Atkore Management
Management Kriterienprüfungen 3/4
Atkore CEO ist Bill Waltz , ernannt in Oct 2018, hat eine Amtszeit von 7.58 Jahren. Die jährliche Gesamtvergütung beträgt $8.69M , bestehend aus 12.7% Gehalt und 87.3% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.27% der Aktien des Unternehmens, im Wert von $7.79M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.3 Jahre bzw. 8.4 Jahre.
Wichtige Informationen
Bill Waltz
Geschäftsführender
US$8.7m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 12.65% |
| Amtszeit als Geschäftsführer | 7.6yrs |
| Eigentum des Geschäftsführers | 0.3% |
| Durchschnittliche Amtszeit des Managements | 2.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 8.4yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • May 14
Atkore: A Discounted Electrical Infrastructure Name
Summary Atkore delivered a strong Q2 FY26, with net sales up 4.2% YoY and sequential growth for the first time since 2022. ATKR’s portfolio simplification and focus on domestic electrical infrastructure drive higher margins and operational efficiency, supported by divestitures and facility closures. Data center electrification is fueling double-digit growth in key product lines, with management guiding for continued mid-single-digit organic volume growth. We rate Atkore as a Buy with a $90 price target, reflecting 22% upside and discounted valuation versus electrical infrastructure peers. Read the full article on Seeking Alpha
Narrativ-Update • May 03
ATKR: Aligned Price Views And Completed Buyback Will Shape Balanced Return Profile
Updated Narrative on Atkore Atkore's analyst price target has been revised upward by a mid single digit dollar amount, with analysts citing refreshed views on the fair value framework, supported by recent target increases from multiple research firms. Analyst Commentary Recent price target revisions on Atkore cluster in a narrow dollar range, which signals that analysts are broadly aligned on an updated view of fair value, even if their reasoning is not identical.Narrativ-Update • Apr 19
ATKR: Stable P/E And Buyback Completion Will Shape Balanced Return Outlook
Narrative Update on Atkore Atkore’s updated analyst price target has moved modestly higher, with analysts pointing to refined assumptions around slightly stronger revenue growth, a small adjustment to the discount rate, and stable long term P/E expectations as key drivers of the new $74.00 figure. Analyst Commentary Recent Street research on Atkore points to a cluster of higher price targets, with adjustments tied mainly to updated revenue assumptions, valuation frameworks, and views on execution quality.Narrativ-Update • Apr 03
ATKR: Higher Future P/E And Lower Discount Rate Will Support Upside
Atkore's analyst price target edges up by $1 to $74, with analysts citing updated fair value estimates, a modestly lower discount rate, and refreshed assumptions on revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Atkore points to a cluster of higher price targets, tied to refreshed views on fair value, cash generation, and execution risk.Narrativ-Update • Mar 20
ATKR: Higher Future P/E Assumptions Will Shape Prospective Upside Path
Atkore's updated analyst price target moves to $73.00 from $71.40 as analysts factor in a slightly higher assumed discount rate, modest adjustments to long term revenue growth and profit margin assumptions, and a higher future P/E multiple. Analyst Commentary Recent Street research on Atkore reflects a generally constructive tone around the shares, with several firms lifting their price targets.Narrativ-Update • Mar 06
ATKR: Modest Price Objective Lifts Will Shape Future Upside Outlook
Atkore's analyst price targets have risen by mid single-digit dollar amounts, with increases of $6, $7 and $10 from different firms, as analysts highlight updated assumptions around required return, modest revenue growth and steady profit margins. Analyst Commentary Analysts covering Atkore are updating their models around required returns, revenue assumptions and margins, and that is feeding directly into the latest round of price target changes.Narrativ-Update • Feb 19
ATKR: Sale Review And Megaproject Margins Will Shape Balanced Outlook
Analysts have nudged their price targets for Atkore higher, with our updated fair value estimate moving by about $1 to $71.40, as they factor in slightly higher assumed revenue growth, a modestly higher future P/E, and adjusted margin expectations. Analyst Commentary Recent Street research around Atkore reflects a mix of optimism on longer term demand drivers and caution around the nearer term earnings setup, which helps explain the modest adjustment to fair value.Narrativ-Update • Feb 05
ATKR: Sale Review And Solar Water Megaprojects Will Shape Balanced Outlook
Analysts have raised their price targets on Atkore, lifting the estimated fair value from about $65.80 to approximately $70.40. They cite recent target increases from major firms, which followed updated views on volume potential in areas such as solar and water infrastructure.Narrativ-Update • Jan 18
ATKR: Sale Review And Megaproject Demand Will Shape Balanced Outlook
Analysts have lifted their price target on Atkore to US$65.80 from US$63.60, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. They also reference recent Street research that incorporates near term price and cost headwinds, as well as potential volume support from megaproject driven solar and water infrastructure demand.Analyseartikel • Oct 01
Does This Valuation Of Atkore Inc. (NYSE:ATKR) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Atkore fair value estimate is US$50.76 Atkore is estimated to...Analyseartikel • Aug 30
Here's Why Atkore (NYSE:ATKR) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Aug 08
Why Investors Shouldn't Be Surprised By Atkore Inc.'s (NYSE:ATKR) 27% Share Price Plunge
NYSE:ATKR 1 Year Share Price vs Fair Value Explore Atkore's Fair Values from the Community and select yours Atkore Inc...Narrativ-Update • Aug 07
Tariffs And Onshoring Will Expand US Infrastructure Markets
Despite ongoing pricing normalization, mixed end-market trends, and management's cautiously optimistic FY25 outlook, analysts expect earnings to stabilize and financial performance to improve, resulting in an unchanged consensus price target of $66.60. Analyst Commentary Increased likelihood of earnings stabilization.Analyseartikel • May 04
These 4 Measures Indicate That Atkore (NYSE:ATKR) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Apr 18
Calculating The Intrinsic Value Of Atkore Inc. (NYSE:ATKR)
Key Insights The projected fair value for Atkore is US$63.08 based on 2 Stage Free Cash Flow to Equity Current share...Analyseartikel • Mar 04
Benign Growth For Atkore Inc. (NYSE:ATKR) Underpins Stock's 28% Plummet
To the annoyance of some shareholders, Atkore Inc. ( NYSE:ATKR ) shares are down a considerable 28% in the last month...Seeking Alpha • Feb 25
Atkore: Benefiting From Tariff Policies, But Will Wait
Summary The recently announced tariffs will improve Atkore's competitive position. Atkore might be approaching the low end of the cycle, with margins at pre-pandemic levels. The company is well-positioned to benefit from secular growth in data centers, chip manufacturing facilities, and renewable projects. The artificially inflated margins and management's overoptimistic guidance held me back from buying, but the stock price is approaching my target. Read the full article on Seeking AlphaAnalyseartikel • Feb 23
Atkore (NYSE:ATKR) Is Aiming To Keep Up Its Impressive Returns
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Analyseartikel • Jan 22
These 4 Measures Indicate That Atkore (NYSE:ATKR) Is Using Debt Reasonably Well
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analyseartikel • Jan 07
Atkore Inc.'s (NYSE:ATKR) Price Is Right But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 6.5x Atkore Inc. ( NYSE:ATKR ) may be sending very bullish signals at the...Seeking Alpha • Dec 25
Atkore: Waiting For New Catalysts Standing In A Solid Company
Summary Atkore Inc. has faced a downward trend since mid-2024 due to pessimism in the construction and electrical industries and falling sales. Despite revenue drops, Atkore maintains strong pro-shareholder policies with dividends and share buybacks, showcasing resilience. A DCF valuation with conservative assumptions reveals significant upside potential, supported by a Price to Cash Flow ratio of 5.3x. The company's medium-term outlook is bolstered by its share buyback program and strategic financial management, despite current market challenges. Read the full article on Seeking AlphaAnalyseartikel • Dec 19
Is There An Opportunity With Atkore Inc.'s (NYSE:ATKR) 26% Undervaluation?
Key Insights Atkore's estimated fair value is US$110 based on 2 Stage Free Cash Flow to Equity Atkore's US$82.02 share...Seeking Alpha • Dec 03
Atkore Is In The Down Portion Of A Black-Swan-Boom/Could-Be-Worse-Bust Cycle
Summary Atkore’s results have fallen sharply. But it looks worse than it really is, mainly because the peak from which it plunged was unusually high thanks to post-pandemic buying and the onset of the Fourth (automation-oriented). Interestingly, though, today’s so-called bust looks a lot better than anything the company did pre-pandemic. The timing of a new upturn remains uncertain. But the stock’s low valuation makes it worthwhile to jump in and wait patiently… and some “gurus” have been getting on board. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
Atkore: Buybacks And A Low Multiple, Hold
Summary Atkore boasts the highest ROIC among peers, with a positive ROIC-WACC spread of 13.88%, indicating value creation for shareholders despite a declining trend. ATKR has effectively used share buybacks to enhance shareholder value, capitalizing on undervalued stock prices in the past. Unfortunately, there is a lot of uncertainty about the future development of margins and revenue growth. Read the full article on Seeking AlphaAnalyseartikel • Oct 21
Here's Why Atkore (NYSE:ATKR) Can Manage Its Debt Responsibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Sep 19
Investors Should Be Encouraged By Atkore's (NYSE:ATKR) Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Sep 16
Atkore: Stabilization Seems To Arrive
Summary Atkore's shares have dropped significantly since June, but I see value based on the initial outlook for 2025, and a balanced capital allocation model. The company is seeing margin revert to normal after they rose spectacularly in a post-pandemic environment. Continued softness in pricing and demand, alongside an antitrust lawsuit, impacts the short-term outlook, but fundamental earnings support remains at 15 times earnings. Averaging down to $100 per share, I anticipate Atkore's minimum earnings power around $10 per share in 2025, supported by modest leverage. Read the full article on Seeking Alpha
Neues Narrativ • Sep 04
Challenges From Imported Steel And Market Softness Offset By Decisive Share Buybacks And Growth In Solar Sector
The increasing import of steel conduit from Mexico and sector softness are impacting Atkore's market competitiveness and demand for its products.Analyseartikel • Sep 04
Little Excitement Around Atkore Inc.'s (NYSE:ATKR) Earnings As Shares Take 28% Pounding
To the annoyance of some shareholders, Atkore Inc. ( NYSE:ATKR ) shares are down a considerable 28% in the last month...Seeking Alpha • Aug 29
Atkore: The Small-Cap Buyback King
Summary Valuation suggests Atkore is moderately undervalued, with potential upside of 27% based on continued aggressive buybacks and assuming market recovery from 2025 onwards. DMI indicates non-residential construction activity is going to increase over the coming 12 months, which will benefit ATKR. The Company's margins are expected to remain above pre-2020 levels due to increased electrical conduit and tubing demands, especially from data centers and renewables buildout. Due to a lack of catalysts, Atkore shares could continue trending downwards towards the $70s (sub $3bn Mcap), where the opportunity could be extremely attractive. Read the full article on Seeking AlphaAnalyseartikel • Aug 27
A Look At The Intrinsic Value Of Atkore Inc. (NYSE:ATKR)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Atkore fair value estimate is US$124 With US$100 share price...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 27 2026 | n/a | n/a | -US$120m |
| Dec 26 2025 | n/a | n/a | -US$46m |
| Sep 30 2025 | US$9m | US$1m | -US$15m |
| Jun 27 2025 | n/a | n/a | US$111m |
| Mar 28 2025 | n/a | n/a | US$190m |
| Dec 27 2024 | n/a | n/a | US$376m |
| Sep 30 2024 | US$8m | US$1m | US$467m |
| Jun 28 2024 | n/a | n/a | US$533m |
| Mar 29 2024 | n/a | n/a | US$610m |
| Dec 29 2023 | n/a | n/a | US$645m |
| Sep 30 2023 | US$7m | US$1m | US$679m |
| Jun 30 2023 | n/a | n/a | US$758m |
| Mar 31 2023 | n/a | n/a | US$810m |
| Dec 30 2022 | n/a | n/a | US$868m |
| Sep 30 2022 | US$7m | US$919k | US$899m |
| Jun 24 2022 | n/a | n/a | US$880m |
| Mar 25 2022 | n/a | n/a | US$802m |
| Dec 24 2021 | n/a | n/a | US$694m |
| Sep 30 2021 | US$6m | US$823k | US$576m |
| Jun 25 2021 | n/a | n/a | US$431m |
| Mar 26 2021 | n/a | n/a | US$283m |
| Dec 25 2020 | n/a | n/a | US$198m |
| Sep 30 2020 | US$3m | US$706k | US$149m |
| Jun 26 2020 | n/a | n/a | US$141m |
| Mar 27 2020 | n/a | n/a | US$153m |
| Dec 27 2019 | n/a | n/a | US$143m |
| Sep 30 2019 | US$6m | US$700k | US$135m |
Vergütung im Vergleich zum Markt: BillDie Gesamtvergütung ($USD8.69M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD7.00M).
Entschädigung vs. Einkommen: BillDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.
Geschäftsführer
Bill Waltz (61 yo)
7.6yrs
Amtszeit
US$8,692,232
Vergütung
Mr. William E. Waltz, Jr. also known as Bill, is Director of Atkore International, Inc. from 2018. Mr. Waltz joined the Atkore International, Inc. in September 2015. He serves as a Trustee at Manufacturers...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 7.6yrs | US$8.69m | 0.27% $ 7.8m | |
| VP & CFO | 1.8yrs | US$2.03m | 0.056% $ 1.6m | |
| COO & President of Electrical | 1.3yrs | US$3.01m | 0.18% $ 5.2m | |
| VP, General Counsel & Corporate Secretary | 12.7yrs | US$1.87m | 0.066% $ 1.9m | |
| Group President of Security & Infrastructure | 7.2yrs | US$2.19m | 0.11% $ 3.1m | |
| VP & Chief Accounting Officer | 1.8yrs | keine Daten | 0.016% $ 463.8k | |
| Vice President of Treasury & Investor Relations | 2.3yrs | keine Daten | keine Daten | |
| Vice President of Corporate Communications | 13.5yrs | keine Daten | keine Daten | |
| VP & Chief Human Resources Officer | 6.9yrs | keine Daten | 0.076% $ 2.2m | |
| President of Metal Conduit and Cable | 1.3yrs | keine Daten | keine Daten | |
| President of Commercial Operations | 1.1yrs | keine Daten | keine Daten |
2.3yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter
Erfahrenes Management: ATKRDas Führungsteam des Unternehmens gilt als erfahren (2.3 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 7.6yrs | US$8.69m | 0.27% $ 7.8m | |
| Independent Director | 7.8yrs | US$284.79k | 0.054% $ 1.6m | |
| Independent Chairman of the Board | 8yrs | US$402.08k | 0.053% $ 1.5m | |
| Independent Director | 10.4yrs | US$281.84k | 0.083% $ 2.4m | |
| Independent Director | 10.4yrs | US$299.31k | 0.077% $ 2.2m | |
| Independent Director | 11.3yrs | US$266.53k | 0.030% $ 869.8k | |
| Independent Director | 8.8yrs | US$270.86k | 0.044% $ 1.3m | |
| Independent Director | 8.8yrs | US$287.82k | 0.048% $ 1.4m | |
| Independent Director | less than a year | keine Daten | keine Daten | |
| Independent Director | 3.3yrs | US$253.04k | 0.011% $ 321.3k |
8.4yrs
Durchschnittliche Betriebszugehörigkeit
67yo
Durchschnittliches Alter
Erfahrener Vorstand: ATKRDie Vorstandsmitglieder gelten als erfahren (8.4 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/27 18:50 |
| Aktienkurs zum Tagesende | 2026/05/27 00:00 |
| Gewinne | 2026/03/27 |
| Jährliche Einnahmen | 2025/09/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Atkore Inc. wird von 7 Analysten beobachtet. 2 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Andrew Kaplowitz | Citigroup Inc |
| Charles Stephen Tusa | J.P. Morgan |
| Jeffrey Hammond | KeyBanc Capital Markets Inc. |