Loading...
ATKR logo

Atkore Inc.NYSE:ATKR 株式レポート

時価総額 US$2.5b
株価
US$76.18
US$74
2.9% 割高 内在価値ディスカウント
1Y15.7%
7D-0.3%
1D
ポートフォリオ価値
表示

Atkore Inc.

NYSE:ATKR 株式レポート

時価総額:US$2.5b

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3/6
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2/6

ATKR Community Fair Values

Create Narrative

See what 46 others think this stock is worth. Follow their fair value or set your own to get alerts.

Atkore Inc. 競合他社

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$76.18
52週高値US$80.06
52週安値US$53.49
ベータ1.67
1ヶ月の変化9.69%
3ヶ月変化13.40%
1年変化15.74%
3年間の変化-36.25%
5年間の変化-2.28%
IPOからの変化376.13%

最新ニュース

Seeking Alpha May 14

Atkore: A Discounted Electrical Infrastructure Name

Summary Atkore delivered a strong Q2 FY26, with net sales up 4.2% YoY and sequential growth for the first time since 2022. ATKR’s portfolio simplification and focus on domestic electrical infrastructure drive higher margins and operational efficiency, supported by divestitures and facility closures. Data center electrification is fueling double-digit growth in key product lines, with management guiding for continued mid-single-digit organic volume growth. We rate Atkore as a Buy with a $90 price target, reflecting 22% upside and discounted valuation versus electrical infrastructure peers. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha May 14

Atkore: A Discounted Electrical Infrastructure Name

Summary Atkore delivered a strong Q2 FY26, with net sales up 4.2% YoY and sequential growth for the first time since 2022. ATKR’s portfolio simplification and focus on domestic electrical infrastructure drive higher margins and operational efficiency, supported by divestitures and facility closures. Data center electrification is fueling double-digit growth in key product lines, with management guiding for continued mid-single-digit organic volume growth. We rate Atkore as a Buy with a $90 price target, reflecting 22% upside and discounted valuation versus electrical infrastructure peers. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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
Seeking Alpha Oct 22

Atkore: Buybacks And A Low Multiple, Hold

Summary Atkore boasts the highest ROIC among peers, with a positive ROIC-WACC spread of 13.88%, indicating value creation for shareholders despite a declining trend. ATKR has effectively used share buybacks to enhance shareholder value, capitalizing on undervalued stock prices in the past. Unfortunately, there is a lot of uncertainty about the future development of margins and revenue growth. Read the full article on Seeking Alpha
分析記事 Oct 21

Here's Why Atkore (NYSE:ATKR) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Sep 19

Investors Should Be Encouraged By Atkore's (NYSE:ATKR) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Sep 16

Atkore: Stabilization Seems To Arrive

Summary Atkore's shares have dropped significantly since June, but I see value based on the initial outlook for 2025, and a balanced capital allocation model. The company is seeing margin revert to normal after they rose spectacularly in a post-pandemic environment. Continued softness in pricing and demand, alongside an antitrust lawsuit, impacts the short-term outlook, but fundamental earnings support remains at 15 times earnings. Averaging down to $100 per share, I anticipate Atkore's minimum earnings power around $10 per share in 2025, supported by modest leverage. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Sep 04

Challenges From Imported Steel And Market Softness Offset By Decisive Share Buybacks And Growth In Solar Sector

The increasing import of steel conduit from Mexico and sector softness are impacting Atkore's market competitiveness and demand for its products.
分析記事 Sep 04

Little Excitement Around Atkore Inc.'s (NYSE:ATKR) Earnings As Shares Take 28% Pounding

To the annoyance of some shareholders, Atkore Inc. ( NYSE:ATKR ) shares are down a considerable 28% in the last month...
Seeking Alpha Aug 29

Atkore: The Small-Cap Buyback King

Summary Valuation suggests Atkore is moderately undervalued, with potential upside of 27% based on continued aggressive buybacks and assuming market recovery from 2025 onwards. DMI indicates non-residential construction activity is going to increase over the coming 12 months, which will benefit ATKR. The Company's margins are expected to remain above pre-2020 levels due to increased electrical conduit and tubing demands, especially from data centers and renewables buildout. Due to a lack of catalysts, Atkore shares could continue trending downwards towards the $70s (sub $3bn Mcap), where the opportunity could be extremely attractive. Read the full article on Seeking Alpha
分析記事 Aug 27

A Look At The Intrinsic Value Of Atkore Inc. (NYSE:ATKR)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Atkore fair value estimate is US$124 With US$100 share price...

株主還元

ATKRUS ElectricalUS 市場
7D-0.3%-5.6%-0.8%
1Y15.7%84.6%27.1%

業界別リターン: ATKR過去 1 年間で84.6 % の収益を上げたUS Electrical業界を下回りました。

リターン対市場: ATKRは、過去 1 年間で27.1 % のリターンを上げたUS市場を下回りました。

価格変動

Is ATKR's price volatile compared to industry and market?
ATKR volatility
ATKR Average Weekly Movement5.2%
Electrical Industry Average Movement12.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

安定した株価: ATKR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: ATKRの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

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。電気部門と安全・インフラ部門の2部門で事業を展開。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、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、ケーブル管理などを提供している。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、カルボンド、カルパイプで製品を提供している。同社は、新築、保守・修理・改造、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、政府機関など、様々な最終市場に製品を供給している。以前はアトコレ・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月にアトコレ社に社名変更した。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。

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US$2.55b
収益(TTM)-US$120.49m
売上高(TTM)US$2.87b
0.9x
P/Sレシオ
-21.3x
PER(株価収益率

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

1.7%
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4 days
配当支払日までの日数6 days

ATKR 配当は確実ですか?

ATKR 配当履歴とベンチマークを見る

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2026/05/21 17:00
終値2026/05/21 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 Inc
Charles Stephen TusaJ.P. Morgan
Jeffrey HammondKeyBanc Capital Markets Inc.