The earnings call reflected a largely positive outlook with substantial growth in earnings and strategic expansions, particularly in the ATCO Structures segment. However, there are concerns regarding the market undervaluation of ATCO Structures and uncertainties in government contract timelines, which temper the overall enthusiasm.

Company Guidance

During the ATCO Limited Second Quarter 2025 Results Conference Call, several key financial metrics were highlighted. The company reported adjusted earnings of $101 million or $0.90 per share for the quarter, marking a $5 million increase from the same period in 2024. ATCO Structures delivered adjusted earnings of $32 million, up by $2 million from the previous year, with an adjusted EBITDA of $70 million. The company's cash flow from operating activities for ATCO stand-alone businesses was reported at $192 million year-to-date, reflecting a growth of over 30% compared to the previous year. Capital expenditures for the ATCO stand-alone businesses reached $117 million year-to-date, representing a $43 million increase year-over-year, primarily due to enhanced capital spending on rental fleet additions in the United States. Additionally, Neltume Ports, part of ATCO Investments, saw a $1 million growth in adjusted earnings compared to Q2 2024, with a notable development being the commencement of construction on the Vancouver Bulk Terminal.

Increased 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 compared to Q2 2024, driven by increased permanent modular construction activity in Canada and increased workforce housing sale activity in Australia and Chile.

Expansion in Rental Fleet and New Manufacturing Facility

ATCO Structures expanded its rental fleet by 54% over five years and added a new manufacturing facility in Brisbane, enhancing capacity to meet demand in Australia.

Growth in ATCO Frontec and Neltume Ports Investment

ATCO Frontec's adjusted earnings grew year-over-year, and Neltume Ports investment delivered adjusted earnings growth of $1 million compared to Q2 2024.

Significant Cash Flow Increase

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

ATCO (TSE:ACO.Y) 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.Y 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 31, 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.Y Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	C$54.44	C$53.33	-2.04%
May 07, 2025	C$53.00	C$53.00	0.00%
Feb 27, 2025	C$49.03	C$48.63	-0.80%
Nov 14, 2024	C$48.08	C$47.59	-1.01%

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. (TSE:ACO.Y) report earnings?

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

What is Atco Ltd. (TSE:ACO.Y) earnings time?

Atco Ltd. (TSE:ACO.Y) 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.Y EPS forecast?

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

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