ATS
ATS·NYSE
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ATS fundamentals
ATS (ATS) released its earnings on Nov 5, 2025: revenue was 522.34M (YoY +15.11%), beat estimates; EPS was 0.243798 (YoY +3392.34%), missed estimates.
Revenue / YoY
522.34M
+15.11%
EPS / YoY
0.243798
+3392.34%
Report date
Nov 5, 2025
ATS Earnings Call Summary for Q2,2026
- Cash Flow Recovery: Operating free cash flow turned positive (+€125M vs. -€345M YoY), signaling financial turnaround.
- Revenue Growth: €846M (+6% YoY, +11% in USD), IC substrates up 19% YoY in EUR, driven by AI and server demand.
- Profitability: EBITDA margin 21% (€175M), Q2 EBIT breakeven, 2026 guidance for €391M EBITDA (23% margin).
- Cost Efficiency: AURORA program delivered €150M+ savings, supporting 2026+ cost competitiveness.
- Customer Diversification: 15+ key IC substrate customers, reducing reliance on a few clients; PCB key customers up 30% in revenue share.
- T-Glass Supply: Actively qualifying alternatives, no immediate shortage but long-term growth risks; supplier partnerships progressing.
- New Plant Progress: Kulim site ramping with existing equipment, potential for stepwise expansion; Hinterberg site generating classical revenue.
- China Strategy: Local-for-local production in Chongqing to mitigate trade risks, power electronics focus.
- AI & Power Electronics: Embedding components in substrates (e.g., AMD partnership), power electronics growth driver with 2026+ revenue contribution.
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Revenue
Revenue & Expenses
ATS has released its 2026 Q2 earnings report, with revenue of 522.34M, reflecting a YoY change of 15.11%, and net profit of 24.12M, showing a YoY change of 3644.28%. The Sankey diagram below clearly presents ATS's revenue sources and cost distribution.
Key Indicators
ATS (ATS) key financial stats and ratios, covering profitability, financial health, and leverage.
ATS (ATS)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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ATS (ATS)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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ATS (ATS)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does ATS (ATS) generate its revenue? Explore its key revenue streams and top earning regions.
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Track ATS (ATS) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What were the key takeaways from ATS's earnings call?What guidance did ATS's management provide for the next earnings period?What does ATS do and what are its main business segments?What is the market's earnings forecast for ATS next quarter?Did ATS beat or miss consensus estimates last quarter?What were the key takeaways from ATS’s earnings call?What is ATS's gross profit margin?What is ATS's latest dividend and current dividend yield?
