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ATCO (ACO-X) investor relations material
ATCO AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Welcomed shareholders to the 59th AGM, acknowledged Indigenous lands, and recognized longstanding shareholders and partners.
Introduced executive team and outlined the meeting structure, including formal business and executive presentations.
Board and executive committee updates
Election of directors was proposed and approved, with two new directors welcomed to the board.
PricewaterhouseCoopers was reappointed as auditor for the ensuing year.
Financial performance review
Achieved 8% year-over-year earnings growth in 2025, with all segments contributing.
Adjusted earnings for Q1 2026 reached CAD 165 million, driven by utilities and structures.
Share price increased 43% over the year, outperforming major benchmarks.
Canadian Utilities delivered CAD 658 million in adjusted earnings in 2025, with continued momentum.
ATCO Structures reported CAD 119 million in adjusted earnings and 15 consecutive quarters of growth.
- Q1 2026 adjusted earnings rose to $165 million, led by utilities and modular construction growth.ACO-X
Q1 202610 May 2026 - Adjusted earnings rose 11% to CAD 481M, driven by growth in utilities, structures, and ports.ACO-X
Q4 202430 Mar 2026 - Adjusted earnings up 8% to $518M; major contracts and $12B capex plan drive future growth.ACO-X
Q4 202526 Feb 2026 - Q3 2025 adjusted earnings up 13%, led by modular construction and utility growth.ACO-X
Q3 202510 Feb 2026 - Q1 2025 adjusted earnings rose 8% to $160M, with revenue and capital investment also increasing.ACO-X
Q1 202510 Feb 2026 - Q3 2024 adjusted earnings up 12% to $91M, driven by utilities, rentals, and strategic growth.ACO-X
Q3 202410 Feb 2026 - Q2 2025 adjusted earnings rose to $101 million, led by growth in core segments and capital investment.ACO-X
Q2 202510 Feb 2026 - Q2 2024 adjusted earnings rose 10%–12% on strong operations, despite lower IFRS earnings.ACO-X
Q2 202410 Feb 2026 - Diversified essential services and energy investments drive stable growth and financial strength.ACO-X
Investor Presentation9 Jan 2026
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