© Atkore Fourth Quarter and Full Year 2024 Earnings Presentation and Business Update A Atkore November 21, 2024 Cautionary Statements This presentation is provided for general informational purposes only and it does not include every item which may be of interest, nor does it purport to present full and fair disclosure with respect to Atkore Inc. (the "Company" or "Atkore") or its operational and financial information. Atkore expressly disclaims any current intention to update any forward-looking statements ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________ FORM 10-K _________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-37793 _________________________________________ Atkore Inc. (Exact name of registrant as spec ...

Exhibit 99.1 Atkore Inc. Announces Fourth Quarter 2024 Results Additional Highlights • On November 18, 2024, The Board of Directors declared a quarterly cash dividend of $0.32 per share of common stock payable on December 16, 2024, to stockholders of record on December 6, 2024 • Full-year 2025 Net sales expected to be in the range of $2.9 - $3.2 billion • Full-year 2025 Adjusted EBITDA outlook of $475 - $525 million; Full-year Adjusted net income per diluted share outlook of $7.80 - $8.90 HARVEY, IL. — Nove ...

SAN DIEGO, Nov. 11, 2024 /PRNewswire/ -- Shareholder rights law firm Johnson Fistel, LLP is investigating whether Atkore Inc. (NYSE: ATKR), any of its executive officers, or others violated securities laws by misrepresenting or failing to timely disclose material information adverse to investors. The investigation focuses on investors' losses and whether they may be recovered under federal securities laws.What if I purchased Atkore securities? If you purchased securities and suffered losses on your investme ...

Atkore (NYSE: ATKR ) is a $3.12 billion market cap US-based electrical equipment manufacturer. Over the last five years, it has beaten the S&P 500 ( SPY ) and the industrial sector overall ( XLI ) by some margin. WhileAnalyst’s Disclosure: I/we have a beneficial long position in the shares of ATKR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no busin ...

kali9 In June, I believed that shares of Atkore (NYSE:ATKR) were getting electrified, after shares had come down a great deal. While it was evident that peak earnings were coming down, I believed that ¨normal¨ earnings power started to provide support to the valuation, which together with a balanced capital allocation model started to reveal emerging appeal. This resulted in me initiating a first position at the time, way too early, with the benefit of a couple of months of hindsight. Since June, shares hav ...

文章核心观点 - Atkore是一家提供工业管道和电缆导管的公司,主要面向美国商业建筑行业 [1] - Atkore的业务分为"电气"和"安全与基础设施"两大部分,其中电气业务占比较大 [1] - Atkore是一家周期性行业,其销售价格和销量决定了季度利润率和盈利能力 [2] - Atkore在2022年出现了"超额收益",目前正处于利润率正常化的阶段 [2] - 但分析师预计Atkore未来几年的利润率仍将高于历史平均水平,反映了行业需求的韧性 [2] 行业分析 - Dodge Momentum Index(DMI)显示未来1-2年的非住宅建筑活动将大幅增加,这可能是支撑Atkore利润率的主要原因 [17] - 数据中心建设是Atkore一个重要的增长领域,将带来持续的需求 [34] - 美国非住宅建筑支出整体呈现上升趋势,电气相关建筑支出尤其强劲 [33] 公司分析 - Atkore专注于高毛利产品,以应对PVC管道供给增加和进口竞争的挑战 [2] - Atkore有较强的股票回购能力,可能会大幅减少股本 [39] - 公司财务状况良好,资产负债表灵活,有利于股票回购 [46] - 目前股价被低估,5年DCF估值显示股价有27%的上涨空间 [39][40][44]

tolgartIntroduction Back in April, when we last covered the electric products manufacturer Atkore Inc. (NYSE:ATKR), its stock was receiving plenty of positive attention, as it was outperforming the equity bellwether, as well as other industrial alternatives quite handsomely. Back then, we had expressed doubts over whether the resilience would linger and advised investors to exercise some caution. Since then, the stock hasn't managed to kick on, and the Q3 results (ATKR follows a September fiscal year) w ...

财务数据和关键指标变化 - 第三季度净销售额为8.22亿美元,调整后EBITDA为2.06亿美元,调整后EBITDA利润率超过25% [17][19] - 第三季度调整后每股收益为5.72美元,较去年同期增加0.50美元,主要由于去年同期会计处理变更带来的税收优惠 [17][18] - 全年累计销量同比增长4%,主要受益于PVC产品和金属支架产品的增长 [20][21] - 钢管业务受到大量进口钢管冲击,全年销量受到负面影响 [22] 各条业务线数据和关键指标变化 - 电气业务部门第三季度EBITDA利润率达到30%,但价格成本压力持续 [23] - 基础设施与服务业务部门第三季度EBITDA利润率达到14%,主要得益于Hobart工厂的运营改善 [23] 各个市场数据和关键指标变化 - 电信和公用事业市场持续疲软,第三季度销量基本持平 [21][54][55] - 住宅和商业建筑市场需求疲弱,导致PVC管材和钢管价格承压 [38][39][40][58][59] 公司战略和发展方向及行业竞争 - 公司正在积极推进太阳能支架、HDPE、水处理等新兴业务,预计未来将为公司贡献正面收益 [28] - 公司将继续执行资本回报策略,包括股票回购和派息 [14][31] - 钢管业务受到墨西哥进口钢管冲击,公司正在采取措施应对 [12][43][44][62][63][64] 管理层对经营环境和未来前景的评论 - 第四季度经营环境预计持续疲软,调整第四季度调整后EBITDA预期至1.45亿美元 [26][27] - 2025财年公司初步预计调整后EBITDA为6.5亿美元,但具体数字还需进一步确定 [30] - 公司有信心长期发展,将继续保持透明度并提供业务更新 [15][31] 其他重要信息 - 公司首席财务官David Johnson将离职,由John Deitzer和James Albe接任 [32][33] 问答环节重要的提问和回答 问题1 **Andrew Kaplowitz 提问** 询问价格成本正常化的最新预期 [35][36] **David Johnson 回答** 预计2025财年价格成本正常化将在200-250百万美元区间 [36] 问题2 **Alex Rygiel 提问** 询问电信和公用事业市场的表现 [54][55] **David Johnson 回答** 电信和公用事业市场销量基本持平 [55] 问题3 **Deane Dray 提问** 询问墨西哥进口钢管对公司的影响 [62][63][64] **Bill Waltz 回答** 墨西哥进口钢管占国内市场约20%,如果执行关税政策,这一比例可能会大幅下降 [63][64]

Atkore Inc. (ATKR) came out with quarterly earnings of $3.80 per share, missing the Zacks Consensus Estimate of $4.03 per share. This compares to earnings of $5.72 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.71%. A quarter ago, it was expected that this company would post earnings of $3.70 per share when it actually produced earnings of $4.08, delivering a surprise of 10.27%.Over the last four quarters, the company has ...