ATKR · NYSE · Electrical Equipment & Parts

Atkore (ATKR)

Makes conduit, cable, framing, and related systems for electrical and infrastructure projects.

$94.50
vs last close+0.03 (+0.03%)
Loading prices…

Atkore Inc.ATKR
Industrials

Sells conduit, cable, fittings, cable management, metal framing, mechanical pipe, and perimeter-security products through distributors and OEM channels. Revenue is centered on U.S. construction and infrastructure demand, with the Electrical segment contributing most sales.

Manufactures conduit, cable, fittings, and installation accessories used to route and protect electrical power systems, chiefly for non-residential construction and renovation. The Electrical segment spans metal and plastic conduit, armored and flexible cable, fittings, and cable management; Safety & Infrastructure supplies metal framing, mechanical pipe, construction services, and perimeter security.

Executes through a broad branded portfolio, a concentrated U.S. manufacturing and distribution network, short order cycles, and bundled ordering across complementary products. Sales flow mainly through electrical, industrial, and specialty distributors to contractors and original-equipment manufacturers.

Demand depends heavily on U.S. non-residential construction, while steel, copper, and PVC costs influence pricing and margins. Most revenue comes from U.S. customers. A definitive agreement calls for Prysmian to acquire the business, subject to shareholder and regulatory approvals.

Company facts

CEOWilliam E. Waltz Jr.
ListedJun 10, 2016
ExchangeNYSE
HeadquartersHarvey, IL
CountryUnited States
Employees5,400
CIK0001666138
ISINUS0476491081

Market cap$3.19B
EPS (ttm)−$4.84
P/E (ttm)−19.52
ROE-12.1%
P/B2.50
P/S1.09
Dividend yieldDiv yield1.40%
Beta1.73vs XLI 1.06

Price target$76.00−19.6%Average of 11 analysts
ConsensusHold8 of 11 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 4, 2026Roth CapitalDowngrade
Rating: Buy
Rating: Neutral
Jul 16, 2026RBC CapitalReiterate
Rating: Target: $82
Rating: Sector PerformTarget: $76
May 6, 2026RBC CapitalReiterate
Rating: Target: $71
Rating: Sector PerformTarget: $82
Feb 4, 2026Roth CapitalReiterate
Rating: Target: $71
Rating: BuyTarget: $77
Feb 4, 2026RBC CapitalTarget
Target: $64
Target: $71

Next report
Nov 19, 26
in 58 days
EPS estimate
$1.71
Revenue estimate
$788.2M
Fiscal quarter
Q4 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.63$2.04$1.63$0.69$0.83$1.23$1.92Pending
Estimate$1.50$2.05$1.53$1.26$0.64$1.00$1.53$1.71
Surprise+8.7%−0.5%+6.5%−45.2%+29.7%+23.0%+25.5%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$661.6M$701.7M$735.0M$752.0M$655.5M$731.4M$794.8MPending
Estimate$732.0M$749.2M$733.6M$733.1M$649.8M$714.2M$756.2M$788.2M
Surprise−9.6%−6.3%+0.2%+2.6%+0.9%+2.4%+5.1%
Estimate$1.71
ReportedDue Nov 19, 2026
Estimate$788.2M
ReportedDue Nov 19, 2026
View details

Debt to equity71.60%
Current ratio273.40%

ProfitabilityRevenueNet incomeNet margin

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$788.3M$661.6M$701.7M$735.0M$752.0M$655.5M$731.4M$794.8M
Net income$73.1M$46.3M−$50.1M$43.0M−$54.4M$15.0M−$124.1M$745.0K
Net margin9.3%7.0%0.0%5.8%0.0%2.3%0.0%0.1%

GrowthOperating income

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Operating income$102.1M$67.9M$75.9M$63.8M$29.9M$20.1M$22.0M$64.0M
YoY growth−46.1%−61.3%−57.6%−62.1%−70.7%−70.4%−71.0%+0.3%

Balance sheet, Jun 26, 2026Cash & short-term investments $346.2M · Total debt $913.5M · Total assets $2.74B · Shareholders' equity $1.28B

Revenue
$794.8M
Operating income
$64.0M
Net income
$745.0K
View details

Dividend yield
1.40%
Next ex-date
Nov 18, 26
estimated · in 57 days
Annual dividend
$1.32
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Feb '25May '25Aug '25Dec '25Feb '26May '26Aug '26
Dividend$0.32$0.32$0.33$0.33$0.33$0.33$0.33$0.33
Annual yield1.44%1.82%1.87%2.25%2.05%1.99%1.84%1.41%
Ex-dateDec 6Feb 18May 16Aug 19Dec 5Feb 17May 19Aug 18
Payment dateDec 16Feb 28May 28Aug 29Dec 17Feb 27May 29Aug 28
View details

Institutions98.76%33.35M shares
338 holders · as of Jun 30, 2026
Insiders1.65%558.4K shares
17 holders · as of Aug 31, 2026
Adds to100.41%

33.77M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 100.41%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
9.23%3.12Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
6.28%2.12Mas of Jun 30, 2026
American Century Companies IncInstitution
5.26%1.78Mas of Jun 30, 2026
Gates Capital Management, Inc.Institution
5.06%1.71Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.51%1.52Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 10, 2026Mark F. Lampsofficer: Pres. Safety & Infrastructure−300$93.75
May 8, 2026Justin A. Kershawdirector−2,799$73.67
May 8, 2026Wilbert W. Jr Jamesdirector−3,299$73.61
Feb 17, 2026Mark F. Lampsofficer: Pres. Safety & Infrastructure−1,000$65.78
Nov 17, 2025Mark F. Lampsofficer: Pres. Safety & Infrastructure−1,000$64.75
View details

  • Hubbell

    Conduit-adjacent electrical and utility products for contractors

  • Eaton

    Power-management and cable-support overlap in electrical infrastructure

  • Nucor

    Steel conduit, tube, and support products for construction

  • nVent Electric

    Fastening, enclosures, and protection for electrical infrastructure

Compare

CompanyPriceChange
Atkore$94.50+0.03%$3.19B15.51.1+8.1%
Hubbell$456.85−0.14%$24.17B27.121.03.9+15.3%
Eaton$440.73+1.22%$169.08B44.329.35.6+21.4%
Nucor$245.66+1.34%$55.20B19.311.61.5+23.0%
nVent Electric$162.66+2.02%$25.78B43.728.05.3+52.8%
Median35.424.54.6+22.2%