NYSE$ATKR

Atkore Inc. · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Atkore experienced year-over-year earnings growth and margin expansion in both Electrical and Safety & Infrastructure segments.

Atkore Inc. reported a net sales increase of 24.4% to $1,061.6 million and a net income increase of 45.1% to $254.3 million for the third quarter of fiscal year 2022. The company updates its full-year outlook for Adjusted EBITDA to be in the range of $1,322 million to $1,342 million, and Adjusted net income per diluted share to be in the range of $20.89 - $21.24.

  • Net sales increased by 24.4% versus prior year.
  • Net income per diluted share increased to $5.74 versus prior year.
  • Net income increased by $79.0 million versus prior year to $254.3 million.
  • Full-year Net sales expected to be up approximately 32 percent compared to fiscal year 2021.

Headline financials

Total Revenue

$1.06B

Previous: $854M+24.4%
EPS (adj)

$6.07

Previous: $3.96+53.3%
Sales Volume Change

-$43.9M

Previous: $90.9M-148.3%
Capital Expenditures

-$82M

Previous: -$34.2M-139.4%
Free Cash Flow

$172M

Previous: $141M+22.2%
Net Income

$254M

Previous: $175M+45.1%
Operating Income

$350M

Previous: $249M+40.6%
Gross Profit

$454M

Previous: $339M+33.9%
Cash & Equivalents

$187M

Previous: $397M-53.0%
Total Assets

$2.48B

Previous: $1.98B+25.6%
Stock-Based Comp

$4.63M

Previous: $3.77M+22.7%

Revenue & EPS history

Atkore · Revenue · Quarterly

$1.06B

Q3 2022+24.4%vs Q3 2021
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Atkore · $1.06B total across 2 segments · Q3 2022

  • Electrical
    $822M+24.3%
  • Safety & Infrastructure
    $242M+25.0%

Forward guidance

The Company expects Net Sales to be up approximately 32 percent versus fiscal year 2021. The Company expects Adjusted EBITDA to be in the range of $1,322 million to $1,342 million, and Adjusted net income per diluted share to be in the range of $20.89 - $21.24.

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 Q3 2022

Historical avgQ3 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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