Earnings summaries and quarterly performance for Atkore.
Research analysts who have asked questions during Atkore earnings calls.
Deane Dray
RBC Capital Markets
7 questions for ATKR
Also covers: AME, CARR, DOV +21 more
DT
David Tarantino
Robert W. Baird & Co.
6 questions for ATKR
Also covers: BROS, CAKE, CAVA +19 more
Christopher Dankert
Loop Capital Markets
5 questions for ATKR
Also covers: AIT, BDC, ESAB +10 more
Andy Kaplowitz
Citigroup Inc.
4 questions for ATKR
Also covers: ACM, APG, EMR +16 more
CM
Chris Moore
CJS Securities
4 questions for ATKR
Also covers: AAON, AGX, ALG +11 more
JC
Justin Clare
Roth MKM
4 questions for ATKR
Also covers: AMPS, AMSC, BWEN +11 more
Andrew Kaplowitz
Citigroup
3 questions for ATKR
Also covers: ACM, AOS, APG +29 more
CD
Chris Dankert
Loop Capital
2 questions for ATKR
Also covers: AIT, BDC, GPC +5 more
AR
Alexander Rygiel
B. Riley Securities
1 question for ATKR
Also covers: BLDR, BZH, CCS +8 more
Recent press releases and 8-K filings for ATKR.
Atkore Undergoes Strategic Review and Outlines Growth Initiatives
ATKR
M&A
Guidance Update
New Projects/Investments
- Atkore is conducting a strategic review to focus on its core electrical business, exploring alternatives including a potential sale of the company or divestitures, such as the HDPE business.
- The company projects mid-single-digit volume growth for the full year, with Q1 2026 volume growth at 2.5-3%, driven by strong demand in data centers, healthcare, manufacturing, and solar.
- Operational improvements include the closure of three facilities, expected to generate $10-$12 million in benefits by fiscal 2027, and a new SKU rationalization initiative aimed at enhancing margins.
- Atkore anticipates a return to year-over-year growth in adjusted EBITDA in 2027 and expects price versus cost to become positive in the second half of 2026, following a significant moderation in price declines.
Feb 18, 2026, 6:00 PM
Atkore Undergoes Strategic Review, Focuses on Electrical Industry Growth and Operational Efficiency
ATKR
M&A
New Projects/Investments
Guidance Update
- Atkore's board is conducting a strategic review to explore alternatives, including a potential sale of the company or divestitures, aiming to enhance its focus on the electrical industry.
- The company anticipates mid-single-digit growth, driven by strong performance in data centers, healthcare, manufacturing, and multifamily housing, with the solar business also expected to strengthen in calendar 2026.
- Operational improvements, such as facility closures projected to generate $10 million-$12 million in benefits by fiscal 2027, divestitures of dilutive businesses, and SKU rationalization, are expected to improve margins and contribute to year-over-year Adjusted EBITDA growth in 2027.
- Pricing declines moderated to 2.7% in Q1 2026, a significant improvement from the 12% decline in Q1 2025, while steel conduit imports decreased by approximately 5%, supporting pricing power.
Feb 18, 2026, 6:00 PM
Atkore Discusses Strategic Review, Market Trends, and 2027 Outlook
ATKR
M&A
Guidance Update
New Projects/Investments
- Atkore is undergoing a strategic review to explore alternatives, including a potential sale of the company or divestitures, with no specific timeframe.
- Despite low single-digit volume growth (2.5-3%) in Q1 2026, Atkore maintains its full-year mid-single-digit volume growth outlook, driven by strong performance in data centers, chip manufacturing, and an anticipated stronger solar business in calendar 2026.
- The company expects price versus cost to turn positive in the second half of 2026 and is implementing margin improvement initiatives, including facility closures (expected benefits of $10-$12 million in fiscal 2027), divestitures of dilutive businesses, and SKU rationalization.
- Atkore anticipates year-over-year growth in earnings and adjusted EBITDA in 2027 versus 2026, supported by a positive second-half ramp-up in 2026 and solid North American markets.
- The company continues its quarterly dividend, while share repurchases are currently limited in the near term due to ongoing evaluations, though they remain a key long-term strategy.
Feb 18, 2026, 6:00 PM
Atkore Announces Q1 2026 Financial Results
ATKR
Earnings
Demand Weakening
- Atkore reported consolidated net sales of $655.5 million for the first quarter ended December 26, 2025, a decrease from $661.6 million in the prior year's first quarter.
- Adjusted EBITDA declined to $69.1 million in Q1 2026, compared to $99.2 million in Q1 2025.
- Adjusted diluted EPS was $0.83 for Q1 2026, down from $1.63 in Q1 2025.
- The company reported negative Free Cash Flow of $(67.3) million for Q1 2026, a significant decrease from positive $33.1 million in Q1 2025.
- Net debt decreased to $317.3 million as of December 26, 2025, from $454.9 million as of December 27, 2024.
Feb 3, 2026, 1:00 PM
Atkore Reports Q1 2026 Results and Reaffirms FY 2026 Outlook
ATKR
Earnings
Guidance Update
M&A
- Atkore achieved net sales of $656 million, Adjusted EBITDA of $69 million, and Adjusted EPS of $0.83 in Q1 2026, with organic volume increasing 2%.
- The company reaffirmed its full-year FY 2026 outlook, projecting net sales between $2.95 billion and $3.05 billion, Adjusted EBITDA between $340 million and $360 million, and Adjusted EPS between $5.05 and $5.55.
- Atkore completed the divestiture of its TekTube mechanical tube product line and expects to complete the exit of three manufacturing facilities in Q2, aligning with its focus on the electrical infrastructure portfolio.
- Organic volume growth in Q1 was driven by metal electrical conduit and plastic pipe conduit, benefiting from healthy non-residential end market demand, with expectations for mid-single-digit volume growth for the full year.
Feb 3, 2026, 1:00 PM
Atkore Reports Strong Q1 2026 Results and Reaffirms Full-Year Outlook
ATKR
Earnings
Guidance Update
M&A
- Atkore reported strong Q1 2026 financial results, with net sales of $656 million, Adjusted EBITDA of $69 million, and Adjusted EPS of $0.83, all exceeding their outlook range. Organic volume grew 2%, and the company realized over $30 million in productivity savings.
- The company reaffirmed its FY 2026 outlook, projecting net sales between $2.95 billion and $3.05 billion, Adjusted EBITDA of $340 million to $360 million, and Adjusted EPS in the range of $5.05 to $5.55. They expect mid-single-digit volume growth for the full year.
- Strategic initiatives include the divestiture of the TekTube mechanical tube product line and the planned exit of three manufacturing facilities in Q2, reinforcing a focus on the electrical infrastructure portfolio and the 80/20 Initiative.
- Healthy non-residential end market demand, particularly from data centers, is driving growth, with backlogs increasing for these mega projects.
Feb 3, 2026, 1:00 PM
Atkore Reports Strong Q1 FY2026 Results and Reaffirms Full-Year Outlook
ATKR
Earnings
Guidance Update
M&A
- Atkore reported strong first-quarter fiscal year 2026 results, with net sales of $656 million, Adjusted EBITDA of $69 million, and Adjusted EPS of $0.83, all exceeding their outlook range. Organic volume increased 2%, driven by the electrical segment, and the company achieved over $30 million in productivity savings year-over-year.
- The company reaffirmed its full-year fiscal 2026 outlook, projecting net sales between $2.95 billion and $3.05 billion, Adjusted EBITDA between $340 million and $360 million, and Adjusted EPS between $5.05 and $5.55.
- Strategic initiatives include the completed divestiture of the TekTube mechanical tube product line and the planned exit of three manufacturing facilities in the second fiscal quarter, expected to generate $10-$12 million in savings. These actions enhance the focus on the electrical infrastructure portfolio.
- Market demand remains healthy, particularly in non-residential end markets, with strong growth in metal electrical conduit and plastic pipe conduit. The company anticipates mid-single-digit volume growth for the full year, supported by mega-trends like the $3 trillion investment expected in the data center market over the next five years.
Feb 3, 2026, 1:00 PM
Atkore Inc. Announces First Quarter 2026 Results
ATKR
Earnings
Guidance Update
Dividends
- Atkore Inc. reported net sales of $655.5 million for the first quarter of fiscal 2026, a 0.9% decrease compared to the prior year.
- Net income per diluted share decreased by $0.87 to $0.44, and Adjusted net income per diluted share decreased by $0.80 to $0.83 for the quarter ended December 26, 2025.
- Adjusted EBITDA decreased by $30.0 million versus the prior year, reaching $69.1 million for the first quarter of fiscal 2026.
- The company maintained its 2026 full-year outlook, with an Adjusted EBITDA midpoint of $350 million and an Adjusted net income per diluted share midpoint of $5.30.
- Atkore's Board of Directors approved a quarterly dividend payment of $0.33 per share of common stock, payable on February 27, 2026.
Feb 3, 2026, 11:05 AM
Atkore Inc. Announces First Quarter 2026 Results
ATKR
Earnings
Guidance Update
Dividends
- Atkore Inc. reported net sales of $655.5 million for its fiscal 2026 first quarter, a 0.9% decrease compared to the prior year.
- Net income per diluted share was $0.44 and Adjusted net income per diluted share was $0.83 for Q1 2026, representing decreases of $0.87 and $0.80 respectively, versus the prior year.
- Adjusted EBITDA for Q1 2026 decreased by $30.0 million to $69.1 million compared to the prior year.
- The company is maintaining its fiscal year 2026 outlook, with an Adjusted EBITDA midpoint of $350 million and an Adjusted net income per diluted share midpoint of $5.30.
- Atkore's Board of Directors approved a quarterly dividend payment of $0.33 per share payable on February 27, 2026.
Feb 2, 2026, 11:34 PM
Atkore Expands Strategic Review to Include Potential Sale or Merger and Announces Board Changes
ATKR
M&A
Board Change
Takeover Bid
- Atkore Inc. has expanded the scope of its strategic alternatives review to include a potential sale or merger of the entire company, with Citi and J.P. Morgan Securities LLC assisting in the process.
- As part of a cooperation agreement with Irenic Capital Management LP, Atkore will appoint Franklin Edmonds to its Board of Directors, expanding the Board to ten directors, nine of whom will be independent.
- A Strategic Review Committee will be formed to oversee the review of strategic alternatives, and Bruce M. Taten will serve as a special advisor to this committee.
- Bill Waltz, Atkore's President and CEO, has decided to remain in his position through at least the conclusion of the strategic review.
Nov 20, 2025, 10:48 PM
Quarterly earnings call transcripts for Atkore.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more