Electrical products maker Atkore beats Q4 revenue expectations

Atkore

20/11/2025 11:14

Overview

Atkore Q4 2025 rev of $752 mln beats analyst expectations

Company reports Q4 net loss of $54.4 mln due to asset impairments

Adjusted EBITDA for Q4 falls 49.4% yr/yr to $70.9 mln

Outlook

Company expects fiscal 2026 net sales between $3.0 bln and $3.1 bln

Company sees fiscal 2026 adjusted EBITDA between $340 mln and $360 mln

Company projects fiscal 2026 adjusted EPS between $5.05 and $5.55

Result Drivers

ASSET IMPAIRMENTS - Co's Q4 net loss driven by $66.7 mln non-cash impairment in HDPE business and $18.9 mln goodwill impairment in Mechanical unit

PRICING NORMALIZATION - Decrease in Q4 net sales primarily due to lower average selling prices of $53.6 mln

INPUT COSTS - Higher raw material costs contributed to decreased gross profit and margins

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 sales
Beat
$752.01 mln
$734 mln (5 Analysts)
Q4 Net Income
-$54.42 mln
Q4 Gross Profit
$147.83 mln
Q4 Operating income
-$56.76 mln
Q4 Pretax Profit
-$65.77 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electrical components & equipment peer group is "buy."

Wall Street's median 12-month price target for Atkore Inc is $65.00, about 2.4% below its November 19 closing price of $66.53

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nBw9GchNGa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)