Core Insights - Atkore Inc. reported net sales of $655.5 million for Q1 2026, a decrease of 0.9% compared to the previous year [1] - Net income per diluted share fell to $0.44, down $0.87 from the prior year, while adjusted net income per diluted share decreased to $0.83, down $0.80 [1] - The company’s adjusted EBITDA for the quarter was $69.1 million, a decline of 30.3% from $99.1 million in the same period last year [1] Financial Performance - Net sales decreased by $6.0 million, primarily due to lower average selling prices and the impact of divestitures, partially offset by increased sales volume [1] - Gross profit dropped by $45.2 million, or 26.4%, leading to a gross margin decrease to 19.2% from 25.9% [1] - Adjusted EBITDA margin decreased to 10.5% for the quarter, reflecting lower gross profit and increased input costs [1][5] Segment Analysis - Electrical segment net sales increased by $4.2 million, or 0.9%, attributed to higher sales volume, while adjusted EBITDA decreased by 40.4% to $55.1 million [1][5] - Safety & Infrastructure segment net sales fell by $10.5 million, or 5.3%, primarily due to lower sales volume, but adjusted EBITDA rose by 93.8% to $30.2 million [1][5] Dividend and Outlook - The Board of Directors approved a quarterly dividend of $0.33 per share, payable on February 27, 2026 [2] - The company maintains its full-year 2026 adjusted EBITDA outlook in the range of $340 million to $360 million and adjusted net income per diluted share between $5.05 and $5.55 [2]

Core Viewpoint - Myers Industries, Inc. has announced the reporting date for its fourth quarter and full year financial results for 2025, along with the date for its 2026 Annual Meeting of Shareholders [1] Financial Reporting - The company will report its financial results for the fourth quarter and full year ended December 31, 2025, on March 5, 2026, before the market opens [1] - A conference call to review the performance will take place on the same day at 8:30 a.m. Eastern Time [1] Annual Meeting of Shareholders - The Annual Meeting of Shareholders is scheduled for April 23, 2026, at 9:00 a.m. Eastern Time [1] - Shareholders can attend the meeting via a live audio webcast or in person at a location in Akron, Ohio, to be announced later [1] - The record date for shareholders entitled to notice and to vote at the Annual Meeting is set for March 4, 2026 [1] Company Overview - Myers Industries, Inc. is based in Akron, Ohio, and is a leading manufacturer of sustainable plastic and metal products [1] - The company serves various end markets, including Consumer, Vehicle, Food & Beverage, Industrial, Infrastructure, and Automotive Aftermarket [1] - Myers Industries has established itself as a diversified industrial company through continuous product development and strategic acquisitions [1]

Investment Rating - The report indicates a contraction in the manufacturing sector with a PMI of 49.3 in January, signaling a negative outlook for investment in this industry [1][3]. Core Insights - The manufacturing sector is experiencing a contraction due to seasonal factors, particularly the approach of the Chinese New Year, which has dampened factory activity [3]. - Nine out of the thirteen sub-indices have declined compared to the previous month, highlighting a general downturn in market demand and production activities [3]. - The input prices index has surged to 56.1, indicating rising cost pressures on businesses, while the ex-factory prices index has returned to expansionary territory at 50.6 [3][14][15]. Summary by Relevant Sections PMI Overview - The manufacturing PMI stands at 49.3, indicating contraction [3]. - The output index is at 50.6, showing a decline from the previous month [6]. - New orders index decreased to 49.2, reflecting a renewed contraction in market demand [7]. Sub-Indices Performance - New export orders index fell to 47.8, suggesting a faster decline in export demand [8]. - Backlogs of orders index decreased to 45.1, indicating a reduction in order backlogs [9]. - Stocks of finished goods index rose to 48.6, but still indicates contraction [10]. Input and Price Indices - The purchases of inputs index decreased to 48.7, indicating a contraction in input purchasing [12]. - The imports index inched up to 47.3, but remains below the neutral level [13]. - Input prices index increased to 56.1, indicating rising cost pressures [14]. Employment and Business Expectations - The employment index edged down to 48.1, indicating contraction in employment [16]. - Business expectations index fell to 52.6, reflecting a decline in optimism among businesses [18].

Market Performance - U.S. stocks showed positive movement with the Nasdaq Composite gaining over 150 points on Monday, while the Dow increased by 0.99% to 49,374.44, the NASDAQ rose by 0.74% to 23,634.78, and the S&P 500 climbed 0.65% to 6,984.27 [1] - In the sector performance, information technology shares increased by 0.8%, while energy stocks experienced a decline of 1.6% [1] Economic Indicators - The ISM Manufacturing PMI rose to 52.6 in January from 47.9 in the previous month, surpassing market expectations of 48.5 [2][6] - The S&P Global manufacturing PMI also increased to 52.4 in January, up from a preliminary reading of 51.9 and compared to December's five-month low of 51.8 [6] Commodity Market - In commodity trading, oil prices fell by 5% to $61.98, gold decreased by 0.9% to $4,704.70, silver dropped by 0.6% to $78.065, and copper fell by 1.8% to $5.8185 [3] European Market - European shares experienced gains, with the eurozone's STOXX 600 rising by 1%, Spain's IBEX 35 Index increasing by 1.2%, London's FTSE 100 up by 0.91%, Germany's DAX gaining 1.16%, and France's CAC 40 rising by 0.82% [4] Asia Pacific Market - Asian markets closed mixed, with Japan's Nikkei down by 1.25%, Hong Kong's Hang Seng Index declining by 2.23%, China's Shanghai Composite falling by 2.48%, while India's BSE Sensex increased by 1.17% [5]

U.S. manufacturers had a very good January — it's the rest of the year that's the problem. - MarketWatch## Economic Report# U.S. manufacturers had a very good January — it's the rest of the year that's the problem.## ISM survey hits 2 1/2-year high, but it may be just temporary, and Trump's policies get lots of blameLast Updated: Feb. 2, 2026 at 11:05 a.m. ETFirst Published: Feb. 2, 2026 at 10:53 a.m. ETShareResize---Listen(4 min)A person climbs onto the latest John Deere harvester. Manufacturers are adopti ...

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U.S. factory activity unexpectedly expanded in January at the fastest pace in more than three years, as production and demand recovered strongly, a survey of manufacturing firms said. ...

Core Insights - The U.S. manufacturing economy experienced unexpected growth in January, with the Purchasing Managers Index (PMI) rising to 52.6, up from 47.9 in December, indicating a positive shift in the manufacturing sector [1] Summary by Categories Manufacturing Activity - The PMI increase to 52.6 in January signifies growth, as a reading above 50 indicates expansion in the manufacturing sector [1] - This January reading marks the end of a 10-month streak of declines in manufacturing activity [1] Economic Expectations - Economists had anticipated a PMI reading of 48.9, indicating that the actual performance exceeded expectations [1] - The January 2025 PMI reading was also positive at 50.9, breaking a streak of 26 consecutive months below 50 after all revisions [1]

Group 1 - Giverny Capital Asset Management reported a portfolio return of 0.01% for Q4 2025, underperforming the S&P 500 which returned 2.66% [1] - Year-to-date, the fund achieved a return of 12.58%, compared to 17.88% for the S&P 500 [1] - The portfolio's underweight in large technology companies and overweight in smaller niche leaders negatively impacted performance, despite strong earnings growth and capital returns from portfolio companies [1] Group 2 - AMETEK, Inc. (NYSE:AME) stock closed at $223.98 per share on January 30, 2026, with a one-month return of 6.00% and a twelve-month gain of 21.64% [2] - AMETEK, Inc. has a market capitalization of $51.56 billion [2] - Giverny Capital Asset Management trimmed its position in AMETEK, citing valuation concerns, as the stock became expensive relative to its growth rate [3] Group 3 - AMETEK, Inc. was held by 58 hedge fund portfolios at the end of Q3 2025, an increase from 53 in the previous quarter [3] - While AMETEK is recognized for its potential, the company is not among the 30 most popular stocks among hedge funds [3] - The firm believes certain AI stocks present greater upside potential and less downside risk compared to AMETEK [3]

Sentiment among South African manufacturers climbed to a three-month high in January, driven by improving local demand https://t.co/gh2TherLLu ...