   Accumulated deficit                     (912.1)                   (795.7) 
   Non-controlling 
    interest                                (18.2)                    (12.3) 
                          ------------------------  ------------------------ 
TOTAL EQUITY                               1,143.0                   1,249.0 
                          ------------------------  ------------------------ 
TOTAL LIABILITIES AND 
 EQUITY                        $           2,696.1      $            2,870.3 
                          ========================  ======================== 
 
 
                             Trulieve Cannabis Corp. 
            Condensed Consolidated Statements of Operations (Unaudited) 
                       (in millions, except for share data) 
                          Three Months Ended               Full Year Ended 
                             December 31,                    December 31, 
                    ------------------------------  ------------------------------ 
                         2025            2024            2025            2024 
                    --------------  --------------  --------------  -------------- 
Revenue               $      293.1    $      301.1     $   1,181.2     $   1,186.5 
Cost of goods sold           118.0           114.1           470.0           470.7 
                    --------------  --------------  --------------  -------------- 
 Gross profit                175.2           187.0           711.2           715.8 
Expenses: 
 Selling, general, 
  and 
  administrative             126.3           157.9           445.2           510.4 
 Depreciation and 
  amortization                29.4            28.6           117.6           112.8 
 Impairment and 
  other charges, 
  net of 
  (recoveries)                 4.1           (0.9)             4.8           (5.3) 
      Total 
       expenses              159.9           185.7           567.7           618.0 
                    --------------  --------------  --------------  -------------- 
Income from 
 operations                   15.3             1.3           143.5            97.8 
Other income 
(expense): 
 Interest expense, 
  net                       (14.7)          (14.6)          (63.5)          (62.2) 
 Interest income               3.4             3.2            14.5            14.7 
 Loss on debt 
  extinguishments, 
  net                        (1.7)              --           (1.7)              -- 
 Other income 
  (expense), net               0.6           (2.8)           (1.4)           (7.6) 
                    --------------  --------------  --------------  -------------- 
      Total other 
       expense, 
       net                  (12.4)          (14.2)          (52.0)          (55.1) 
                    --------------  --------------  --------------  -------------- 
Income (loss) 
 before provision 
 for income taxes              2.9          (12.9)            91.5            42.7 
Provision for 
 income taxes                 47.9            47.6           208.1           197.6 
                    --------------  --------------  --------------  -------------- 
 Net loss from 
  continuing 
  operations                (44.9)          (60.5)         (116.6)         (154.9) 
 Net income (loss) 
  from 
  discontinued 
  operations, net 
  of tax benefit 
  (provision) of 
  $232, $0, and 
  $(209),and 
  $4,101 
  respectively                 1.4           (1.1)           (5.6)           (5.7) 
                    --------------  --------------  --------------  -------------- 
Net loss                    (43.6)          (61.6)         (122.2)         (160.6) 
                    --------------  --------------  --------------  -------------- 
 Less: net loss 
  attributable to 
  non-controlling 
  interest from 
  continuing 
  operations                 (0.7)           (1.8)           (5.9)           (5.5) 
Net loss 
 attributable to 
 common 
 shareholders       $       (42.9)  $       (59.8)    $    (116.4)    $    (155.1) 
                    ==============  ==============  ==============  ============== 
 
Earnings Per Share 
Net loss per share 
- Continuing 
operations: 
   Basic and 
    diluted         $       (0.23)  $       (0.26)  $       (0.58)  $       (0.79) 
Net income (loss) 
per share - 
Discontinued 
operations: 
   Basic and 
    diluted          $        0.01  $       (0.01)  $       (0.03)  $       (0.03) 
Weighted average 
number of common 
shares used in 
computing net loss 
per share: 
   Basic and 
    diluted                  191.7           190.0           191.3           190.0 
                    --------------  --------------  --------------  -------------- 
 
 
                                    Trulieve Cannabis Corp. 
                   Condensed Consolidated Statements of Cash Flows (Unaudited) 
                                          (in millions) 
                              Three Months Ended                      Full Year Ended 
                                 December 31,                           December 31, 
                    --------------------------------------  ------------------------------------ 
                           2025                2024               2025               2024 
                    ------------------  ------------------  -----------------  ----------------- 
Cash flows from 
operating 
activities 
 Net loss           $           (43.6)  $           (61.6)  $         (122.2)  $         (160.6) 
 Adjustments to 
 reconcile net 
 loss to net cash 
 provided by 
 operating 
 activities: 
 Depreciation and 
  amortization                    29.4                28.6              117.6              112.8 
 Depreciation 
  included in cost 
  of goods sold                   14.2                13.5               55.8               53.6 
 Impairment and 
  other charges, 
  net of 
  (recoveries)                     2.4               (0.9)                4.8              (5.3) 
 Loss on debt 
  extinguishments, 
  net                              1.7                  --                1.7                 -- 
 Gain from 
  disposal of 
  discontinued 
  operations                     (0.8)                  --              (0.8)                 -- 
 Share-based 
  compensation                     4.0                 4.6               20.5               20.2 
 Deferred income 
  taxes                          (3.9)               (7.7)             (18.6)             (10.4) 
 Other non-cash 
  changes                          4.2                 4.1               20.1               18.2 
 Changes in 
 operating assets 
 and liabilities: 
 Inventories                       1.0              (10.5)             (10.9)             (18.7) 
 Accounts 
  receivable                     (0.3)                 1.5              (3.7)                0.7 
 Other assets                      2.4               (2.1)                5.8              (9.1) 
 Accounts payable 
  and accrued 
  liabilities                      0.3                 2.6             (11.3)                7.2 
 Income tax 
  receivable / 
  payable                        (1.1)               (4.2)                1.6              (8.5) 
 Other liabilities               (2.7)               (0.5)             (16.4)              (1.6) 
 Uncertain tax 
  position 
  liabilities                     52.1                61.1              223.2              264.9 
 Proceeds received 
  from insurance 
  for operating 
  expenses                          --                 2.1                5.7                8.0 
                    ------------------  ------------------  -----------------  ----------------- 
   Net cash 
    provided by 
    operating 
    activities                    59.2                30.7              272.8              271.5 
                    ------------------  ------------------  -----------------  ----------------- 
Cash flows from 
investing 
activities 
 Purchases of 
  property and 
  equipment                      (3.4)              (42.7)             (44.2)            (122.6) 
 Purchases of 
  internal use 
  software                       (3.7)               (6.8)             (16.3)             (25.1) 
 Purchases of 
  short-term 
  investments                       --                  --                 --             (80.0) 
 Maturities of 
  short-term 
  investments                       --                20.0               60.0               20.0 
 Other purchases 
  and payments                      --                  --              (0.1)              (7.6) 
 Other proceeds                    1.2                 6.3               14.1                8.7 
   Net cash (used 
    in) provided 
    by investing 
    activities                   (5.9)              (23.2)               13.5            (206.6) 
                    ------------------  ------------------  -----------------  ----------------- 
Cash flows from 
financing 
activities 
 Proceeds from 
  private 
  placement notes                140.0                  --              140.0                3.0 
 Payments on 
  long-term 
  borrowings                   (385.9)               (1.8)            (393.3)              (8.1) 
 Payments for debt 
  issuance costs                 (3.3)                  --              (3.3)                0.2 
 Payments for 
  taxes related to 
  net share 
  settlement of 
  equity awards                  (4.4)               (2.5)              (4.8)             (14.8) 
 Other payments 
  and 
  distributions                  (1.9)               (2.1)              (9.0)             (13.8) 
                    ------------------  ------------------  -----------------  ----------------- 
   Net cash used 
    in financing 
    activities                 (255.4)               (6.4)            (270.5)             (33.4) 
                    ------------------  ------------------  -----------------  ----------------- 
Net (decrease) 
 increase in cash, 
 cash equivalents, 
 and restricted 
 cash                          (202.1)                 1.1               15.8               31.4 
Cash, cash 
 equivalents, and 
 restricted cash, 
 beginning of 
 period                          457.6               238.6              239.7              208.0 
 Cash and cash 
  equivalents of 
  discontinued 
  operations, 
  beginning of 
  period                            --                  --                 --                0.3 
 Less: cash and 
 cash equivalents 
 of discontinued 
 operations, end 
 of period                          --                  --                 --                 -- 
                    ------------------  ------------------  -----------------  ----------------- 
Cash, cash 
 equivalents, and 
 restricted cash, 
 end of period       $           255.5   $           239.7  $           255.5  $           239.7 
                    ==================  ==================  =================  ================= 
 

The condensed consolidated statements of cash flows include continuing operations and discontinued operations for the periods presented.

Non-GAAP Financial Measures (Unaudited)

In addition to our results determined in accordance with GAAP, we supplement our results with non-GAAP financial measures, including EBITDA, adjusted EBITDA, EBITDA margin, adjusted EBITDA margin, adjusted net (loss) income, adjusted net (loss) income per diluted share, and free cash flow.

The Company calculates EBITDA as net income (loss) before net interest expense, interest income, income tax expense, depreciation and amortization; adjusted EBITDA as net income (loss) before net interest expense, interest income, income tax expense, depreciation and amortization and also excludes certain extraordinary items; EBITDA margin as EBITDA as % of revenue; adjusted EBITDA margin as adjusted EBITDA as % of revenue; adjusted net income (loss) as net income (loss) less certain extraordinary items; adjusted EPS as adjusted net income (loss) divided by basic and diluted shares outstanding; and free cash flow as cash flow from operations less capital expenditures.

Our management uses these non-GAAP financial measures in conjunction with GAAP financial measures to evaluate our operating results and financial performance. We believe these measures are useful to investors as they are widely used measures of performance and can facilitate comparison to other companies. These non-GAAP financial measures are not, and should not be considered as, measures of liquidity. These non-GAAP financial measures have limitations as analytical tools in that they do not reflect all of the amounts associated with our results of operations as determined in accordance with GAAP. Because of these limitations, these non-GAAP financial measures should be considered along with GAAP financial performance measures. The presentation of these non-GAAP financial measures is not intended to be considered in isolation or as a substitute for, or superior to, financial information prepared and presented in accordance with GAAP. Investors are encouraged to review the reconciliation of these non-GAAP financial measures to their most directly comparable GAAP financial measures. A reconciliation of the non-GAAP financial measures to such GAAP measures can be found below. These non-GAAP financial measures should be considered supplemental to, and not a substitute for, our reported financial results prepared in accordance with GAAP.

Reconciliation of Non-GAAP EBITDA and Adjusted EBITDA (Unaudited)

The following table presents a reconciliation of GAAP net loss attributable to common shareholders to non-GAAP EBITDA and Adjusted EBITDA for each of the periods presented:

 
                                                       For the Full Year 
                           Three Months Ended                Ended 
-------------------  ------------------------------- 
(Amounts expressed 
in millions of       December  December                          December 
United States          31,       31,      September   December     31, 
dollars)               2025      2024      30, 2025    31, 2025    2024 
-------------------  --------  --------  -----------  ---------  -------- 
Net loss 
 attributable to 
 common 
 shareholders        $ (42.9)  $ (59.8)   $   (26.8)  $ (116.4)  $(155.1) 
-------------------   -------   -------      -------   --------   ------- 
Add (deduct) impact 
of: 
-------------------   -------   -------      -------   --------   ------- 
 Interest expense, 
  net                $   14.7  $   14.6   $     16.1  $    63.5  $   62.2 
-------------------   -------   -------      -------   --------   ------- 
 Interest income     $  (3.4)  $  (3.2)   $    (4.4)  $  (14.5)  $ (14.7) 
-------------------   -------   -------      -------   --------   ------- 
 Provision for 
  income taxes       $   47.9  $   47.6   $     53.0  $   208.1  $  197.6 
-------------------   -------   -------      -------   --------   ------- 
 Depreciation and 
  amortization       $   29.4  $   28.6   $     29.5  $   117.6  $  112.8 
-------------------   -------   -------      -------   --------   ------- 
 Depreciation 
  included in cost 
  of goods sold      $   14.2  $   13.5   $     13.9  $    55.8  $   53.6 
-------------------   -------   -------      -------   --------   ------- 
EBITDA (Non-GAAP)    $   59.9  $   41.3   $     81.3  $   314.1  $  256.4 
-------------------   -------   -------      -------   --------   ------- 
EBITDA Margin 
 (Non-GAAP)              20 %      14 %         28 %       27 %      22 % 
-------------------   -------   -------      -------   --------   ------- 
 
 Impairment and 
  other charges, 
  net of 
  (recoveries)       $    4.1  $  (0.9)   $    (0.9)  $     4.8  $  (5.3) 
-------------------   -------   -------      -------   --------   ------- 
 Campaign and 
  political 
  contributions      $   32.4  $   54.8   $      6.3  $    66.1  $  117.5 
-------------------   -------   -------      -------   --------   ------- 
 Acquisition, 
  transaction, and 
  other 
  non-recurring 
  costs              $    4.7  $    7.6   $      3.8  $    13.2  $   18.2 
-------------------   -------   -------      -------   --------   ------- 
 Share-based 
  compensation       $    4.0  $    4.6   $      5.8  $    20.5  $   20.2 
-------------------   -------   -------      -------   --------   ------- 
 Loss on debt 
  extinguishments, 
  net                $    1.7  $     --   $       --  $     1.7  $     -- 
-------------------   -------   -------      -------   --------   ------- 
 Other (income) 
  expense, net       $  (0.6)  $    2.8   $      1.2  $     1.4  $    7.6 
-------------------   -------   -------      -------   --------   ------- 
 Discontinued 
  operations, net 
  of tax, 
  attributable to 
  common 
  shareholders       $  (1.4)  $    1.1   $      5.0  $     5.6  $    5.7 
-------------------   -------   -------      -------   --------   ------- 
Adjusted EBITDA 
 (Non-GAAP)          $  104.8  $  111.4   $    102.7  $   427.3  $  420.2 
-------------------   -------   -------      -------   --------   ------- 
Adjusted EBITDA 
 Margin (Non-GAAP)       36 %      37 %         36 %       36 %      35 % 
-------------------   -------   -------      -------   --------   ------- 
 

Reconciliation of Non-GAAP Adjusted Net (Loss) Income (Unaudited)

The following table presents a reconciliation of GAAP net loss attributable to common shareholders to non-GAAP adjusted net (loss) income, for each of the periods presented:

 
                                                          For the Full Year 
                         For the Three Months Ended             Ended 
                     ---------------------------------- 
(Amounts expressed 
in millions of                                                      December 
United States        December    December    September   December     31, 
dollars)              31, 2025   31, 2024     30, 2025    31, 2025    2024 
-------------------  ---------  ----------  -----------  --------- 
Net loss 
 attributable to 
 common 
 shareholders        $  (42.9)   $  (59.8)   $   (26.8)  $ (116.4)  $(155.1) 
-------------------   --------      ------      -------   --------   ------- 
 Net (income) loss 
  from discontinued 
  operations, net 
  of  tax, 
  attributable to 
  common 
  shareholders       $   (1.4)   $     1.1   $      5.0  $     5.6  $    5.7 
-------------------   --------      ------      -------   --------   ------- 
 Adjustment of 
  formerly 
  redeemable 
  non-controlling 
   interest to 
  maximum 
  redemption value   $      --   $     9.0   $       --  $      --  $     -- 
-------------------   --------      ------      -------   --------   ------- 
Net loss from 
 continuing 
 operations 
 available to 
 common 
  shareholders       $  (44.3)   $  (49.7)   $   (21.8)  $ (110.8)  $(149.4) 
-------------------   --------      ------      -------   --------   ------- 
Add (deduct) impact 
of: 
-------------------   --------      ------      -------   --------   ------- 
 Adjustment of 
  formerly 
  redeemable 
  non-controlling 
   interest to 
  maximum 
  redemption value   $      --   $   (9.0)   $       --  $      --  $     -- 
 Impairment and 
  other charges, 
  net of 
  (recoveries)       $     4.1   $   (0.9)   $    (0.9)  $     4.8  $  (5.3) 
-------------------   --------      ------      -------   --------   ------- 
 Campaign and 
  political 
  contributions      $    32.4   $    54.8   $      6.3  $    66.1  $  117.5 
-------------------   --------      ------      -------   --------   ------- 
 Acquisition, 
  transaction, and 
  other 
  non-recurring 
  costs              $     4.7   $     7.6   $      3.8  $    13.2  $   18.2 
Adjusted net (loss) 
 income (Non-GAAP)   $   (3.1)   $     2.9   $   (12.5)  $  (26.7)  $ (19.0) 
-------------------   --------      ------      -------   --------   ------- 
 

Reconciliation of Non-GAAP Adjusted Net (Loss) Income Per Diluted Share (Unaudited)

The following table presents a reconciliation of GAAP net loss attributable to common shareholders per share to non-GAAP adjusted net (loss) income per diluted share, for each of the periods presented:

 
                                                           For the Full Year 
                         For the Three Months Ended              Ended 
                     ----------------------------------  --------------------- 
(Amounts expressed 
are per share 
except for shares 
which  are in        December    December    September   December    December 
millions)             31, 2025   31, 2024     30, 2025    31, 2025   31, 2024 
-------------------  ---------  ----------  -----------  ---------  ---------- 
Net loss 
 attributable to 
 common 
 shareholders        $  (0.22)   $  (0.31)   $   (0.14)  $  (0.61)   $  (0.82) 
-------------------   --------      ------      -------   --------      ------ 
 Net (income) loss 
  from discontinued 
  operations, net 
  of  tax, 
  attributable to 
  common 
  shareholders       $  (0.01)   $    0.01   $     0.03  $    0.03   $    0.03 
-------------------   --------      ------      -------   --------      ------ 
 Adjustment of 
  formerly 
  redeemable 
  non-controlling 
   interest to 
  maximum 
  redemption value   $      --   $    0.05   $       --  $      --   $      -- 
-------------------   --------      ------      -------   --------      ------ 
Net loss from 
 continuing 
 operations 
 available to 
 common 
  shareholders       $  (0.23)   $  (0.26)   $   (0.11)  $  (0.58)   $  (0.79) 
-------------------   --------      ------      -------   --------      ------ 
Add (deduct) impact 
of: 
-------------------   --------      ------      -------   --------      ------ 
 Adjustment of 
  formerly 
  redeemable 
  non-controlling 
   interest to 
  maximum 
  redemption value   $      --   $  (0.05)   $       --  $      --   $      -- 
 Impairment and 
  other charges, 
  net of 
  (recoveries)       $    0.02   $  (0.00)   $   (0.00)  $    0.03   $  (0.03) 
-------------------   --------      ------      -------   --------      ------ 
 Campaign and 
  political 
  contributions      $    0.17   $    0.29   $     0.03  $    0.35   $    0.62 
-------------------   --------      ------      -------   --------      ------ 
 Acquisition, 
  transaction, and 
  other 
  non-recurring 
  costs              $    0.02   $    0.04   $     0.02  $    0.07   $    0.10 
Adjusted net (loss) 
 income (Non-GAAP)   $  (0.02)   $    0.02   $   (0.07)  $  (0.14)   $  (0.10) 
-------------------   --------      ------      -------   --------      ------ 
Basic and diluted 
 shares 
 outstanding             191.7       190.0        191.3      191.3       190.0 
-------------------   --------      ------      -------   --------      ------ 
 

Reconciliation of Non-GAAP Free Cash Flow (Unaudited)

The following table presents a reconciliation of GAAP cash flow from operating activities to non-GAAP free cash flow, for each of the periods presented:

 
                                                          For the Full Year 
                         For the Three Months Ended             Ended 
------------------- 
(Amounts expressed 
in millions of                                                      December 
United States        December    December    September   December     31, 
dollars)              31, 2025   31, 2024     30, 2025    31, 2025    2024 
-------------------  ---------  ----------  -----------  ---------  -------- 
Cash flow from 
 operating 
 activities          $    59.2   $    30.7   $     76.8  $   272.8  $  271.5 
-------------------   --------      ------      -------   --------   ------- 
 Payments for 
  property and 
  equipment          $   (3.4)   $  (42.7)   $   (12.3)  $  (44.2)  $(122.6) 
-------------------   --------      ------      -------   --------   ------- 
Free cash flow 
 (Non-GAAP)          $    55.8   $  (12.0)   $     64.4  $   228.6  $  148.9 
-------------------   --------      ------      -------   --------   ------- 
 

Forward-Looking Statements

This news release includes forward-looking information and statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and applicable Canadian securities legislation (collectively herein referred to as "forward-looking statements"). These forward-looking statements relate to the Company's expectations or forecasts of business, operations, financial performance, cash flows, prospects, and other plans, intentions, expectations, estimates, and beliefs and include statements regarding the Company's 2026 objectives, growth opportunities, and positioning for the future. Words such as "expects", "continue", "will", "anticipates" and "intends" or similar expressions are intended to identify forward-looking statements. These forward-looking statements are based on the Company's current projections and expectations about future events and financial trends that management believes might affect its financial condition, results of operations, business strategy and financial needs, and on certain assumptions and analysis made by the Company in light of the experience and perception of historical trends, current conditions and expected future developments and other factors management believes are appropriate. Forward-looking statements involve and are subject to assumptions and known and unknown risks, uncertainties, and other factors which may cause actual events, results, performance, or achievements of the Company to be materially different from future events, results, performance, and achievements expressed or implied by forward-looking statements herein, including, without limitation, the risks discussed under the heading "Risk Factors" in our most recent Annual Report on Form 10-K and in our periodic reports subsequently filed with the United States Securities and Exchange Commission and in the Company's filings on https://www.sedarplus.ca. Although the Company believes that any forward-looking statements herein are reasonable, in light of the use of assumptions and the significant risks and uncertainties inherent in such statements, there can be no assurance that any such forward-looking statements will prove to be accurate, and accordingly readers are advised to rely on their own evaluation of such risks and uncertainties and should not place undue reliance upon such forward-looking statements. Any forward-looking statements herein are made as of the date hereof and, except as required by applicable laws, the Company assumes no obligation and disclaims any intention to update or revise any forward-looking statements herein or to update the reasons that actual events or results could or do differ from those projected in any forward-looking statements herein, whether as a result of new information, future events or results, or otherwise.

About Trulieve

Trulieve is an industry leading, vertically integrated cannabis company and multi-state operator in the U.S., with leading market positions in Arizona, Florida, and Pennsylvania. Trulieve is poised for accelerated growth and expansion, building scale in retail and distribution in new and existing markets through its hub strategy. By providing innovative, high-quality products across its brand portfolio, Trulieve delivers optimal customer experiences and increases access to cannabis, helping patients and customers to live without limits. Trulieve is listed on the CSE under the symbol TRUL and trades on the OTCQX market under the symbol TCNNF. For more information, please visit Trulieve.com.

Facebook: @Trulieve

Instagram: @Trulieve

X: @Trulieve

Investor and Media Contact

Christine Hersey, Chief Corporate Affairs & Strategy Officer

+1 (424) 202-0210

Christine.Hersey@Trulieve.com

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SOURCE Trulieve Cannabis Corp.

 

(END) Dow Jones Newswires

February 26, 2026 06:15 ET (11:15 GMT)

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