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Investor Relations14 Oct 2025
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ATI (ATI) investor relations material
ATI Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 2025 sales reached $1.14B, up 4% year-over-year, led by 27% growth in commercial jet engines and strong aerospace & defense demand, now 67% of total sales.
Net income attributable to shareholders rose 23% year-over-year to $100.7M, with adjusted EPS at $0.74, up from $0.60 in Q2 2024.
Adjusted EBITDA was $208M, up 14% year-over-year and 7% sequentially, with margin at 18.2%.
Long-term contracts with Boeing and Airbus were expanded, supporting future growth.
Adjusted free cash flow was $93M, up 94% year-over-year, reflecting disciplined working capital management.
Financial highlights
Q2 2025 revenue grew 4% year-over-year to $1.14B; adjusted EBITDA margin improved to 18.2%.
Adjusted EPS was $0.74, up 23% year-over-year; reported EPS was $0.70.
Gross profit for Q2 2025 was $242.5M (21.3% margin); operating income was $161.0M.
Adjusted free cash flow for Q2 2025 was $92.9M, nearly double the prior year quarter.
Share repurchases totaled $250M in Q2, with $320M YTD and $270M remaining authorized.
Outlook and guidance
Q3 2025 adjusted EBITDA guidance: $200M–$210M; adjusted EPS: $0.69–$0.75.
Full-year 2025 adjusted EBITDA guidance: $810M–$840M; adjusted EPS: $2.90–$3.07; adjusted free cash flow: $270M–$350M.
Jet engine revenue expected to grow 20–25% for the year; defense to see double-digit growth.
HPMC margins expected to exceed 24% in the second half; AA&S margins to be 15–16%.
Airframe recovery now expected in 2026 due to customer inventory destocking.
What drove HPMC's sequential margin increase?
Why did AA&S sales decrease sequentially?
What is the remaining share repurchase authorization?
How will Boeing's 787 production ramp impact ATI?
What's driving HPMC's margin improvement?
What's the expected revenue from EV2 titanium?
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Next ATI earnings date
Q3 202528 Oct, 2025
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Frequently asked questions
Supplying Materials for Jet Engines
ATI Inc., formerly Allegheny Technologies, is an American company operating globally. It has officially been in business since 1996 but has roots tracing back to companies active during the early decades of the 1900s. ATI is a producer of various specialty materials, primarily for the aerospace and defense sectors, and has its headquarters in Dallas, Texas. The shares of the company are listed on the NYSE, and it has over 55 offices in over 15 countries.
An Impressive History
ATI has its roots in various different companies. In 1939 a merger between Allegheny Steel and Ludlum Steel resulted in the formation of the Allegheny Ludlum Corporation. The two companies that merged had previously been important suppliers of steel for both the Empire State Building and the Chrysler Building, as well as for the Model A Ford. The Allegheny Ludlum Corporation grew both organically and through a long series of acquisitions during the latter half of the 1900s.
In 1996 a merger with Teledyne formed Allegheny Technologies. The company that emerged post-merger subsequently spun off several subsidiaries into separate entities, in order to be able to focus on metal and alloy manufacturing. Allegheny Technologies was renamed ATI in 2022.
The Products
ATI is a materials company that produces various steels, alloys, forgings, and associated products. The company is split into two different segments: High-Performance Materials & Components and Advanced Alloys & Solutions. The first of these focuses on various complex materials and forgings used in industries where performance is paramount and includes alloys of materials like titanium, nickel, hafnium, and more. The second division, Advanced Alloys & Solutions is focused purely on different alloys, specialty rolled products, and stainless sheet products.
The Key Markets
The two most important market segments for ATI are without a doubt aerospace and defense, supplying materials for companies like Boeing and Airbus. These sectors account for a large part of the company’s sales, but ATI also supplies materials for companies within energy, chemical processing, and more. Notably, the company has supplied materials for every new generation of aircraft in the last fifty years, and the experience and impact within the aerospace industry are a large part of the company’s DNA.
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