The earnings call highlighted steady revenue growth and significant order backlog, particularly in the Life Sciences and Energy sectors. However, it also noted a decline in order bookings and organic revenue, with challenges in the transportation sector and increased expenses affecting the overall performance. While there are strong areas of growth, the balance of positives and negatives results in a neutral outlook.

Company Guidance -

Q2 2026

During the ATS Corporation's first-quarter conference call for fiscal year 2026, the company reported a revenue increase of 6% year-over-year, reaching $737 million, with order bookings at $693 million. The adjusted earnings from operations were $78.6 million, representing 10.7% of revenues. The order backlog stood at approximately $2.1 billion, reflecting strong demand across diverse sectors such as Life Sciences, Food and Beverage, and Energy. Life Sciences alone had an order backlog of $1.2 billion, driven by submarkets including auto-injectors and radiopharma. The company's strategic focus on expanding repeatable revenue through services and digital offerings was emphasized, alongside continued monitoring of cross-border tariffs. Cash flows from operating activities were $156 million, and the net debt to adjusted EBITDA ratio improved to 3.6x. ATS maintained its outlook for fiscal '26, expecting continued revenue growth and margin expansion, with Q2 revenues anticipated to be between $700 million and $740 million.

Revenue Growth

Q1 revenues were $737 million, up 6% from Q1 last year, with contributions from recent acquisitions and a strong order backlog of approximately $2.1 billion.

Strong Order Backlog

Order backlog ended the quarter at approximately $2.1 billion, providing solid revenue visibility and a strong foundation for profitable growth. The Life Sciences order backlog alone was $1.2 billion.

Positive Developments in Energy Sector

The energy sector, particularly nuclear, is benefiting from renewed investment and favorable government policy, with ongoing CANDU refurbishment and potential growth in small module reactor programs.

Recognition and Awards

ATS was included in Time Magazine's inaugural list of Canada's best companies 2025, ranking #1 in the engineering, manufacturing, and medical technology category.

Healthy Life Sciences Funnel

The diversified Life Sciences opportunity funnel remains strong, with wins across submarkets, and Comecer being a partner of choice for radio pharma customers.

ATS Corporation (TSE:ATS) 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:ATS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2026 (Q2)	0.43 / -	0.25	―	―	―
Aug 07, 2025	2026 (Q1)	0.44 / 0.41	0.5	-18.00% (-0.09)	―	―
May 28, 2025	2025 (Q4)	0.38 / 0.41	0.65	-36.92% (-0.24)	―	―
Feb 05, 2025	2025 (Q3)	0.35 / 0.32	0.65	-50.77% (-0.33)	―	―
Nov 06, 2024	2025 (Q2)	0.33 / 0.25	0.63	-60.32% (-0.38)	―	―
Aug 08, 2024	2025 (Q1)	0.52 / 0.50	0.69	-27.54% (-0.19)	―	―
May 16, 2024	2024 (Q4)	0.56 / 0.65	0.73	-10.96% (-0.08)	―	―
Feb 07, 2024	2024 (Q3)	0.64 / 0.65	0.52	25.00% (+0.13)	―	―
Nov 08, 2023	2024 (Q2)	0.64 / 0.63	0.5	26.00% (+0.13)	―	―
Aug 09, 2023	2024 (Q1)	0.65 / 0.69	0.64	7.81% (+0.05)	―	―

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:ATS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	C$42.68	C$40.58	-4.92%
May 28, 2025	C$41.93	C$41.68	-0.60%
Feb 05, 2025	C$38.19	C$41.02	+7.41%
Nov 06, 2024	C$42.55	C$40.71	-4.32%

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 ATS Corporation (TSE:ATS) report earnings?

ATS Corporation (TSE:ATS) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is ATS Corporation (TSE:ATS) earnings time?

ATS Corporation (TSE:ATS) earnings time is at Nov 05, 2025, 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 TSE:ATS EPS forecast?

TSE:ATS EPS forecast for the fiscal quarter 2026 (Q2) is 0.43.

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