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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
ATS
ATS (ATS) investor relations material
ATS Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Feb, 2026
Executive summary
Q3 revenues rose 16.7% year-over-year to $761 million, driven by 12.6% organic growth and FX benefits, with strong performance in most segments except transportation.
Adjusted earnings from operations were $79.9 million, with a 10.5% margin, and adjusted EBITDA reached $105.2 million, up 20.2% year-over-year.
Net income surged to $30.0 million, with basic EPS at $0.31, and adjusted EPS at $0.48.
Order Bookings were $821 million, down 7% year-over-year but up 12% sequentially, while Order Backlog remained robust at $2,053 million.
CEO Doug Wright appointed, with a CFO transition and leadership changes in key segments.
Financial highlights
Q3 revenues were $760.7 million, up $108.7 million or 16.7% year-over-year, with 13% organic growth.
Adjusted earnings from operations were $79.9 million, up 21.6% from Q3 last year, with a margin of 10.5%.
Net income for Q3 was $30.0 million, up 361.5% year-over-year; basic EPS increased to $0.31 from $0.07.
Adjusted EBITDA was $105.2 million, a 20.2% increase year-over-year, with a margin of 13.8%.
Free cash flow for Q3 was $98.0 million, nearly doubling year-over-year.
Outlook and guidance
Q4 revenues are expected between $710 million and $750 million, supported by a $2.1 billion order backlog.
Margin expansion initiatives are ongoing to offset inflation and supply chain pressures.
Year-to-date revenue growth is 13.6%, with 8% organic growth.
Adjusted earnings from operations up 14% year-to-date.
Management expects backlog to help mitigate short-term variability in bookings.
Prioritize M&A criteria for future capital deployment
Detail advanced tech's role in margin expansion
How is ATS managing SMR technology uncertainty?
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Next ATS earnings date
Q4 202615 May, 2026
ATS
Next ATS earnings date
Q4 202615 May, 2026
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Frequently asked questions
ATS Corporation provides automation systems and solutions for manufacturers in industries such as life sciences, food and beverage, transportation, and energy. The company offers design, engineering, assembly, and lifecycle support services. It is headquartered in Cambridge, Canada, and its shares are listed on the TSX.
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