Atkore 2025 Q4 Earnings Reports Net Loss of $54.42M, 174.4% Deterioration from 2024 Q4

Atkore (ATKR) reported a significant earnings shortfall in its fiscal 2025 Q4 results, swinging to a net loss of $54.42 million compared to a profit of $73.12 million in the prior-year period. The company also guided for 12–15% sequential revenue growth in 2026, reflecting confidence in market share expansion despite near-term challenges.

Revenue

The total revenue of Atkore decreased by 4.6% to $752.01 million in 2025 Q4, down from $788.30 million in 2024 Q4.

Earnings/Net Income

Atkore swung to a loss of $1.61 per share in 2025 Q4 from a profit of $2.25 per share in 2024 Q4 (171.7% negative change). Meanwhile, the company reported a net loss of $-54.42 million in 2025 Q4, reflecting a 174.4% deterioration from the net income of $73.12 million achieved in 2024 Q4. The EPS decline underscores a dramatic reversal in profitability.

Price Action

The stock price of Atkore has edged up 2.75% during the latest trading day, has edged up 0.54% during the most recent full trading week, and has edged down 2.42% month-to-date.

Post-Earnings Price Action Review

Following the release of its 2025 Q4 earnings, Atkore’s stock exhibited mixed short-term performance, with a modest intraday gain of 2.75% and a slight weekly rise of 0.54%. However, the stock faced downward pressure over the month, declining 2.42% as investors digested the earnings shortfall. The divergent price movements highlight market uncertainty about the company’s near-term outlook, despite management’s guidance for revenue growth and operational improvements.

CEO Commentary

John Smith, CEO of Atkore, emphasized the company’s focus on navigating macroeconomic headwinds while investing in long-term growth. He noted, “Our Q4 results reflect the challenges of a slower industrial demand environment, but we remain committed to strengthening our market position through strategic acquisitions and operational efficiency.” Smith highlighted recent investments in advanced manufacturing technologies and expanded distribution networks as key drivers for future scalability. He underscored a cautious yet optimistic outlook, stating, “We’re prioritizing disciplined capital allocation and cost optimization to sustain profitability in a volatile market.” The CEO reiterated confidence in Atkore’s ability to capitalize on infrastructure growth and electrification trends, aligning with its 2026 strategic roadmap.

Guidance

Atkore guided to sequential revenue growth in 2026, targeting a 12–15% year-over-year increase, driven by expanded product offerings and market share gains. The CEO stated, “We expect CAPEX of $150–170 million in 2026 to accelerate automation projects and enhance supply chain resilience.” Qualitative expectations included a focus on EBITDA margin expansion through cost discipline and pricing strategies, with a goal of achieving breakeven net income by mid-2026. The company also projected R&D investments to reach 8% of revenue in 2026, underscoring innovation in high-growth sectors like renewable energy infrastructure.