The earnings call indicated a generally positive outlook with significant growth in earnings, cash flow, and strategic expansions. However, there are valuation challenges and uncertainties in securing federal contracts. The highlights outweigh the lowlights, reflecting a strong business performance and growth trajectory.

Company Guidance -

Q3 2025

In the second quarter of 2025, ATCO Limited reported adjusted earnings of $101 million, or $0.90 per share, marking a $5 million increase from the same period in 2024. The company saw growth driven by Canadian Utilities' expanding rate base and higher rates and return on equity (ROE) for ATCO Gas Australia. ATCO Structures achieved adjusted earnings of $32 million, up $2 million year-over-year, with a notable increase in permanent modular construction activity and workforce housing sales. With a strong second quarter, Structures delivered adjusted EBITDA of $70 million and is on track to surpass the previous year's EBITDA of $241 million. The company also highlighted a 30% increase in cash flow from operating activities, totaling $192 million year-to-date, and capital expenditures of $117 million, up $43 million from the prior year. ATCO's strategic focus on rental and sales, geographic diversity, and reduced reliance on large projects continues to drive growth, while the ATCO Frontec and Neltume Ports investments also contributed positively to the quarter's performance.

Increase in Adjusted Earnings

ATCO achieved adjusted earnings of $101 million or $0.90 per share in Q2 2025, up $5 million compared to the same period in 2024.

Strong Performance in ATCO Structures

ATCO Structures delivered adjusted earnings of $32 million, up $2 million from Q2 2024, driven by increased modular construction activity and workforce housing sales.

Growth in Operating Cash Flow

Stand-alone ATCO businesses reported cash flow from operating activities of $192 million year-to-date, up over 30% compared to the previous year.

Expansion in Neltume Ports Investment

Neltume Ports investment delivered adjusted earnings growth of $1 million with new projects like the Vancouver Bulk Terminal expected to be operational by late 2026.

ATCO Structures' Market Positioning

ATCO Structures has grown its total fleet size by 54% over the last 5 years and maintains an average utilization rate of 75%.

ATCO Ltd Cl I NV (TSE:ACO.X) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TSE:ACO.X Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.82 / -	0.812	―	―	―
Jul 29, 2025	2025 (Q2)	0.89 / 0.90	0.852	5.63% (+0.05)	―	―
May 07, 2025	2025 (Q1)	1.37 / 1.42	1.319	7.81% (+0.10)	―	―
Feb 27, 2025	2024 (Q4)	1.23 / 1.30	1.12	16.16% (+0.18)	―	―
Nov 14, 2024	2024 (Q3)	0.71 / 0.81	0.71	14.37% (+0.10)	―	―
Aug 02, 2024	2024 (Q2)	0.78 / 0.85	0.771	10.51% (+0.08)	―	―
May 02, 2024	2024 (Q1)	1.26 / 1.32	1.21	9.01% (+0.11)	―	―
Feb 29, 2024	2023 (Q4)	1.03 / 1.12	0.962	16.42% (+0.16)	―	―
Oct 26, 2023	2023 (Q3)	0.63 / 0.71	0.76	-6.58% (-0.05)	―	―
Jul 27, 2023	2023 (Q2)	0.77 / 0.77	0.81	-4.81% (-0.04)	―	―

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

TSE:ACO.X Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	C$51.15	C$51.63	+0.94%
May 07, 2025	C$51.11	C$51.10	-0.02%
Feb 27, 2025	C$47.62	C$46.05	-3.30%
Nov 14, 2024	C$46.07	C$46.91	+1.82%

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 Atco Ltd. Cl I Nv (TSE:ACO.X) report earnings?

Atco Ltd. Cl I Nv (TSE:ACO.X) is schdueled to report earning on Oct 23, 2025, TBA (Confirmed).

What is Atco Ltd. Cl I Nv (TSE:ACO.X) earnings time?

Atco Ltd. Cl I Nv (TSE:ACO.X) earnings time is at Oct 23, 2025, TBA (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 TSE:ACO.X EPS forecast?

TSE:ACO.X EPS forecast for the fiscal quarter 2025 (Q3) is 0.82.

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