Inferra AI / Company / ATKR

Atkore Inc.

ATKR · Information Technology

Last earnings Aug 3, 2026

Key results

Net incomequarter

$0.7 million

Net income of $0.7 million, a decrease of $42.2 million versus prior year Adjusted EBITDA of $104.7 million , an increase of $4.7 million versus prior year The Company entered into a settlement agreement with the last of three putative classes in an ongoing litigation matter for $50.0 million On July 30, 2026

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

Gross marginquarter

22.2%

Gross margin decreased to 22.2% for the three months ended June 26, 2026, as compared to 23.4% for the prior-year period.

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

Gross profit increased primarily due to increased sales volume, but gross margin decreased primarily due to increases in input costs of $48.9 million outpacing increases in average selling prices of $22.4 million.

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

Net income decreased by $42.2 million, or 98.3%, to net income of $0.7 million for the three months ended June 26, 2026 compared to $43.0 million of net income for the prior-year period.

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

Net income per diluted share prepared in accordance with accounting principles generally accepted in the United States of America ( GAAP ) was $0.02 for the three months ended June 26, 2026, as compared to $1.25 in the prior-year period.

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

Revenuequarter

$794,800 thousand

Net sales $ 794,800 $ 735,045 $ 2,181,724 $ 2,098,367

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

Operating incomequarter

$63,990 thousand

Operating income 63,990 63,813 94,427 79,930

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

AI analysis

Q3 2026 · reported Aug 3, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q3 2026

$794,800 thousand

EX-99 · Aug 3, 2026

Gross margin · Q3 2026

22.2%

-1.2 pts vs year ago computed from stated figures

EX-99 · Aug 3, 2026

Net income · Q3 2026

$0.7M

EX-99 · Aug 3, 2026

Operating income · Q3 2026

$63,990 thousand

EX-99 · Aug 3, 2026

The quarter in charts

GAAP gross margin

Percent of revenue, as stated

EX-99 · Aug 3, 2026 Margin values as stated in the release.

Headline figures

Metric	Q3 2026	Prior qtr	Year ago
Net income	$0.7 million	—	—
Gross margin	22.2%	—	23.4%
Revenue	$794,800 thousand	—	—
Operating income	$63,990 thousand	—	—

EX-99 · Aug 3, 2026

Guidance · company-stated

No guidance located in the held release

Outlook statement

“Financial Outlook In light of the pending transaction with Prysmian, Atkore does not intend to update or reaffirm its previously issued financial outlook.”

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin22.2%

Capital allocation

Dividend$0.33

Liquidity Capital Resources On July 30, 2026, Atkore s Board of Directors approved a quarterly dividend payment of $0.33 per share of common stock payable on August 28, 2026 to shareholders of record on August 18, 2026.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Announces Third Quarter 2026 Results The Company has entered into a definitive agreement to be acquired by Prysmian S.p.A

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

Eastern Time, to discuss its financial results, as required under the terms of the indenture governing its Senior Notes due 2031.

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

We define Adjusted net income as net income before stock-based compensation, loss on extinguishment of debt, loss on assets held for sale, gains and losses on the divestiture of a business (including any additional tax adjustments related to those divestitures), insurance recoveries, asset impairment charges, intangible asset amortization, certain legal matters and other items, restructuring costs, accelerated depreciation, transaction costs, and the income tax expense or benefit on the foregoing adjustments that are subject to income tax.

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

Free Cash Flow We define Free Cash Flow as net cash provided by (used in) operating activities, less capital expenditures.

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

5 Nine months ended June 26, 2026 June 27, 2025 Supplementary Cash Flow Information Capital expenditures, not yet paid $ 736 $ 732 Operating lease right-of-use assets obtained in exchange for lease liabilities $ 9,002 $ 4,986 6 ATKORE INC.

SEC original ↗Atkore Inc. — 10-Q Quarterly report10-QAug 4, 2026

The Company s participating securities consist of share-based payment awards that contain a non-forfeitable right to receive dividends and therefore are considered to participate in undistributed earnings with common stockholders.

SEC original ↗Atkore Inc. — 10-Q Quarterly report10-QAug 4, 2026

Strategy & priorities

The decrease was primarily due to litigation settlement expense of $50.0 million, related litigation costs and increased transaction costs associated with recent divestitures and other activities in conjunction with the previously announced strategic review.

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

We believe Adjusted EBITDA and Adjusted EBITDA margin allow us to readily view operating trends, perform analytical comparisons and identify strategies to improve operating performance.

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

The OBBBA contains corporate tax law changes, including the restoration of 100% bonus depreciation; the creation of Section 174A, which reinstates expensing for domestic research and experimental expenditures; modifications to Section 163(j) interest limitations; updates to the rules for global intangibles low-taxed income and foreign-derived intangible income; amendments to the rules for energy credits; and the expansion of Section 162(m) aggregation requirements.

SEC original ↗Atkore Inc. — 10-Q Quarterly report10-QAug 4, 2026

Risks & headwinds

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

Forward-looking statements are subject to known and unknown risks and uncertainties, many of which may be beyond our control.

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

A number of important factors, including, without limitation, the risks and uncertainties disclosed in the Company s filings with the SEC including but not limited to the Company s most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K could cause actual results and outcomes to differ materially from those reflected in the forward-looking statements.

SEC original ↗Atkore Inc. — Earnings release (8-K exhibit)EX-99Aug 3, 2026

Legal Proceedings 46 Item 1A.

SEC original ↗Atkore Inc. — 10-Q Quarterly report10-QAug 4, 2026

The increase in the current period effective tax rate was driven by the discrete impact of the PVC litigation settlement recorded in the third quarter of fiscal 2026.

SEC original ↗Atkore Inc. — 10-Q Quarterly report10-QAug 4, 2026

The increase in the current period effective tax rate was driven by the discrete impact of the PVC litigation settlement recorded in the current year.

SEC original ↗Atkore Inc. — 10-Q Quarterly report10-QAug 4, 2026

Documents

Earnings deck slides

0 decks with slide view

Atkore Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors