Earnings summaries and quarterly performance for ATI.
Executive leadership at ATI.
Kimberly Fields
Detailed
Chief Executive Officer
CEO
DN
Donald Newman
Detailed
Executive Vice President, Finance and Chief Financial Officer
RW
Robert Wetherbee
Detailed
Executive Chairman
TH
Timothy Harris
Detailed
Senior Vice President, Chief Digital and Information Officer
TB
Tina Busch
Detailed
Senior Vice President, Chief Human Resources Officer
VB
Vaishali Bhatia
Detailed
Senior Vice President, General Counsel and Chief Compliance Officer
Board of directors at ATI.
BH
Brett Harvey
Detailed
Lead Independent Director
CC
Carolyn Corvi
Detailed
Director
DH
David Hess
Detailed
Director
DM
David Morehouse
Detailed
Director
EL
Elizabeth Lund
Detailed
Director
HC
Herbert Carlisle
Detailed
Director
JL
Jean Lydon-Rodgers
Detailed
Director
LB
Leroy Ball
Detailed
Director
MK
Marianne Kah
Detailed
Director
RS
Ruby Sharma
Detailed
Director
Research analysts who have asked questions during ATI earnings calls.
RS
Richard Safran
Seaport Research Partners
8 questions for ATI
Also covers: BA, GD, HXL +3 more
SS
Seth Seifman
JPMorgan Chase & Co.
8 questions for ATI
Also covers: BA, BAH, CACI +22 more
GK
Gautam Khanna
TD Cowen
7 questions for ATI
Also covers: ASLE, BA, BAH +20 more
Andre Madrid
BTIG
6 questions for ATI
Also covers: AIRO, AMTM, AVAV +10 more
Philip Gibbs
KeyBanc Capital Markets
6 questions for ATI
Also covers: CLF, CMC, CRS +10 more
SD
Scott Deuschle
Deutsche Bank
6 questions for ATI
Also covers: BA, BWXT, CR +15 more
MW
Myles Walton
Wolfe Research, LLC
4 questions for ATI
Also covers: , B, BA +19 more
David Strauss
Barclays
3 questions for ATI
Also covers: BA, BWXT, CACI +16 more
TT
Timna Tanners
Wolfe Research
3 questions for ATI
Also covers: AA, AMRZ, AZZ +20 more
AM
Andrew Medrid
BTIG
2 questions for ATI
PG
Phil Gibbs
Keybanc Capital Markets
2 questions for ATI
Also covers: CRS, NUE, STLD
Joshua Korn
Barclays PLC
1 question for ATI
Also covers: BAH, BWXT, CACI +4 more
Joshua Sullivan
The Benchmark Company
1 question for ATI
Also covers: ACHR, AIR, BKSY +13 more
MW
Miles Walton
Wolfe Research
1 question for ATI
Also covers: BA, NOC, RTX
PS
Pete Skibitski
Alembic Global
1 question for ATI
PS
Pete Skibitzky
Alembic Global Advisors
1 question for ATI
Also covers: AVAV, CW
Recent press releases and 8-K filings for ATI.
ATI Reports Strong Q4 and Full-Year 2025 Results, Provides Positive 2026 Outlook
ATI
Earnings
Guidance Update
Share Buyback
- ATI reported strong financial results for Q4 2025, with Adjusted EPS of $0.93 and Adjusted EBITDA of $232 million, and for full-year 2025, with Adjusted EPS of $3.24 and Adjusted EBITDA of $859 million.
- Aerospace & Defense (A&D) was a significant growth driver, accounting for 68% of FY25 total sales and achieving 14% growth in FY25.
- The company returned capital to shareholders by repurchasing approximately 6.4 million shares for $470 million in 2025 at an average price of $73.32 per share, and also repaid $150 million of debt.
- ATI provided a positive outlook for Q1 2026, projecting Adjusted EPS between $0.83 and $0.89 and Adjusted EBITDA between $216 million and $226 million, and for full-year 2026, forecasting Adjusted EPS between $3.99 and $4.27, Adjusted EBITDA between $975 million and $1,025 million, and Adjusted Free Cash Flow between $430 million and $490 million.
2 days ago
ATI Reports Strong Q4 and Full-Year 2025 Results, Issues 2026 Guidance, and Appoints New CFO
ATI
Earnings
Guidance Update
CFO Change
- ATI reported strong Q4 2025 revenue of $1.2 billion and full-year 2025 revenue of $4.6 billion, marking a 5% year-over-year increase driven by 14% growth in aerospace and defense.
- For full-year 2025, Adjusted EBITDA exceeded $859 million (up 18% year-over-year) and Adjusted EPS was $3.24 (up 32% from 2024). Adjusted free cash flow totaled $380 million, a 53% increase from 2024.
- The company provided 2026 guidance, projecting Adjusted EBITDA between $975 million and $1.025 billion (midpoint $1 billion, a 16% increase year-over-year) and Adjusted EPS between $3.99 and $4.27.
- Rob Foster has been appointed as the new Chief Financial Officer, succeeding Don Newman.
- ATI plans significant capital investments, including a new nickel melt system, targeting approximately $350 million of incremental nickel revenue by mid-2028. The company also returned $470 million to shareholders in 2025 and has $120 million remaining for share repurchases in 2026.
2 days ago
ATI Reports Strong Q4 and Full-Year 2025 Results, Issues Upbeat 2026 Guidance
ATI
Earnings
Guidance Update
New Projects/Investments
- ATI reported Q4 2025 revenue of $1.2 billion and full-year 2025 revenue of $4.6 billion, marking a 5% increase year-over-year.
- For full-year 2025, Adjusted EBITDA exceeded $859 million, up 18% year-over-year, with Adjusted EPS at $3.24, a 32% increase from 2024.
- The company issued 2026 guidance for Adjusted EBITDA between $975 million and $1.025 billion (midpoint $1 billion, a 16% increase over 2025), and Adjusted EPS between $3.99 and $4.27.
- Adjusted free cash flow for 2025 totaled $380 million, up 53% year-over-year, with a 2026 target of $430 million to $490 million.
- Aerospace and Defense revenue grew 14% in 2025, representing 68% of total revenue, and is projected to exceed 70% of sales in 2026. ATI is investing in nickel melt systems, targeting $350 million in incremental nickel revenue by mid-2028.
2 days ago
ATI Reports Strong Q4 and Full-Year 2025 Results, Provides Optimistic 2026 Guidance
ATI
Earnings
Guidance Update
CFO Change
- ATI reported strong full-year 2025 financial results, with revenue of $4.6 billion, Adjusted EBITDA exceeding $859 million (up 18% year-over-year), and Adjusted EPS of $3.24 (up 32% from 2024).
- For 2026, the company provided guidance projecting Adjusted EBITDA between $975 million and $1.025 billion (midpoint $1 billion, a 16% increase year-over-year) and Adjusted EPS of $3.99 to $4.27.
- ATI's strategic focus on aerospace and defense, which represented 68% of 2025 revenue and is expected to exceed 70% in 2026, along with double-digit growth in specialty energy, is driving its growth.
- The company plans $220-$240 million in net capital investments for 2026, primarily for proprietary engine alloys, with new nickel melt capacity projected to generate $350 million in incremental revenue by mid-2028.
- Rob Foster has been appointed as ATI's new Chief Financial Officer, succeeding Don Newman.
2 days ago
ATI Announces Strong Q4 and Fiscal Year 2025 Results with Positive 2026 Guidance
ATI
Earnings
Guidance Update
Share Buyback
- ATI Inc. reported Q4 2025 sales of $1.2 billion and fiscal year 2025 sales of $4.6 billion, marking the highest annual total since 2012. Net income attributable to ATI for Q4 2025 was $97 million, or $0.69 per share, and for fiscal year 2025 was $404 million, or $2.85 per share.
- The company provided Fiscal Year 2026 guidance including Adjusted EBITDA between $975 million and $1,025 million, Adjusted Earnings Per Share between $3.99 and $4.27, and Adjusted Free Cash Flow between $430 million and $490 million.
- ATI generated $614 million in operating cash flow for fiscal year 2025, an increase of over 50% year-over-year, which supported $470 million in share repurchases and $150 million in debt repayment during Q4 2025.
- Sales to the aerospace & defense market represented 68% of Q4 2025 sales, an increase from 65% in Q4 2024.
2 days ago
ATI Announces Fourth Quarter and Fiscal Year 2025 Results
ATI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ATI reported Q4 2025 sales of $1.2 billion and fiscal year 2025 sales of $4.6 billion, representing the highest annual total since 2012.
- Net income attributable to ATI was $97 million, or $0.69 per share, for Q4 2025 and $404 million, or $2.85 per share, for fiscal year 2025.
- The company's fiscal year 2025 operating cash flow was $614 million, an increase from $407 million in fiscal year 2024, and adjusted free cash flow was $380 million, up 53% over fiscal year 2024.
- For Q1 2026, ATI provides guidance of adjusted earnings per share between $0.83 and $0.89.
- For fiscal year 2026, the company expects adjusted earnings per share between $3.99 and $4.27 and adjusted free cash flow between $430 million and $490 million.
2 days ago
ATI Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ATI
Earnings
Guidance Update
Share Buyback
- ATI reported strong Q3 2025 results, with revenue up 7% year over year exceeding $1.1 billion, adjusted EPS of $0.85, and adjusted EBITDA of $215 million (excluding asset sales).
- The company raised its full-year 2025 guidance, forecasting adjusted EBITDA between $848 million and $858 million and adjusted free cash flow between $330 million and $370 million.
- Aerospace and Defense (A&D) revenue grew 21% year over year in Q3, now representing an all-time high of 70% of total revenue, driven by a 51% year over year increase in defense markets and 19% year over year growth in jet engines.
- ATI generated $299 million in cash from operations year-to-date and returned $150 million to shareholders through share repurchases in Q3.
- Operational improvements, including increased throughput and efficiency, have expanded available capacity by approximately 10%.
Oct 28, 2025, 12:30 PM
ATI Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ATI
Earnings
Guidance Update
CFO Change
- ATI reported strong Q3 2025 results, with revenue exceeding $1.1 billion and Adjusted EPS of $0.85, which was $0.10 above the high end of their projected range. Adjusted EBITDA totaled $225 million, or $215 million excluding a $10 million gain from oil and gas rights sales. The Adjusted EBITDA margin exceeded 20%.
- The company raised its full-year 2025 guidance for Adjusted EBITDA and Adjusted Free Cash Flow, with the midpoint of Adjusted EBITDA increasing by $28 million and Adjusted Free Cash Flow by $40 million.
- Aerospace and Defense (A&D) revenue rose 21% year-over-year in Q3, reaching an all-time high of 70% of total revenue. Both segments delivered excellent profitability, with High Performance Materials & Components (HPMC) segment margins above 24% and Advanced Alloys & Solutions (AANS) segment margins above 17%.
- ATI generated $299 million in cash from operations year-to-date and returned $150 million to shareholders this quarter through share repurchases.
- EVP and CFO Don Newman announced his retirement from his role as CFO following the fourth quarter.
| Metric | Q3 2025 | FY 2025 Guidance |
|---|---|---|
| Revenue ($USD Millions) | >$1,100 | N/A |
| Adjusted EPS ($USD) | $0.85 | $3.18 |
| Adjusted EBITDA ($USD Millions) | $225 | $853 |
| Adjusted EBITDA (excl. O&G) ($USD Millions) | $215 | N/A |
| Adjusted EBITDA Margin (%) | >20 | N/A |
| Adjusted Free Cash Flow ($USD Millions) | N/A | $350 |
| Capital Expenditures ($USD Millions) | N/A | $270 |
Oct 28, 2025, 12:30 PM
ATI Reports Strong Q3 2025 Results with Raised Full-Year Guidance
ATI
Earnings
Guidance Update
Share Buyback
- ATI reported strong Q3 2025 financial results, with sales reaching $1.126 billion, a 7% increase year-over-year, and Adjusted EBITDA growing 21% year-over-year to $225 million.
- Adjusted EPS significantly increased by 42% year-over-year to $0.85 in Q3 2025, while the Adjusted EBITDA margin expanded by 230 basis points year-over-year to 20%.
- Growth was primarily driven by the Aerospace & Defense (A&D) segment, which represented 70% of total sales at $793 million in Q3 2025, fueled by 51% year-over-year growth in Defense and 19% year-over-year growth in Jet Engine sales.
- ATI raised its full-year 2025 guidance for Adjusted EPS, Adjusted EBITDA, and Adjusted Free Cash Flow, and repurchased $150 million in shares during Q3 2025.
Oct 28, 2025, 12:30 PM
ATI Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ATI
Earnings
Guidance Update
CFO Change
- ATI reported strong Q3 2025 results, with revenue up 7% year over year to over $1.1 billion, adjusted EPS of $0.85, and adjusted EBITDA of $215 million (excluding asset sales).
- The company raised its full-year 2025 guidance, forecasting adjusted EBITDA between $848 million and $858 million and adjusted free cash flow between $330 million and $370 million.
- Aerospace & Defense (A&D) revenue increased 21% year over year in Q3 2025, now representing 70% of total revenue, fueled by 51% growth in defense and 19% growth in jet engines.
- Operational excellence and strategic investments, including expanded nickel melt capacity and increased titanium supply to Airbus, are driving margin expansion, with High Performance Materials & Components (HPMC) margins above 24% and Advanced Alloys & Solutions (AANS) margins above 17%.
- Don Newman, EVP and CFO, is elected to retire following Q4 2025, with a search for his successor in progress.
Oct 28, 2025, 12:30 PM
Quarterly earnings call transcripts for ATI.
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