UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Title of each class Trading Symbol Name of each exchange on which registered Common stock, par value $0.10 ATI New York Stock Exchange For the fiscal year ended December 31, 2023 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 1- ...

DALLAS, Feb. 7, 2024 /PRNewswire/ -- ATI Inc. (NYSE: ATI) Chief Financial Officer Don Newman will speak at the Cowen 45th Annual Aerospace & Defense Conference in Arlington, Virginia, on February 14, 2024 at 10:45 a.m. ET.  The link to the fireside chat is available at the News & Events section of www.ATImaterials.com/investors. An audio replay and full transcript of the event will be available following the presentation. ATI: Proven to Perform.ATI (NYSE: ATI) is a global producer of high performance materi ...

ATI Inc. (ATI)财报 - ATI Inc. (ATI)在2023年第四季度实现了1.457亿美元的利润，每股盈利99美分，较去年同期的1.93亿美元或每股1.30美元有所下降[1] - ATI的调整后每股收益为64美分，比去年同期的63美分增长了2%，超过了Zacks Consensus Estimate的62美分[1] - 第四季度公司的净销售额为10.64亿美元，超过了Zacks Consensus Estimate的10.3亿美元，较去年同期的10.104亿美元增长了约5%[2] HPMC财报 - HPMC在第四季度实现了5.825亿美元的销售额，比去年同期的销售额增长了8%，超过了Zacks Consensus Estimate的5.5亿美元[4] - HPMC的业务利润（EBITDA）在报告季度同比增长了50%，达到1.251亿美元，受到高额增量利润的推动[5] AA&S财报 - AA&S在报告季度实现了4.815亿美元的销售额，较去年同期的5.645亿美元下降了约14.7%，未达到Zacks Consensus Estimate的5.09亿美元[6] 公司全年财报 - 公司2023年全年净收入达到41.08亿美元，每股盈利2.81美元，调整后净收入为37.34亿美元或每股2.56美元，较2022年全年净收入和调整后净收入均有所增长[7] - 公司2023年的经营活动现金流为8.59亿美元，较上一年的2.249亿美元有所下降，长期债务增至21.477亿美元，较上一年增长了25.8%[8] 公司展望 - 公司对未来展望乐观，强调目前商用喷气发动机订单量创历史新高，有信心实现2027年超过50亿美元的收入和10亿美元的调整后EBITDA目标[9]

Allegheny Technologies (ATI) has been on a downward spiral lately with significant selling pressure. After declining 11.8% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.How to Determine if a Stock is OversoldWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whe ...

财务数据和关键指标变化 - 公司第四季度实现收入5%同比增长,全年收入增长9% [42][43] - 公司第四季度调整后EBITDA为1.61亿美元,占销售15% [12] - 公司全年调整后EBITDA为6.35亿美元,包括年内采取的养老金行动带来的收益 [13] - 公司全年自由现金流为1.65亿美元,超出指引上限 [14] 各条业务线数据和关键指标变化 - 高性能材料及组件(HPMC)业务第四季度毛利率为21.5%,持续强劲表现 [45] - 航空航天及防务(AA&S)业务第四季度毛利率近12%,航空航天及防务销售占比提升至35% [46][47] - 公司正在采取措施应对工业市场需求下降,预计将在2024年第二季度显现效果 [133][134][135][136] 各个市场数据和关键指标变化 - 航空航天业务第四季度销售占比63%,较第三季度增加2个百分点,较去年同期增加10个百分点 [27] - 公司第四季度喷气式发动机出货量环比增长7%,同比增长15% [27] - 公司第四季度机身材料出货额连续第二个季度超过2亿美元 [28] - 国防业务第四季度销售环比增长21%,同比增长16% [33] 公司战略和发展方向及行业竞争 - 公司正在执行航空航天及防务领导者的战略,交付客户和股东承诺,体现在财务业绩中 [8][9] - 公司正在提高运营效率,解决产能瓶颈,为2024年下半年业绩提升做好准备 [19][20][21][22] - 公司正在积极管理运营资本,2023年末达到销售31%的目标,未来将进一步优化 [23][24] - 公司看好航空航天及防务市场的长期增长前景,将持续扩大产能以满足需求 [26][27][28][33] 管理层对经营环境和未来前景的评论 - 公司第一季度面临一些挑战,包括天气相关停产、工业市场需求疲软以及原材料价格下降 [25][133][134] - 但公司看好2024年下半年的业绩增长,受益于产能扩张、瓶颈消除以及工业需求回升 [56][57][58][65][66] - 公司有信心实现2025年和2027年的财务目标,包括实现超过50亿美元的收入和超过10亿美元的EBITDA [70] 问答环节重要的提问和回答 问题1 **Seth Seifman提问** 询问公司在第四季度机身材料销售下滑的原因,以及未来的恢复情况 [77][78][79][80] **Bob Wetherbee回答** 公司第四季度防务销售强劲,导致机身材料销售相对下滑,但长期来看机身材料需求仍然强劲 [78][79][80] 问题2 **Gautam Khanna提问** 询问公司钛材产能扩张对利润的贡献情况 [112][113][114][115][116][117][118][119] **Bob Wetherbee和Don Newman回答** 公司钛材产能扩张将在2024年下半年开始为公司带来超过1.5亿美元的收入增长,毛利率约30% [113][114][117][118][119] 问题3 **Timna Tanners提问** 询问公司在工业市场需求下降时采取的措施 [131][132][133][134][135][136] **Bob Wetherbee回答** 公司采取了一些有限的成本调整措施,主要集中在航空航天及防务(AA&S)业务中的工业市场,但规模较小 [133][134][135][136]

Proven to per form anywhere. Fourth Quarter 2023 Earnings February 1, 2024 ATI Proprietary and Confidential ©2024 ATI. All rights reserved. 1 Forward Looking Statements ...

For the quarter ended December 2023, Allegheny Technologies (ATI) reported revenue of $1.06 billion, up 5.3% over the same period last year. EPS came in at $0.64, compared to $0.53 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.03 billion, representing a surprise of +3.30%. The company delivered an EPS surprise of +3.23%, with the consensus EPS estimate being $0.62.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wa ...

Allegheny Technologies (ATI) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.23%. A quarter ago, it was expected that this maker of steel and specialty metals would post earnings of $0.52 per share when it actually produced earnings of $0.55, delivering a surprise of 5.77%.Over the ...

Allegheny Technologies (ATI) 盈利表现 - 上个季度，Allegheny Technologies 的每股收益为 $0.55，超过了 Zacks Consensus Estimate 的 $0.52，实际每股收益为 $0.59，超出预期达到 7.27%[3] - 分析师对 Allegheny Technologies 的盈利前景变得乐观，公司的 Zacks Earnings ESP 为 +4.42%[8] Allegheny Technologies (ATI) 行业表现 - Allegheny Technologies 属于 Zacks Steel - Speciality 行业，过去两个季度在超过盈利预期方面表现不错[1]

Confluent Medical Technologies与ATI合作 - Confluent将在未来几年内投资超过5000万美元用于ATI的Nitinol熔化和材料转换基础设施[1] - 行业需求增长推动了Nitinol需求的18%增长率，Confluent的投资将提供中期和长期熔化和转换能力，以满足和支持Nitinol材料需求[2] - ATI表示荣幸与Confluent合作生产这种拯救生命的材料，扩建计划预计将于2027年投入使用[3]