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Atkore
Atkore (ATKR) investor relations material
Atkore Citi's Global Industrial Tech & Mobility Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's Global Industrial Tech & Mobility Conference 2026 summary18 Feb, 2026
Strategic review and portfolio focus
Undergoing a strategic review, considering options including divestitures and a potential sale, with no set timeline.
Recent actions include selling the Tectron operation and exploring alternatives for the HDPE business.
Emphasis on focusing more on the core electrical industry and evaluating ownership of non-core assets.
Divestitures of underperforming businesses are expected to improve margins and return on invested capital.
Management remains open-minded about the best long-term outcome for shareholders.
Market trends and business performance
Data centers, healthcare, manufacturing, and multifamily housing are driving mid-single-digit growth, while single-family residential remains weak.
Data center and chip manufacturing markets are seeing strong backlogs and direct sales initiatives, with results expected to ramp up in Q3 and Q4.
Solar business is performing well, with expectations for further growth and efficiency improvements into 2026 and 2027.
Municipal water segment is ramping up after product certification and local approvals, with potential for significant growth from a small base.
Channel inventories are considered normal, with seasonal stocking underway and no major destocking or overstocking trends.
Pricing, competition, and cost dynamics
Maintains a price premium through bundled offerings and strong distributor relationships, though premiums are relative to market pricing.
Steel conduit imports are down, supporting pricing power, while PVC imports are normalizing.
Volatility in copper and aluminum prices presents challenges for pricing and cost management, with tariffs impacting aluminum costs.
Price versus cost headwinds are moderating, with potential for positive trends in the second half of 2026.
Competitive landscape remains stable, with some advantage from reduced imports and strong value proposition.
Strategic review: What's the core focus?
80/20 SKU rationalization: Expected margin impact?
Data center direct sales: How sustainable is this model?
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Next Atkore earnings date
Q2 20265 May, 2026
Atkore
Next Atkore earnings date
Q2 20265 May, 2026
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Atkore International Group Inc., manufactures and distributes electrical solutions and products in the United States and internationally. The company offers metal framing systems that are used to build the non-residential construction market, including commercial, industrial, healthcare, and education facilities; and raceway systems that are metal enclosures used in electrical, communication, and data applications to protect wires.
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