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ATS(ATS) - 2026 Q2 - Earnings Call Presentation
2025-11-05 13:30
Financial Performance - Q2 2026 revenues increased by approximately 19% year-over-year to $728.5 million[17], including approximately 13% organic revenue growth[17] - Adjusted Earnings from Operations for Q2 2026 were $79.1 million, resulting in a 10.9% adjusted earnings from operations margin[17] - The company estimates Q3 F26 revenue to be in the range of $700 million to $740 million[20, 23] - Order Bookings for Q2 2026 reached $734 million, showing diversification across market verticals[17] Order Backlog and Book-to-Bill Ratio - Order Backlog increased by approximately 14% year-over-year to $2,070 million, providing good revenue visibility[17] - The trailing twelve-month book-to-bill ratio is healthy at 1.12 : 1[17] Market Outlook - Life Sciences Order Backlog is $1,144 million with a strong funnel including radiopharma and medical devices opportunities[18] - Food and Beverage Order Backlog is $218 million, driven by demand for primary and secondary processing solutions, plus packaging[18] - Energy Order Backlog is $277 million, supported by nuclear refurbishment projects in the near-term and new nuclear reactor builds in the mid- to longer-term[18] - Consumer Products Order Backlog is $245 million, supported by capabilities in warehouse automation and packaging[18]