文章核心观点 - 公司是电气、安全和基础设施解决方案的全球制造商,主要产品包括电缆托盘、电气预制件、管件、管道、支架系统、钢铠电缆、安全护柱等 [3][4] - 公司业务与电气化趋势高度相关,约三分之二的销售来自电气及相关产品,另有一小部分来自安全和基础设施业务 [5] - 过去十年公司销售额从17亿美元增长至39亿美元,同时毛利率从个位数提升至30%,并通过大规模股票回购提升了每股收益 [6][7][8] - 2022年以来,公司销售额和利润率有所下降,但仍维持在较高水平,预计未来几年内可保持相对稳定的业绩表现 [9][10][11][13][14][15][16] - 目前公司估值较低,股价仅为最高价的70%左右,即使在最悲观情况下,公司的盈利能力和财务状况也能支撑当前估值 [17][18][19][21] 公司概况 - 公司是一家全球性的电气、安全和基础设施解决方案制造商 [3][4] - 主要产品包括电缆托盘、电气预制件、管件、管道、支架系统、钢铠电缆、安全护柱等 [3][4] - 公司业务与电气化趋势高度相关,约三分之二的销售来自电气及相关产品,另有一小部分来自安全和基础设施业务 [5] 业绩表现 - 过去十年公司销售额从17亿美元增长至39亿美元,同时毛利率从个位数提升至30% [6][7] - 公司通过大规模股票回购提升了每股收益 [8] - 2022年以来,公司销售额和利润率有所下降,但仍维持在较高水平 [9][10][11][12] - 公司预计未来几年内可保持相对稳定的业绩表现 [13][14][15][16] 估值分析 - 目前公司股价仅为最高价的70%左右,估值较低 [17] - 即使在最悲观情况下,公司的盈利能力和财务状况也能支撑当前估值 [18][19][21] - 公司资本配置策略良好,大量回购自身股票,财务杠杆较低 [20]

The sales volumes of this electrical products company declined in its fiscal second quarter, but the stock still looks like a good value.Shares in electrical products company Atkore (ATKR -0.83%) declined by 8% in the week to 11 a.m. ET Friday. The decrease occurred in a week when the company reported disappointing second-quarter earnings.It's no secret that Atkore's sales will be challenged this year due to the price correction of commodities such as steel and PVC, which will lower prices. Just as Atkore b ...

Second Quarter 2024 Earnings Presentation and Business Update May 7, 2024 ...

Atkore Inc. (NYSE:ATKR) Q2 2024 Earnings Conference Call May 7, 2024 8:00 AM ET Company Participants Matthew Kline - VP, Treasury and IR Bill Waltz - President and CEO David Johnson - CFO Conference Call Participants Chris Moore - CJS Securities Andrew Kaplowitz - Citigroup Deane Dray - RBC Chris Dankert - Loop Capital Alex Rygiel - B. Riley Operator Good morning. My name is Pauly and I will be your conference operator today. At this time, I would like to welcome everyone to Atkore's Second Quarter Fiscal Y ...

Atkore Inc. (ATKR) came out with quarterly earnings of $4.08 per share, beating the Zacks Consensus Estimate of $3.70 per share. This compares to earnings of $4.87 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.27%. A quarter ago, it was expected that this company would post earnings of $3.54 per share when it actually produced earnings of $4.12, delivering a surprise of 16.38%.Over the last four quarters, the company has ...

Exhibit 99.1 Atkore Inc. Announces Second Quarter 2024 Results • Net sales of $792.9 million, down 11.5% versus prior year • Net income per diluted share decreased by $0.64 versus prior year to $3.67; Adjusted net income per diluted share decreased by $0.79 versus prior year to $4.08 • Net income decreased by $36.2 million versus prior year to $138.0 million; Adjusted EBITDA decreased by $64.1 million versus prior year to $211.9 million • Full-year Adjusted EBITDA outlook adjusted to $850 - $900 million; Ad ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________ _____________________ FORM 10-Q _________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 29, 2024 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 001-37793 ____________________________ ...

Volatility has increased on Wall Street, and many investors wonder if indices could decline double digits or even crash in the coming weeks. While a steep fall in stock prices can undoubtedly disrupt portfolios, astute investors recognize such a decline as an opportunity to acquire high-quality assets, including small-capitalization (cap) shares, at attractive valuations.Enter the companies in the Russell 2000 index, which includes the 2,000 small-caps within the universe of U.S. equities. Analysts point ou ...

分组1 - Russell 2000股票具有强劲买入评级，相对于FAANG组和纳斯达克综合指数中定价较高的大市值股，这些股票往往具有较低的估值[1][2] - 小市值股在Russell 2000指数中往往被忽视，为寻求被低估公司的投资者提供了有吸引力的机会[2] 分组2 - 小市值公司比大型成熟公司有更多的增长空间，这可能转化为更高的营收和盈利增长率[3]

A combination of the $1 trillion infrastructure bill in the U.S. and the global need to maintain and upgrade infrastructure in developed countries while investing in new projects to support growth in emerging countries means there will be ongoing spending on infrastructure. That's great news for companies with exposure to it, and I think investors should look closely at Trimble (TRMB 0.94%), Freeport-McMoRan (FCX 0.10%) and Atkore (ATKR -0.86%) to play this theme. Here's why.Trimble is revolutionizing how i ...