Q2 2026 Atkinsrealis Group Inc Earnings Call Transcript

Aug 6, 2026 / 12:00 PM GMT

Release Date Price: C$90.8 (+1.83%)

Transcript

Key Points

Positve

Record quarterly adjusted EBITDA of $293 million, up 14% year-over-year, with adjusted EPS increasing 20%.
Strong nuclear growth with organic revenue up 18%, leading to a raised 2026 nuclear revenue outlook to approximately $2.7 billion.
Record high engineering services backlog of $13.4 billion, driven by growth in UK&I, USLA, and EMEA, providing strong revenue visibility.
Continued strategic expansion through acquisitions in Australia (WGA, Corus Solutions) and Ireland (Tobin), strengthening capabilities in high-growth markets.
Strong balance sheet and capital allocation, including significant share buybacks ($240 million) and a net debt ratio well below the target range.

Negative

Organic revenue growth in the USLA region declined 2% year-over-year due to client delays in awarding framework agreements and reduced emergency response work.
EMEA revenue fell 12% organically, impacted by project reprioritizations and the ongoing conflict in the Middle East, leading to lower margins.
Nuclear backlog decreased 25% year-over-year to $4.2 billion, reflecting timing of project phases, though expected to be replenished.
The company expects full-year engineering services organic growth to be at the lower end of its 5% range due to continued Middle East headwinds.
Net financial expenses included a $17 million one-off loss on debt extinguishment from redeeming higher-interest debentures early.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ATRL.TO - Atkinsrealis Group Inc
Q2 2026 Atkinsrealis Group Inc Earnings Call
Aug 06, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Atkins Release Second Quarter 2026 Conference Call.

At this time, all participants are in a listen-only mode.

After the speaker's presentation, there will be a question-and-answer session.

To ask a question during the session, you will need to press 1 and 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 1 and 1 again.

Please be advised today's conference is being recorded. I'd now like to hand the conference over to your first speaker today, Denis Jasma. Please go ahead.

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