AT & S Austria Technologie & Systemtechnik AG/€ATS

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About AT & S Austria Technologie & Systemtechnik AG

AT & S Austria Technologie & Systemtechnik AG, established in 1987 and headquartered in Leoben, Austria, specializes in the design and manufacture of high-end printed circuit boards (PCBs) and integrated circuit (IC) substrates. The company's product portfolio includes double-sided and multilayer PCBs, high-density interconnect (HDI) microvia PCBs, flexible and rigid-flex PCBs, and IC substrates, serving sectors such as mobile devices, automotive, industrial, and medical. AT&S operates production facilities in Austria (Leoben, Fehring), India (Nanjangud), China (Shanghai, Chongqing), and Korea (Ansan near Seoul), with a new high-end production site under development in Kulim, Malaysia. The company employs approximately 13,500 people as of 2023/24. AT&S's strategic focus includes advancing technologies for applications such as 5G networks, IoT, autonomous driving, and artificial intelligence.
Ticker
€ATS
Sector
Digital Hardware
Primary listing
VSE
Employees
14,569
Headquarters
Leoben, Austria
Website
ats.net

ATS Metrics

BasicAdvanced
€6B
111.87
€1.37
1.33
-

Bulls say / Bears say

AT&S delivered a sharp Q1 turnaround: currency-adjusted revenue rose 40%, EBITDA increased 134% to €165 million, and profit reached €41 million versus a €56 million loss a year earlier. (AT&S)
Management raised and then reaffirmed FY2026/27 guidance for 45–55% currency-adjusted revenue growth and a 32–37% EBITDA margin, indicating strong demand and substantial operating leverage. (AT&S)
The expansion of AI-substrate capacity in Kulim is backed by long-term customer commitments, while the company’s net-debt-to-EBITDA ratio improved to 1.9x at June 30, 2026, strengthening its ability to fund growth. (AT&S)
AT&S’s AI-driven expansion requires €1.0–1.2 billion of capital expenditure in FY2026/27, while the company also placed a €400 million hybrid convertible bond and suspended its dividend; this increases financing and potential dilution risk. (AT&S)
Despite strong earnings, Q1 operating cash flow fell to €39.9 million from €184 million and operating free cash flow declined to €5 million from €130 million, leaving limited internally generated cash relative to the planned investment program. (AT&S)
The additional €1.5–2.0 billion Kulim investment is supported by long-term customer agreements that remain subject to final negotiation and execution; delays, weaker demand or customer changes could undermine the upgraded outlook. (AT&S)
Data summarised monthly by Lightyear AI. Last updated on 10 Sept 2026.

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