ATS Corporation (ATS) AI Stock Analysis
ATS Corporation
(NYSE:ATS)
No summary available
ATS Corporation (ATS) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $2.39B
- Dividend Yield
- ―
- Average Volume (3M)
- 264.96K
- Price to Earnings (P/E)
- 253.0
- Beta (1Y)
- 1.02
- Revenue Growth
- 7.23%
- EPS Growth
- ―
- Country
- US
- Employees
- 7,000
- Sector
- Industrials
- Sector Strength
- 63
- Industry
- Industrial - Machinery
ATS Corporation Business Overview & Revenue Model
Company Description
ATS Corporation, operating globally through its subsidiaries, delivers comprehensive automation solutions. The company's expertise spans the entire lifecycle of automated manufacturing and assembly systems, encompassing planning, design, construction...
ATS Corporation Earnings Call Summary
The call presented strong bookings, a record and diversified life sciences backlog, attractive nuclear and radiopharma opportunities, improved cash flow, and progress on the fixed cost transformation program. However, these positives were offset in the near term by revenue and earnings declines, margin compression, tariff-related order delays, withdrawn fiscal-year growth and margin objectives, longer backlog conversion timelines, restructuring actions, and leverage above the target range. Overall, the outlook was balanced, with management confident in medium- and long-term growth but acknowledging meaningful near-term execution and demand challenges.
Q2-2027 Updates
Positive Updates
Negative Updates
Company Guidance
For fiscal 27, ATS said it does not expect to achieve its previous goals for modest revenue growth and for margin expansion in the year; third quarter revenues are expected to be in the range of $640 million to $680 million. The fixed cost transformation program is expected to deliver $65 million to $75 million of annualized savings, or roughly 250 basis points of margin expansion, from a base of 10%, representing approximately half of the path to the adjusted earnings from operations margin target of 15%, with implementation continuing over the next 15 months. Announced actions are expected to reduce square footage by approximately 10% and result in a workforce reduction, including subcontractors, of 300 to 400 globally; payback on restructuring is expected to be less than 1 year overall. Fiscal 27 CapEx and intangible investment is expected to be between $60 million and $80 million, leverage is expected to operate moderately above the target leverage range of 2 to 3 times during the remainder of fiscal 27, and working capital is expected to stay within the long term target of 15% or less through the back half of the year.
ATS Corporation Peers Comparison
Overall Rating
TSE:SIS69Neutral
TSE:PYR55Neutral
TSE:BLDP50.75Neutral
TSE:VLN45Neutral
TSE:DYA43Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| TSE:SIS | 69Neutral | CAD 2.24B | 24.48 | 13.41% | 1.88% | 8.16% | 47.17% |
| Sector * | 63Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
| TSE:PYR | 55Neutral | CAD 45.27M | -3.87 | 112.32% | ― | 11.62% | 16.81% |
| TSE:BLDP | 51Neutral | CAD 775.91M | -5.70 | -13.16% | ― | 45.07% | 73.98% |
| TSE:VLN | 45Neutral | CAD 377.53M | -10.58 | -14.80% | 3.20% | -9.05% | 73.48% |
| TSE:DYA | 43Neutral | CAD 50.83M | -4.92 | 718.52% | ― | -57.68% | 24.90% |
* Industrials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ATS | Ats Corporation | 16.97 | -10.44 | -38.09% | |
| TSE:BLDP | Ballard Power | 2.16 | -2.81 | -56.54% | |
| TSE:DYA | dynaCERT Inc | 0.09 | -0.03 | -25.00% | |
| TSE:PYR | PyroGenesis Canada | 0.19 | -0.02 | -9.52% | |
| TSE:SIS | Savaria Corp. | 29.72 | 7.74 | 35.21% | |
| TSE:VLN | Velan Inc. SV | 17.75 | 1.04 | 6.19% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.