Louisbourg Investments Increases ATS Ownership with $3.3 Million Purchase During Leadership Transition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 13 2025
0mins
Should l Buy ATS?
Source: NASDAQ.COM
Louisbourg Investments' Stake in ATS Corporation: Louisbourg Investments purchased 113,773 shares of ATS Corporation for approximately $3.3 million in the third quarter, increasing its total holdings to 215,295 shares valued at $5.6 million, which now represents 1.2% of its 13F reportable assets under management.
Performance and Outlook of ATS Corporation: Despite a 13% decline in ATS shares over the past year, the company reported 6% revenue growth driven by acquisitions and a strong backlog, indicating solid demand for its automation solutions, which may appeal to long-term investors focused on industrial innovation.
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Analyst Views on ATS
Wall Street analysts forecast ATS stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 30.840
Low
33.11
Averages
35.63
High
37.43
Current: 30.840
Low
33.11
Averages
35.63
High
37.43
About ATS
ATS Corporation is an automation solutions provider. The Company uses its extensive knowledge base and global capabilities in custom automation, repeat automation, automation products and value-added solutions including pre-automation and after-sales services, to address the sophisticated manufacturing automation systems and service needs of multinational customers in markets such as life sciences, transportation, food & beverage, consumer products, and energy. Life sciences includes automation solutions for high performance medical devices and hand-held and on-body monitoring devices, and others. Food and beverage includes automation solutions for food processing and packaging, optical sorting, and others. Consumer products includes automation solutions for the production and packaging of personal care items, cosmetics, and others. Transportation includes automation solutions that support the assembly and testing of automotive components and systems, primarily for electric vehicles.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Quarter-End Valuation Decline: This transaction resulted in a $29.11 million decline in the value of ACK's Centuri holdings at the end of the fourth quarter, reflecting concerns about the company's growth potential despite its strong performance.
- Strong Performance Yet Skepticism: Although Centuri posted record quarterly revenue of $850 million in November 2026, up 18.1% year-over-year, ACK's exit suggests a lack of confidence in the company's valuation and sustainable returns, potentially impacting investor sentiment.
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See More
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- Robust Revenue Growth: The company achieved revenues of $760.7 million in Q3, representing a 16.7% year-over-year increase and exceeding market expectations by $225.19 million, indicating sustained strong market demand driving overall business growth.
- Improved Adjusted EBITDA: Adjusted EBITDA reached $105.2 million, up from $87.5 million a year ago, reflecting the company's success in cost control and operational efficiency.
- Stable Order Situation: Although order bookings were $821 million, down from $883 million a year ago, the order backlog remains strong at $2.053 billion, demonstrating the company's stability in the market and potential for future growth.
See More
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- Earnings Release Schedule: ATS Corporation will report its Q3 financial results for the period ending December 28, 2025, before market open on February 4, 2026, providing critical performance data for investors to assess the company's standing.
- Conference Call Details: The company will host a conference call at 8:30 a.m. Eastern on February 4, 2026, where management will present quarterly remarks and answer analyst questions, enhancing transparency and investor communication.
- Webcast Access: Investors can access the live webcast of the conference via the company's website, ensuring broad participation and information sharing, which strengthens interaction between the company and its investors.
- Replay Service: Following the call, ATS will offer a telephone recording service for one week, allowing investors who could not participate live to access the information, further enhancing accessibility and transparency of information.
See More
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- Executive Transition: Ryan McLeod, CFO of ATS, will resign on February 15 and join CAE as CFO on February 23, overseeing global finance functions to support the company's strategic growth and operational performance.
- Transition Support: To ensure team continuity, McLeod will closely collaborate with CAE's interim CFO Constantino Malatesta, highlighting the company's commitment to management stability during this transition.
- Future Plans: CAE plans for current CFO Sonya Branco to step down at the end of August 2024, with McLeod's appointment following a comprehensive search process, indicating the company's rigorous approach to executive selection.
- Market Reaction: CAE's stock closed at $34.05 on the NYSE, up $0.90 from the previous day, reflecting a positive market response to the new CFO appointment.
See More
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- Target Price Increase: JPMorgan has raised the target price for ATS Corp. to $35 from $33.
- Market Implications: This adjustment reflects JPMorgan's updated outlook on ATS Corp.'s performance and potential growth.
See More
