NYSE$ATKR

Atkore Inc. · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Atkore's Q1 2022 performance reflected record results, driven by team commitment and execution of the Atkore Business System, leading to margin expansion across segments.

Atkore Inc. reported a significant increase in net sales, net income, and adjusted EBITDA for its fiscal 2022 first quarter. Net sales reached $840.8 million, a 64.5% increase compared to the prior year. Net income rose to $204.8 million, and adjusted EBITDA increased to $293.0 million.

  • Net sales increased by 64.5% to $840.8 million compared to the prior year.
  • Net income per diluted share increased to $4.32, up from $1.75 in the prior year.
  • Adjusted EBITDA increased by 113.9% to $293.0 million compared to the prior year.
  • Full-year outlook for Adjusted EBITDA increased to $875 million - $925 million.

Headline financials

Total Revenue

$841M

Previous: $511M+64.5%
EPS (adj)

$4.58

Previous: $1.88+143.6%
Capital Expenditures

-$9.36M

Previous: -$8.23M-13.7%
Free Cash Flow

$195M

Previous: $76.8M+154.4%
Net Income

$205M

Previous: $85.1M+140.8%
Operating Income

$268M

Previous: $120M+124.0%
Gross Profit

$355M

Previous: $189M+87.5%
Cash & Equivalents

$576M

Previous: $280M+105.5%
Total Assets

$2.27B

Previous: $1.61B+40.4%
Stock-Based Comp

$3.43M

Previous: $5.52M-37.9%

Revenue & EPS history

Atkore · Revenue · Quarterly

$841M

Q1 2022+64.5%vs Q1 2021
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Atkore · $842M total across 2 segments · Q1 2022

  • Electrical
    $642M+65.7%
  • Safety & Infrastructure
    $201M+60.7%

Forward guidance

Atkore is increasing its outlook for Adjusted EBITDA and Adjusted net income per diluted share for fiscal year 2022. The Company continues to expect Net Sales to be up approximately mid-single digit percentages versus fiscal year 2021.

Tailwinds

  • Net Sales to be up approximately mid-single digit percentages versus fiscal year 2021.
  • Adjusted EBITDA to be in the range of $875 million to $925 million.
  • Adjusted net income per diluted share to be in the range of $12.80 - $13.60.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+2.2%

Avg return

Earnings day

+3.0%

Avg return

5 days after

+6.1%

Avg return

30 days after

65%

30 / 46 earnings

Positive

+18.0%

Q2 2022

Best reaction

-19.6%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+5.9%+1.4%+15.8%
Q1 2026-0.8%-2.5%-9.2%
Q4 2025-12.5%-2.1%-3.6%
Q2 2025-2.2%+1.6%-0.6%
Q1 2025-19.6%-17.9%-18.8%
Q4 2024+6.6%+12.8%-0.9%
Q3 2024-18.6%-19.9%-28.4%
Q2 2024-10.6%-11.4%-19.7%
Q1 2024-2.6%-6.2%+13.1%
Q4 2023-3.7%-3.2%+16.1%
Q3 2023+0.9%+0.1%+2.3%
Q2 2023-3.7%-2.8%+8.7%
Q1 2023+8.3%+11.0%+17.5%
Q4 2022+16.4%+18.3%+16.2%
Q3 2022-9.0%-10.6%-12.7%
Q2 2022+18.0%+19.7%+16.7%
Q1 2022+10.0%+4.4%+8.8%
Q4 2021+8.4%+6.9%+1.3%
Q3 2021+13.0%+16.0%+24.5%
Q2 2021+1.8%+9.5%+0.4%
Q1 2021+17.1%+27.0%+47.8%
Q4 2020+9.5%+24.5%+36.2%
Q3 2020+3.7%+10.1%-3.7%
Q2 2020-4.6%+4.2%+26.6%
Q1 2020+5.3%+3.1%-6.9%
Q4 2019+11.8%+12.5%+9.1%
Q3 2019+14.7%+11.5%+11.4%
Q2 2019+1.8%+2.1%-2.9%
Q1 2019+1.1%-2.8%-8.0%
Q4 2018+15.3%+14.4%+9.9%
Q3 2018+17.5%+11.1%+20.4%
Q2 2018+4.5%+15.5%+23.5%
Q1 2018-1.0%-1.2%-6.4%
Q4 2017+6.3%+5.7%+7.2%
Q3 2017-14.1%-14.3%-15.0%
Q2 2017-13.0%-16.4%-16.1%
Q1 2016-0.3%-0.5%-4.8%
Q1 2017-0.3%-0.5%-4.8%
Q4 2016+0.2%-3.5%+11.8%
Q2 2015+0.2%-3.5%+11.8%
Q2 2016+0.2%-3.5%+11.8%
Q1 2015+0.2%-3.5%+11.8%
Q4 2014+0.2%-3.5%+11.8%
Q3 2015+5.6%+8.7%+17.3%
Q4 2015+5.6%+8.7%+17.3%
Q3 2016+5.6%+8.7%+17.3%
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2012

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