Atkore Beheer
Beheer criteriumcontroles 3/4
De CEO Atkore is Bill Waltz, benoemd in Oct2018, heeft een ambtstermijn van 7.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 8.69M, bestaande uit 12.7% salaris en 87.3% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.27% van de aandelen van het bedrijf, ter waarde $ 8.55M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.6 jaar en 8.6 jaar.
Belangrijke informatie
Bill Waltz
Algemeen directeur
US$8.7m
Totale compensatie
| Percentage CEO-salaris | 12.65% |
| Dienstverband CEO | 7.8yrs |
| Eigendom CEO | 0.3% |
| Management gemiddelde ambtstermijn | 2.6yrs |
| Gemiddelde ambtstermijn bestuur | 8.6yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Aug 04
ATKR: AI Infrastructure Demand And Prysmian Deal Will Shape Balanced Prospects
Atkore's updated analyst price target framework now centers around a fair value of $88.67. This reflects revised assumptions on discount rate, revenue growth, profit margins, and future P/E that analysts link to sector pricing power, potential AI-related demand, and a supportive macro backdrop highlighted in recent Street research.Seeking Alpha • Aug 03
Atkore: A Coin Toss Ahead Of Earnings, With Gross Margins In Focus
Summary Atkore faces significant margin compression due to rising commodity costs, notably steel, copper, and PVC, impacting profitability. Despite a recent litigation settlement and discounted valuation, ATKR remains a Hold as gross margin recovery appears unlikely in the near term. Revenue growth lags cost inflation, with Q2 COGS up 15.2% and revenues up only 4.2%, highlighting the inability to pass costs to customers. Guidance for $340–360 million EBITDA is at risk if cost trends persist; margin improvement is the key catalyst to watch in Q3. Read the full article on Seeking AlphaNarratiefupdate • Jun 24
ATKR: AI Infrastructure Demand And Legal Settlements Will Shape Balanced Return Potential
Analysts have nudged their price expectations for Atkore higher, with recent Street research highlighting new targets that are $11 and $12 above prior levels, supported by updated views on the company’s outlook and valuation assumptions. Analyst Commentary Recent research on Atkore points to a more constructive stance on the stock, with bullish analysts lifting their price targets and revisiting key assumptions around earnings power, capital allocation and how the market values the company.Narratiefupdate • Jun 05
ATKR: Refined Earnings Framework And Legal Resolution Will Shape Balanced Return Profile
Atkore’s analyst price target has shifted from $74 to about $84, with analysts pointing to updated fair value estimates, a modestly higher assumed future P/E, and refined views on growth and margins as the key drivers behind the change. Analyst Commentary Recent Street research has focused on how updated fair value work, refined P/E assumptions, and revised growth and margin expectations feed into the new price targets for Atkore.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 26 2026 | n/a | n/a | -US$163m |
| Mar 27 2026 | n/a | n/a | -US$120m |
| Dec 26 2025 | n/a | n/a | -US$46m |
| Sep 30 2025 | US$9m | US$1m | -US$15m |
| Jun 27 2025 | n/a | n/a | US$111m |
| Mar 28 2025 | n/a | n/a | US$190m |
| Dec 27 2024 | n/a | n/a | US$376m |
| Sep 30 2024 | US$8m | US$1m | US$467m |
| Jun 28 2024 | n/a | n/a | US$533m |
| Mar 29 2024 | n/a | n/a | US$610m |
| Dec 29 2023 | n/a | n/a | US$645m |
| Sep 30 2023 | US$7m | US$1m | US$679m |
| Jun 30 2023 | n/a | n/a | US$758m |
| Mar 31 2023 | n/a | n/a | US$810m |
| Dec 30 2022 | n/a | n/a | US$868m |
| Sep 30 2022 | US$7m | US$919k | US$899m |
| Jun 24 2022 | n/a | n/a | US$880m |
| Mar 25 2022 | n/a | n/a | US$802m |
| Dec 24 2021 | n/a | n/a | US$694m |
| Sep 30 2021 | US$6m | US$823k | US$576m |
| Jun 25 2021 | n/a | n/a | US$431m |
| Mar 26 2021 | n/a | n/a | US$283m |
| Dec 25 2020 | n/a | n/a | US$198m |
| Sep 30 2020 | US$3m | US$706k | US$149m |
| Jun 26 2020 | n/a | n/a | US$141m |
| Mar 27 2020 | n/a | n/a | US$153m |
| Dec 27 2019 | n/a | n/a | US$143m |
| Sep 30 2019 | US$6m | US$700k | US$135m |
Compensatie versus markt: De totale vergoeding ($USD 8.69M ) Bill } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 6.92M ).
Compensatie versus inkomsten: De vergoeding van Bill is gestegen terwijl het bedrijf verliesgevend is.
CEO
Bill Waltz (62 yo)
7.8yrs
Tenure
US$8,692,232
Compensatie
Mr. William E. Waltz, Jr. also known as Bill, is Director of Atkore International, Inc. from 2018. Mr. Waltz joined the Atkore International, Inc. in September 2015. He serves as a Trustee at Manufacturers...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 7.8yrs | US$8.69m | 0.27% $ 8.6m | |
| VP & CFO | 2yrs | US$2.03m | 0.056% $ 1.8m | |
| COO & President of Electrical | 1.6yrs | US$3.01m | 0.18% $ 5.8m | |
| VP, General Counsel & Corporate Secretary | 12.9yrs | US$1.87m | 0.066% $ 2.1m | |
| President of Safety & Infrastructure | 7.4yrs | US$2.19m | 0.11% $ 3.4m | |
| VP & Chief Accounting Officer | 2yrs | geen gegevens | 0.016% $ 510.3k | |
| Vice President of Treasury & Investor Relations | 2.6yrs | geen gegevens | geen gegevens | |
| Vice President of Corporate Communications | 13.8yrs | geen gegevens | geen gegevens | |
| VP & Chief Human Resources Officer | 7.2yrs | geen gegevens | 0.076% $ 2.4m | |
| President of Metal Conduit and Cable | 1.6yrs | geen gegevens | geen gegevens | |
| President of Commercial Operations | 1.3yrs | geen gegevens | geen gegevens |
2.6yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van ATKR wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.6 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 7.8yrs | US$8.69m | 0.27% $ 8.6m | |
| Independent Director | 8yrs | US$284.79k | 0.054% $ 1.7m | |
| Independent Chairman of the Board | 8.3yrs | US$402.08k | 0.053% $ 1.7m | |
| Independent Director | 10.7yrs | US$281.84k | 0.083% $ 2.6m | |
| Independent Director | 10.7yrs | US$299.31k | 0.077% $ 2.4m | |
| Independent Director | 11.6yrs | US$266.53k | 0.030% $ 955.1k | |
| Independent Director | 9yrs | US$270.86k | 0.044% $ 1.4m | |
| Independent Director | 9yrs | US$287.82k | 0.048% $ 1.5m | |
| Independent Director | less than a year | geen gegevens | geen gegevens | |
| Independent Director | 3.5yrs | US$253.04k | 0.011% $ 352.6k |
8.6yrs
Gemiddelde duur
68yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van ATKR wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.6 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/17 19:13 |
| Aandelenkoers aan het einde van de dag | 2026/08/17 00:00 |
| Inkomsten | 2026/06/26 |
| Jaarlijkse inkomsten | 2025/09/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Atkore Inc. wordt gevolgd door 7 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Andrew Kaplowitz | Citigroup Inc |
| Charles Stephen Tusa | J.P. Morgan |
| Jeffrey Hammond | KeyBanc Capital Markets Inc. |