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Air Transport Services Group, Inc.NasdaqGS:ATSG Stock Report

Market Cap US$1.5b
Share Price
n/a
US$22.5
n/aintrinsic discount
1Y72.3%
7D0.4%
1D
Portfolio Value
View

Air Transport Services Group, Inc.

NasdaqGS:ATSG Stock Report

Market Cap: US$1.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Air Transport Services Group (ATSG) Stock Overview

Provides aircraft leasing, and air cargo transportation and related services in the United States and internationally. More details

ATSG fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance1/6
Financial Health2/6
Dividends0/6

ATSG Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Air Transport Services Group, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Air Transport Services Group
Historical stock prices
Current Share PriceUS$22.48
52 Week HighUS$22.49
52 Week LowUS$11.69
Beta0.89
1 Month Change0.85%
3 Month Change2.00%
1 Year Change72.26%
3 Year Change-28.41%
5 Year Change24.96%
Change since IPO1,565.19%

Recent News & Updates

Seeking Alpha Jan 24

Air Transport Services Group Stock: It Is Really Time To Sell

Summary Stonepeak Capital's $3.1 billion acquisition offer for Air Transport Services Group, Inc. is fair, providing a 29.3% premium per share. The acquisition price of $22.50 per share is reasonable, but the 0.6% premium against 2024 earnings and 5% discount against 2025 earnings frustrated some shareholders. The go-shop period expired without another suitor, and the stock's performance lagged the S&P 500, validating my sell rating from November. With no better offers and minimal spread to close, selling ATSG stock now and redeploying funds elsewhere is the optimal strategy. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha Jan 24

Air Transport Services Group Stock: It Is Really Time To Sell

Summary Stonepeak Capital's $3.1 billion acquisition offer for Air Transport Services Group, Inc. is fair, providing a 29.3% premium per share. The acquisition price of $22.50 per share is reasonable, but the 0.6% premium against 2024 earnings and 5% discount against 2025 earnings frustrated some shareholders. The go-shop period expired without another suitor, and the stock's performance lagged the S&P 500, validating my sell rating from November. With no better offers and minimal spread to close, selling ATSG stock now and redeploying funds elsewhere is the optimal strategy. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

No Use Holding Air Transport Services Group Any Longer

Summary Air Transport Services Group shares surged 26.6% after announcing an all-cash buyout by Stonepeak at $22.50 per share, a 29.3% premium. Despite the premium, the buyout multiples seem underwhelming, but in the broader context, the deal seems appropriate. Given the fair valuation and limited upside potential, I recommend considering a soft 'sell' on ATSG stock, barring another buyout offer. Read the full article on Seeking Alpha
Analysis Article Oct 07

Here's What's Concerning About Air Transport Services Group's (NASDAQ:ATSG) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
User avatar
New Narrative Sep 15

Amazon Partnership And Fleet Expansion Propel Revenue And Earnings Growth

Expansion with Amazon and new Airbus 330 leases signal growth and diversification into international markets, boosting revenue prospects.
Analysis Article Sep 10

When Should You Buy Air Transport Services Group, Inc. (NASDAQ:ATSG)?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not have the largest market cap around , it saw a...
Seeking Alpha Aug 28

Air Transport Services Group: A Buy On Market Stabilization And Amazon Opportunity

Summary Air Transport Services Group faces declining revenues and fixed costs, but the air freight market shows signs of stabilization, potentially benefiting the company. Second quarter revenues fell 7.7%, with operating income dropping 55%, highlighting the challenge of reducing costs amid soft demand. Positive developments include a new contract with Amazon and updated guidance for 2024, reflecting lower CapEx and incremental earnings improvements. Despite a complex environment, the stock is upgraded to "Buy" with a price target of $22.35, driven by long-term e-commerce growth trends. Read the full article on Seeking Alpha
Analysis Article Aug 11

Is There An Opportunity With Air Transport Services Group, Inc.'s (NASDAQ:ATSG) 22% Undervaluation?

Key Insights Air Transport Services Group's estimated fair value is US$20.00 based on 2 Stage Free Cash Flow to Equity...
Analysis Article Jul 17

Earnings Tell The Story For Air Transport Services Group, Inc. (NASDAQ:ATSG) As Its Stock Soars 29%

The Air Transport Services Group, Inc. ( NASDAQ:ATSG ) share price has done very well over the last month, posting an...
Analysis Article Jun 09

Should You Investigate Air Transport Services Group, Inc. (NASDAQ:ATSG) At US$12.39?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not have the largest market cap around , it received a...
Analysis Article May 09

What You Can Learn From Air Transport Services Group, Inc.'s (NASDAQ:ATSG) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha May 08

Why Is Air Transport Services Group Stock Up? Amazon Is The Answer

Summary Air Transport Services Group's revenues declined by 3% in Q1 2024, with earnings per share of $0.16. The company's operating income fell from 30% to $33 million, resulting in a significant reduction in profits. ATSG has secured a new contract with Amazon to fly 10 additional freighters, leading to a surge in stock prices. Read the full article on Seeking Alpha
Analysis Article Mar 22

Air Transport Services Group's (NASDAQ:ATSG) Returns Have Hit A Wall

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Analysis Article Feb 29

At US$12.19, Is Air Transport Services Group, Inc. (NASDAQ:ATSG) Worth Looking At Closely?

Air Transport Services Group, Inc. ( NASDAQ:ATSG ), is not the largest company out there, but it received a lot of...
Analysis Article Jan 18

Air Transport Services Group (NASDAQ:ATSG) Has No Shortage Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Dec 19

Air Transport Services Group, Inc.'s (NASDAQ:ATSG) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
Analysis Article Oct 12

Does Air Transport Services Group (NASDAQ:ATSG) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jul 20

Is There Now An Opportunity In Air Transport Services Group, Inc. (NASDAQ:ATSG)?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not be the most widely known stock at the moment, it...
Analysis Article Jun 13

Air Transport Services Group (NASDAQ:ATSG) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Feb 26

An Intrinsic Calculation For Air Transport Services Group, Inc. (NASDAQ:ATSG) Suggests It's 35% Undervalued

Key Insights The projected fair value for Air Transport Services Group is US$31.19 based on 2 Stage Free Cash Flow to...
Analysis Article Feb 03

Is Air Transport Services Group (NASDAQ:ATSG) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Oct 26

Does Air Transport Services Group (NASDAQ:ATSG) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Sep 20

With EPS Growth And More, Air Transport Services Group (NASDAQ:ATSG) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

Shareholder Returns

ATSGUS LogisticsUS Market
7D0.4%0.9%-3.3%
1Y72.3%26.7%22.3%

Return vs Industry: ATSG exceeded the US Logistics industry which returned -23.1% over the past year.

Return vs Market: ATSG exceeded the US Market which returned 4.7% over the past year.

Price Volatility

Is ATSG's price volatile compared to industry and market?
ATSG volatility
ATSG Average Weekly Movement0.4%
Logistics Industry Average Movement7.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Stable Share Price: ATSG has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: ATSG's weekly volatility has decreased from 6% to 0% over the past year.

About the Company

FoundedEmployeesCEOWebsite
19804,745Mike Bergerwww.atsginc.com

Air Transport Services Group, Inc., together with its subsidiaries, provides aircraft leasing, and air cargo transportation and related services in the United States and internationally. It operates in two segments, Cargo Aircraft Management Inc. (CAM) and ACMI Services. The company offers aircraft, flight crews, aircraft hull and liability insurance, and aviation fuel services; and aircraft maintenance and modification services, including airframe modification and heavy maintenance, component repairs, engineering services, and aircraft line maintenance.

Air Transport Services Group, Inc. Fundamentals Summary

How do Air Transport Services Group's earnings and revenue compare to its market cap?
ATSG fundamental statistics
Market capUS$1.47b
Earnings (TTM)US$27.43m
Revenue (TTM)US$1.96b
53.6x
P/E Ratio
0.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ATSG income statement (TTM)
RevenueUS$1.96b
Cost of RevenueUS$1.24b
Gross ProfitUS$725.21m
Other ExpensesUS$697.78m
EarningsUS$27.43m

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)0.42
Gross Margin36.96%
Net Profit Margin1.40%
Debt/Equity Ratio104.4%

How did ATSG perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/10 14:13
End of Day Share Price 2025/04/10 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Air Transport Services Group, Inc. is covered by 8 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kevin SterlingBenchmark Company
Kenneth HoexterBofA Global Research
Ian ZaffinoOppenheimer & Co. Inc.