Atkore Inc. ( ATKR ) Q4 2025 Earnings Call November 20, 2025 8:00 AM EST Company Participants Matthew Kline - Vice President of Treasury & Investor Relations William Waltz - President, CEO & Director John Deitzer - VP & CFO John Pregenzer - COO & President of Electrical Conference Call Participants Justin Clare - ROTH Capital Partners, LLC, Research Division David Tarantino - KeyBanc Capital Markets Inc., Research Division Andrew Kaplowitz - Citigroup Inc., Research Division Christopher Moore - CJS Securities, Inc. Deane Dray - RBC Capital Markets, Research Division Christopher Dankert - Loop Capital Markets LLC, Research Division Presentation Operator Good morning. My name is Rob, and I will be your conference operator today.
Atkore Inc. (ATKR) came out with quarterly earnings of $0.69 per share, missing the Zacks Consensus Estimate of $1.3 per share. This compares to earnings of $2.43 per share a year ago.
Atkore Inc. (NYSE:ATKR ) Q3 2025 Earnings Conference Call August 5, 2025 8:00 AM ET Company Participants John M. Deitzer - VP & CFO John W.
Atkore Inc. (ATKR) came out with quarterly earnings of $1.63 per share, beating the Zacks Consensus Estimate of $1.53 per share. This compares to earnings of $3.8 per share a year ago.
Insteel Industries, Inc. IIIN and Atkore Inc. ATKR are two prominent names operating in the wire and cable products industry. As rivals, the companies are engaged in providing steel wire reinforcing, metal framing and fittings and other infrastructure products and solutions to the non-residential and residential construction markets.
Atkore remains a Buy due to its compelling valuation at ~8x EV/EBITDA, strong US manufacturing footprint, and robust growth catalysts in infrastructure and data centers. Organic volume grew 5% in 2Q 2025, with productivity initiatives boosting EBITDA margins to 16.6%, despite pricing headwinds and a non-cash HDPE impairment. The company's focus on US production aligns with "Buy America" policies, providing a regulatory moat and positioning Atkore favorably for federally funded projects.
Atkore, Inc. (NYSE:ATKR ) Q2 2025 Earnings Conference Call May 6, 2025 8:00 AM ET Company Participants Matthew Kline - Vice President of Treasury & Investor Relations William Waltz - President and Chief Executive Officer John Deitzer - Vice President and Chief Financial Officer John Pregenzer - Chief Operating Officer and President of Electrical Conference Call Participants Chris Moore - CJS Securities David Tarantino - KeyBanc Capital Markets Deane Dray - RBC Capital Markets Chris Dankert - Loop Capital Andy Kaplowitz - Citigroup Operator Good morning. My name is Van and I will be your conference operator today.
Atkore Inc. (ATKR) came out with quarterly earnings of $2.04 per share, missing the Zacks Consensus Estimate of $2.05 per share. This compares to earnings of $4.08 per share a year ago.
Atkore Inc. faces multiple challenges, including price-fixing and securities fraud lawsuits, and an impairment charge related to its HDPE business in Q2 results. Despite these issues, Atkore's stock price has declined to an attractive level, making it a buying opportunity with a 37% upside to its fair value. The PVC price-fixing case appears strong, with potential fines of up to $100M, while the securities fraud case seems less likely to succeed.
Atkore (ATKR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The demand for modern data centers is insatiable and needs Atkore electrical cables to power the digital world. The company is strategically reversing margin compression and reducing leverage, making it an attractive investment at a forward PEG ratio of 0.88x. Governmental support for infrastructure development and the bipartisan Infrastructure Law could drive significant growth for Atkore, especially in electrical solutions.
Investors need to pay close attention to Atkore (ATKR) stock based on the movements in the options market lately.