ATS · NYSE · Industrial - Machinery

ATS (ADR) (ATS)

Builds automation systems and equipment for life sciences and industrial manufacturers.

$19.20
vs last close+0.04 (+0.21%)
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ATS CorporationATS
Industrials

Builds custom manufacturing automation systems and repeatable equipment, sells automation products, and provides services across life sciences, consumer products, food and beverage, energy, and transportation. Life sciences is its largest market, and the platform has expanded through packaging-machine and laboratory-equipment acquisitions.

Builds custom manufacturing systems and repeatable equipment, sells automation products, and provides services to customers in life sciences, consumer products, food and beverage, energy, and transportation. Revenue is generated through construction contracts, services, and equipment sales.

Work extends from designing and building systems to installing and commissioning them, alongside specialized automation products. The company serves multinational customers through a global platform, with life sciences its largest market.

Specialized acquisitions have added packaging machines and laboratory equipment to the platform. The platform combines bespoke systems, repeatable equipment, products, and services across its end markets.

Company facts

CEODoug Wright
ListedMay 25, 2023
ExchangeNYSE
HeadquartersCambridge, ON
CountryCanada
Employees7,000
CIK0001394832
ISINCA00217Y1043

Market cap$1.88B
EPS (ttm)$0.3396
P/E (ttm)56.42
ROE2.7%
P/B1.47
P/S0.9008
Dividend yieldDiv yield
Beta1.54vs XLI 1.05

Price target$34.00+77.5%Average of 3 analysts
ConsensusBuy1 of 3 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 10, 2026TD SecuritiesDowngrade
Rating: Buy
Rating: Hold

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.25
Revenue estimate
$484.4M
Fiscal quarter
Q2 FY27

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.23$0.28$0.30$0.33$0.34$0.26$0.25Pending
Estimate$0.23$0.26$0.27$0.31$0.30$0.32$0.28$0.25
Surprise0.0%+7.7%+11.1%+6.5%+13.3%−18.8%−10.7%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$453.1M$501.0M$541.1M$523.0M$553.9M$535.1M$488.4MPending
Estimate$452.5M$481.3M$523.1M$518.1M$526.1M$529.4M$509.7M$484.4M
Surprise+0.1%+4.1%+3.4%+1.0%+5.3%+1.1%−4.2%
Estimate$0.25
ReportedDue Nov 4, 2026
Estimate$484.4M
ReportedDue Nov 4, 2026
View details

Debt to equity77.20%
Current ratio163.30%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$435.5M$463.3M$408.1M$523.6M$517.7M$540.1M$530.9M$493.0M
Net income−$630.4K$4.6M−$48.9M$17.1M$23.9M$21.3M−$11.4M−$219.6K
Net margin0.0%1.0%0.0%3.3%4.6%3.9%0.0%0.0%

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Operating income$15.8M$23.5M−$80.7M$41.1M$53.5M$44.9M$16.5M$21.2M
YoY growth−73.3%−57.9%Turned loss−14.5%+239.4%+90.8%Turned profit−48.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $141.4M · Total debt $988.4M · Total assets $3.04B · Shareholders' equity $1.28B

Revenue
$493.0M
Operating income
$21.2M
Net income
−$219.6K

Reported in CAD, converted at the latest exchange rate

View details

No dividends on record.

Institutions≈ 83.26%81.68M ADS
146 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Other≈ 16.74%16.43M ADS
remainder

98.11M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Mason Capital Management LLCInstitution
16.72%16.40M ADSas of Jun 30, 2026
Royal Bank of CanadaInstitution
8.03%7.88M ADSas of Jun 30, 2026
Edgepoint Investment Group Inc.Institution
7.14%7.00M ADSas of Jun 30, 2026
Beutel, Goodman & Co Ltd.Institution
4.89%4.80M ADSas of Jun 30, 2026
Turtle Creek Asset Management Inc.Institution
3.14%3.08M ADSas of Jun 30, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

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Compare

CompanyPriceChange
ATS (ADR)$19.20+0.21%$1.88B56.422.20.9−9.7%
Rockwell Automation$424.01−0.21%$47.28B39.929.35.3+7.9%
Stevanato Group$21.80+1.32%$5.87B39.127.94.2+4.6%
Emerson Electric$153.65+1.27%$84.92B33.221.74.6+7.0%
JBT Marel$113.11+2.34%$5.75B30.013.21.5+4.9%
Teradyne$394.16+3.31%$59.65B52.340.213.4+103.9%
Median39.127.94.6+7.0%