1004 ET - ATS公司正面临需求动能降温、营收增长放缓的局面。TD Cowen的分析师Cherilyn Radbourne指出，公司第四财季的EBITDA表现略超预期，但订单量却小幅不及预期，且订单出货比出现下降。与此同时，未完成订单量较去年同期下降了9%。
Radbourne表示：“ATS公司对2027财年营收温和增长的展望略显令人失望，不过，得益于运输业务的重组，公司预计2027财年利润率将改善50至75个基点。”据该分析师称，ATS正在将其运输业务重新定位，转向大规模汽车领域之外的利基应用。她还指出，此次运输业务重组预计将剥离5000万加元的稀释性收入。
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