Atkore Inc.

Informe acción NYSE:ATKR

Capitalización de mercado: US$3.2b

Atkore Dirección

Dirección controles de criterios 3/4

El CEO de Atkore es Bill Waltz , nombrado en Oct 2018, tiene una permanencia de 7.83 años. compensación anual total es $8.69M, compuesta por 12.7% salario y 87.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.27% de las acciones de la empresa, por valor de $8.54M. La antigüedad media del equipo directivo y de la junta directiva es de 2.6 años y 8.6 años, respectivamente.

Información clave

Bill Waltz

Chief Executive Officer (CEO)

US$8.7m

Compensación total

Porcentaje del salario del CEO12.65%
Permanencia del CEO7.8yrs
Participación del CEO0.3%
Permanencia media de la dirección2.6yrs
Promedio de permanencia en la Junta Directiva8.6yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Aug 04

ATKR: AI Infrastructure Demand And Prysmian Deal Will Shape Balanced Prospects

Atkore's updated analyst price target framework now centers around a fair value of $88.67. This reflects revised assumptions on discount rate, revenue growth, profit margins, and future P/E that analysts link to sector pricing power, potential AI-related demand, and a supportive macro backdrop highlighted in recent Street research.
Seeking Alpha Aug 03

Atkore: A Coin Toss Ahead Of Earnings, With Gross Margins In Focus

Summary Atkore faces significant margin compression due to rising commodity costs, notably steel, copper, and PVC, impacting profitability. Despite a recent litigation settlement and discounted valuation, ATKR remains a Hold as gross margin recovery appears unlikely in the near term. Revenue growth lags cost inflation, with Q2 COGS up 15.2% and revenues up only 4.2%, highlighting the inability to pass costs to customers. Guidance for $340–360 million EBITDA is at risk if cost trends persist; margin improvement is the key catalyst to watch in Q3. Read the full article on Seeking Alpha
Actualización de narrativa Jun 24

ATKR: AI Infrastructure Demand And Legal Settlements Will Shape Balanced Return Potential

Analysts have nudged their price expectations for Atkore higher, with recent Street research highlighting new targets that are $11 and $12 above prior levels, supported by updated views on the company’s outlook and valuation assumptions. Analyst Commentary Recent research on Atkore points to a more constructive stance on the stock, with bullish analysts lifting their price targets and revisiting key assumptions around earnings power, capital allocation and how the market values the company.
Actualización de narrativa Jun 05

ATKR: Refined Earnings Framework And Legal Resolution Will Shape Balanced Return Profile

Atkore’s analyst price target has shifted from $74 to about $84, with analysts pointing to updated fair value estimates, a modestly higher assumed future P/E, and refined views on growth and margins as the key drivers behind the change. Analyst Commentary Recent Street research has focused on how updated fair value work, refined P/E assumptions, and revised growth and margin expectations feed into the new price targets for Atkore.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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 Alpha
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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 Alpha
Artículo de análisis 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 Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Bill Waltz en comparación con los beneficios de Atkore?
FechaCompensación totalSalarioIngresos de la empresa
Jun 26 2026n/an/a

-US$163m

Mar 27 2026n/an/a

-US$120m

Dec 26 2025n/an/a

-US$46m

Sep 30 2025US$9mUS$1m

-US$15m

Jun 27 2025n/an/a

US$111m

Mar 28 2025n/an/a

US$190m

Dec 27 2024n/an/a

US$376m

Sep 30 2024US$8mUS$1m

US$467m

Jun 28 2024n/an/a

US$533m

Mar 29 2024n/an/a

US$610m

Dec 29 2023n/an/a

US$645m

Sep 30 2023US$7mUS$1m

US$679m

Jun 30 2023n/an/a

US$758m

Mar 31 2023n/an/a

US$810m

Dec 30 2022n/an/a

US$868m

Sep 30 2022US$7mUS$919k

US$899m

Jun 24 2022n/an/a

US$880m

Mar 25 2022n/an/a

US$802m

Dec 24 2021n/an/a

US$694m

Sep 30 2021US$6mUS$823k

US$576m

Jun 25 2021n/an/a

US$431m

Mar 26 2021n/an/a

US$283m

Dec 25 2020n/an/a

US$198m

Sep 30 2020US$3mUS$706k

US$149m

Jun 26 2020n/an/a

US$141m

Mar 27 2020n/an/a

US$153m

Dec 27 2019n/an/a

US$143m

Sep 30 2019US$6mUS$700k

US$135m

Compensación vs. Mercado: La compensación total ($USD8.69M) de Bill está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD6.99M).

Compensación vs. Ingresos: La compensación de Bill ha aumentado mientras la empresa no es rentable.


CEO

Bill Waltz (62 yo)

7.8yrs
Permanencia
US$8,692,232
Compensación

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...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
William Waltz
President7.8yrsUS$8.69m0.27%
$ 8.5m
John Deitzer
VP & CFO2yrsUS$2.03m0.056%
$ 1.8m
John Pregenzer
COO & President of Electrical1.6yrsUS$3.01m0.18%
$ 5.7m
Daniel Kelly
VP, General Counsel & Corporate Secretary12.9yrsUS$1.87m0.066%
$ 2.1m
Mark Lamps
President of Safety & Infrastructure7.4yrsUS$2.19m0.11%
$ 3.4m
James Alvey
VP & Chief Accounting Officer2yrssin datos0.016%
$ 509.7k
Matthew Kline
Vice President of Treasury & Investor Relations2.6yrssin datossin datos
Lisa Winter
Vice President of Corporate Communications13.8yrssin datossin datos
LeAngela D. Lowe
VP & Chief Human Resources Officer7.2yrssin datos0.076%
$ 2.4m
John Stampfel
President of Metal Conduit and Cable1.6yrssin datossin datos
Scott Teerlinck
President of Commercial Operations1.3yrssin datossin datos
2.6yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ATKR se considera experimentado (2.6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
William Waltz
President7.8yrsUS$8.69m0.27%
$ 8.5m
Betty Wynn
Independent Director8yrsUS$284.79k0.054%
$ 1.7m
Michael Schrock
Independent Chairman of the Board8.3yrsUS$402.08k0.053%
$ 1.7m
Scott Muse
Independent Director10.7yrsUS$281.84k0.083%
$ 2.6m
Jeri Isbell
Independent Director10.7yrsUS$299.31k0.077%
$ 2.4m
A. Zeffiro
Independent Director11.6yrsUS$266.53k0.030%
$ 953.9k
Wilbert James
Independent Director9yrsUS$270.86k0.044%
$ 1.4m
Justin Kershaw
Independent Director9yrsUS$287.82k0.048%
$ 1.5m
Franklin Edmonds
Independent Directorless than a yearsin datossin datos
Barbara Edwards
Independent Director3.5yrsUS$253.04k0.011%
$ 352.1k
8.6yrs
Permanencia media
68yo
Promedio de edad

Junta con experiencia: La junta directiva de ATKR se considera experimentada (8.6 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/06 09:00
Precio de las acciones al final del día2026/08/06 00:00
Beneficios2026/06/26
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Atkore Inc. está cubierta por 7 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andrew KaplowitzCitigroup Inc
Charles Stephen TusaJ.P. Morgan
Jeffrey HammondKeyBanc Capital Markets Inc.