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ATS(ATS) - 2025 Q3 - Earnings Call Presentation
ATSATS(US:ATS)2025-02-05 14:32

Financial Performance - Q3 2025 revenues decreased by approximately 133% year-over-year to $652 million [10], compared to $752 million in Q3 2024 [12] - Adjusted earnings from operations for Q3 2025 were $657 million [10], a decrease of approximately 351% compared to $1012 million in Q3 2024 [12] - Net income for Q3 2025 was $65 million [12], a significant decrease of approximately 862% compared to $472 million in Q3 2024 [12] - Organic revenue decreased by approximately 202% for Q3 and 188% year-to-date [12] Order Bookings and Backlog - Q3 2025 order bookings increased by approximately 32% year-over-year to $883 million [10] - The company's order backlog stands at $2060 million [10], providing good revenue visibility [11] - The trailing twelve-month book-to-bill ratio is 118, or 124 excluding transportation [10] Outlook - The company estimates Q4 F25 revenue to be in the range of $650 million to $710 million [13, 15] - The company has a strong and diversified order backlog across various sectors, including Life Sciences ($1220 million), Food and Beverage ($252 million), Energy ($158 million), Consumer Products ($180 million), and Transportation ($250 million) [11]