AtkinsRealis (SNCAF)
OTHER OTC:SNCAF
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.54Last Year’s EPS
0.45Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational and financial progress: record revenues and backlog, robust cash generation, material EPS improvement, and major nuclear contract wins. Management highlighted margin expansion initiatives, strategic acquisitions, an investment-grade balance sheet after monetizing Highway 407, and a confident 2026 outlook for Engineering Services and Nuclear. Key negatives center on legacy LSTK project closeouts causing notable near-term cash and EBIT drag, higher transformation costs, and some regional/sector softness (U.S. minerals & metals, Middle East reprioritization). Overall, the positive indicators (record metrics, cash, backlog, nuclear momentum, improved margins and EPS) substantially outweigh the limited, mostly one-time or transitional lowlights.Company Guidance
Record Annual Revenue for AtkinsRealis Services
AtkinsRealis Services generated record revenue of $11.0 billion in 2025, up 16% organic growth year-over-year with an approximate 10% segment adjusted EBIT-to-segment revenue ratio.
Record-Breaking Backlog
Total company backlog ended 2025 at about $21.2 billion (management cited ~$21.0B–$21.2B), up roughly 21%–23% versus end of 2024, underpinning multi-year revenue visibility.
Strong Quarterly and Yearly Revenue Growth
Q4 total revenue rose 13% year-over-year to $2.9 billion. PS&PM revenues increased 16% in Q4 (Engineering Services +16%, Nuclear +29%, Linxon +2%). Full-year revenue increased 14% to $11.0 billion.
Major Nuclear Momentum
Nuclear achieved 28% organic revenue growth in Q4, nuclear backlog reached $5.0 billion (up 56% vs Dec 31, 2024), segment adjusted EBIT grew 17% to $66 million, and segment adjusted EBITDA margin reached 24% in Q4.
Regional Engineering Services Strength
Engineering Services regions: Q4 revenue +16% YoY (organic +9%); Q4 segment adjusted EBITDA margin 17.3% (up 100 bps YoY). Canada organic Q4 revenue +14% with a 17.6% EBITDA margin (+410 bps); U.K. & Ireland Q4 revenue +15% (organic +12%) with 18.4% margin; USLA revenue +23% (organic flat excluding acquisitions/FX) with margin improvement of 120 bps to 13.8%; EMEA organic +9% with 21% EBITDA margin.
Cash Generation and Free Cash Flow
Net cash generated from operating activities totaled $461 million for the year, well above target. After CapEx of $177 million, free cash flow was $199 million for 2025. Company expects ~ $500 million net cash from operations in 2026.
Balance Sheet Strength and Strategic Capital Actions
Proceeds of $2.6 billion from sale of remaining Highway 407 interest were used for debt repayment, contributing to achieving an investment-grade credit rating. Management deployed capital to accretive share repurchases and completed three acquisitions (including C2AE and ADG Capital).
Earnings and EPS Improvement
Q4 IFRS diluted EPS increased 90% to $0.57 (from $0.30). Adjusted EPS from PS&PM for Q4 rose 273% to $0.97 (from $0.26). Full-year adjusted EPS from PS&PM increased 88% to $3.36 (from $1.79).
Strategic Wins and Long-Term Contracts
Won major nuclear contracts including Pickering refurbishment work, Darlington SMR execution phase, a 15-year framework at Sellafield for decommissioning and waste management, and a multiyear contract with Rolls-Royce for nuclear propulsion engineering.
Workforce and Culture Progress
Employee engagement achieved a top-quartile benchmark score of 86% and headcount increased by ~1,800 employees, with total workforce referenced at ~40,000 colleagues.
SNCAF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SNCAF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $69.85 | $69.38 | -0.67% |
Nov 13, 2025 | $62.92 | $65.70 | +4.42% |
Aug 07, 2025 | $70.09 | $69.96 | -0.19% |
May 15, 2025 | $54.30 | $60.32 | +11.09% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does AtkinsRealis (SNCAF) report earnings?
AtkinsRealis (SNCAF) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is AtkinsRealis (SNCAF) earnings time?
AtkinsRealis (SNCAF) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SNCAF EPS forecast?
SNCAF EPS forecast for the fiscal quarter 2026 (Q1) is 0.54.