Atkore reported adjusted earnings per share of $0.83 for the quarter ended December 26, 2025, topping the consensus estimate of $0.64 and marking a substantial improvement from $0.64 in the prior‐quarter consensus. GAAP EPS was $0.44, down from $1.31 a year earlier, primarily due to lower gross profit and higher SG&A expense. The company generated $655.5 million in net sales, a 0.9% decrease versus the year‐ago period, driven by an $18.1 million decline in average selling prices partially offset by $15.3 million in volume growth. Consolidated adjusted EBITDA of $69.1 million declined 30.3% year-over-year, reflecting margin pressure from higher input costs and ASP compression.

Within the Electrical segment, sales rose modestly by $4.2 million (0.9%) to $469.6 million, driven by $23.4 million of incremental volume that offset lower selling prices. Adjusted EBITDA for Electrical declined 40.4% to $55.1 million, with margins contracting to 11.7% from 19.9% a year ago due to elevated raw‐material and freight costs. In Safety & Infrastructure, net sales fell 5.3% to $186.3 million on an $8.1 million volume decrease, but adjusted EBITDA nearly doubled to $30.2 million as cost controls and productivity initiatives lifted margins to 16.2% from 7.9%.

During the quarter Atkore completed the divestiture of its Tectron mechanical tube line, refocusing resources on its core electrical infrastructure portfolio. Management emphasized the impact of this strategic action on future margin profile. Additionally, the company published its 2025 Sustainability Report, noting achievement of its five‐year environmental and safety goals, issuance of new Environmental Product Declarations and recognition as an Employer of Choice. The report underscores Atkore’s commitment to reducing carbon intensity and advancing employee engagement across its 5,400‐strong workforce.

Atkore’s board authorized a quarterly dividend of $0.33 per share, payable February 27, 2026, marking the eighth consecutive quarter of shareholder distributions. For fiscal 2026, the company reiterates its guidance of $340 million to $360 million in adjusted EBITDA and adjusted EPS of $5.05 to $5.55. Management cautions that full‐year performance may fluctuate with input cost trends, volume recovery, and the integration of divestiture proceeds, but affirms confidence in achieving mid‐single‐digit revenue growth and margin expansion through productivity gains.