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- **Strategic Expansion**: Exploring full company sale/merger alongside asset divestitures, targeting $10-12M annual cost savings from plant closures.
- **Q4 2025 Results**: Organic volume +1.4%, net sales $752M, adjusted EBITDA $71M (excluding one-time items $82M).
- **FY 2026 Outlook**: Mid-single-digit volume growth, EBITDA $340M-$360M, with Q1 softness ($55M-$65M EBITDA) transitioning to back-half strength.
- **Key Growth Drivers**: Data centers (PVC conduit +6% YoY), solar projects, and renewable energy infrastructure.

**【CEO Summary Section】**
- Announced strategic review expanding to potential sale or merger of the entire company, alongside divesting non-core assets (HDPE business and 2 other modest assets) and closing 3 manufacturing facilities by Q2 2026.
- Q4 2025 results: Organic volume +1.4%, net sales $752M, adjusted EBITDA $71M (including $6M inventory adjustment and $5M non-routine costs). Full-year volume growth 1%, 3rd consecutive year of organic growth.
- Returned $144M to shareholders via buybacks and dividends; strong cash flow generation with refinanced debt maturities beyond 2030.
- FY 2026 outlook: Mid-single-digit volume growth driven by data centers, healthcare, power utilities, and renewable energy trends.

**【CFO Financial Commentary】**
- Q4 2025: GAAP net loss $54M (including $19M goodwill impairment and $67M HDPE asset impairment). Adjusted EBITDA $71M vs. $82M excluding one-time items.
- Full-year 2025: Net sales $2.9B, adjusted EBITDA $386M. Volume growth +1%, with PVC conduit and fiberglass products leading at double-digit growth.
- FY 2026 guidance: Net sales $3.0B-$3.1B, adjusted EBITDA $340M-$360M. Q1 2026 EBITDA expected $55M-$65M (soft start due to short shipping days), with back-half strength from solar and mega projects.

**【Q&A Highlights】**
- **Strategic Review**: Board considering full company sale/merger alongside HDPE divestiture; early interest from potential buyers.
- **Cost Savings**: Closing 3 plants to save $10-12M annually; focusing on electrical infrastructure with 80/20 product prioritization.
- **Tariffs Impact**: Steel conduit imports down 2% YoY; PVC imports still high but growing data center demand offsets.
- **Data Center Growth**: PVC conduit for large data centers up 6% YoY; global mega projects to ramp in Q2+2026.
- **Cash Management**: No plans to suspend dividend; balanced approach to capital returns and reinvestment.

Atkore Inc. (ATKR) Q4 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

ATKR

ATKR fundamentals

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