ATS Posts F4Q Ebitda Beat but Softer Bookings Point to Cooling Demand -- Market Talk

Dow Jones
05/28

1004 ET - ATS is seeing demand momentum cooling, moderating revenue growth. TD Cowen's Cherilyn Radbourne says F4Q Ebitda came in slightly ahead of expectations, but bookings were a slight miss and book-to-bill ratio declined. Meanwhile, backlog fell 9% from a year earlier. "ATS' outlook for modest revenue growth in F2027 is a little disappointing, but it expects 50bps-75bps of F2027 margin improvement, supported by a transportation restructuring," Radbourne says. ATS is re-positioning its transportation business towards niche applications outside largescale automotive, according to the analyst. The reorganization in transportation is also expected to remove C$50mm of dilutive revenue, she says. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

May 28, 2026 10:04 ET (14:04 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

应版权方要求,你需要登录查看该内容

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10