Will ATI’s (ATI) New Board Appointments Sharpen Its Edge in Aerospace and Defense?

• ATI Inc. has announced the upcoming retirement of Chief Financial Officer Don Newman in March 2026 and the addition of two accomplished aerospace executives, Elizabeth Lund and Jean Lydon-Rodgers, to its Board of Directors effective November 1, 2025.
• This infusion of deep aerospace expertise is expected to strengthen ATI’s leadership team and support the company’s ambitions in the aerospace and defense sectors.
• We'll examine how the board appointments of aerospace industry veterans could influence ATI's investment narrative and sector positioning.

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ATI Investment Narrative Recap

ATI’s investment story relies on ongoing growth in advanced aerospace alloys, underpinned by long-term Boeing and Airbus contracts and supply-chain innovation. The addition of Lund and Lydon-Rodgers to the board should reinforce ATI’s aerospace ambitions, but is unlikely to materially impact the near-term catalyst: capturing volume growth from recent commercial aerospace agreements. The principal risk remains the company’s concentration in a few large aerospace OEM customers, which continues to expose ATI to revenue and margin volatility if order patterns shift unexpectedly.

Among recent events, ATI’s July 2025 expansion of its supply agreement with Boeing stands out, as it directly supports ATI’s efforts to lock in higher volumes and pricing in core aerospace segments. This can drive reliable and higher-margin revenue, and provide critical resilience against slowdowns in other end markets, particularly as supply chain expertise is further strengthened through recent board additions.

By contrast, the concentration of ATI’s revenue among a handful of major OEM customers is a risk investors should be conscious of, especially if...

Read the full narrative on ATI (it's free!)

ATI's outlook anticipates $5.5 billion in revenue and $635.6 million in earnings by 2028. This is based on a 6.7% annual revenue growth rate and a $218.1 million increase in earnings from the current $417.5 million.

Uncover how ATI's forecasts yield a $100.88 fair value, a 32% upside to its current price.

Exploring Other Perspectives

Five private investors in the Simply Wall St Community estimate ATI’s fair value between US$62.68 and US$115 per share. While these opinions diverge, recent Boeing and Airbus contract expansions mean the outlook for reliable, higher-margin revenue growth continues to attract attention among those considering the company’s long-term potential.

Explore 5 other fair value estimates on ATI - why the stock might be worth 18% less than the current price!

Build Your Own ATI Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your ATI research is our analysis highlighting 5 key rewards and 2 important warning signs that could impact your investment decision.
• Our free ATI research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ATI's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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