Analysts Expect $0.64 EPS and $649.8M Revenue for Atkore Q1 2026
Analysts forecast Atkore to report Q1 2026 earnings per share of $0.64 and revenue of about $649.75 million. In Q4 2025 the company posted EPS of $0.69—$0.61 below consensus—and maintained a current ratio of 3.05 with a debt-to-equity ratio of 0.65.
1. Q1 2026 Financial Performance Exceeds Expectations
Atkore reported first-quarter fiscal 2026 adjusted net income of $0.83 per diluted share, outperforming the consensus estimate of $0.64. Consolidated net sales were $655.5 million, a 0.9% decline from $661.6 million a year earlier, driven by lower average selling prices and the impact of prior‐year divestitures. Despite the modest revenue contraction, the company delivered net income of $15.0 million, down 67.6% from $46.3 million in Q1 2025, and adjusted EBITDA of $69.1 million, a 30.3% decrease from $99.1 million, reflecting margin pressure from input cost inflation and pricing declines.
2. Segment Results Highlight Divergent Trends
In the Electrical segment, net sales rose 0.9% to $469.6 million on a 5.0% volume increase, offset by an 3.9% reduction in average selling prices. Adjusted EBITDA for the segment fell 40.4% to $55.1 million, with the margin contracting to 11.7% from 19.9% due to higher raw material costs. The Safety & Infrastructure business saw net sales dip 5.3% to $186.3 million on lower volume, but adjusted EBITDA surged 93.8% to $30.2 million as operational efficiencies and cost controls lifted its margin to 16.2% from 7.9%.
3. Capital Allocation and Full-Year Outlook
Atkore’s board approved a quarterly dividend of $0.33 per share payable in late February, marking a 10% increase year-over-year. The company has also completed the divestiture of its Tectron mechanical tube line to sharpen focus on core electrical infrastructure. Management reaffirmed full-year guidance, targeting Adjusted EBITDA of $340–360 million and adjusted EPS of $5.05–5.55, underscoring confidence in productivity initiatives and volume growth despite continued pricing headwinds.
4. Sustainability Milestones and Workforce Strength
In its 2025 Sustainability Report, Atkore achieved all five-year ESG goals, including the publication of additional Environmental Product Declarations and recognition with multiple Employer of Choice awards. The company highlighted enhancements in operational safety protocols and employee engagement programs across its 5,400-strong workforce. Fiscal 2025 sales reached $2.9 billion, reinforcing Atkore’s position as a leading manufacturer of electrical raceway and related systems while advancing its commitment to environmental stewardship.