Atkore reported consolidated net sales of $655.5 million for the quarter ended December 26, 2025, a 0.9% decline from $661.6 million a year ago. Gross profit decreased by 26.4% to $125.9 million, with gross margin contracting to 19.2% from 25.9%. Net income fell 67.6% to $15.0 million, driven by a $45.2 million drop in gross profit and an $8.1 million rise in SG&A expense, partially offset by lower tax and amortization expense. Adjusted EBITDA declined 30.3% to $69.1 million, reflecting lower selling prices and higher input costs.

Electrical net sales rose 0.9% to $469.6 million on a 5% increase in volume, offsetting an $18.1 million decline from lower average selling prices. Adjusted EBITDA in the segment fell 40.4% to $55.1 million, and margin contracted to 11.7% from 19.9%, primarily due to input cost inflation and price compression.

Safety & Infrastructure sales decreased 5.3% to $186.3 million, reflecting an $8.1 million reduction in volume. However, segment adjusted EBITDA nearly doubled to $30.2 million, lifting margin to 16.2% from 7.9%. Management attributed the improvement to enhanced cost controls and productivity gains in mechanical and construction operations.

During the quarter, Atkore divested its Tectron mechanical tube product line to sharpen focus on core electrical infrastructure. The board approved a quarterly dividend of $0.33 per share payable in late February. For fiscal 2026, the company maintains its adjusted EBITDA guidance of $340 million to $360 million and adjusted net income per share forecast of $5.05 to $5.55, underscoring confidence in volume growth and productivity initiatives despite ongoing market headwinds.