“The $39.9 million decrease in cash used in investing activities was primarily due to a decrease of $37.4 million in capital expenditures and an increase in proceeds from the sale of a business of $11.7 million, partially offset by less proceeds from the sale…”10-Q · May 6, 2026 ↗
Atkore Inc.
ATKR
Market read
Atkore Inc.'s move is spreading beyond its market group.
No new filing conclusion is available. 16 of 23 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 9 directly disclosed connections are confirming.
- At least 15 of 23 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- ALV remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 8 of 23 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 16 of 23 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 9 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 15 of 23 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- ALV remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- Latest annual revenue changed -11.0% year over year.
- Operating margin changed -18.7 percentage points in the latest annual period.
- Net margin changed -15.3 percentage points in the latest annual period.
- Capital investment and capacity has repeated adverse evidence across 4 filings.
- Input and raw-material costs has repeated adverse evidence across 4 filings.
- Pricing and mix has repeated adverse evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
- EV/sales is 79% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
94.19Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increase in cost of sales was primarily due to higher input costs of $107.9 million and higher sales volume of $35.2 million, partially offset by higher solar energy tax credits of $9.3 million and the impact of recent divestitures of $16.1 million.”10-Q · May 6, 2026 ↗
“The increase in net sales is primarily attributed to increased sales volume of $47.6 million, partially offset by the impact of divestitures of $17.7 million, the impact of solar credits rebates of $8.7 million and lower average selling prices of $7.9 million.”10-Q · May 6, 2026 ↗
“The decrease in the current period effective tax rate was driven by the impact of the impairment of the HDPE long-lived assets and divestiture of Northwest Polymers LLC in the second quarter of fiscal 2025.”10-Q · May 6, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.1× · EV/sales 1.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 10:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for ATKR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for ATKR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind ATKR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CLFCleveland-Cliffs Inc.supplierNov 26, 2025 ▾
“Our primary suppliers of steel are Cleveland-Cliffs, Steel Dynamics and Nucor; our primary suppliers of copper are AmRod, SDI LaFarga and Nexans; and our primary suppliers of PVC resin are Westlake, Formosa and Oxy Vinyls; and our primary suppliers of HDPE re…”
LYBLyondellBasell Industries N.V.supplierNov 26, 2025 ▾
“xans; and our primary suppliers of PVC resin are Westlake, Formosa and Oxy Vinyls; and our primary suppliers of HDPE resin are LyondellBasell and Baystar.”
NUENucor CorporationsupplierNov 26, 2025 ▾
“Our primary suppliers of steel are Cleveland-Cliffs, Steel Dynamics and Nucor; our primary suppliers of copper are AmRod, SDI LaFarga and Nexans; and our primary suppliers of PVC resin are Westlake, Formosa and Oxy Vinyls; and our primary suppliers of HDPE re…”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ATKR is currently a Participant in the organic co-movement group Industrial Metals & Machinery. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.