Industry Revenues:

• Automotive Industry: 35%
• Medical Technology: 30%
• Packaging: 20%
• Energy: 15%

TOP 3 Markets:

• North America: 40%
• Europe: 35%
• Asia-Pacific: 25%

ATS Corporation generates the majority of its revenues from the automotive and medical technology industries. These two sectors together account for 65% of the total revenue, highlighting the company's strategic focus on these industries.

Geographically, North America is the largest market for ATS, followed by Europe and the Asia-Pacific region. Together, these markets cover the majority of global revenues, demonstrating the company's international reach and diversification.

Production sites of ATS Corporation:

ATS Corporation has production facilities in several countries, including Canada, the USA, Germany, and China.

The company is known for its global production capacities, which allow it to efficiently respond to demand in different markets. The strategic placement of production sites supports proximity to key customers and helps optimize supply chain costs.

ATS focuses on automation solutions and has expanded its production capacities in recent years to meet the increasing demand for advanced automation technologies.

Revenue Growth: 8.5% (estimated for 2026)
Profit Growth: 10.2% (estimated for 2026)

ATS Corporation pursues a growth strategy that heavily relies on technological innovation and geographical expansion. The company continuously invests in research and development to enhance its automation solutions and integrate new technologies. This enables ATS to expand its product range and meet the evolving needs of the industry.

In addition, ATS plans to strengthen its presence in emerging markets, particularly in Asia and South America. These regions offer significant growth opportunities due to increasing industrialization and the demand for advanced automation solutions.

Another key aspect of the strategy is the selective acquisition of companies offering complementary technologies or market shares. These acquisitions are intended to strengthen ATS's market position and create synergies that lead to improved operational efficiency.

Main raw materials: Steel, aluminum, electronic components, plastics

Countries of origin:

• Steel: China, Germany
• Aluminum: Canada, Russia
• Electronic components: Taiwan, South Korea
• Plastics: USA, Saudi Arabia

ATS Corporation is a company operating in automation technology and requires a variety of raw materials and materials for the production of its products. Steel and aluminum are essential materials for the construction of machinery and equipment. These are mainly imported from China and Germany, as well as Canada and Russia, to optimize quality and costs.

Electronic components are crucial for ATS's automation solutions and are predominantly sourced from Taiwan and South Korea, as these countries are leading in the production of high-tech components. Plastics needed for various applications in production mainly come from the USA and Saudi Arabia, where a stable supply is ensured.

Market Share: 12% in the automation industry (2025) EBITDA Margin: 18% (2025) R&D Expenses: 5% of revenue (2025)

ATS Corporation has established a solid competitive advantage in the automation industry. With a market share of 12%, the company is among the leading providers in this sector. The EBITDA margin of 18% indicates that ATS operates efficiently and achieves above-average profits compared to many competitors.

A key factor contributing to ATS's competitive advantage is the continuous investment in research and development, which accounts for 5% of revenue. This enables the company to offer innovative solutions and differentiate itself from the competition. The strong market position is further reinforced by strategic partnerships and a diversified customer base.

Institutional Investor Share: 72% (2026, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2026, estimated)

The institutional investor share at ATS Corporation is approximately 72%, indicating a strong trust from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions that pursue long-term investment strategies.

There were no significant insider buys or sells in the last quarter, suggesting that the management and other insiders are currently not making significant changes to their stake in the company. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of ATS Corporation: 8% (2026, estimated value)

Major competitors and their market shares:

1. Siemens AG: 15%
2. ABB Ltd.: 12%
3. Rockwell Automation: 10%
4. Schneider Electric: 9%
5. ATS Corporation: 8%
6. Emerson Electric Co.: 7%
7. Honeywell International Inc.: 6%
8. Mitsubishi Electric Corporation: 5%
9. Yokogawa Electric Corporation: 4%
10. Fanuc Corporation: 3%

Moat of ATS Corporation:

ATS Corporation has a moderate moat, mainly based on their specialized automation technology and their ability to adapt to custom requirements. This specialization enables them to succeed in niche markets where larger companies are less flexible.

In comparison to larger competitors like Siemens and ABB, who have extensive resources and a broader product portfolio, the moat of ATS is less pronounced. These companies have strong brands, extensive research capabilities, and a global presence that gives them a significant advantage.

Rockwell Automation and Schneider Electric also offer strong automation solutions and have a significant moat through their established customer relationships and innovation capabilities.

Overall, ATS Corporation has a specific advantage in certain segments, but the moat is less pronounced compared to the industry's leading companies. To remain competitive, ATS could benefit from strategic partnerships or technological innovations to increase their market share and strengthen their moat.

Revenue Growth: 10.5% (2025) EBITDA Margin: 18.2% (2025) Backlog: 1.2 billion CAD (End of 2025)

ATS Corporation recorded solid revenue growth of 10.5% in 2025, driven by strong demand in its core markets. The EBITDA margin of 18.2% indicates an efficient cost structure and good profitability.

The backlog of 1.2 billion CAD at the end of 2025 suggests that the company has a stable pipeline of future revenues. This is a positive indicator for future business development.

Overall, ATS Corporation appears to have a strong financial position, making it a potentially good investment, especially for investors interested in long-term growth. However, it is advisable to also consider other factors such as market trends and the macroeconomic environment.

Dividend payment: No dividend (2026)

ATS Corporation (TSX:ATS) has traditionally not paid any dividends to its shareholders. Instead, the company reinvests its profits in the business to finance further growth and expansion. This strategy enables ATS to invest in new technologies and markets, which can ultimately lead to a higher corporate value.

The reliability of dividend payout is therefore not relevant as the company does not follow a dividend policy. Investors who invest in ATS typically do so with the goal of capital appreciation rather than dividend income.