NYSE$ATKR

Atkore Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Atkore's financial performance improved significantly, driven by increased sales and profitability.

Atkore Inc. reported a substantial increase in net sales and profitability for the second quarter of fiscal year 2022. Net sales reached $982.6 million, a 53.6% increase compared to the prior year, and net income rose to $233.5 million. The company is raising its full-year outlook for Adjusted EBITDA to $1.25 to $1.30 billion.

  • Net sales increased by 53.6% year-over-year to $982.6 million.
  • Net income per diluted share rose to $5.08, a $2.50 increase compared to the prior year.
  • Adjusted EBITDA increased by 79.0% year-over-year to $346.2 million.
  • Full-year net sales are expected to increase by approximately 25 to 30 percent compared to fiscal year 2021.

Headline financials

Total Revenue

$983M

Previous: $640M+53.6%
EPS (adj)

$5.39

Previous: $2.79+93.2%
Capital Expenditures

-$25.3M

Previous: -$20.4M-24.4%
Free Cash Flow

$208M

Previous: $105M+99.1%
Net Income

$233M

Previous: $125M+86.9%
Operating Income

$319M

Previous: $164M+93.9%
Gross Profit

$416M

Previous: $240M+73.6%
Cash & Equivalents

$390M

Previous: $304M+28.2%
Total Assets

$2.3B

Previous: $1.77B+30.2%
Stock-Based Comp

$6.13M

Previous: $4.87M+25.9%

Revenue & EPS history

Atkore · Revenue · Quarterly

$983M

Q2 2022+53.6%vs Q2 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Atkore · $984M total across 2 segments · Q2 2022

  • Electrical
    $760M+55.9%
  • Safety & Infrastructure
    $224M+46.9%

Forward guidance

Atkore is increasing its outlook for Adjusted EBITDA and Adjusted net income per diluted share for fiscal year 2022. The company estimates fiscal year 2023 Adjusted EBITDA to be approximately $800 million - $900 million.

Tailwinds

  • Net Sales to be up approximately 25 to 30 percent versus fiscal year 2021.
  • Adjusted EBITDA to be in the range of $1,250 million to $1,3000 million.
  • Adjusted net income per diluted share to be in the range of $19.65 - $20.45.

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 Q2 2022

Historical avgQ2 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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