ATS Corporation (ATS) AI Stock Analysis

Established in 1978 and headquartered in Cambridge, Canada, ATS Corporation designs, develops, and maintains automated manufacturing and assembly systems worldwide. The company provides pre-automation consulting, contract manufacturing, retrofitting, equipment relocation, prototyping, and software development, along with post-automation support and emergency maintenance. It serves industries such as life sciences, transportation, electronics, and energy. Additionally, ATS Corporation offers standard automation products, third-party equipment integration, validation and documentation services, and connected factory floor management systems that provide real-time data analytics for operational efficiency.

ATS generated a 5-year revenue CAGR of 15.8% from FY2021 to FY2026. Annual revenue peaked at $3.03B in FY2024 before dropping 16.5% to $2.53B in FY2025, when operating margin fell to 0.4% and net income dropped to -$28.0M. In FY2026, revenue increased 17.4% to $2.97B, gross margin reached 28.6%, and net income recovered to $71.6M. Over the trailing twelve months ended June 30, 2026, revenue was $2.93B with an operating margin of 7.0% and profit margin of 1.6%. In the latest quarter, revenue fell 5.8% year-over-year, while quarterly earnings grew 358.0%.

As of June 30, 2026, ATS Corporation held $198.9M in cash and short-term investments against total debt of $1.39B, resulting in net debt of $1.19B. Total assets stood at $4.28B and shareholders' equity was $1.80B, with a debt-to-equity ratio of 0.77 and a current ratio of 1.63. In FY2026, operating cash flow reached $448.4M and free cash flow was $371.6M. Capital allocation in FY2026 included $76.8M in capital expenditures and $19.6M directed toward share buybacks.

At $18.18, ATS Corporation has a market capitalization of $1.78B and an enterprise value of $2.74B. Its trailing P/E of 51.9x sits above the 24.8x median of its US-listed Industrials peers, while its forward P/E of 17.7x is comparable to the peer median of 17.2x. The stock trades at an EV/EBITDA of 11.6x, below the peer median of 13.9x, and a price-to-sales ratio of 0.6x versus the peer median of 1.5x. Over the past year, ATS returned -31.3%, trailing the S&P 500 (SPY) return of 16.8%.

Wall Street coverage includes 6 Buy, 1 Hold, and 1 Strong Sell rating. The mean price target is $35.00, representing a 92.5% premium to the last close of $18.18. For the fiscal year ending March 31, 2027, consensus estimates project revenue of $2.86B and EPS of $1.08, an EPS decrease of 11.9%. For the following fiscal year, 7 analysts project revenue of $2.97B and EPS of $1.38. ATS beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of ATS Corporation (ATS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ATS income statement, ATS balance sheet, ATS key metrics, ATS analyst forecast, ATS chart. See the ATS stock overview for the latest quote and news.