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Hammond Power Solutions Inc.
Video analysis: HMDPF
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News: HMDPF
Hammond Power Solutions: Capacity Has Arrived Just As AI Power Demand Accelerates
Hammond Power Solutions is rated buy, driven by expanded capacity, strong data center demand, and the strategic AEG acquisition. HPS's production expansion and AEG integration position it as a platform player, with forecasted 2027 revenue of C$1.7B and C$13.40 adjusted EPS. Key risks include backlog declines, margin compression below 30%, and failure to deleverage post-acquisition; monitoring execution and market shifts is critical.
Hammond Power Solutions Q2 Earnings Call Highlights
Hammond Power Solutions TSE: HPS.A reported record second-quarter sales as expanded manufacturing capacity supported higher shipments, particularly into U.S. data center and critical-infrastructure markets, while the company also completed its acquisition of AEG Power Solutions shortly after the quarter ended.
Hammond Power Solutions Inc. Completes Acquisition of AEG Power Solutions
GUELPH, Ontario, June 29, 2026 (GLOBE NEWSWIRE) -- Hammond Power Solutions Inc. (“HPS” or the “Company”) (TSX: HPS.A) today announced it has completed the previously disclosed acquisition of AEG Power Solutions (“AEGPS”) for approximately CAD $365 million, following receipt of all required regulatory approvals.
Hammond Power Solutions: Transformer Demand Makes The Premium Worth Paying
Hammond Power Solutions earns a buy rating, justified by strong demand visibility and a premium valuation reflecting a structural demand cycle. HMDPF benefits from surging demand in data centers, renewables, EV charging, and grid upgrades, evidenced by record Q1 2026 sales and a 95% y/y backlog increase. Scale, capacity expansion, and technical customization position HMDPF to capture large project orders and maintain delivery certainty in a tight market.
