ATS Earnings Prediction
The chart below shows how ATS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ATS sees a -0.36% change in stock price 10 days leading up to the earnings, and a -1.97% change 10 days following the report. On the earnings day itself, the stock moves by +6.34%. This data can give you a slight idea of what to expect for the next quarter's release.
ATS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
651.99M
-13.30%
6.40%
Gross Margin
30.68%
7.61%
3.82%
Operating Margin
7.61%
-32.48%
13.92%
Net Margin
1.00%
-84.05%
-766.67%
EPS
0.07
-85.11%
-800.00%
No Data Available
ATS Earnings Analysis
ATS Corp Corporation (ATS.N) Earnings Conference Call
Positive
Record Order Bookings Growth: Order bookings for Q3 were $883 million, up 32% compared to Q3 last year, marking the second highest bookings quarter in company history.
Strong Order Backlog: Order backlog ended the quarter at approximately $2.1 billion, with a trailing 12-month book-to-bill ratio of 1.18 to 1, indicating strong demand across market verticals.
Record Order Backlog Growth: In life sciences, order backlog reached a record $1.2 billion, a 39% increase compared to Q3 last year, driven by strong bookings in key sub-markets.
Sequential Revenue Increase: Q3 revenues increased sequentially by 6.4%, reflecting the benefits of strong order bookings from previous quarters despite a year-over-year decline.
Operating Cash Flow Strength: Cash flows from operating activities in Q3 were $66.7 million, demonstrating solid operational efficiency and financial health.
Negative
Q3 Revenue Decline: ATS Corporation reported Q3 revenues of $652 million, down 13% from the previous year, primarily due to lower EV revenues.
Earnings Decline in Q3: Adjusted earnings from operations in Q3 were $65.7 million, a decrease of 35% from the prior year, reflecting lower revenue volumes primarily in transportation.
SG&A Expense Increase: SG&A expenses in Q3 were $130.6 million, a $22.7 million increase over the prior year, primarily due to costs from acquired companies and increased employee costs.
Net Debt to EBITDA Ratio: The net debt to adjusted EBITDA ratio at the end of Q3 was 3.7 times, exceeding the target range of two to three times, indicating higher leverage than desired.
High Non-Cash Working Capital: Non-cash working capital as a percentage of revenue was 30.3%, remaining high due to unresolved disagreements with an EV customer, above the target level of 15% of revenues.
ATS FAQs
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ATS Earning Call Sentiment
ATS Corporation (NYSE:ATS) Q3 2025 Earnings Call Transcript
ATS.N
-0.17%Positive
The earnings call presents mixed signals: while there is strong backlog growth and gross margin improvement, revenues and EPS have decreased. The lack of shareholder returns and high working capital due to an EV customer dispute are concerning. Positive developments in nuclear and niche markets offer potential but are offset by ongoing transportation challenges. The Q&A reveals cautious optimism but lacks clarity on critical financial metrics. Given the company's market cap, the stock price is likely to remain stable, with no strong catalysts for significant movement.
