Atkore, Inc. (ATKR)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
$93.76+0.12%
Close 2026-09-04 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · ATKR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks ATKR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to achieve full-year Adjusted EBITDA of $340-$360 million and Adjusted net income per diluted share of $5.05-$5.55 as previously guided.
Stated as a priority in 3 of last 3 quarters. Management maintained full-year 2026 Adjusted EBITDA guidance of $340-$360 million and Adjusted net income per diluted share guidance of $5.05-$5.55. Revenue grew from $655.5 million in 2026-Q1 to $794.8 million in 2026-Q3, showing growth. The trajectory is delivering against the guidance despite some quarterly volatility.
“In light of the pending transaction with Prysmian, Atkore does not intend to update or reaffirm its previously issued financial outlook.”
“Maintaining 2026 full-year Adjusted EBITDA outlook of $340 to $360 million, and full-year Adjusted net income per diluted share outlook of $5.05 to $5.55.”
“The Company is maintaining its estimated range for fiscal year 2026 Adjusted EBITDA at $340 to $360 million, and Adjusted net income per diluted share at $5.05 to $5.55.”
Resolve ongoing litigation matters through settlements and manage associated costs to mitigate financial impact.
Stated as a priority in 3 of last 3 quarters. Management disclosed litigation settlements of $136.5 million in 2026-Q2 and $50 million in 2026-Q3. Net income declined by $42.2 million in 2026-Q3 compared to prior year, reflecting litigation and related costs. The trajectory shows active management of litigation risks with significant settlement expenses impacting earnings.
Divest non-core businesses including HDPE Pipe & Conduit and coatings to focus on electrical infrastructure market.
Stated as a priority in 2 of last 3 quarters. Management completed divestitures of HDPE Pipe & Conduit and coatings businesses in 2026-Q1 and 2026-Q2. These divestitures reduced net sales by $12.6 million in 2026-Q2 and $39.0 million in 2026-Q3. The trajectory shows active portfolio optimization to focus on core electrical infrastructure markets.
Finalize the all-cash acquisition agreement with Prysmian S.p.A. to complete transaction by end of 2026.
Newly stated in 2026-Q3. Management announced a definitive agreement for acquisition by Prysmian S.p.A. at $95.00 per share, enterprise value approximately $3.8 billion. This is a recent strategic development with no prior quarters stating this priority.
Focus on improving cash flow from operations and overall liquidity position amid operational challenges.
Stated as a priority in 3 of last 3 quarters. Cash from operating activities showed volatility: negative $55.5 million in 2026-Q1, positive $28.3 million in 2026-Q2, and negative $63.1 million in 2026-Q3. This indicates mixed progress on improving cash flow and liquidity, reflecting operational challenges.
“Cash from operating activities was negative $63.1 million in 2026-Q3.”
Over the trailing year it converted 1.24x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 53% for the rest of the cohort, n=6654).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
14 material management or governance events in the past 24 months, led by legal/regulatory items. Historically, Industrials names rated volatile grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2592).
Not investment advice. As of 2026-09-04.
“The Company entered into a settlement agreement with the last of three putative classes in an ongoing litigation matter for $50.0 million.”
“Entered into settlement agreements with two putative classes in ongoing litigation for $136.5 million.”
“Management discussed ongoing litigation settlements and related expenses impacting net income.”
“Completed sale of HDPE Pipe & Conduit business and coatings business in Belgium as part of strategic review.”
“Finalized divestitures of HDPE business and surface protection and powder coatings business in Belgium.”
“The Company has entered into a definitive agreement to be acquired by Prysmian S.p.A. in an all-cash transaction for $95.00 per share.”
“Cash from operating activities was positive $28.3 million in 2026-Q2.”
“Cash from operating activities was negative $55.5 million in 2026-Q1.”