olivLaw · US equity research
Atkore Inc. ATKR
Miscellaneous Electrical Machinery, Equipment & Supplies · SIC 3690 · Vertical: Miscellaneous Electrical Machinery, Equipment & Supplies (SIC 3690)
Atkore manufactures electrical products (conduit, cable, accessories) and safety and infrastructure solutions, holding #1 or #2 U.S. positions in many products. The company is subject to an agreed acquisition by Prysmian, which changes the outlook for investors; net sales were 2,850.4 million USD in fiscal 2025.
At the close of 16 Oct 2026, Atkore Inc. (ATKR) stock was 94.96 USD (+0.04% on the day), with beta 1.49, 52-week range 55.30–94.96 USD. Latest reported quarter (Q3 2026): revenue of 794.8 m USD (+8.1% YoY), net income of 745.0 k USD (−98.3% YoY), diluted EPS 0.02 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 72.5
- overbought (≥ 70)
- Bollinger (20, 2)
- 94.34 – 95.07
- in the upper half of the band · %B 0.85 · band width 0.8%
- SMA 50 / 200
- 94.15 / 76.60
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 0.58 / 0.75
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +0.5% | −1.1% | +1.6 pp | — |
| 3 months | +29.3% | −0.5% | +29.8 pp | — |
| 6 months | +37.4% | +4.4% | +33.0 pp | — |
| Year to date | +50.1% | +12.3% | +37.8 pp | — |
| 1 year | +43.0% | +13.5% | +29.5 pp | −60.2% |
| 3 years | −31.7% | +76.4% | −108.1 pp | −50.2% |
| 5 years | +8.1% | +63.7% | −55.6 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 26 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 788.3 m | 661.6 m | 701.7 m | 735.0 m | 752.0 m | 655.5 m | 731.4 m | 794.8 m |
| Cost of revenue | 572.2 m | 490.5 m | 516.6 m | 563.0 m | 604.2 m | 529.6 m | 595.3 m | 618.5 m |
| Gross profit | 216.1 m | 171.1 m | 185.1 m | 172.1 m | 147.8 m | 125.9 m | 136.1 m | 176.3 m |
| SG&A | 100.4 m | 91.5 m | 99.0 m | 98.1 m | 108.0 m | 99.6 m | 107.9 m | 108.7 m |
| Operating income | 102.1 m | 67.9 m | -51.8 m | 63.8 m | -56.8 m | 20.1 m | 10.4 m | 64.0 m |
| Depreciation & amortisation | 32.6 m | 29.3 m | 29.2 m | 29.0 m | 36.9 m | 36.1 m | 33.3 m | 23.2 m |
| Pre-tax income | 91.9 m | 58.6 m | -66.5 m | 55.1 m | -65.8 m | 15.5 m | -158.7 m | -5.6 m |
| Income tax | 18.8 m | 12.3 m | -16.5 m | 12.1 m | -11.4 m | 465.0 k | -34.7 m | -6.3 m |
| Net income | 73.1 m | 46.3 m | -50.1 m | 43.0 m | -54.4 m | 15.0 m | -124.1 m | 745.0 k |
| Diluted EPS | 2.05 ≈ | 1.31 | -1.46 | 1.25 | -1.65 ≈ | 0.44 | -3.65 | 0.02 |
| Operating cash flow | 199.1 m | 74.4 m | 86.6 m ≈ | 31.4 m ≈ | 210.4 m | -55.5 m | 28.3 m ≈ | -63.1 m ≈ |
| Capex | 44.8 m | 41.3 m | 22.3 m ≈ | 21.3 m ≈ | 22.2 m | 11.8 m | 14.5 m ≈ | 14.2 m ≈ |
| Dividends paid | 11.2 m | 11.1 m | 10.9 m ≈ | 11.1 m ≈ | 11.1 m | 11.1 m | 11.1 m ≈ | 11.1 m ≈ |
| Share repurchases | 100.0 m | 50.0 m | 50.0 m ≈ | 0 ≈ | 0 | 0 | 0 ≈ | 0 ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.8 bn | 1.9 bn | 1.8 bn | 2.9 bn | 3.9 bn | 3.5 bn | 3.2 bn | 2.9 bn |
| Revenue YoY | +22.0% | +4.4% | −7.9% | +65.9% | +33.7% | −10.1% | −9.0% | −11.0% |
| Net income | 136.6 m | 139.1 m | 152.3 m | 587.9 m | 913.4 m | 689.9 m | 472.9 m | -15.2 m |
| Net income YoY | +61.4% | +1.8% | +9.5% | +286.0% | +55.4% | −24.5% | −31.5% | −103.2% |
| Diluted EPS | 2.48 | 2.83 | 3.10 | 12.19 | 20.30 | 17.27 | 12.69 | -0.45 |
| Diluted EPS YoY | +95.3% | +14.1% | +9.5% | +293.2% | +66.5% | −14.9% | −26.5% | −103.5% |
| net % | 7.4% | 7.3% | 8.6% | 20.1% | 23.3% | 19.6% | 14.8% | -0.5% |
| Free cash flow | 107.2 m | 174.8 m | 215.0 m | 508.4 m | 651.1 m | 588.7 m | 399.2 m | 295.7 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 30 Sept 2025
- Cash
- 506.7 m USD
- Financial debt
- 760.5 m USD
- Net debt
- 253.8 m USD
- Equity
- 1.4 bn USD
- Total assets
- 2.9 bn USD
- Debt / equity
- 0.54x
- Current ratio
- 3.05x
- ROE
- -1.0%
- ROA
- -0.5%
- FCF margin
- 10.4%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 1.8 bn | 2.9 bn | 3.9 bn | 3.5 bn | 3.2 bn | 2.9 bn | SEC (XBRL)· 26 Nov 2025verified |
| Cost of revenue | 1.3 bn | 1.8 bn | 2.3 bn | 2.2 bn | 2.1 bn | 2.2 bn | SEC (XBRL)· 26 Nov 2025verified |
| Gross profit | 491.3 m | 1.1 bn | 1.6 bn | 1.3 bn | 1.1 bn | 676.1 m | SEC (XBRL)· 26 Nov 2025verified |
| SG&A | 219.5 m | 293.0 m | 370.0 m | 388.2 m | 397.5 m | 396.6 m | SEC (XBRL)· 26 Nov 2025verified |
| Operating income | 239.6 m | 799.0 m | 1.2 bn | 893.5 m | 624.8 m | 23.2 m | SEC (XBRL)· 26 Nov 2025verified |
| Depreciation & amortisation | 74.5 m | 78.6 m | 84.4 m | 115.5 m | 121.0 m | 124.5 m | SEC (XBRL)· 26 Nov 2025verified |
| EBITDA | 314.0 m ≈ | 877.5 m ≈ | 1.3 bn ≈ | 1.0 bn ≈ | 745.8 m ≈ | 147.7 m ≈ | SEC (XBRL)· 26 Nov 2025derived |
| Pre-tax income | 202.0 m | 780.0 m | 1.2 bn | 850.3 m | 587.2 m | -18.6 m | SEC (XBRL)· 26 Nov 2025verified |
| Income tax | 49.7 m | 192.1 m | 290.2 m | 160.4 m | 114.4 m | -3.4 m | SEC (XBRL)· 26 Nov 2025verified |
| Net income | 152.3 m | 587.9 m | 913.4 m | 689.9 m | 472.9 m | -15.2 m | SEC (XBRL)· 26 Nov 2025verified |
| Diluted EPS | 3.10 | 12.19 | 20.30 | 17.27 | 12.69 | -0.45 | SEC (XBRL)· 26 Nov 2025verified |
| Weighted average diluted shares | 48.0 m | 47.3 m | 44.3 m | 39.3 m | 36.8 m | 34.0 m | SEC (XBRL)· 26 Nov 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 284.5 m | 576.3 m | 388.8 m | 388.1 m | 351.4 m | 506.7 m | SEC (XBRL)· 26 Nov 2025verified |
| Receivables | 298.2 m | 524.9 m | 528.9 m | 559.9 m | 489.9 m | 447.0 m | SEC (XBRL)· 26 Nov 2025verified |
| Inventories | 199.1 m | 286.0 m | 454.5 m | 493.9 m | 524.7 m | 484.8 m | SEC (XBRL)· 26 Nov 2025verified |
| Current assets | 828.7 m | 1.4 bn | 1.5 bn | 1.5 bn | 1.5 bn | 1.6 bn | SEC (XBRL)· 26 Nov 2025verified |
| Property, plant & equipment, net | 243.9 m | 275.6 m | 390.2 m | 559.0 m | 652.1 m | 594.3 m | SEC (XBRL)· 26 Nov 2025verified |
| Goodwill | 188.2 m | 199.0 m | 289.3 m | 311.1 m | 314.0 m | 294.5 m | SEC (XBRL)· 26 Nov 2025verified |
| Intangibles (excl. goodwill) | 255.3 m | 241.2 m | 382.7 m | 394.4 m | 340.4 m | 160.8 m | SEC (XBRL)· 26 Nov 2025verified |
| Total assets | 1.6 bn | 2.2 bn | 2.6 bn | 2.9 bn | 3.0 bn | 2.9 bn | SEC (XBRL)· 26 Nov 2025verified |
| Accounts payable | 142.6 m | 243.2 m | 244.1 m | 292.7 m | 262.2 m | 241.2 m | SEC (XBRL)· 26 Nov 2025verified |
| Short-term debt | 0 | — | — | — | 0 | 3.7 m | SEC (XBRL)· 26 Nov 2025verified |
| Long-term debt | 803.7 m | 758.4 m | 760.5 m | 762.7 m | 764.8 m | 756.8 m | SEC (XBRL)· 26 Nov 2025verified |
| Current liabilities | 276.2 m | 524.9 m | 501.9 m | 564.6 m | 510.9 m | 524.5 m | SEC (XBRL)· 26 Nov 2025verified |
| Total liabilities | 1.2 bn | 1.3 bn | 1.3 bn | 1.5 bn | 1.5 bn | 1.5 bn | SEC (XBRL)· 26 Nov 2025verified |
| Equity | 378.4 m † | 864.7 m † | 1.2 bn † | 1.5 bn † | 1.5 bn † | 1.4 bn † | SEC (XBRL)· 26 Nov 2025verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 248.8 m | 572.9 m | 786.8 m | 807.6 m | 549.0 m | 402.8 m | SEC (XBRL)· 26 Nov 2025verified |
| Capex | 33.8 m | 64.5 m | 135.8 m | 218.9 m | 149.9 m | 107.1 m | SEC (XBRL)· 26 Nov 2025verified |
| Free cash flow | 215.0 m ≈ | 508.4 m ≈ | 651.1 m ≈ | 588.7 m ≈ | 399.2 m ≈ | 295.7 m ≈ | SEC (XBRL)· 26 Nov 2025derived |
| Investing cash flow | -27.5 m | -98.0 m | -442.8 m | -302.2 m | -154.3 m | -85.6 m | SEC (XBRL)· 26 Nov 2025verified |
| Financing cash flow | -61.2 m | -184.5 m | -524.2 m | -506.8 m | -435.3 m | -160.5 m | SEC (XBRL)· 26 Nov 2025verified |
| Dividends paid | — | — | 0 | 0 | 34.5 m | 44.2 m | SEC (XBRL)· 26 Nov 2025verified |
| Share repurchases | 15.0 m | 135.1 m | 500.2 m | 491.0 m | 381.0 m | 100.0 m | SEC (XBRL)· 26 Nov 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 27 / 100
A scoring methodology on indicators and valuation, not investment advice.
score < 40
Closing price
16 Oct 2026Source: olivLaw, closing series
Market cap: unavailable
The price is older than the freshness threshold; market indicators are unavailable.
Key indicators
Coverage and freshness
Score by group
- Balance sheet60
- Growth8
- Quality29
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 33.47 – 232.90 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/Sales58.25 – 232.90 (Mid 126.10)15 companies used · median multiple 1.6x · quartiles 0.8x – 2.8xCHPT, DFLI, ELVA, ENR, ENS, EOSE, EPOW, GAUZ, MVST, NOVT, NRGV, SPB, UCAR, ULBI, XPON
- Peers: EV/EBITDA33.47 – 70.62 (Mid 41.11)4 companies used · median multiple 10.8x · quartiles 9.2x – 16.7xENS, NOVT, NVX, SPB
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Unattractive profile · Score 27/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 20.0% | 0 (on a fixed band) | 16% |
| EBIT margin · Quality | 1.3% | 85 (vs peers) | 13% |
| FCF margin · Quality | 2.0% | 8 (on a fixed band) | 13% |
| Revenue CAGR 3Y · Growth | -10.0% | 0 (on a fixed band) | 26% |
| Revenue growth (YoY) · Growth | -11.0% | 25 (vs peers) | 13% |
| Net debt / EBITDA · Balance sheet | 2.5x | 20 (vs peers) | 10% |
| Current ratio · Balance sheet | 2.7x | 100 (on a fixed band) | 10% |
| EV/Sales · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet60/100 · 2/2 factors with a value
- Growth8/100 · 2/2 factors with a value
- Quality29/100 · 3/3 factors with a value
- Returns· partialunavailable · 0/1 factors with a value
- Valuation· partialunavailable · 0/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Atkore Inc. (ATKR). Latest full fiscal year: 2025; data up to 2026-06-26.
Figures computed from the financial statements: revenue 2.9 bn USD in 2025; YoY growth -11.0%; net margin -5.5%; ROE -11.9%; net debt/EBITDA 2.5x.
The estimated value range is 45.86–151.76 USD per share (median of 2 methods, agreement: low); assumptions are illustrative. The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 27/100, methodological classification: unattractive profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: returns, valuation. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- EBIT margin: 1.3%
- Current ratio: 2.7x
What contradicts it
- Gross margin: 20.0%
- FCF margin: 2.0%
- Revenue CAGR 3Y: -10.0%
- Revenue growth (YoY): -11.0%
- Net debt / EBITDA: 2.5x
- The valuation methods diverge
Not assessed (insufficient data or a ratio without meaning): EV/Sales, FCF yield, Shareholder yield (distributions).
Versus the vertical median
Miscellaneous Electrical Machinery, Equipment & Supplies (SIC 3690) · same industry (4-digit SIC) · compared with 38 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| ENSEnerSys | 5.6 bn | 16.7 | 18.4% | 9.3% | +3.7% | +9% / +76% |
| NOVTNovanta Inc. | 5.5 bn | 92.8 | 5.1% | 6.0% | +3.3% | +28% / +1% |
| ATKRAtkore Inc. | 3.2 bn | — | -11.9% | -5.5% | −11.0% | +43% / −32% |
| SPBSpectrum Brands Holdings, Inc. | 2.1 bn | 28.0 | 4.2% | 2.8% | −5.2% | +54% / +32% |
| NVXNOVONIX Ltd | 1.9 bn | — | -62.0% | -1,650.8% | −4.1% | −81% / −88% |
| ENREnergizer Holdings, Inc. | 1.7 bn | 21.3 | 42.2% | 2.7% | +2.3% | +38% / −18% |
| AMPXAmprius Technologies, Inc. | 1.2 bn | — | -36.1% | -33.4% | +202.1% | −25% / +106% |
| EMATEvolution Metals & Technologies Corp. | 1.2 bn | — | — | — | unavailable | unavailable / unavailable |
| EOSEEos Energy Enterprises, Inc. | 779.3 m | — | — | -246.8% | +631.8% | −86% / +95% |
| ENVXEnovix Corporation | 612.3 m | — | -82.2% | -473.9% | +37.9% | −64% / −75% |
| NRGVEnergy Vault Holdings, Inc. | 578.2 m | — | -225.9% | -48.6% | +340.9% | −8% / +38% |
| SLDPSolid Power, Inc. | 515.7 m | — | -20.5% | -1,152.2% | +8.0% | −57% / +60% |
| FLNCFluence Energy, Inc. | 312.1 m | — | -20.7% | -3.1% | −16.1% | −69% / −76% |
| CHPTChargePoint Holdings, Inc. | 306.4 m | — | -1,015.1% | -40.6% | −1.4% | +39% / −69% |
| SESSES AI Corporation | 286.4 m | — | -31.2% | -289.6% | +929.4% | −60% / −63% |
| ULBIEnerSys | 260.3 m | 1.4 | -4.8% | -3.5% | +16.2% | +175% / +109% |
| MVSTMicrovast Holdings, Inc. | 255.7 m | — | 11.4% | 13.9% | +12.6% | −81% / −43% |
| ELVAElectrovaya Inc. | 173.4 m | — | -673.8% | -3.4% | +170.8% | +7% / +94% |
| ELPWElong Power Holding Ltd. | 145.7 m | — | — | -271.3% | +430.7% | −100% / −100% |
| NEOVNeoVolta, Inc. | 134.6 m | — | -101.1% | -161.0% | +58.2% | −44% / +28% |
| GAUZGauzy Ltd. | 127.5 m | — | — | -51.4% | +32.8% | −86% / unavailable |
| BYRNByrna Technologies Inc. | 97.4 m | — | -14.9% | -9.2% | +37.7% | −77% / −29% |
| EPOWE-Power Inc. | 88.8 m | — | — | -35.8% | −28.6% | −88% / −87% |
| BLNKBlink Charging Co. | 65.4 m | — | -79.9% | -52.2% | −18.0% | −66% / −86% |
| STISolidion Technology, Inc. | 37.8 m | — | -1,382.4% | -23,852.8% | unavailable | −59% / −99% |
1- and 3-year price returns: for ATKR from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Scenarios are not available. input data missing
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Atkore manufactures electrical products (conduit, cable, accessories) and safety and infrastructure solutions, holding #1 or #2 U.S. positions in many products. The company is subject to an agreed acquisition by Prysmian, which changes the outlook for investors; net sales were 2,850.4 million USD in fiscal 2025 1.
SWOT
Strengths
- Leading positions in several products in the U.S. market, a national distribution network and strong brands 1.
- Broad product range and short order cycle times that serve distributors and contractors well 1.
- Proprietary manufacturing technology, such as in-line galvanizing, that lowers production costs 1.
Weaknesses
Opportunities
Risks
- PVC antitrust litigationhigh
The company has settled one of the putative classes, and other proceedings could add further expenses.
- Completion of the transactionhigh
Closing depends on stockholder approval, HSR clearance and other regulatory approvals, and failure could affect the share price.
- Raw material costsmedium
Swings in steel, copper and resin prices could compress margins when selling prices lag costs.
- Non-residential construction cyclemedium
A pullback in construction investment could reduce demand and pricing for the company's products.
- Cybersecuritylow
Attacks on IT systems could disrupt manufacturing, shipments and financial reporting.
Investment thesis
What would need to be true (bull case)
- Leading positions in many U.S. products and an extensive distribution network could support sales over the long term.
- Volume growth in the third quarter of fiscal 2026 suggests underlying demand remains firm 2.
- The merger provides all-cash consideration, giving shareholders a defined value if the transaction closes.
What would break the thesis
What to watch
- Closing of the Prysmian transaction and regulatory approvals2027
- Evolution of Adjusted EBITDA margins in the Electrical segmentQ4 2026
- Effect of tariffs on input costs and selling prices2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Atkore Inc. is a leading manufacturer of electrical products for non-residential construction and renovation and residential markets, and of safety and infrastructure solutions for construction and industrial markets 1. The Electrical segment supplies conduit, cable and accessories through the electrical distribution channel, while the Safety & Infrastructure segment produces metal framing, mechanical tube, perimeter security and cable management 1. Sales to U.S. customers represent about 88% of net sales 1.
Segments
Safety & Infrastructure
The Safety & Infrastructure segment produces metal framing, mechanical pipe, perimeter security and cable management for critical infrastructure 1. In the third quarter of fiscal 2026 sales edged up, while Adjusted EBITDA margin fell as input costs outpaced average selling price increases 3.
Market context
Demand depends heavily on U.S. non-residential construction, which is cyclical and sensitive to credit and interest rates 1. Maintenance, repair and remodel activity can help stabilize revenue when new construction slows 1. Uncertainty from tariffs and trade policy has increased, according to recent filings 2.
Trends
- Electrification and data centerstailwind
Demand for renewable power, building electrification and data centers could support sales of Atkore products 1.
- Raw material pricesheadwind
Steel, copper and PVC and HDPE resins are volatile, and the company generally sells on a spot basis, which could compress margins if input costs rise faster than selling prices 1.
- Trade policy and tariffsmixed
Tariffs and trade policy changes can raise import costs and affect pricing, with mixed effects on competitiveness 12.
- Prysmian transactionmixed
The all-cash merger agreement brings uncertainty around regulatory approvals and closing conditions 2.
Competitive position
Competition varies by product line, from national manufacturers to smaller regional producers, and some rivals have greater financial resources 1. Competition is based on product offering, innovation, quality, service and price 1.
- Zekelman Industries
Main competitor in conduit and tube lines and in the Safety & Infrastructure segment, per the filing 1.
- Prysmian
Competitor in the Electrical segment and the proposed acquirer under the merger agreement 12.
- Hubbell IncorporatedHUBB
Competitor in the Safety & Infrastructure segment, named in the annual report 1.
- Eaton Corporation plc
Listed among the main competitors for the Safety & Infrastructure segment 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Prysmian Reaches Deal to Buy US Electrical Maker AtkoreBloomberg Markets · 03 Aug 2026 · EN
- Prysmian Is Said Near Takeover of US Electrical Maker AtkoreBloomberg Markets · 02 Aug 2026 · EN
The latest news item in our archive is from 03 Aug 2026; the newest SEC filing is from 19 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report19 Oct 2026Termination of a material agreement · Acquisition or disposition of assets · Delisting notice · Item 3.03 · Item 5.01 · Departure or appointment of officers · Amendments to articles or bylaws · Financial statements and exhibits
- Current report08 Oct 2026Regulation FD disclosure · Financial statements and exhibits
- Current report07 Oct 2026Shareholder vote · Financial statements and exhibits
- Current report15 Sept 2026Other events · Financial statements and exhibits
- Quarterly report04 Aug 2026
- Current report03 Aug 2026Results of operations · Financial statements and exhibits
- Current report03 Aug 2026Material agreement · Regulation FD disclosure · Financial statements and exhibits
- Current report04 Jun 2026Material agreement · Financial statements and exhibits
- Quarterly report06 May 2026
- Current report05 May 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-09-30 · SEC / Atkore Inc. · 26 Nov 2025
- [2] Form 10-Q, quarter ended 2026-06-26 · SEC / Atkore Inc. · 04 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Atkore Inc. · 03 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.