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Atkore (ATKR) - 2025 Q3 - Earnings Call Presentation

Q3 2025 Financial Performance - Net sales for Q3 2025 were $735 million, a 10.6% decrease compared to $822.4 million in Q3 2024[12] - Net income for Q3 2025 was $43 million, a 65.2% decrease compared to $123.4 million in Q3 2024[12] - Adjusted EBITDA for Q3 2025 was $99.9 million, a 51.5% decrease compared to $206.1 million in Q3 2024[12] - Adjusted diluted EPS for Q3 2025 was $1.63 per share, a 57.1% decrease compared to $3.80 per share in Q3 2024[12] Business Updates and Outlook - Q3 2025 net sales include 2% organic volume growth compared to the prior year[11] - The company is maintaining its full-year outlook midpoint for Adjusted EBITDA and increasing its outlook for full-year Adjusted Diluted EPS[11] - The updated FY 2025 outlook for net sales is $2.8 billion to $2.9 billion, for Adjusted EBITDA is $390 million to $410 million, and for Adjusted Diluted EPS is $6.25 to $6.75[30] Segment Performance - Electrical Safety & Infrastructure net sales decreased by 14% to $521.3 million, with Adjusted EBITDA decreasing by 55.5% to $81.2 million[21] - Safety & Infrastructure net sales decreased by 1.4% to $214 million, but Adjusted EBITDA increased by 2.3% to $30.7 million[22] Cash Flow and Debt - The company's FY25 year-to-date cash flow from operating activities was $192 million[28] - The company's FY25 year-to-date capital expenditures were $85 million[28] - The company's FY25 year-to-date stock repurchases were $33 million[28]