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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
ATS (ATS) investor relations material
ATS Jefferies Mining and Industrials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies Mining and Industrials Conference 2025 summary4 Sep, 2025
Business overview and market positioning
Focuses on automation integration, products, and services across life sciences, food, energy (mainly nuclear), consumer, and transportation sectors.
Life sciences make up about half of the business, with custom automation and integration at 40%, products at 30%, and services at 30%.
Targets markets with high consequence of failure, emphasizing quality, regulation, and time to market.
Customers seek turnkey solutions and long-term support, especially in regulated industries.
Industry trends and automation drivers
Customers are increasingly derisking supply chains by onshoring and regionalizing production, driving automation demand.
Labor cost and availability challenges make automation essential, especially in life sciences and transportation.
Automation is becoming more complex and software-driven, with a focus on safety and efficiency.
Tailwinds for automation include supply chain risk mitigation and labor shortages.
Sector-specific growth and innovation
GLP-1 auto injector assembly is a major growth driver, alongside wearables, radiopharmaceuticals, and personalized medicine.
Diverse offerings in medical devices, pharmacy, and lab automation support steady growth.
Nuclear business focuses on reactor refurbishment, decommissioning, and expanding into new builds like SMRs.
Nuclear opportunities are seen as niche but significant, with a five-year development horizon.
Nuclear new builds: What's the 5-year outlook?
What are key priorities for the next CEO?
How to improve margins in acquired businesses?
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Next ATS earnings date
Q2 20265 Nov, 2025
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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Frequently asked questions
ATS Corporation provides automation systems and solutions for manufacturers in industries such as life sciences, food and beverage, transportation, and energy. The company offers design, engineering, assembly, and lifecycle support services. It is headquartered in Cambridge, Canada, and its shares are listed on the TSX.
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