ATS Corporation ATS

19.10 0.21 1.11% as of 25 Sep
Market cap
$1.9B
P/E
54.9×

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 0.55%

Capital & Financial Ratios

Market Cap 1,850.00
Revenue 2,120.23
Net Income 34.19
Free Cash Flow 150.63
Net Debt 833.61
Current Ratio 1.63
Debt/Equity 0.75
P/E ratio 54.87
P/S ratio 0.88
P/B ratio 1.44
Past 5Y EPS Growth 20.58%
This Y EPS Growth (5.50%)
Next Y EPS Growth 22.29%
Next 5Y EPS Growth 11.02%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 126 162 206 144
Receivables 359 540 387 380
Inventory 219 230 214 220
Other 595 437 429 437
1,300 1,369 1,235 1,181
2024 2025 2026 Q'26
Payables 448 478 451 439
ST’ Debt 0 0 0 0
Other 258 259 246 236
763 809 751 723
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — 13.67% 3.34%
Cash Flow — 17.17% 49.73%
Earnings — 0.41% (18.68%)
Book Value — 12.64% 14.62%

Revenue

Jun Sep Dec Mar Year
’26 501 — — — —
’26 533 529 546 545 2,152
’25 507 449 466 399 1,821
’24 561 548 552 587 2,248
’23 478 451 477 543 1,950
’22 — — — — 1,741
’21 — — — — 1,134
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Jun Sep Dec Mar Year
’26 (7) — — — —
’26 113 21 81 110 325
’25 (26) (33) 49 28 19
’24 (80) 6 82 7 15
’23 (25) (29) 88 62 97
’22 — — — 172 172
’21 — — — — 147
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Jun Sep Dec Mar Year
’26 (18) — — — —
’26 101 8 69 92 270
’25 (37) (45) 38 10 (34)
’24 (91) (10) 80 (12) (33)
’23 (34) (35) 70 36 37
’22 — — — 144 131
’21 — — — — 147
in millions of $ · fiscal quarters ending in the months shown

EPS

Jun Sep Dec Mar Year
’26 0.00 — — — —
’26 0.18 0.25 0.21 (0.12) 0.53
’25 0.26 (0.01) 0.05 (0.49) (0.21)
’24 0.37 0.38 0.35 0.36 1.46
’23 0.33 0.25 0.24 0.24 1.04
’22 — — — — 1.05
’21 — — — — 0.55
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
8.42 9.87 10.73 10.00 17.11 24.02 30.93 24.82 20.90 18.41

Analyst estimates 2027–2029

Powerpack
Low Price
12.56 19.20 16.87 18.46 41.37 42.17 48.89 44.70 32.73 35.82
High Price
— — — — — 6,000 6,500 7,000 7,500 7,000
Employees
— — 0 0 0 0 0 0 0 0
Revenue/Emp
— — 936 998 1,134 1,741 1,950 2,248 1,821 2,152
Revenue
— — 24.40% 22.85% 23.58% 28.06% 28.16% 28.21% 25.53% 28.62%
Gross Margin
— — 70 48 63 123 121 183 (60) 72
EBT
— — 7.50% 4.77% 5.53% 7.07% 6.20% 8.13% (3.27%) 3.34%
EBT Margin
— — 53 37 51 97 97 144 (20) 52
Net Income
— — 32 50 56 74 77 83 85 91
Depreciation
— — 9.96 10.85 12.33 18.89 21.23 23.00 18.58 21.98
Revenue/Sh
— — 0.57 0.40 0.56 1.05 1.04 1.47 (0.21) 0.53
Earnings/Sh
— — 1.01 0.15 1.60 1.87 1.05 0.16 0.19 3.32
Cash Flow/Sh
— — 0.00 0.00 0.00 (0.45) (0.65) (0.49) (0.53) (0.56)
Capex/Sh
— — 1.01 0.15 1.60 1.42 0.40 (0.34) (0.34) 2.75
Free CF/Sh
— — 6.26 6.60 7.72 8.53 9.31 12.77 12.54 13.16
Book Value/Sh
— — 94 92 92 92 92 98 98 98
Shares
— — 39.21 39.21 39.21 39.21 39.21 23.03 0.00 53.21
PE Ratio
— — 0.00 0.00 0.00 0.00 1.96 1.46 1.34 1.28
PS Ratio
— — 0.00 0.00 0.00 0.00 4.47 2.63 1.99 2.14
PB Ratio
— — 0.00 0.00 0.00 0.00 2.38 1.82 1.90 1.66
EV/Sales
— — 0.00 0.00 0.00 0.00 125.07 (124.15) (103.00) 13.22
EV/FCF
— — 95 14 147 172 97 15 19 325
Op' Cash Flow
— — (31) (40) (25) (42) (60) (48) (52) (55)
Capex
— — 95 14 147 131 37 (33) (34) 270
FCF
— — 223 365 211 240 309 537 561 484
Working Cap'
— — 260 465 400 861 930 931 1,179 1,009
Total Debt
— — 93 214 252 753 809 805 1,017 803
Net Debt
— — 589 607 710 786 855 1,248 1,229 1,288
Sh' Equity
— — 0.00% 2.72% 3.16% 4.64% 3.76% 5.03% (0.63%) 1.60%
ROA
— — 0.00% 0.00% 0.00% 6.04% 6.32% 7.12% 0.19% 4.30%
ROIC
— — 0.00% 6.20% 7.71% 13.02% 11.74% 13.65% (1.63%) 4.12%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Mar 2026 · latest quarter Jun 2026

ATS Corporation (ATS) key facts

  • ATS Corporation (ATS) is a Specialty Industrial Machinery company in the Industrials sector, listed on the New York Stock Exchange.
  • ATS Corporation’s revenue for fiscal 2026 (year ended March 2026) was CAD 2.2 billion, up 18.2% from fiscal 2025.
  • Net income was CAD 51.9 million, or CAD 0.53 per share (basic), a net margin of 2.41%.
  • As of September 25, 2026, ATS traded at $19.10, a market capitalization of $1.9 billion.
  • At that price the stock trades at 54.9× trailing-twelve-month earnings and 0.9× sales.
  • Return on equity was 4.12% and debt-to-equity 0.75.

Source: company filings (standardised) and stockrow calculations.

ATS Corporation (ATS) Latest News

News by impact score

Fine-tune

25 Sep

3

ATS Corporation is seeing unusually high implied volatility in options, notably the Nov 20, 2026 $15 call, signaling traders expect a big move or event. Implied volatility reflects anticipated stock swings; elevated IV can signal a rally or sell-off. Analysts remain negative: Zacks Rank #5 (Strong Sell) in Manufacturing - General Industrial, with two analysts lowering estimates and current-quarter consensus dropping from 31 cents to 25 cents. The combination of high IV and weak earnings outlook suggests a potential options trade, as traders may seek to sell premium with the expectation that ATS won't move as much as implied. The note frames the setup as a possible trade rather than a certainty and contrasts option signals with the fundamental picture. High IV alongside a weakened earnings outlook indicates a potential price move, but direction and magnitude remain uncertain.

13 Aug

3 transcript

ATS Corporation held its Q1 2027 earnings call, covering quarterly financial results, operational updates, and forward guidance for investors. Earnings call delivers quarterly metrics and outlook that can shift near-term investor views without guaranteed long-term structural change.

8 Aug

4

ATS posts Q1 loss and slower sales growth, triggering 22.8% stock drop and corporate priority reset. Q1 loss combined with slower sales growth drives major stock decline and forces strategic reset at ATS.

3 transcript

ATS Corp reported a Q1 2027 revenue dip during its earnings call while advancing a strategic transformation. Revenue dip and transformation plans indicate moderate effects on future performance and market position.

7 Aug

3 transcript

ATS Corporation held its Q1 earnings call, detailing financial performance, operational updates, and forward guidance for the period. Q1 earnings call delivers standard performance metrics with moderate but not transformative effects on outlook.

6 Aug

4

ATS Corporation reported first quarter fiscal 2027 results and announced a fixed cost transformation program. Fixed cost transformation program announcement represents major strategic initiative with potential to significantly reshape operational efficiency and long-term financial trajectory.

3

ATS Corporation shareholders backed the board's re-election. Chair outlined plans to boost margins, pursue M&A deals, and drive growth. Shareholder approval paired with margin M&A and growth strategy signals moderate effects on operations and investor sentiment.

30 Jul

3

ATS Q1 earnings are projected to decline from prior levels. Forecast of lower Q1 earnings points to weaker financial results that can weigh on near-term valuation.

27 Jul

4

ATS Corporation presents compelling reasons for investors to add the stock based on its growth prospects and market position. Positive investment recommendations signal major strategic advantages likely to significantly alter company trajectory and investor sentiment.

5 Jul

3

ATS Corporation remains positioned as a direct beneficiary of ongoing demand growth for custom automation systems across industrial sectors. Demand trends for custom automation systems can moderately support ATS revenue visibility and competitive positioning without indicating immediate transformative shifts.

22 Jun

3

ATS Corporation faces challenges sustaining margin growth in its CLS ATS segment amid revenue headwinds. Revenue pressures on ATS segment margins indicate moderate effects on financial performance without signaling major trajectory shifts.

18 Jun

3

ATS Corporation underwent a leadership change in Q1. Leadership transition may shift strategy and operations.

1 Jun

4

ATS shares drop 9.9% after returning to profit and exiting the transport segment, raising questions on whether the bull case has changed. Profit return combined with transport exit marks major strategic moves that shift ATS financials and investor trajectory.

28 May

4

ATS reported higher Q4 revenues with backlog providing solid revenue visibility into FY27. Higher Q4 revenues plus multi-year backlog visibility point to stronger future revenue stability and growth for ATS.

3

ATS Corp reported Q4 2026 earnings, highlighting ongoing growth efforts while managing operational and market challenges. Quarterly earnings updates typically affect near-term sentiment and valuations without guaranteeing long-term trajectory shifts.

3

ATS Q4 earnings call highlighted financial results, operational updates and forward guidance for the company. Quarterly earnings and guidance updates typically influence near-term valuation and sentiment without guaranteeing structural change.

3

ATS Corporation reported fourth quarter fiscal 2026 results. Quarterly results supply financial metrics that shape near-term valuation and sentiment.

10 May

4

ATS (TSX:ATS) shares rose 7.6% following the CBX deal announcement and shelf filing, positioning the company for growth amid positive market reaction and future strategic outlook. CBX deal and shelf filing triggered a 7.6% stock surge, indicating significant strategic expansion and financing flexibility.

17 Mar

3

Cetera's Advanced Time Segmentation Solution wins the 2026 BISA Technology & Innovation Award. Award recognition strengthens ATS's position in technology innovation and market perception.

4 Mar

3

Accu-Time Systems (ATS) announces strategic integration with Connecteam to deliver seamless workforce management solutions. Strategic integration with Connecteam bolsters ATS's competitive positioning in workforce management without fundamentally transforming its trajectory.

16 Feb

4

ATS Corporation beat Q3 expectations while emphasizing mergers and acquisitions, positioning these developments as potential game changers for its TSX:ATS stock and future trajectory. Q3 earnings beat and M&A strategy signal major strategic shifts with significant potential to alter ATS's growth trajectory and investor sentiment.

14 Feb

4

ATS Corporation fully exits its JBT Marel investment for $49 million, signaling a positive strategic shift and optimism for long-term investors amid focus on core automation business. $49 million divestiture unlocks capital and refocuses ATS on core operations, significantly boosting future performance and investor sentiment.

3

ATS Corporation stock has remained roughly flat over the past year, yet one investor recently placed a $45 million bet on its shares. A $45 million investment signals notable investor confidence in ATS amid flat performance, likely exerting moderate influence on market sentiment and short-term trajectory.

12 Feb

4

ATS Corporation is facing earnings troubles that may indicate deeper issues for shareholders. Recent financial results have raised concerns about the company's operational efficiency and market positioning. Analysts suggest that these challenges could lead to a reevaluation of ATS's growth prospects and investor confidence, potentially impacting its stock performance in the near future. Earnings troubles could significantly affect investor sentiment and the company's strategic direction.

3

Celestica has announced a $1 billion investment aimed at capitalizing on the growing artificial intelligence market, signaling strong confidence in the sector's potential. This move is expected to enhance Celestica's capabilities and position within the AI landscape, potentially influencing investor sentiment and market dynamics. Analysts are evaluating whether this investment makes Celestica's stock, CLS, a viable buy amidst the ongoing AI boom. Celestica's significant investment in AI is likely to moderately influence its competitive positioning and financial performance.

7 Feb

3

ATS Corporation's recent share price strength has prompted an assessment of its valuation amidst mixed long-term returns. Analysts are evaluating the company's performance metrics and market position to determine future prospects and potential risks. The analysis highlights the need for investors to consider both the recent price movements and the underlying financial health of ATS. Mixed long-term returns and recent price strength suggest a moderately noticeable influence on ATS's future performance.

4 Feb

4 transcript

ATS Corporation reported its Q3 earnings, highlighting strong revenue growth and improved profit margins. The company attributed its success to increased demand for automation solutions and strategic investments in technology. Management expressed optimism about future growth prospects and outlined plans for expanding their product offerings. Key performance indicators showed a positive trend, with a notable increase in customer acquisitions and retention rates. The earnings call emphasized the importance of innovation and adaptability in a competitive market. Strong revenue growth and strategic investments indicate significant potential for future performance.

4

ATS Corporation reported its Q3 results, surpassing analysts' expectations with adjusted basic earnings per share (EPS) and revenue figures. The company's performance reflects strong operational execution and demand for its services, contributing to positive market sentiment. Surpassing earnings expectations indicates significant operational strength and potential for future growth.

4

ATS Corporation (ATS) reported better-than-expected earnings and revenue for Q3, surpassing analysts' estimates. The company's strong performance was attributed to increased demand for its automation solutions and effective cost management strategies. This positive financial outcome reflects ATS's robust market position and growth potential in the automation sector, bolstering investor confidence. Strong earnings and revenue growth indicate significant positive momentum for the company's future performance.

3

ATS Corporation reported strong revenue growth in Q3 2026, despite facing challenges with profit margins. The company highlighted its strategic initiatives aimed at enhancing operational efficiency and addressing cost pressures. Management expressed optimism about future performance, citing ongoing demand for its products and services. However, concerns regarding margin compression were noted, prompting a focus on cost management strategies moving forward. Revenue growth indicates positive momentum, but margin challenges may limit overall financial performance.

stockrow.com/ATS · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com