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ATCO Ltd. (ACO.X:CA) Shareholder/Analyst Call Transcript
2026-05-14 · via All Articles on Seeking Alpha

Q1: 2026-05-06 Earnings Summary

EPS of $1.47 beats by $0.01

 | 

Revenue of

$1.43B

(1.06% Y/Y)

misses by $29.27M

ATCO Ltd. (ACO.X:CA) Shareholder/Analyst Call May 13, 2026 12:00 PM EDT

Company Participants

Nancy Southern - Chair & CEO
Kyle Brunner - Senior VP, General Counsel & Corporate Secretary
Katie Patrick - Executive VP and Chief Financial & Investment Officer
Robert Myles - Chief Executive Officer
Adam Beattie - President of ATCO Structures & Logistics Ltd.
Jim Landon - President of Frontec
Robert Routs

Presentation

Nancy Southern
Chair & CEO

Well, good morning, everyone. Welcome to the 59th Annual General Meeting of Share Owners for ATCO. 59 years ago, we went public. But as you know, our company is in its eighth decade and it's wonderful today to see so many friendly faces and familiar faces, good friends. Thank you all for taking the time to be here today with us.

Just before we get started, I'll mention some safety housekeeping items, and that is in the case of an emergency, we will exit through the doors we came in, the main foyer doors and go left outside in the main doors of the Palliser and the mustering point is on Ninth Avenue at the Marriott Hotel.

So as we open today's meeting, I'd like to recognize that so many -- well, all of our operations and facilities across Canada and around the world are on the traditional lands of the indigenous peoples. And we honor their histories, their languages, their cultures and pay respect to elders past and present. And here in Calgary, we're on the territory of the Treaty 7 peoples including the Blackfoot Confederacy, my Confederacy. The Stoney Nakoda First Nations and the Tsuut’ina Nation as well as Métis of Alberta. And I'd like to actually welcome one of my very, very good friends. I just saw Darrell Beaulieu. Darrell is the CEO of Denendeh Investments in Yellowknife in the Northwest Territories and a long-standing equity partner of ATCO. He started -- my dad, R.D. started with Darrell and about 9% equity in our