Atkore（ATKR *）株式概要アトコア社は、電気、機械、安全、インフラ製品およびソリューションの製造・販売を米国内外で行っている。 詳細ATKR * ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績0/6財務の健全性6/6配当金1/6報酬収益は年間181.99%増加すると予測されています リスク分析株式の流動性は非常に低い すべてのリスクチェックを見るATKR * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$1.06k55.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-120m4b2016201920222025202620282031Revenue US$3.5bEarnings US$297.7mAdvancedSet Fair ValueView all narrativesAtkore Inc. 競合他社Grupo Lamosa. deSymbol: BMV:LAMOSA *Market cap: Mex$33.3bKuo. deSymbol: BMV:KUO BMarket cap: Mex$25.5bImpulsora del Desarrollo y el Empleo en América Latina. deSymbol: BMV:IDEAL B-1Market cap: Mex$122.9bHubei Wanrun New Energy TechnologyLtdSymbol: SHSE:688275Market cap: CN¥17.9b価格と性能株価の高値、安値、推移の概要Atkore過去の株価現在の株価US$1,060.3052週高値US$1,060.3052週安値US$1,060.30ベータ1.671ヶ月の変化0%3ヶ月変化n/a1年変化n/a3年間の変化-50.47%5年間の変化-30.96%IPOからの変化146.64%最新ニュースお知らせ • May 02Atkore Inc. announces Quarterly dividend, payable on May 29, 2026Atkore Inc. announced Quarterly dividend of USD 0.3300 per share payable on May 29, 2026, ex-date on May 19, 2026 and record date on May 19, 2026.お知らせ • Apr 15Atkore Inc. to Report Q2, 2026 Results on May 05, 2026Atkore Inc. announced that they will report Q2, 2026 results Pre-Market on May 05, 2026お知らせ • Jan 29Atkore Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2026The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.33 per share of common stock payable on February 27, 2026, to stockholders of record on February 17, 2026.お知らせ • Jan 13Atkore Inc. to Report Q1, 2026 Results on Feb 03, 2026Atkore Inc. announced that they will report Q1, 2026 results Pre-Market on Feb 03, 2026お知らせ • Dec 15Atkore Inc., Annual General Meeting, Jan 29, 2026Atkore Inc., Annual General Meeting, Jan 29, 2026. Location: waldorf astoria chicago, 11 e walton street, illinois 60611, chicago United Statesお知らせ • Nov 21+ 1 more updateAtkore Appoints Franklin Edmonds to Its Board of DirectorsAtkore announced it will appoint Franklin Edmonds to its Board of Directors as part of a cooperation agreement with Irenic Capital Management LP (together with its affiliates, “Irenic”). With the addition of Mr. Edmonds, Atkore will expand its Board to ten directors, nine of whom will be independent. Additionally, the Board will form a Strategic Review Committee to oversee, evaluate and provide advice to the full Board regarding its review of strategic alternatives, including a potential sale or merger of the entire Company. Once formed, Bruce Taten will be appointed to serve as a Special Advisor to the Strategic Review Committee.最新情報をもっと見るRecent updatesお知らせ • May 02Atkore Inc. announces Quarterly dividend, payable on May 29, 2026Atkore Inc. announced Quarterly dividend of USD 0.3300 per share payable on May 29, 2026, ex-date on May 19, 2026 and record date on May 19, 2026.お知らせ • Apr 15Atkore Inc. to Report Q2, 2026 Results on May 05, 2026Atkore Inc. announced that they will report Q2, 2026 results Pre-Market on May 05, 2026お知らせ • Jan 29Atkore Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2026The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.33 per share of common stock payable on February 27, 2026, to stockholders of record on February 17, 2026.お知らせ • Jan 13Atkore Inc. to Report Q1, 2026 Results on Feb 03, 2026Atkore Inc. announced that they will report Q1, 2026 results Pre-Market on Feb 03, 2026お知らせ • Dec 15Atkore Inc., Annual General Meeting, Jan 29, 2026Atkore Inc., Annual General Meeting, Jan 29, 2026. Location: waldorf astoria chicago, 11 e walton street, illinois 60611, chicago United Statesお知らせ • Nov 21+ 1 more updateAtkore Appoints Franklin Edmonds to Its Board of DirectorsAtkore announced it will appoint Franklin Edmonds to its Board of Directors as part of a cooperation agreement with Irenic Capital Management LP (together with its affiliates, “Irenic”). With the addition of Mr. Edmonds, Atkore will expand its Board to ten directors, nine of whom will be independent. Additionally, the Board will form a Strategic Review Committee to oversee, evaluate and provide advice to the full Board regarding its review of strategic alternatives, including a potential sale or merger of the entire Company. Once formed, Bruce Taten will be appointed to serve as a Special Advisor to the Strategic Review Committee.お知らせ • Nov 19Atkore Inc. Declares Quarterly Dividend, Payable on December 17, 2025The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.33 per share of common stock payable on December 17, 2025, to stockholders of record on December 5, 2025.お知らせ • Oct 23Atkore Inc. to Report Q4, 2025 Results on Nov 20, 2025Atkore Inc. announced that they will report Q4, 2025 results Pre-Market on Nov 20, 2025お知らせ • Aug 05+ 1 more updateAtkore Inc. Announces Chief Executive Officer ChangesAtkore Inc. announced that William (Bill) Waltz, Chief Executive Officer and President, has informed the Atkore Board of Directors of his decision to retire from the Company. Mr. Waltz plans to serve in his roles until a successor is appointed.お知らせ • Jul 31Atkore Inc. Declares Quarterly Cash Dividend, Payable on August 29, 2025The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.33 per share of common stock payable on August 29, 2025, to stockholders of record on August 19, 2025.お知らせ • Jul 15Atkore Inc. to Report Q3, 2025 Results on Aug 05, 2025Atkore Inc. announced that they will report Q3, 2025 results Pre-Market on Aug 05, 2025お知らせ • Jun 30+ 5 more updatesAtkore Inc.(NYSE:ATKR) dropped from Russell 2500 Growth IndexAtkore Inc.(NYSE:ATKR) dropped from Russell 2500 Growth Indexお知らせ • May 01Atkore Inc. Declares Increased Quarterly Cash Dividend, Payable on May 28, 2025The Board of Directors of Atkore Inc. approved an increase in the Company’s quarterly cash dividend from $0.32 to $0.33 per share of common stock. The dividend increase will be effective for quarterly dividends payable on May 28, 2025, to stockholders of record on May 16, 2025.お知らせ • Apr 23Atkore Inc. Provides Earnings Guidance for the Second Quarter Ended March 28, 2025 and Reaffirms Guidance for Full Fiscal Year 2025Atkore Inc. provided earnings guidance for the second quarter ended March 28, 2025. For the second quarter, the company is expected to have Net sales of approximately $695 million to $705 million. For the full fiscal year, the company is expected to have Net sales of approximately $2,850 million to $2,950 million.お知らせ • Apr 22Atkore Inc. to Report Q2, 2025 Results on May 06, 2025Atkore Inc. announced that they will report Q2, 2025 results Pre-Market on May 06, 2025Board Change • Apr 07Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Barbara Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 27Atkore Inc. Faces Class Action Suit over Potential Improper Revenues Recorded Pursuant to Anticompetitive ConductA class action lawsuit has been filed against Atkore Inc. The suit, captioned Westchester Putnam Counties Heavy & Highway Laborers Local 60 Benefits Fund v. Atkore Inc., et al., No. 1:25-cv-01851 (N.D. Ill.), represents investors who purchased or acquired Atkore common stock between February 1, 2024 and February 3, 2025. Hagens Berman is investigating the alleged claims and urges investors who purchased Atkore shares and suffered substantial losses to submit your losses now. In the recent past, Atkore has said that “[t]he principle markets that we serve are highly competitive[]” and that its internal control over financial reporting has been sufficient to “provide reasonable assurance regarding the preparation of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles. The company has recently downplayed accusations of having engaged in anticompetitive misconduct related to its PVC water pipe and PVC conduit pricing since approximately 2021, related to pricing of PVC pipes sold in the United States and, more specifically, downplayed that “PVC pipe manufacturers improperly shared otherwise confidential information through their contribution of information through their contribution of information to; and readership of, a weekly report called ‘PVC & Pipe Weekly’ published by […] Oil Pipe Information Service, LLP (‘OPIS’).” While the company has maintained that “there are defenses, both factual and legal” the complaint in the suit alleges otherwise. The complaint alleges that Atkore made false and misleading statements, while failing to disclose crucial information. Specifically, the suit contends that Atkore: (1) engaged in an anticompetitive price-fixing scheme that artificially inflated the price of its PVC pipes; (2) reaped significant, unsustainable financial benefits from its anticompetitive conduct; (3) as the price-fixing scheme was exposed, it and its co-conspirators were no longer able to artificially inflate the price of PVC pipes, resulting in a substantial decrease in the price of PVC pipes; and (4) its business and operations were negatively impacted. Investors began to learn the truth on July 24, 2024, when the short seller firm ManBear published a report accusing Atkore and three other PVC pipe manufacturers of using the commodity pricing service OPIS to coordinate pricing actions, thereby fixing PVC pipe prices and “result[ing] in massively inflated” PVC pipe prices that “defy economic logic.お知らせ • Feb 19The AZEK Company Inc. (NYSE:AZEK) acquired Northwest Polymers,LLC from Atkore Inc. (NYSE:ATKR).The AZEK Company Inc. (NYSE:AZEK) acquired Northwest Polymers,LLC from Atkore Inc. (NYSE:ATKR) recently.お知らせ • Feb 15Atkore Inc. Receives from the U.S. Department of Justice Antitrust Division A Grand Jury Subpoena Issued by the U.S. District Court for the Northern District of CaliforniaAtkore Inc. on February 13, 2025, the company received from the U.S. Department of Justice (“DOJ”) Antitrust Division a grand jury subpoena issued by the U.S. District Court for the Northern District of California. The subpoena calls for production of documents relating to the pricing of the Company’s PVC pipe and conduit products. The Company intends to comply with its obligations under the subpoena.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to Mex$1,356, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Electrical industry globally. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,106 per share.Board Change • Feb 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Barbara Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 31Atkore Inc. Declares Quarterly Dividend, Payable on February 28, 2025The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.32 per share of common stock payable on February 28, 2025, to stockholders of record on February 18, 2025.お知らせ • Jan 14Atkore Inc. to Report Q1, 2025 Results on Feb 04, 2025Atkore Inc. announced that they will report Q1, 2025 results Pre-Market on Feb 04, 2025お知らせ • Jan 11Atkore Inc. Names John W. Pregenzer as Chief Operating OfficerAtkore Inc. announced that John W. Pregenzer is named Chief Operating Officer in addition to his current role as President-Electrical. Mr. Pregenzer will continue reporting directly to Bill Waltz, Atkore President and Chief Executive Officer. Mr. Pregenzer joined the Company in July 2015. Since 2020, he has served as President – Electrical, a position he will continue to hold. Prior to that, Mr. Pregenzer held positions within the Company as President for the Conduit & Fittings business unit and Vice President and General Manager of the Plastic Pipe and Conduit strategic business unit. Before Atkore, Mr. Pregenzer spent the majority of his career in executive sales, marketing, and operations positions with Georg Fischer AG, a Swiss based industrial products manufacturer. During his tenure, Mr. Pregenzer held positions including President and Managing Director for Georg Fischer Piping Systems LLC and Georg Fischer Sloane Inc., in addition to others of progressing responsibility. Mr. Pregenzer earned a Master of Business Administration from the University of Southern California, Marshall School of Business and a Bachelors of Accountancy from the University of San Diego. He also received a Certificate in Strategic Management from IMD Business School in Switzerland.お知らせ • Dec 04Atkore Inc., Annual General Meeting, Jan 30, 2025Atkore Inc., Annual General Meeting, Jan 30, 2025. Location: hilton atlanta marietta, 500 powder springs st., marietta, ga 30064, United StatesRecent Insider Transactions • Nov 30President recently sold Mex$233m worth of stockOn the 27th of November, William Waltz sold around 120k shares on-market at roughly Mex$1,938 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. William has been a net seller over the last 12 months, reducing personal holdings by Mex$351m.Upcoming Dividend • Nov 29Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 06 December 2024. Payment date: 16 December 2024. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Mexican dividend payers (7.2%). In line with average of industry peers (1.4%).Reported Earnings • Nov 22Full year 2024 earnings released: EPS: US$12.83 (vs US$17.51 in FY 2023)Full year 2024 results: EPS: US$12.83 (down from US$17.51 in FY 2023). Revenue: US$3.20b (down 9.0% from FY 2023). Net income: US$472.9m (down 30% from FY 2023). Profit margin: 15% (down from 19% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 7% per year.お知らせ • Nov 21Atkore Inc. Provides Earnings Guidance for the Full Year 2025Atkore Inc. provided earnings guidance for the full year 2025. For the Full-year 2025, the company Net sales expected to be in the range of $2.9 billion to $3.2 billion.お知らせ • Nov 19Atkore Inc. Declares Quarterly Cash Dividend, Payable on December 16, 2024The board of directors of Atkore Inc. declared a quarterly cash dividend of $0.32 per share of common stock payable on December 16, 2024, to stockholders of record on December 6, 2024.お知らせ • Nov 14New York’s Erie County Water Authority Files an Antitrust Lawsuit Against Atkore, Diamond Plastics, JM Eagle, National Pipe and Plastics, Otter Tail, IPEX and Westlake CorporationNew York’s Erie County Water Authority has filed an antitrust lawsuit against several major U.S. PVC pipe manufacturers, alleging those manufacturers colluded to create an illegal price-fixing scheme that artificially raised the price of PVC pipes widely used in public water systems and municipal wastewater collection and treatment across the country. The law firms FeganScott and Douglas & London PC filed the lawsuit on behalf of Erie County Water Authority, claiming that seven companies – which control 90% of the PVC market – used an industry information exchange platform to communicate about and coordinate the price for PVC pipes. The 53-page complaint names Atkore, Diamond Plastics, JM Eagle, National Pipe and Plastics, Otter Tail, IPEX, and Westlake Corporation. It also names Opis, the information exchange platform the suppliers used in the alleged scheme. Opis is owned by Dow Jones. The complaint, filed in the U.S. District Court for the Northern District of Illinois, claims that over a two-to-three-year span, the companies’ scheme artificially raised the price of municipal PVC water pipes for public water systems nationwide by as much as 500%. According to Elizabeth Fegan, managing partner of FeganScott and one of the attorneys leading the suit, the defendants’ use of the Opis data allowed them to set a price floor for their products, strangling the chance for competition to correctly set the price. Fegan noted that this is not the first time Opis has been involved in antitrust litigation. According to the suit, Opis was the subject of a 2020 lawsuit brought by the California Attorney General and two energy companies for illegally driving up regular and premium gasoline prices. That case was settled in 2024 for $50 million. The lawsuit seeks to represent local public water systems and municipal wastewater collection and treatment authorities nationwide that purchased PVC pipes manufactured by the defendants.お知らせ • Oct 24Atkore Inc. to Report Q4, 2024 Results on Nov 21, 2024Atkore Inc. announced that they will report Q4, 2024 results Pre-Market on Nov 21, 2024Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to Mex$1,845, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Electrical industry globally. Total returns to shareholders of 2.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,273 per share.Board Change • Sep 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Barbara Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 01Atkore Inc. Declares Quarterly Dividend, Payable on August 30, 2024The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.32 per share of common stock payable on August 30, 2024, to stockholders of record on August 20, 2024.お知らせ • Jul 24+ 1 more updateAtkore Inc Announces CFO ChangesAtkore Inc. announced that David Johnson has submitted his resignation as Chief Financial Officer, effective close of business on August 9, 2024, to pursue a career opportunity outside of the electrical industry. The Company has appointed John Deitzer as its Chief Financial Officer upon Mr. Johnson’s departure. Mr. Deitzer is a finance executive with more than 19 years’ experience in investor relations, treasury, and corporate strategy. Most recently at Atkore, Mr. Deitzer was Vice President of Finance – Electrical business unit. He joined the Company in 2019, serving as Vice President of Investor Relations and then quickly adding oversight of Environment, Social and Governance initiatives as well as the Treasury responsibilities. Prior to that, Mr. Deitzer spent four years at Alcoa Corporation in Investor Relations and Management Consulting & Strategy roles. Mr. Deitzer also earned experience as Segment Manager and Global Account Manager at PPG Industries, with responsibilities for growing the company’s overall leadership position in the aluminum extrusion coatings business. He also held investor relations and corporate strategy roles during his tenure at H.J. Heinz Company. Mr. Deitzer started his management career at PPG Industries overseeing global sales for one of the top accounts in the Industrial Coatings business. Mr. Deitzer received a Master of Business Administration in Finance and Strategy from Carnegie Mellon University, Tepper School of Business, and a Bachelor of Science in Chemical Engineering from Case Western Reserve University.お知らせ • Jul 16Atkore Inc. to Report Q3, 2024 Results on Aug 06, 2024Atkore Inc. announced that they will report Q3, 2024 results Pre-Market on Aug 06, 2024Board Change • May 31Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director B. Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 03Atkore Inc. Declares Quarterly Cash Dividend, Payable on May 31, 2024The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.32 per share of common stock payable on May 31, 2024, to stockholders of record on May 21, 2024.お知らせ • Apr 16Atkore Inc. to Report Q2, 2024 Results on May 07, 2024Atkore Inc. announced that they will report Q2, 2024 results Pre-Market on May 07, 2024Reported Earnings • Feb 02First quarter 2024 earnings released: EPS: US$3.66 (vs US$4.26 in 1Q 2023)First quarter 2024 results: EPS: US$3.66 (down from US$4.26 in 1Q 2023). Revenue: US$798.5m (down 4.2% from 1Q 2023). Net income: US$138.4m (down 19% from 1Q 2023). Profit margin: 17% (down from 21% in 1Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 31Atkore Inc. Initiates Quarterly Dividend, Payable on March 15, 2024The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.32 per share of common stock payable on March 15, 2024, to stockholders of record on February 27, 2024.Board Change • Jan 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director B. Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 10Atkore Inc. to Report Q1, 2024 Results on Feb 01, 2024Atkore Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 01, 2024Board Change • Dec 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director B. Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Nov 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 7.1% per year for the foreseeable future.お知らせ • Nov 18Atkore Inc. Provides Earnings Guidance for the Year 2024Atkore Inc. provided earnings guidance for the year 2024. Full-year 2024 net sales expected to be in the range of $3.50 billion to $3.65 billion.Reported Earnings • Nov 18Full year 2023 earnings released: EPS: US$17.51 (vs US$20.56 in FY 2022)Full year 2023 results: EPS: US$17.51 (down from US$20.56 in FY 2022). Revenue: US$3.52b (down 10% from FY 2022). Net income: US$689.9m (down 23% from FY 2022). Profit margin: 20% (down from 23% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 20Atkore Inc. to Report Fiscal Year 2023 Results on Nov 17, 2023Atkore Inc. announced that they will report fiscal year 2023 results Pre-Market on Nov 17, 2023お知らせ • Jul 21Atkore Inc. to Report Q3, 2023 Results on Aug 08, 2023Atkore Inc. announced that they will report Q3, 2023 results Pre-Market on Aug 08, 2023Reported Earnings • May 11Second quarter 2023 earnings released: EPS: US$4.37 (vs US$5.14 in 2Q 2022)Second quarter 2023 results: EPS: US$4.37 (down from US$5.14 in 2Q 2022). Revenue: US$895.9m (down 8.8% from 2Q 2022). Net income: US$174.2m (down 24% from 2Q 2022). Profit margin: 19% (down from 23% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has increased by 61% per year whereas the company’s share price has increased by 62% per year.Recent Insider Transactions • Mar 04President of Electrical recently sold Mex$13m worth of stockOn the 1st of March, John Pregenzer sold around 5k shares on-market at roughly Mex$2,720 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$76m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$2,700, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Electrical industry globally. Total returns to shareholders of 258% over the past three years.Recent Insider Transactions • Feb 09Independent Director recently sold Mex$11m worth of stockOn the 3rd of February, Justin Kershaw sold around 4k shares on-market at roughly Mex$2,619 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$188m more than they bought in the last 12 months.お知らせ • Feb 02Atkore Inc. Appoints B. Joanne Edwards to the Nominating & Governance Committee and the Human Resources & Compensation CommitteeOn January 27, 2023, the Board of Atkore Inc., upon the recommendation of the Nominating and Governance Committee of the Board, named B. Joanne Edwards to the Nominating & Governance Committee and the Human Resources & Compensation Committee, effective February 1, 2023.Reported Earnings • Feb 02First quarter 2023 earnings released: EPS: US$4.26 (vs US$4.38 in 1Q 2022)First quarter 2023 results: EPS: US$4.26 (down from US$4.38 in 1Q 2022). Revenue: US$833.8m (flat on 1Q 2022). Net income: US$173.5m (down 14% from 1Q 2022). Profit margin: 21% (down from 24% in 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 17% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.Board Change • Jan 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 12Atkore Inc. to Report Q1, 2023 Results on Feb 01, 2023Atkore Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 01, 2023Board Change • Dec 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 29Atkore Inc., Annual General Meeting, Jan 27, 2023Atkore Inc., Annual General Meeting, Jan 27, 2023. Agenda: To consider the executive changes.Board Change • Dec 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Aug 09Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be Mex$2,274, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 75%. Revenue is forecast to decline by 7.2% in 2 years. Earnings is forecast to decline by 46% in the next 2 years.Reported Earnings • Aug 03Third quarter 2022 earnings released: EPS: US$5.81 (vs US$3.69 in 3Q 2021)Third quarter 2022 results: EPS: US$5.81 (up from US$3.69 in 3Q 2021). Revenue: US$1.06b (up 24% from 3Q 2021). Net income: US$254.3m (up 48% from 3Q 2021). Profit margin: 24% (up from 20% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 5.5% compared to a 38% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.Board Change • Jul 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to Mex$1,795, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 18x in the Electrical industry globally. Total returns to shareholders of 268% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,487 per share.Buying Opportunity • Jun 14Now 30% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be Mex$2,825, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 72%. Revenue is forecast to decline by 1.2% in 2 years. Earnings is forecast to decline by 37% in the next 2 years.Recent Insider Transactions • Jun 08President recently sold Mex$46m worth of stockOn the 6th of June, William Waltz sold around 20k shares on-market at roughly Mex$2,324 per share. This was the largest sale by an insider in the last 3 months. William has been a seller over the last 12 months, reducing personal holdings by Mex$225m.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 07Insider recently sold Mex$1.9m worth of stockOn the 6th of May, Mark Lamps sold around 845 shares on-market at roughly Mex$2,282 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$80m. Insiders have been net sellers, collectively disposing of Mex$258m more than they bought in the last 12 months.Reported Earnings • May 03Second quarter 2022 earnings released: EPS: US$5.14 (vs US$2.62 in 2Q 2021)Second quarter 2022 results: EPS: US$5.14 (up from US$2.62 in 2Q 2021). Revenue: US$982.6m (up 54% from 2Q 2021). Net income: US$233.5m (up 91% from 2Q 2021). Profit margin: 24% (up from 19% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 15% compared to a 29% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 73% per year whereas the company’s share price has increased by 72% per year.Board Change • May 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 05Insider recently sold Mex$7.6m worth of stockOn the 28th of February, Daniel Kelly sold around 4k shares on-market at roughly Mex$2,105 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$80m. Insiders have been net sellers, collectively disposing of Mex$258m more than they bought in the last 12 months.Recent Insider Transactions • Feb 14President recently sold Mex$80m worth of stockOn the 10th of February, William Waltz sold around 33k shares on-market at roughly Mex$2,415 per share. This was the largest sale by an insider in the last 3 months. William has been a seller over the last 12 months, reducing personal holdings by Mex$179m.Reported Earnings • Feb 01First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: EPS: US$4.38 (up from US$1.78 in 1Q 2021). Revenue: US$840.8m (up 65% from 1Q 2021). Net income: US$204.8m (up 146% from 1Q 2021). Profit margin: 24% (up from 16% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.4%. Over the next year, revenue is expected to shrink by 5.7% compared to a 55% growth forecast for the industry in Mexico.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 29Independent Director recently sold Mex$8.2m worth of stockOn the 23rd of November, William VanArsdale sold around 3k shares on-market at roughly Mex$2,440 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$144m more than they bought in the last 12 months.Reported Earnings • Nov 20Full year 2021 earnings released: EPS US$12.38 (vs US$3.15 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$2.93b (up 66% from FY 2020). Net income: US$587.9m (up 295% from FY 2020). Profit margin: 20% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue.Board Change • Nov 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 12Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 26President recently sold Mex$99m worth of stockOn the 24th of August, William Waltz sold around 55k shares on-market at roughly Mex$1,809 per share. This was the largest sale by an insider in the last 3 months. This was William's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to US$1,804, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 21x in the Electrical industry globally. Total returns to shareholders of 167% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,812 per share.株主還元ATKR *MX ElectricalMX 市場7D0%0%0%1Yn/a0%0%株主還元を見る業界別リターン: ATKR *がMX Electrical業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: ATKR * MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is ATKR *'s price volatile compared to industry and market?ATKR * volatilityATKR * Average Weekly Movementn/aElectrical Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%安定した株価: ATKR *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のATKR *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19595,076Bill Waltzwww.atkore.comアトコア社は、電気、機械、安全、インフラ製品およびソリューションの製造・販売を米国内外で行っている。同社は金属製電線管と継手、プラスチック製電線管と継手、電気ケーブルとフレキシブル電線管、国際的なケーブル管理システム、および重要インフラの保護と信頼性のための機械管とパイプ、金属製フレームと継手、建設サービス、境界警備、ケーブル管理を提供している。アライド・チューブ＆コンジット、AFCケーブル・システムズ、カフテック、ヘリテージ・プラスチックス、ユニストラット、パワーストラット、コープ、USトレイ、FREコンポジット、ユナイテッド・ポリ・システムズ、カルボンド、カルパイプの下で製品を提供している。同社は、電気、産業、専門ディストリビューターや相手先ブランド製造業者を通じて、新築、メンテナンス、修理、改築、インフラ、多角化産業、代替発電、ヘルスケア、データセンター、政府など様々な最終市場に製品を供給している。同社は以前、アトコア・インターナショナル・グループ社として知られていたが、2021年2月に社名をアトコア社に変更した。は1959年に設立され、イリノイ州ハーベイに本社を置いている。もっと見るAtkore Inc. 基礎のまとめAtkore の収益と売上を時価総額と比較するとどうか。ATKR * 基礎統計学時価総額Mex$49.56b収益（TTM）-Mex$2.09b売上高(TTM)Mex$49.77b1.0xP/Sレシオ-23.8xPER（株価収益率ATKR * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ATKR * 損益計算書（TTM）収益US$2.87b売上原価US$2.27b売上総利益US$599.84mその他の費用US$720.33m収益-US$120.49m直近の収益報告Mar 27, 2026次回決算日該当なし一株当たり利益（EPS）-3.57グロス・マージン20.87%純利益率-4.19%有利子負債／自己資本比率59.4%ATKR * の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.6%現在の配当利回り-37%配当性向ATKR * 配当は確実ですか？ATKR * 配当履歴とベンチマークを見るATKR * 、いつまでに購入すれば配当金を受け取れますか？Atkore 配当日配当落ち日May 19 2026配当支払日May 29 2026配当落ちまでの日数5 days配当支払日までの日数5 daysATKR * 配当は確実ですか？ATKR * 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 17:32終値2026/03/30 00:00収益2026/03/27年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Atkore Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Andrew KaplowitzCitigroup IncCharles Stephen TusaJ.P. MorganJeffrey HammondKeyBanc Capital Markets Inc.4 その他のアナリストを表示
Impulsora del Desarrollo y el Empleo en América Latina. deSymbol: BMV:IDEAL B-1Market cap: Mex$122.9b
お知らせ • May 02Atkore Inc. announces Quarterly dividend, payable on May 29, 2026Atkore Inc. announced Quarterly dividend of USD 0.3300 per share payable on May 29, 2026, ex-date on May 19, 2026 and record date on May 19, 2026.
お知らせ • Apr 15Atkore Inc. to Report Q2, 2026 Results on May 05, 2026Atkore Inc. announced that they will report Q2, 2026 results Pre-Market on May 05, 2026
お知らせ • Jan 29Atkore Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2026The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.33 per share of common stock payable on February 27, 2026, to stockholders of record on February 17, 2026.
お知らせ • Jan 13Atkore Inc. to Report Q1, 2026 Results on Feb 03, 2026Atkore Inc. announced that they will report Q1, 2026 results Pre-Market on Feb 03, 2026
お知らせ • Dec 15Atkore Inc., Annual General Meeting, Jan 29, 2026Atkore Inc., Annual General Meeting, Jan 29, 2026. Location: waldorf astoria chicago, 11 e walton street, illinois 60611, chicago United States
お知らせ • Nov 21+ 1 more updateAtkore Appoints Franklin Edmonds to Its Board of DirectorsAtkore announced it will appoint Franklin Edmonds to its Board of Directors as part of a cooperation agreement with Irenic Capital Management LP (together with its affiliates, “Irenic”). With the addition of Mr. Edmonds, Atkore will expand its Board to ten directors, nine of whom will be independent. Additionally, the Board will form a Strategic Review Committee to oversee, evaluate and provide advice to the full Board regarding its review of strategic alternatives, including a potential sale or merger of the entire Company. Once formed, Bruce Taten will be appointed to serve as a Special Advisor to the Strategic Review Committee.
お知らせ • May 02Atkore Inc. announces Quarterly dividend, payable on May 29, 2026Atkore Inc. announced Quarterly dividend of USD 0.3300 per share payable on May 29, 2026, ex-date on May 19, 2026 and record date on May 19, 2026.
お知らせ • Apr 15Atkore Inc. to Report Q2, 2026 Results on May 05, 2026Atkore Inc. announced that they will report Q2, 2026 results Pre-Market on May 05, 2026
お知らせ • Jan 29Atkore Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2026The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.33 per share of common stock payable on February 27, 2026, to stockholders of record on February 17, 2026.
お知らせ • Jan 13Atkore Inc. to Report Q1, 2026 Results on Feb 03, 2026Atkore Inc. announced that they will report Q1, 2026 results Pre-Market on Feb 03, 2026
お知らせ • Dec 15Atkore Inc., Annual General Meeting, Jan 29, 2026Atkore Inc., Annual General Meeting, Jan 29, 2026. Location: waldorf astoria chicago, 11 e walton street, illinois 60611, chicago United States
お知らせ • Nov 21+ 1 more updateAtkore Appoints Franklin Edmonds to Its Board of DirectorsAtkore announced it will appoint Franklin Edmonds to its Board of Directors as part of a cooperation agreement with Irenic Capital Management LP (together with its affiliates, “Irenic”). With the addition of Mr. Edmonds, Atkore will expand its Board to ten directors, nine of whom will be independent. Additionally, the Board will form a Strategic Review Committee to oversee, evaluate and provide advice to the full Board regarding its review of strategic alternatives, including a potential sale or merger of the entire Company. Once formed, Bruce Taten will be appointed to serve as a Special Advisor to the Strategic Review Committee.
お知らせ • Nov 19Atkore Inc. Declares Quarterly Dividend, Payable on December 17, 2025The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.33 per share of common stock payable on December 17, 2025, to stockholders of record on December 5, 2025.
お知らせ • Oct 23Atkore Inc. to Report Q4, 2025 Results on Nov 20, 2025Atkore Inc. announced that they will report Q4, 2025 results Pre-Market on Nov 20, 2025
お知らせ • Aug 05+ 1 more updateAtkore Inc. Announces Chief Executive Officer ChangesAtkore Inc. announced that William (Bill) Waltz, Chief Executive Officer and President, has informed the Atkore Board of Directors of his decision to retire from the Company. Mr. Waltz plans to serve in his roles until a successor is appointed.
お知らせ • Jul 31Atkore Inc. Declares Quarterly Cash Dividend, Payable on August 29, 2025The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.33 per share of common stock payable on August 29, 2025, to stockholders of record on August 19, 2025.
お知らせ • Jul 15Atkore Inc. to Report Q3, 2025 Results on Aug 05, 2025Atkore Inc. announced that they will report Q3, 2025 results Pre-Market on Aug 05, 2025
お知らせ • Jun 30+ 5 more updatesAtkore Inc.(NYSE:ATKR) dropped from Russell 2500 Growth IndexAtkore Inc.(NYSE:ATKR) dropped from Russell 2500 Growth Index
お知らせ • May 01Atkore Inc. Declares Increased Quarterly Cash Dividend, Payable on May 28, 2025The Board of Directors of Atkore Inc. approved an increase in the Company’s quarterly cash dividend from $0.32 to $0.33 per share of common stock. The dividend increase will be effective for quarterly dividends payable on May 28, 2025, to stockholders of record on May 16, 2025.
お知らせ • Apr 23Atkore Inc. Provides Earnings Guidance for the Second Quarter Ended March 28, 2025 and Reaffirms Guidance for Full Fiscal Year 2025Atkore Inc. provided earnings guidance for the second quarter ended March 28, 2025. For the second quarter, the company is expected to have Net sales of approximately $695 million to $705 million. For the full fiscal year, the company is expected to have Net sales of approximately $2,850 million to $2,950 million.
お知らせ • Apr 22Atkore Inc. to Report Q2, 2025 Results on May 06, 2025Atkore Inc. announced that they will report Q2, 2025 results Pre-Market on May 06, 2025
Board Change • Apr 07Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Barbara Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 27Atkore Inc. Faces Class Action Suit over Potential Improper Revenues Recorded Pursuant to Anticompetitive ConductA class action lawsuit has been filed against Atkore Inc. The suit, captioned Westchester Putnam Counties Heavy & Highway Laborers Local 60 Benefits Fund v. Atkore Inc., et al., No. 1:25-cv-01851 (N.D. Ill.), represents investors who purchased or acquired Atkore common stock between February 1, 2024 and February 3, 2025. Hagens Berman is investigating the alleged claims and urges investors who purchased Atkore shares and suffered substantial losses to submit your losses now. In the recent past, Atkore has said that “[t]he principle markets that we serve are highly competitive[]” and that its internal control over financial reporting has been sufficient to “provide reasonable assurance regarding the preparation of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles. The company has recently downplayed accusations of having engaged in anticompetitive misconduct related to its PVC water pipe and PVC conduit pricing since approximately 2021, related to pricing of PVC pipes sold in the United States and, more specifically, downplayed that “PVC pipe manufacturers improperly shared otherwise confidential information through their contribution of information through their contribution of information to; and readership of, a weekly report called ‘PVC & Pipe Weekly’ published by […] Oil Pipe Information Service, LLP (‘OPIS’).” While the company has maintained that “there are defenses, both factual and legal” the complaint in the suit alleges otherwise. The complaint alleges that Atkore made false and misleading statements, while failing to disclose crucial information. Specifically, the suit contends that Atkore: (1) engaged in an anticompetitive price-fixing scheme that artificially inflated the price of its PVC pipes; (2) reaped significant, unsustainable financial benefits from its anticompetitive conduct; (3) as the price-fixing scheme was exposed, it and its co-conspirators were no longer able to artificially inflate the price of PVC pipes, resulting in a substantial decrease in the price of PVC pipes; and (4) its business and operations were negatively impacted. Investors began to learn the truth on July 24, 2024, when the short seller firm ManBear published a report accusing Atkore and three other PVC pipe manufacturers of using the commodity pricing service OPIS to coordinate pricing actions, thereby fixing PVC pipe prices and “result[ing] in massively inflated” PVC pipe prices that “defy economic logic.
お知らせ • Feb 19The AZEK Company Inc. (NYSE:AZEK) acquired Northwest Polymers,LLC from Atkore Inc. (NYSE:ATKR).The AZEK Company Inc. (NYSE:AZEK) acquired Northwest Polymers,LLC from Atkore Inc. (NYSE:ATKR) recently.
お知らせ • Feb 15Atkore Inc. Receives from the U.S. Department of Justice Antitrust Division A Grand Jury Subpoena Issued by the U.S. District Court for the Northern District of CaliforniaAtkore Inc. on February 13, 2025, the company received from the U.S. Department of Justice (“DOJ”) Antitrust Division a grand jury subpoena issued by the U.S. District Court for the Northern District of California. The subpoena calls for production of documents relating to the pricing of the Company’s PVC pipe and conduit products. The Company intends to comply with its obligations under the subpoena.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to Mex$1,356, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Electrical industry globally. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,106 per share.
Board Change • Feb 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Barbara Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 31Atkore Inc. Declares Quarterly Dividend, Payable on February 28, 2025The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.32 per share of common stock payable on February 28, 2025, to stockholders of record on February 18, 2025.
お知らせ • Jan 14Atkore Inc. to Report Q1, 2025 Results on Feb 04, 2025Atkore Inc. announced that they will report Q1, 2025 results Pre-Market on Feb 04, 2025
お知らせ • Jan 11Atkore Inc. Names John W. Pregenzer as Chief Operating OfficerAtkore Inc. announced that John W. Pregenzer is named Chief Operating Officer in addition to his current role as President-Electrical. Mr. Pregenzer will continue reporting directly to Bill Waltz, Atkore President and Chief Executive Officer. Mr. Pregenzer joined the Company in July 2015. Since 2020, he has served as President – Electrical, a position he will continue to hold. Prior to that, Mr. Pregenzer held positions within the Company as President for the Conduit & Fittings business unit and Vice President and General Manager of the Plastic Pipe and Conduit strategic business unit. Before Atkore, Mr. Pregenzer spent the majority of his career in executive sales, marketing, and operations positions with Georg Fischer AG, a Swiss based industrial products manufacturer. During his tenure, Mr. Pregenzer held positions including President and Managing Director for Georg Fischer Piping Systems LLC and Georg Fischer Sloane Inc., in addition to others of progressing responsibility. Mr. Pregenzer earned a Master of Business Administration from the University of Southern California, Marshall School of Business and a Bachelors of Accountancy from the University of San Diego. He also received a Certificate in Strategic Management from IMD Business School in Switzerland.
お知らせ • Dec 04Atkore Inc., Annual General Meeting, Jan 30, 2025Atkore Inc., Annual General Meeting, Jan 30, 2025. Location: hilton atlanta marietta, 500 powder springs st., marietta, ga 30064, United States
Recent Insider Transactions • Nov 30President recently sold Mex$233m worth of stockOn the 27th of November, William Waltz sold around 120k shares on-market at roughly Mex$1,938 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. William has been a net seller over the last 12 months, reducing personal holdings by Mex$351m.
Upcoming Dividend • Nov 29Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 06 December 2024. Payment date: 16 December 2024. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Mexican dividend payers (7.2%). In line with average of industry peers (1.4%).
Reported Earnings • Nov 22Full year 2024 earnings released: EPS: US$12.83 (vs US$17.51 in FY 2023)Full year 2024 results: EPS: US$12.83 (down from US$17.51 in FY 2023). Revenue: US$3.20b (down 9.0% from FY 2023). Net income: US$472.9m (down 30% from FY 2023). Profit margin: 15% (down from 19% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 7% per year.
お知らせ • Nov 21Atkore Inc. Provides Earnings Guidance for the Full Year 2025Atkore Inc. provided earnings guidance for the full year 2025. For the Full-year 2025, the company Net sales expected to be in the range of $2.9 billion to $3.2 billion.
お知らせ • Nov 19Atkore Inc. Declares Quarterly Cash Dividend, Payable on December 16, 2024The board of directors of Atkore Inc. declared a quarterly cash dividend of $0.32 per share of common stock payable on December 16, 2024, to stockholders of record on December 6, 2024.
お知らせ • Nov 14New York’s Erie County Water Authority Files an Antitrust Lawsuit Against Atkore, Diamond Plastics, JM Eagle, National Pipe and Plastics, Otter Tail, IPEX and Westlake CorporationNew York’s Erie County Water Authority has filed an antitrust lawsuit against several major U.S. PVC pipe manufacturers, alleging those manufacturers colluded to create an illegal price-fixing scheme that artificially raised the price of PVC pipes widely used in public water systems and municipal wastewater collection and treatment across the country. The law firms FeganScott and Douglas & London PC filed the lawsuit on behalf of Erie County Water Authority, claiming that seven companies – which control 90% of the PVC market – used an industry information exchange platform to communicate about and coordinate the price for PVC pipes. The 53-page complaint names Atkore, Diamond Plastics, JM Eagle, National Pipe and Plastics, Otter Tail, IPEX, and Westlake Corporation. It also names Opis, the information exchange platform the suppliers used in the alleged scheme. Opis is owned by Dow Jones. The complaint, filed in the U.S. District Court for the Northern District of Illinois, claims that over a two-to-three-year span, the companies’ scheme artificially raised the price of municipal PVC water pipes for public water systems nationwide by as much as 500%. According to Elizabeth Fegan, managing partner of FeganScott and one of the attorneys leading the suit, the defendants’ use of the Opis data allowed them to set a price floor for their products, strangling the chance for competition to correctly set the price. Fegan noted that this is not the first time Opis has been involved in antitrust litigation. According to the suit, Opis was the subject of a 2020 lawsuit brought by the California Attorney General and two energy companies for illegally driving up regular and premium gasoline prices. That case was settled in 2024 for $50 million. The lawsuit seeks to represent local public water systems and municipal wastewater collection and treatment authorities nationwide that purchased PVC pipes manufactured by the defendants.
お知らせ • Oct 24Atkore Inc. to Report Q4, 2024 Results on Nov 21, 2024Atkore Inc. announced that they will report Q4, 2024 results Pre-Market on Nov 21, 2024
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to Mex$1,845, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Electrical industry globally. Total returns to shareholders of 2.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,273 per share.
Board Change • Sep 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Barbara Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 01Atkore Inc. Declares Quarterly Dividend, Payable on August 30, 2024The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.32 per share of common stock payable on August 30, 2024, to stockholders of record on August 20, 2024.
お知らせ • Jul 24+ 1 more updateAtkore Inc Announces CFO ChangesAtkore Inc. announced that David Johnson has submitted his resignation as Chief Financial Officer, effective close of business on August 9, 2024, to pursue a career opportunity outside of the electrical industry. The Company has appointed John Deitzer as its Chief Financial Officer upon Mr. Johnson’s departure. Mr. Deitzer is a finance executive with more than 19 years’ experience in investor relations, treasury, and corporate strategy. Most recently at Atkore, Mr. Deitzer was Vice President of Finance – Electrical business unit. He joined the Company in 2019, serving as Vice President of Investor Relations and then quickly adding oversight of Environment, Social and Governance initiatives as well as the Treasury responsibilities. Prior to that, Mr. Deitzer spent four years at Alcoa Corporation in Investor Relations and Management Consulting & Strategy roles. Mr. Deitzer also earned experience as Segment Manager and Global Account Manager at PPG Industries, with responsibilities for growing the company’s overall leadership position in the aluminum extrusion coatings business. He also held investor relations and corporate strategy roles during his tenure at H.J. Heinz Company. Mr. Deitzer started his management career at PPG Industries overseeing global sales for one of the top accounts in the Industrial Coatings business. Mr. Deitzer received a Master of Business Administration in Finance and Strategy from Carnegie Mellon University, Tepper School of Business, and a Bachelor of Science in Chemical Engineering from Case Western Reserve University.
お知らせ • Jul 16Atkore Inc. to Report Q3, 2024 Results on Aug 06, 2024Atkore Inc. announced that they will report Q3, 2024 results Pre-Market on Aug 06, 2024
Board Change • May 31Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director B. Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 03Atkore Inc. Declares Quarterly Cash Dividend, Payable on May 31, 2024The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.32 per share of common stock payable on May 31, 2024, to stockholders of record on May 21, 2024.
お知らせ • Apr 16Atkore Inc. to Report Q2, 2024 Results on May 07, 2024Atkore Inc. announced that they will report Q2, 2024 results Pre-Market on May 07, 2024
Reported Earnings • Feb 02First quarter 2024 earnings released: EPS: US$3.66 (vs US$4.26 in 1Q 2023)First quarter 2024 results: EPS: US$3.66 (down from US$4.26 in 1Q 2023). Revenue: US$798.5m (down 4.2% from 1Q 2023). Net income: US$138.4m (down 19% from 1Q 2023). Profit margin: 17% (down from 21% in 1Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 31Atkore Inc. Initiates Quarterly Dividend, Payable on March 15, 2024The Board of Directors of Atkore Inc. declared a quarterly cash dividend of $0.32 per share of common stock payable on March 15, 2024, to stockholders of record on February 27, 2024.
Board Change • Jan 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director B. Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 10Atkore Inc. to Report Q1, 2024 Results on Feb 01, 2024Atkore Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 01, 2024
Board Change • Dec 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director B. Edwards was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Nov 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 7.1% per year for the foreseeable future.
お知らせ • Nov 18Atkore Inc. Provides Earnings Guidance for the Year 2024Atkore Inc. provided earnings guidance for the year 2024. Full-year 2024 net sales expected to be in the range of $3.50 billion to $3.65 billion.
Reported Earnings • Nov 18Full year 2023 earnings released: EPS: US$17.51 (vs US$20.56 in FY 2022)Full year 2023 results: EPS: US$17.51 (down from US$20.56 in FY 2022). Revenue: US$3.52b (down 10% from FY 2022). Net income: US$689.9m (down 23% from FY 2022). Profit margin: 20% (down from 23% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 20Atkore Inc. to Report Fiscal Year 2023 Results on Nov 17, 2023Atkore Inc. announced that they will report fiscal year 2023 results Pre-Market on Nov 17, 2023
お知らせ • Jul 21Atkore Inc. to Report Q3, 2023 Results on Aug 08, 2023Atkore Inc. announced that they will report Q3, 2023 results Pre-Market on Aug 08, 2023
Reported Earnings • May 11Second quarter 2023 earnings released: EPS: US$4.37 (vs US$5.14 in 2Q 2022)Second quarter 2023 results: EPS: US$4.37 (down from US$5.14 in 2Q 2022). Revenue: US$895.9m (down 8.8% from 2Q 2022). Net income: US$174.2m (down 24% from 2Q 2022). Profit margin: 19% (down from 23% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has increased by 61% per year whereas the company’s share price has increased by 62% per year.
Recent Insider Transactions • Mar 04President of Electrical recently sold Mex$13m worth of stockOn the 1st of March, John Pregenzer sold around 5k shares on-market at roughly Mex$2,720 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$76m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$2,700, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Electrical industry globally. Total returns to shareholders of 258% over the past three years.
Recent Insider Transactions • Feb 09Independent Director recently sold Mex$11m worth of stockOn the 3rd of February, Justin Kershaw sold around 4k shares on-market at roughly Mex$2,619 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$188m more than they bought in the last 12 months.
お知らせ • Feb 02Atkore Inc. Appoints B. Joanne Edwards to the Nominating & Governance Committee and the Human Resources & Compensation CommitteeOn January 27, 2023, the Board of Atkore Inc., upon the recommendation of the Nominating and Governance Committee of the Board, named B. Joanne Edwards to the Nominating & Governance Committee and the Human Resources & Compensation Committee, effective February 1, 2023.
Reported Earnings • Feb 02First quarter 2023 earnings released: EPS: US$4.26 (vs US$4.38 in 1Q 2022)First quarter 2023 results: EPS: US$4.26 (down from US$4.38 in 1Q 2022). Revenue: US$833.8m (flat on 1Q 2022). Net income: US$173.5m (down 14% from 1Q 2022). Profit margin: 21% (down from 24% in 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 17% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
Board Change • Jan 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 12Atkore Inc. to Report Q1, 2023 Results on Feb 01, 2023Atkore Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 01, 2023
Board Change • Dec 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 29Atkore Inc., Annual General Meeting, Jan 27, 2023Atkore Inc., Annual General Meeting, Jan 27, 2023. Agenda: To consider the executive changes.
Board Change • Dec 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Aug 09Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be Mex$2,274, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 75%. Revenue is forecast to decline by 7.2% in 2 years. Earnings is forecast to decline by 46% in the next 2 years.
Reported Earnings • Aug 03Third quarter 2022 earnings released: EPS: US$5.81 (vs US$3.69 in 3Q 2021)Third quarter 2022 results: EPS: US$5.81 (up from US$3.69 in 3Q 2021). Revenue: US$1.06b (up 24% from 3Q 2021). Net income: US$254.3m (up 48% from 3Q 2021). Profit margin: 24% (up from 20% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 5.5% compared to a 38% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to Mex$1,795, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 18x in the Electrical industry globally. Total returns to shareholders of 268% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,487 per share.
Buying Opportunity • Jun 14Now 30% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be Mex$2,825, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 72%. Revenue is forecast to decline by 1.2% in 2 years. Earnings is forecast to decline by 37% in the next 2 years.
Recent Insider Transactions • Jun 08President recently sold Mex$46m worth of stockOn the 6th of June, William Waltz sold around 20k shares on-market at roughly Mex$2,324 per share. This was the largest sale by an insider in the last 3 months. William has been a seller over the last 12 months, reducing personal holdings by Mex$225m.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 07Insider recently sold Mex$1.9m worth of stockOn the 6th of May, Mark Lamps sold around 845 shares on-market at roughly Mex$2,282 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$80m. Insiders have been net sellers, collectively disposing of Mex$258m more than they bought in the last 12 months.
Reported Earnings • May 03Second quarter 2022 earnings released: EPS: US$5.14 (vs US$2.62 in 2Q 2021)Second quarter 2022 results: EPS: US$5.14 (up from US$2.62 in 2Q 2021). Revenue: US$982.6m (up 54% from 2Q 2021). Net income: US$233.5m (up 91% from 2Q 2021). Profit margin: 24% (up from 19% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 15% compared to a 29% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 73% per year whereas the company’s share price has increased by 72% per year.
Board Change • May 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 05Insider recently sold Mex$7.6m worth of stockOn the 28th of February, Daniel Kelly sold around 4k shares on-market at roughly Mex$2,105 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$80m. Insiders have been net sellers, collectively disposing of Mex$258m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 14President recently sold Mex$80m worth of stockOn the 10th of February, William Waltz sold around 33k shares on-market at roughly Mex$2,415 per share. This was the largest sale by an insider in the last 3 months. William has been a seller over the last 12 months, reducing personal holdings by Mex$179m.
Reported Earnings • Feb 01First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: EPS: US$4.38 (up from US$1.78 in 1Q 2021). Revenue: US$840.8m (up 65% from 1Q 2021). Net income: US$204.8m (up 146% from 1Q 2021). Profit margin: 24% (up from 16% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.4%. Over the next year, revenue is expected to shrink by 5.7% compared to a 55% growth forecast for the industry in Mexico.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 29Independent Director recently sold Mex$8.2m worth of stockOn the 23rd of November, William VanArsdale sold around 3k shares on-market at roughly Mex$2,440 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$144m more than they bought in the last 12 months.
Reported Earnings • Nov 20Full year 2021 earnings released: EPS US$12.38 (vs US$3.15 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$2.93b (up 66% from FY 2020). Net income: US$587.9m (up 295% from FY 2020). Profit margin: 20% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue.
Board Change • Nov 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 12Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. President, CEO & Director Bill Waltz was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 26President recently sold Mex$99m worth of stockOn the 24th of August, William Waltz sold around 55k shares on-market at roughly Mex$1,809 per share. This was the largest sale by an insider in the last 3 months. This was William's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to US$1,804, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 21x in the Electrical industry globally. Total returns to shareholders of 167% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,812 per share.
