ATS (ADR)
Builds automation systems and equipment for life sciences and industrial manufacturers.
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Profile
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
Key statistics
Year to date −31.1% · Average volume (30d) 236.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating |
|---|---|---|---|---|
| Aug 10, 2026 | TD Securities | Downgrade | Buy | Hold |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q1 FY27 | $0.28 | $0.25 | −10.7% | $509.7M | $488.4M | −4.2% | −26.55% |
| May 28, 2026Q4 FY26 | $0.32 | $0.26 | −18.8% | $529.4M | $535.1M | +1.1% | +1.61% |
| Feb 4, 2026Q3 FY26 | $0.30 | $0.34 | +13.3% | $526.1M | $553.9M | +5.3% | −3.11% |
| Nov 5, 2025Q2 FY26 | $0.31 | $0.33 | +6.5% | $732.6M | $523.4M | −28.6% | −4.77% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $413.1M | $530.0M | $524.0M | $546.7M | $537.4M | $499.0M | |
| Gross profit | $44.5M | $158.1M | $157.5M | $161.0M | $135.4M | $136.6M | |
| Operating income | −$81.7M | $41.6M | $54.1M | $45.4M | $16.7M | $21.5M | |
| Net income | −$49.5M | $17.3M | $24.2M | $21.5M | −$11.6M | −$222.3K | |
| Diluted EPS | −$0.51 | $0.18 | $0.24 | $0.22 | −$0.12 | −$0.00 | |
| Gross margin | 10.8% | 29.8% | 30.0% | 29.4% | 25.2% | 27.4% | |
| Operating margin | -19.8% | 7.8% | 10.3% | 8.3% | 3.1% | 4.3% |
Fiscal years (4-quarter sums)FY22 $1.57B · FY23 $1.85B · FY24 $2.18B · FY25 $1.82B · FY26 $2.14B
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $143.1M · Total debt $1.00B · Total assets $3.08B · Shareholders' equity $1.30B
Dividends
No dividends on record.
Ownership
Shares outstanding 98.11M · Float 97.56M · 99.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Mason Capital Management LLC | 16.40M | 16.72% | 13F | May 15, 2026 |
| Royal Bank of Canada | 7.76M | 7.91% | 13F | May 15, 2026 |
| Edgepoint Investment Group Inc. | 7.17M | 7.31% | 13F | May 15, 2026 |
| Beutel, Goodman & Co Ltd. | 5.45M | 5.56% | 13F | May 15, 2026 |
| Turtle Creek Asset Management Inc. | 4.90M | 4.99% | 13F | May 19, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Rockwell Automation
Automation controls, software and lifecycle services across ATS end markets
- Stevanato Group
Pharma assembly, visual inspection, packaging and serialization equipment
- Emerson Electric
Process, hybrid and discrete automation hardware, software and services
- JBT Marel
Food production, preservation, filling, packaging and automated-guided vehicles
- Teradyne
Collaborative and mobile robots for manufacturing and warehouse automation
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ATS (ADR) | $19.21 | −0.03% | $1.88B | 56.0 | 21.7 | 0.9 | −9.7% |
| Rockwell Automation | $435.15 | +0.99% | $47.94B | 40.5 | 29.8 | 5.3 | +7.9% |
| Stevanato Group | $21.15 | +0.33% | $5.74B | 37.8 | 26.6 | 4.1 | +4.6% |
| Emerson Electric | $156.00 | +0.53% | $86.93B | 34.0 | 22.0 | 4.7 | +7.0% |
| JBT Marel | $118.29 | +0.09% | $6.16B | 32.1 | 13.8 | 1.6 | +4.9% |
| Teradyne | $356.69 | +0.55% | $55.50B | 48.7 | 36.2 | 12.4 | +103.9% |
| Median | 37.8 | 26.6 | 4.7 | +7.0% |