ATI (ATI)
Produces advanced alloys, forgings, and components for aerospace, defense, and demanding industrial applications.
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Produces nickel-based superalloys, titanium, specialty alloys, forgings, and cast components through two reportable segments. Aerospace and defense generate most sales, supported by qualified manufacturing processes and long customer relationships.
Produces high-performance materials and components through High Performance Materials & Components and Advanced Alloys & Solutions. The portfolio spans nickel-based superalloys, titanium, specialty rolled products, forgings, castings, and refractory metals for jet engines, defense systems, energy, and other demanding uses.
Operates primarily from the United States, with a smaller employee base spread across international locations. Execution centers on qualified processes, integrated material flow, long customer relationships, and manufacturing capabilities built for applications where performance requirements are exacting.
Aerospace and defense account for most sales, with the strongest concentration inside High Performance Materials & Components. Demand therefore depends heavily on aircraft production rates, defense programs, customer qualification cycles, and reliable output from specialized facilities. Labor continuity and completion of ongoing portfolio restructuring also shape operating performance.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 12, 2026 | KeyBanc | Reiterate | Rating: —Target: $175 | Target: $258 |
| Aug 10, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $194 | Target: $262 |
| Aug 10, 2026 | Wells Fargo | Reiterate | Rating: —Target: — | Target: $275 |
| Aug 7, 2026 | Susquehanna | Reiterate | Rating: —Target: $215 | Target: $265 |
| Jul 9, 2026 | Susquehanna | Reiterate | Rating: —Target: $185 | Target: $215 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $783.0M · Total debt $2.19B · Total assets $5.74B · Shareholders' equity $1.88B
- Revenue
- $1.26B
- Operating income
- $220.0M
- Net income
- $151.0M
No dividends on record.
| Institutions | ≈ 92.02% | 125.30M shares | |
|---|---|---|---|
| 831 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.93% | 1.27M shares | |
| 19 holders · as of Sep 16, 2026 | |||
| Other | ≈ 7.05% | 9.60M shares | |
| remainder | |||
136.17M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.74% | 18.71M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.57% | 6.22M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.53% | 6.16M | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 3.85% | 5.25M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.85% | 5.24M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Timothy J. Harris | officer: Senior VP and CDIO | −16,500 | $193.06 |
| Sep 8, 2026 | Timothy J. Harris | officer: Senior VP and CDIO | −16,500 | $207.54 |
| Sep 2, 2026 | David J. Morehouse | director | −2,485 | $201.61 |
| Aug 31, 2026 | Timothy J. Harris | officer: Senior VP and CDIO | −16,500 | $210.01 |
| Aug 24, 2026 | Timothy J. Harris | officer: Senior VP and CDIO | −16,500 | $206.92 |
- Howmet Aerospace
Titanium mill products and forged structures for aerospace and defense
- Carpenter Technology
Nickel-superalloy and specialty-steel rival in aerospace and defense
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ATI | $187.28 | +0.35% | $25.81B | 55.5 | 32.8 | 5.5 | +10.6% |
| Howmet Aerospace | $225.89 | +0.21% | $90.97B | 49.0 | 38.4 | 10.0 | +24.1% |
| Carpenter Technology | $400.02 | +0.03% | $20.02B | 38.3 | 30.2 | 6.4 | +12.6% |
| Median | 43.7 | 34.3 | 8.2 | +18.3% |