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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.42Last Year’s EPS
0.41Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated tangible operational progress—double-digit full-year growth, improving margins, stronger working capital and leverage metrics, a $2 billion backlog with Life Sciences and Energy momentum, and clear strategic actions to focus the portfolio and grow recurring revenue. However, the tone was tempered by a meaningful YoY decline in Q4 bookings (-18.4%), significant restructuring and one-time charges related to repositioning transportation and embedding services, a near-term revenue step-down (~$50M) from leaving large-scale automotive work, and a modest revenue growth outlook for fiscal '27. Overall, the positives (revenue/earnings growth, backlog quality, margin expansion efforts, cash flow and leverage improvement) slightly outweigh the near-term execution and restructuring headwinds.Company Guidance
Full-Year Revenue and Adjusted Earnings Growth
Full year revenue and adjusted earnings from operations grew approximately 11% year-over-year, reflecting broad execution across the platform.
Fourth Quarter Revenue and Earnings Increase
Q4 adjusted revenues of $744 million, up 3.2% YoY (organic growth 1.5% plus 1.7% FX benefit); Q4 adjusted earnings from operations were $76.8 million, a 3.4% increase YoY; adjusted EPS was $0.36.
Strong Backlog and Life Sciences Positioning
Order backlog of approximately $2.0 billion at fiscal year end, with Life Sciences representing $1.1 billion (55% of backlog); management highlights a broader Life Sciences funnel including radiopharma, mail-order pharmacy, lab automation and other applications.
Energy Backlog Momentum
Energy backlog increased approximately 40% year-over-year, driven particularly by nuclear refurbishment, life-extension and new build programs and engagement with SMR developers.
Gross Margin and Services Mix Improvement
Q4 gross margin of 29.4% of adjusted revenues, a 36 basis point increase YoY, attributed to a higher contribution from higher-margin services and spare parts.
Working Capital and Cash Flow Progress
Non-cash working capital improved to 12.1% of revenues (third consecutive quarter of improvement, below the 15% target); cash flows from operating activities were $149.5 million in Q4; management noted multi-quarter free cash flow improvement.
Leverage Reduction and Capital Allocation Flexibility
Net debt to adjusted EBITDA ratio improved to 2.8x (fourth consecutive quarter of improvement), now inside the 2.0–3.0x target range; CapEx and intangible investment for the year were $76.7 million with FY27 guidance of $70–90 million.
Clear Margin and Strategic Targets
Company expects to exit fiscal '27 with 50–75 basis points of improvement in adjusted earnings from operations margin versus fiscal '26, and reiterates a long-term adjusted earnings from operations margin target of 15%.
Aftermarket / Recurring Revenue Focus
Approximately one-third of revenue is classified as recurring today; management is integrating aftermarket into operating units and targeting growth in recurring revenue to drive margin predictability and improvement.
TSE:ATS 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
TSE:ATS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2026 | C$48.99 | C$42.00 | -14.27% |
Feb 04, 2026 | C$38.73 | C$41.22 | +6.43% |
Nov 05, 2025 | C$37.74 | C$41.69 | +10.47% |
Aug 07, 2025 | C$42.68 | C$40.58 | -4.92% |
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 Aug 12, 2026, Before Open (Confirmed).
What is Ats Corporation (TSE:ATS) earnings time?
Ats Corporation (TSE:ATS) earnings time is at Aug 12, 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 TSE:ATS EPS forecast?
TSE:ATS EPS forecast for the fiscal quarter 2027 (Q1) is 0.42.