Atkore reports preliminary Q2 results, maintains full-year outlook

Published 21/04/2025, 22:06
Atkore reports preliminary Q2 results, maintains full-year outlook

HARVEY, IL - Atkore Inc. (NYSE: ATKR), a prominent electrical products manufacturer currently trading at an attractive 5.4x earnings multiple, disclosed its preliminary financial outcomes for the second quarter ending March 28, 2025. According to InvestingPro analysis, the company maintains a strong financial health score despite its stock trading below Fair Value. Despite a net loss attributed to an impairment charge, the company maintains its full-year fiscal 2025 outlook.

The preliminary data indicates net sales ranging between $695 million and $705 million, with an estimated net loss of $77 million to $41 million. The loss per diluted share is projected to be between $1.20 and $2.24. However, the adjusted EBITDA is expected to be between $115 million and $118 million, with adjusted net income per diluted share calculated at $2.01 to $2.08. The company maintains robust liquidity with a current ratio of 3.0x, indicating strong ability to meet short-term obligations. Discover more detailed financial metrics and 13 additional ProTips with an InvestingPro subscription.

Atkore attributes the quarterly net loss mainly to a non-cash impairment charge concerning its High-Density Polyethylene (HDPE) pipe and conduit assets, which is expected to be between $121 million and $162 million. This impairment was triggered by new competing technology, constraints on public spending, and market-related conditions that impacted the deployment of government stimulus funding for broadband infrastructure.

Despite the impairment charge, Atkore’s President and CEO, Bill Waltz, expressed confidence in the company’s business model and portfolio, emphasizing the resilience displayed in the preliminary results. Waltz noted the company’s strong domestic focus in both manufacturing and customer base as a key factor in its ability to adapt to dynamic market conditions.

Looking ahead, Atkore reaffirms its full-year fiscal 2025 outlook, with anticipated net sales of $2,850 million to $2,950 million and adjusted EBITDA of $375 million to $425 million. Adjusted net income per diluted share is expected to be in the range of $5.75 to $6.85. While the stock has experienced a significant 65% decline over the past year, the company’s fundamentals remain solid with a healthy Altman Z-Score of 4.0, suggesting strong financial stability. Access comprehensive analysis and the full Pro Research Report through InvestingPro.

Additionally, Atkore announced the ratification of a new 5-year labor contract with the United Steelworkers for its Harvey, Illinois facility, effective retroactively from April 2024.

Investors can expect a detailed earnings report on Tuesday, May 6, 2025, before market opening, followed by a conference call at 8:00 a.m. ET. Replay of the call will be accessible until May 20, 2025, with the live webcast and replay available on the company’s investor relations website.

The information presented is based on a press release statement from Atkore Inc. and is intended to provide investors with a factual summary of the company’s estimated financial performance and outlook.

In other recent news, Atkore Inc. has been served with a grand jury subpoena from the U.S. Department of Justice Antitrust Division, demanding documents related to the pricing of its PVC pipe and conduit products. This legal development comes amid heightened antitrust scrutiny across various industries. Additionally, Atkore has reported first-quarter earnings per share of $1.63, slightly above analyst estimates, but quarterly revenue fell short at $661.6 million, marking a 17.1% decrease from the previous year. This decline is attributed to lower average selling prices and reduced sales volume.

Following these financial results, Loop Capital Markets downgraded Atkore’s stock from "Buy" to "Hold" and reduced the price target to $65, citing concerns over pricing power amid increased competition. RBC Capital Markets also lowered its price target to $73, maintaining a Sector Perform rating, after the company reduced its fiscal year 2025 profit forecast. KeyBanc Capital Markets adjusted Atkore’s price target to $80, maintaining an Overweight rating, while expressing disappointment over the company’s pricing reset.

Despite these challenges, Atkore’s management remains proactive, with expectations that PVC conduit pricing will return to pre-pandemic levels by the end of fiscal year 2025. The company faces competitive pressures and is adjusting its strategy accordingly, with a focus on growth initiatives related to water and global construction services. The board has declared a quarterly cash dividend of $0.32 per share, emphasizing continued shareholder returns amidst these developments.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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