财务业绩 - 净销售额下降10.5%至8.224亿美元[130] - 销量下降0.1%，平均售价下降9.5%[129] - 成本下降4.5%至5.427亿美元，主要由于太阳能税收抵免增加和原材料成本下降[132] - 销售、一般及管理费用下降4.9%至9,800万美元[133] - 无形资产摊销费用下降13%至1,322万美元[134] - 利息费用净额增加14.5%至994万美元[135] - 电气分部净销售额下降14.1%至6.06亿美元，调整后EBITDA下降31.5%至1.826亿美元[141][144][145] - 安全与基础设施分部净销售额增长1.6%至2.17亿美元，调整后EBITDA增长39.8%至3,004万美元[146][149][150] - 销售、一般及管理费用增加5.9百万美元或2.0%至2.971亿美元[157] - 无形资产摊销费用减少至4,190万美元[158] - 利息费用净额减少60万美元或2.2%至2,610万美元[159] - 其他费用净额减少至130万美元[160] - 所得税费用率增加至19.3%[161] - 电气业务净销售额减少2.348亿美元或11.6%至17.904亿美元[162][165] - 电气业务调整后EBITDA减少1.846亿美元或24.1%至5.827亿美元[162][166] - 安全与基础设施业务净销售额增加70万美元或0.1%至6.246亿美元[167][170] - 安全与基础设施业务调整后EBITDA减少1,300.7万美元或14.8%至7,508.4万美元[167][171] 财务状况 - 公司拥有3.037亿美元现金及现金等价物[172] - 公司可动用3.25亿美元的ABL信贷额度[173] 风险因素 - 原材料价格变化[1] - 同类产品进口水平较高[1] - 政府法规和贸易政策变化[1] - 天气状况恶化[1] - 未来资本和运营支出增加以维持环境、健康和安全法规合规[1] - 主要客户财务状况恶化或拖欠款项[1] - 营运资金需求增加,受经济活动和主要原材料市场价格波动影响较大[1] - 劳资纠纷或供应商财务困难导致生产中断[1] - 疫情爆发[1] - 美国退休金计划财务义务变化[1]

财务业绩 - 净销售额为8.224亿美元，同比下降10.5%[1] - 每股摊薄净收益下降1.80美元至3.33美元，调整后每股摊薄净收益下降1.92美元至3.80美元[1] - 净收益下降7790万美元至1.234亿美元，调整后EBITDA下降6410万美元至2.061亿美元[1] - 全年调整后EBITDA预期调整为7.72亿美元至7.82亿美元，调整后每股摊薄净收益预期调整为14.30美元至14.52美元[1] - 公司第三季度净销售额为24.14亿美元，同比下降8.9%[39] - 第三季度毛利率为35.7%，同比下降4.9个百分点[39] - 第三季度营业利润为5.23亿美元，同比下降26.0%[39] - 第三季度净利润为3.99亿美元，同比下降27.2%[39] - 第三季度每股基本收益为10.74美元，每股摊薄收益为10.61美元[40] - 2024财年前三季度调整后每股收益为12.00美元，同比下降20.8%[54] - 2024财年第三季度调整后每股收益为3.80美元，同比下降33.6%[54] 业务表现 - 电气业务净销售额下降14.1%，调整后EBITDA下降31.5%[13][14][15] - 安全与基础设施业务净销售额增长1.6%，调整后EBITDA增长39.8%[16][17] - 电气业务部门净销售额为17.90亿美元，同比下降11.6%，调整后EBITDA利润率为32.5%[51] - 安全与基础设施业务部门净销售额为6.25亿美元，同比持平，调整后EBITDA利润率为12.0%[51] - 公司在电气和安全基础设施业务方面持续进行新产品研发和市场拓展[51] 现金流与财务状况 - 截至2024年6月28日，公司现金及现金等价物余额为3.04亿美元[42] - 第三季度经营活动产生的现金流量净额为3.50亿美元，资本性支出为1.05亿美元，自由现金流为2.45亿美元[45] - 截至2024年6月28日的净债务为4.61亿美元，净债务/调整后EBITDA比率为0.53倍[56][57] - 截至2024年6月28日的过去12个月调整后EBITDA为8.64亿美元[57] 非公认会计准则指标 - 公司使用经调整EBITDA和经调整净利润等非公认会计准则指标来评估业务表现和盈利能力[33][35][36] - 公司定义经调整EBITDA时剔除了多项非经常性因素的影响[34] - 公司定义经调整净利润时剔除了多项非经常性因素的影响[36][37] 其他 - 公司于2024年7月31日宣布派发每股0.32美元的季度现金股利[19][20] - 公司调整了2024财年的业绩预期[21] - 公司将于2024年8月6日召开财报电话会议[23] - 公司在2024财年第三季度录得3.81百万美元的其他费用,主要包括资产处置损失、外汇影响等[55] - 公司在2024财年第三季度录得4.49百万美元的股份支付费用[53]

Investors in Atkore Inc. (ATKR) need to pay close attention to the stock based on moves in the options market lately. That is because the Oct 18, 2024 $100.00 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mea ...

The market expects Atkore Inc. (ATKR) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Atkore Inc. (ATKR) , which belongs to the Zacks Wire and Cable Products industry, could be a great candidate to consider.This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 13.33%.For the most recent quarter, Atkore ...

文章核心观点 - 公司是电气、安全和基础设施解决方案的全球制造商,主要产品包括电缆托盘、电气预制件、管件、管道、支架系统、钢铠电缆、安全护柱等 [3][4] - 公司业务与电气化趋势高度相关,约三分之二的销售来自电气及相关产品,另有一小部分来自安全和基础设施业务 [5] - 过去十年公司销售额从17亿美元增长至39亿美元,同时毛利率从个位数提升至30%,并通过大规模股票回购提升了每股收益 [6][7][8] - 2022年以来,公司销售额和利润率有所下降,但仍维持在较高水平,预计未来几年内可保持相对稳定的业绩表现 [9][10][11][13][14][15][16] - 目前公司估值较低,股价仅为最高价的70%左右,即使在最悲观情况下,公司的盈利能力和财务状况也能支撑当前估值 [17][18][19][21] 公司概况 - 公司是一家全球性的电气、安全和基础设施解决方案制造商 [3][4] - 主要产品包括电缆托盘、电气预制件、管件、管道、支架系统、钢铠电缆、安全护柱等 [3][4] - 公司业务与电气化趋势高度相关,约三分之二的销售来自电气及相关产品,另有一小部分来自安全和基础设施业务 [5] 业绩表现 - 过去十年公司销售额从17亿美元增长至39亿美元,同时毛利率从个位数提升至30% [6][7] - 公司通过大规模股票回购提升了每股收益 [8] - 2022年以来,公司销售额和利润率有所下降,但仍维持在较高水平 [9][10][11][12] - 公司预计未来几年内可保持相对稳定的业绩表现 [13][14][15][16] 估值分析 - 目前公司股价仅为最高价的70%左右,估值较低 [17] - 即使在最悲观情况下,公司的盈利能力和财务状况也能支撑当前估值 [18][19][21] - 公司资本配置策略良好,大量回购自身股票,财务杠杆较低 [20]

The sales volumes of this electrical products company declined in its fiscal second quarter, but the stock still looks like a good value.Shares in electrical products company Atkore (ATKR -0.83%) declined by 8% in the week to 11 a.m. ET Friday. The decrease occurred in a week when the company reported disappointing second-quarter earnings.It's no secret that Atkore's sales will be challenged this year due to the price correction of commodities such as steel and PVC, which will lower prices. Just as Atkore b ...

Second Quarter 2024 Earnings Presentation and Business Update May 7, 2024 ...

Atkore Inc. (NYSE:ATKR) Q2 2024 Earnings Conference Call May 7, 2024 8:00 AM ET Company Participants Matthew Kline - VP, Treasury and IR Bill Waltz - President and CEO David Johnson - CFO Conference Call Participants Chris Moore - CJS Securities Andrew Kaplowitz - Citigroup Deane Dray - RBC Chris Dankert - Loop Capital Alex Rygiel - B. Riley Operator Good morning. My name is Pauly and I will be your conference operator today. At this time, I would like to welcome everyone to Atkore's Second Quarter Fiscal Y ...

Atkore Inc. (ATKR) came out with quarterly earnings of $4.08 per share, beating the Zacks Consensus Estimate of $3.70 per share. This compares to earnings of $4.87 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.27%. A quarter ago, it was expected that this company would post earnings of $3.54 per share when it actually produced earnings of $4.12, delivering a surprise of 16.38%.Over the last four quarters, the company has ...