ATKR Atkore Inc. Common Stock
NYSE · Electrical Equipment · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 4, 2026
$94.62
· of 52w range
· above low
· to high
$53.7552w low
$94.8852w high
Market Cap (MRQ)
$3.20B
P/E (TTM)
-20.0
EPS (TTM)
$-4.74
Revenue (TTM)
$2.93B
your badges
52W Range
$54–$95
Analyst Rating
HOLD
Price Target
$94
P/E
-20.0
ROE
-11.9%
Net Profit Margin
-5.5%
Your badge strip is empty — pin a metric anywhere on this page.
ATKR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$94.62
Market Cap (MRQ)
$3.20B
P/E (TTM)
-20.0
EPS (TTM)
$-4.74
Revenue (TTM)
$2.93B
ROE (TTM)
-11.9%
Debt/Equity (MRQ)
0.6
52W Range
$54–$95
ATKR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
range
bars
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$2.85B2019-09-30 → 2025-09-30
EPS$-0.452019-09-30 → 2025-09-30
Free Cash Flow$296M2020-09-30 → 2025-09-30
Net margin-5.5%2020-09-30 → 2025-09-30
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | ATKR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | -20.0 | · | · | · | |
| P/S (TTM) | 1.1 | · | 2.4 | Undervalued | |
| P/B (MRQ) | 2.5 | · | 3.4 | Undervalued | |
| EV / EBITDA | 23.3 | · | 15.6 | Overvalued | |
| Price / FCF (TTM) | 55.6 | · | · | · | |
| Price / Cash Flow (TTM) | 26.6 | · | 16.1 | Undervalued | |
| EV / Revenue | 1.2 | · | · | · | |
| EV / FCF | 11.7 | · | · | · | |
| Price / Tangible Book (MRQ) | 2.8 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | ATKR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 20.0% | · | 32.0% | Weak | |
| Operating Margin (TTM) | 1.3% | · | 11.8% | Weak | |
| EBITDA Margin (TTM) | 5.7% | · | 12.0% | In line | |
| Pretax Margin (TTM) | -7.3% | · | 12.4% | Weak | |
| Net Profit Margin (TTM) | -5.5% | · | 10.2% | Weak | |
| ROA (TTM) | -5.7% | · | 4.8% | Weak | |
| ROE (TTM) | -11.9% | · | 11.5% | Weak | |
| ROIC | 0.88% | · | 7.6% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | ATKR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.6 | · | 0.4 | High debt | |
| Current Ratio (MRQ) | 2.7 | · | 2.4 | Strong liquidity | |
| Quick Ratio | 1.8 | · | 1.3 | Strong liquidity | |
| Long-Term Debt / Equity (MRQ) | 0.6 | · | 0.6 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | ATKR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -11.0% | · | · | · | |
| Revenue CAGR 3Y | -10.0% | · | · | · | |
| Revenue CAGR 5Y | 10.1% | · | · | · | |
| EPS YoY | -26.5% | · | · | · | |
| Net Income YoY | -31.5% | · | · | · | |
| EPS CAGR 3Y | 1.4% | · | · | · | |
| Net Income CAGR 3Y | -7.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | ATKR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.0 | · | 0.9 | Top tier | |
| Inventory Turnover | 4.3 | · | 3.8 | Top tier | |
| Receivables Turnover | 6.1 | · | 6.0 | In line | |
| Revenue / Employee | ≈$527.8K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Annualized Payout≈$1.32
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 18, 2026 | $0.33 | USD | ≈1.4% |
| May 19, 2026 | $0.33 | USD | ≈1.8% |
| Feb 17, 2026 | $0.33 | USD | ≈2.0% |
| Dec 5, 2025 | $0.33 | USD | ≈2.1% |
| Aug 19, 2025 | $0.33 | USD | ≈2.2% |
| May 16, 2025 | $0.33 | USD | ≈1.9% |
| Feb 18, 2025 | $0.32 | USD | ≈1.8% |
| Dec 6, 2024 | $0.32 | USD | ≈1.4% |
| Aug 20, 2024 | $0.32 | USD | ≈1.0% |
| May 20, 2024 | $0.32 | USD | ≈0.41% |
| Feb 26, 2024 | $0.32 | USD | ≈0.20% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
10.8%
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| Sept. 30, 2026 | $1.92 | $1.59 | 20.5% | |
| June 30, 2026 | Aug 11, 2026 | $1.92 | $1.59 | 20.5% |
| March 31, 2026 | $1.23 | $1.08 | 13.9% | |
| Dec. 31, 2025 | $0.83 | $0.65 | 27.5% | |
| Sept. 30, 2025 | $0.69 | $1.28 | -46.2% | |
| June 30, 2025 | $1.63 | $1.55 | 4.8% | |
| March 31, 2025 | $2.04 | $1.52 | 34.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.85B | $3.20B | $3.52B | $3.91B | $2.93B | $1.77B | $1.92B | $1.84B | $1.50B | $1.52B | $1.73B | $1.70B | |
| Cost of Revenue | $2.17B | $2.12B | $2.18B | $2.27B | $1.80B | $1.27B | $1.42B | $1.40B | $1.14B | $1.16B | $1.46B | $1.48B | |
| Gross Profit | $676M | $1.08B | $1.34B | $1.64B | $1.13B | $491M | $497M | $438M | $361M | $368M | $273M | $227M | |
| SG&A Expense | $397M | $398M | $388M | $370M | $293M | $219M | $241M | $226M | $183M | $220M | $186M | $181M | |
| Operating Income | $23M | $625M | $893M | $1.23B | $799M | $240M | $224M | $180M | $156M | $125M | $37M | $-19M | |
| Other Non-op | $-8M | $-2M | $-8M | $490.0K | $18M | $3M | $11M | $27M | $7M | $1M | · | · | |
| Pretax Income | $-19M | $587M | $850M | $1.20B | $780M | $202M | $185M | $166M | $126M | $87M | $-8M | $-107M | |
| Income Tax | $-3M | $114M | $160M | $290M | $192M | $50M | $46M | $30M | $41M | $28M | $-3M | $-33M | |
| Net Income | $-15M | $473M | $690M | $913M | $588M | $152M | $139M | $137M | $85M | $59M | $-5M | $-74M | |
| EPS (Basic) | $-0.45 | $12.83 | $17.51 | $20.56 | $12.38 | $3.15 | $2.91 | $2.59 | $1.33 | $0.94 | $-0.08 | $-2.02 | |
| EPS (Diluted) | $-0.45 | $12.69 | $17.27 | $20.30 | $12.19 | $3.10 | $2.83 | $2.48 | $1.27 | $0.94 | $-0.08 | $-2.02 | |
| Shares (Basic) | 34,035,000 | 36,390,000 | 38,797,000 | 43,717,000 | 46,569,000 | 47,265,000 | 46,577,000 | 51,791,000 | 63,420,000 | 62,486,000 | 62,527,000 | 50,998,000 | |
| Shares (Diluted) | 34,035,000 | 36,789,000 | 39,328,000 | 44,280,000 | 47,306,000 | 48,044,000 | 47,777,000 | 54,089,000 | 66,554,000 | 62,786,000 | 62,527,000 | 50,998,000 | |
| EBITDA | $148M | $746M | $1.01B | $1.32B | $878M | $314M | · | · | $212M | $182M | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $507M | $351M | $388M | $389M | $576M | $284M | $123M | $127M | $46M | $200M | $81M | $33M | |
| Receivables | $447M | $490M | $560M | $529M | $525M | $298M | $315M | $265M | $224M | $192M | $217M | · | |
| Inventory | $485M | $525M | $494M | $455M | $286M | $199M | $226M | $222M | $200M | $161M | $162M | · | |
| Prepaid Expense | $83M | $158M | $97M | $81M | $34M | $47M | $35M | $34M | $36M | $22M | $19M | · | |
| Current Assets | $1.60B | $1.52B | $1.54B | $1.45B | $1.42B | $829M | $700M | $647M | $506M | $583M | $481M | · | |
| PP&E (Net) | $594M | $652M | $559M | $390M | $276M | $244M | $261M | $213M | $209M | $203M | $224M | · | |
| PP&E (Gross) | $1.14B | $1.15B | $995M | $769M | $613M | $542M | $521M | $439M | $405M | $374M | $365M | · | |
| Accum. Depreciation | $549M | $495M | $436M | $379M | $338M | $298M | $260M | $226M | $196M | $171M | $141M | · | |
| Goodwill | $294M | $314M | $311M | $289M | $199M | $188M | $186M | $170M | $148M | $116M | $116M | $114M | |
| Intangibles | $161M | $340M | $394M | $383M | $241M | $255M | $286M | $292M | $344M | $255M | $277M | · | |
| Other Non-current Assets | $9M | $9M | $11M | $3M | $2M | $3M | $4M | · | · | · | · | · | |
| Total Assets | $2.85B | $3.02B | $2.94B | $2.60B | $2.21B | $1.56B | $1.44B | $1.32B | $1.22B | $1.16B | $1.11B | $1.19B | |
| Accounts Payable | $241M | $262M | $293M | $244M | $243M | $143M | $151M | $157M | $126M | $114M | $110M | · | |
| Accrued Liabilities | · | · | · | · | $59M | $48M | $54M | $52M | $53M | $53M | $97M | · | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | $0 | $2M | · | |
| Current Liabilities | $525M | $511M | $565M | $502M | $525M | $276M | $288M | $273M | $212M | $205M | $210M | · | |
| Capital Leases | $137M | $157M | $104M | $57M | $28M | $23M | · | · | · | · | · | · | |
| Deferred Tax | $13M | $27M | $22M | $16M | $17M | $23M | $20M | $17M | $17M | $13M | $15M | · | |
| Other Non-current Liabilities | $15M | $15M | $12M | $13M | $15M | $12M | $13M | $17M | $21M | $19M | $42M | · | |
| Total Liabilities | $1.45B | $1.48B | $1.47B | $1.35B | $1.35B | $1.18B | $1.20B | $1.20B | $854M | $907M | $958M | · | |
| Long-term Debt | $761M | $765M | $773M | · | $758M | · | · | · | · | · | · | · | |
| Total Debt | $761M | $765M | $763M | $761M | $758M | $804M | · | · | $572M | $629M | · | · | |
| Common Stock | $338.0K | $350.0K | $374.0K | $415.0K | $461.0K | $475.0K | $471.0K | $472.0K | $634.0K | $626.0K | $626.0K | · | |
| Retained Earnings | $889M | $1.05B | $995M | $802M | $389M | $-64M | $-200M | $-317M | $-42M | $-113M | $-173M | · | |
| Treasury Stock | · | · | $0 | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | |
| AOCI | $-18M | $-19M | $-34M | $-50M | $-29M | $-43M | $-42M | $-16M | $-18M | $-26M | $-21M | · | |
| Stockholders' Equity | $1.40B | $1.54B | $1.47B | $1.25B | $865M | $378M | $233M | $122M | $361M | $257M | $156M | $176M | |
| Liabilities + Equity | $2.85B | $3.02B | $2.94B | $2.60B | $2.21B | $1.56B | $1.44B | $1.32B | $1.22B | $1.16B | $1.11B | · | |
| Shares Outstanding | 33,665,258 | 34,858,000 | 37,317,000 | 41,351,000 | 45,997,000 | 47,407,023 | 46,955,163 | 47,079,645 | 63,305,434 | 62,458,367 | 62,453,437 | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $125M | $121M | $116M | $84M | $79M | $74M | $72M | $67M | $55M | $55M | $59M | $59M | |
| Stock-based Comp | $24M | $20M | $21M | $17M | $17M | $13M | $12M | $15M | $13M | $21M | $14M | $8M | |
| Deferred Tax | $-48M | $3M | $13M | $3M | $-43M | $4M | $-796.0K | $-9M | $938.0K | $3M | $-4M | $-37M | |
| Amort. of Intangibles | $42M | $56M | $58M | $36M | $34M | $32M | $33M | $32M | $22M | $22M | $22M | $21M | |
| Restructuring | · | · | · | · | · | $4M | $4M | $2M | $2M | $4M | $5M | $2M | |
| Other Non-cash | $318M | $-69M | $-32M | $-231M | $-67M | $4M | · | · | $-31M | $19M | · | · | |
| Operating Cash Flow | $403M | $549M | $808M | $787M | $573M | $249M | $210M | $146M | $122M | $157M | $141M | $86M | |
| CapEx | $107M | $150M | $219M | $136M | $64M | $34M | $35M | $39M | $25M | $17M | $27M | $24M | |
| Investing Cash Flow | $-86M | $-154M | $-302M | $-443M | $-98M | $-28M | $-133M | $3M | $-206M | $-13M | $-47M | $-49M | |
| Debt Issued | · | · | $0 | $0 | $798M | $0 | · | · | · | · | · | · | |
| Net Debt Issued | · | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Stock Issued | $-6M | $-18M | $-14M | $-24M | $3M | $-3M | $7M | $20M | $12M | $52.0K | $49.0K | $674.0K | |
| Stock Repurchased | $100M | $381M | $491M | $500M | $135M | $15M | $24M | $412M | $14M | $0 | $882.0K | $253M | |
| Net Stock Activity | $-106M | $-399M | $-505M | $-524M | $-135M | $-15M | · | · | $-2M | $52.0K | · | · | |
| Financing Cash Flow | $-160M | $-435M | $-507M | $-524M | $-184M | $-61M | $-78M | $-66M | $-68M | $-24M | $-44M | $-58M | |
| Net Change in Cash | $155M | $-37M | $-637.0K | $-188M | $292M | $161M | $-3M | $81M | $-155M | $120M | $47M | $-21M | |
| Taxes Paid | $-6M | $66M | $151M | $380M | $155M | $51M | $39M | $42M | $50M | $31M | $5M | $2M | |
| Free Cash Flow | $296M | $399M | $589M | $651M | $508M | $215M | · | · | $97M | $140M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 23.7% | 33.7% | 38.1% | 41.9% | 38.4% | 27.8% | · | · | 24.1% | 24.2% | · | · | |
| Operating Margin | 0.81% | 19.5% | 25.4% | 31.5% | 27.3% | 13.6% | · | · | 10.5% | 8.3% | · | · | |
| Net Margin | -0.53% | 14.8% | 19.6% | 23.3% | 20.1% | 8.6% | · | · | 5.6% | 3.9% | · | · | |
| Pretax Margin | -0.65% | 18.3% | 24.2% | 30.8% | 26.6% | 11.4% | · | · | 8.4% | 5.7% | · | · | |
| EBITDA Margin | 5.2% | 23.3% | 28.7% | 33.7% | 30.0% | 17.8% | · | · | 14.1% | 11.9% | · | · | |
| ROA | -0.52% | 15.9% | 24.9% | 38.0% | 31.2% | 10.2% | · | · | 7.1% | 5.2% | · | · | |
| ROE | -1.1% | 30.5% | 48.1% | 76.4% | 76.3% | 43.4% | · | · | 27.4% | 28.4% | · | · | |
| ROIC | 0.88% | 21.8% | 32.5% | 46.6% | 37.1% | 15.3% | · | · | 11.3% | 9.7% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.1 | 3.0 | 2.7 | 2.9 | 2.7 | 3.0 | · | · | 2.4 | 2.8 | · | · | |
| Quick Ratio | 1.8 | 1.6 | 1.7 | 1.8 | 1.0 | 1.1 | · | · | 1.3 | 1.9 | · | · | |
| Debt / Equity | 0.5 | 0.5 | 0.5 | 0.6 | 0.9 | 2.1 | · | · | 1.6 | 2.4 | · | · | |
| LT Debt / Equity | 0.5 | 0.5 | 0.5 | 0.6 | 0.9 | 2.1 | · | · | 1.6 | 2.4 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.1 | 1.3 | 1.6 | 1.6 | 1.2 | · | · | 1.3 | 1.3 | · | · | |
| Inventory Turnover | 4.3 | 4.2 | 4.6 | 6.1 | 7.4 | 6.0 | · | · | 6.3 | 7.1 | · | · | |
| Receivables Turnover | 6.1 | 6.1 | 6.5 | 7.4 | 7.1 | 5.8 | · | · | 7.2 | 7.4 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $41.54 | $44.18 | $39.34 | $30.22 | $18.80 | $7.98 | · | · | $5.70 | $4.12 | · | · | |
| Revenue / Share | $83.75 | $87.04 | $89.47 | $88.39 | $61.90 | $36.75 | · | · | $22.59 | $24.25 | · | · | |
| Cash Flow / Share | $11.83 | $14.92 | $20.54 | $17.77 | $12.11 | $5.18 | · | · | $1.83 | $2.49 | · | · | |
| Cash / Share | $15.05 | $10.08 | $10.40 | $9.40 | · | · | · | · | $0.72 | $3.21 | · | · | |
| EPS (TTM) | $-0.45 | $12.69 | $17.27 | $20.30 | $12.19 | $3.10 | $2.83 | $2.48 | $1.27 | $0.94 | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -11.0% | -9.0% | -10.1% | 33.7% | 65.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -10.0% | 3.0% | 25.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | -26.5% | -14.9% | 66.5% | 293.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 1.4% | 77.3% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -31.5% | -24.5% | 55.4% | 286.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -7.0% | 65.5% | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.85B | $3.20B | $3.52B | $3.91B | $2.93B | $1.77B | $1.92B | $1.84B | $1.50B | $1.52B | · | · | |
| Net Income TTM | $-15M | $473M | $690M | $913M | $588M | $152M | $139M | $137M | $85M | $59M | · | · | |
| Market Cap | $2.11B | $2.95B | $5.57B | $3.22B | $4.00B | $1.08B | · | · | $1.24B | $1.17B | · | · | |
| Enterprise Value | $2.37B | $3.37B | $5.94B | $3.59B | · | · | · | · | $1.76B | $1.60B | · | · | |
| P/E | -139.4 | 6.7 | 8.6 | 3.8 | 7.1 | 7.3 | 10.7 | 10.7 | 15.4 | 19.9 | · | · | |
| P/S | 0.7 | 0.9 | 1.6 | 0.8 | 1.4 | 0.6 | · | · | 0.8 | 0.8 | · | · | |
| P/B | 1.5 | 1.9 | 3.8 | 2.6 | 4.6 | 2.8 | · | · | 3.4 | 4.5 | · | · | |
| P / Tangible Book | 2.2 | 3.3 | 7.3 | 5.6 | 9.4 | · | · | · | · | · | · | · | |
| P / Cash Flow | 5.2 | 5.4 | 6.9 | 4.1 | 7.0 | 4.3 | · | · | 10.2 | 7.5 | · | · | |
| P / FCF | 7.1 | 7.4 | 9.5 | 4.9 | 7.9 | 5.0 | · | · | 12.8 | 8.4 | · | · | |
| EV / EBITDA | 16.0 | 4.5 | 5.9 | 2.7 | · | · | · | · | 8.3 | 8.8 | · | · | |
| EV / FCF | 8.0 | 8.4 | 10.1 | 5.5 | · | · | · | · | 18.2 | 11.4 | · | · | |
| EV / Revenue | 0.8 | 1.1 | 1.7 | 0.9 | · | · | · | · | 1.2 | 1.0 | · | · | |
| Earnings Yield | -0.72% | 15.0% | 11.6% | 26.1% | 14.0% | 13.6% | 9.3% | 9.3% | 6.5% | 5.0% | · | · |
Income Statement
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $795M | $731M | $656M | $752M | $735M | $702M | $662M | $788M | $822M | $793M | $798M | $870M | $919M | $896M | $834M | $1.03B | |
| Cost of Revenue | $619M | $595M | $530M | $604M | $563M | $517M | $491M | $572M | $543M | $501M | $508M | $568M | $568M | $543M | $499M | $615M | |
| Gross Profit | $176M | $136M | $126M | $148M | $172M | $185M | $171M | $216M | $280M | $292M | $291M | $301M | $351M | $353M | $334M | $414M | |
| SG&A Expense | $109M | $108M | $100M | $108M | $98M | $99M | $91M | $100M | $98M | $99M | $101M | $97M | $103M | $98M | $90M | $107M | |
| Operating Income | $64M | $10M | $20M | $-57M | $64M | $-52M | $68M | $102M | $168M | $179M | $175M | $189M | $233M | $240M | $232M | $297M | |
| Other Non-op | $-13M | $-26M | $2M | $-290.0K | $150.0K | $-6M | $-1M | $-661.0K | $-560.0K | $-730.0K | $-12.0K | $-381.0K | $-4M | $-4M | $-41.0K | $-475.0K | |
| Pretax Income | $-6M | $-159M | $15M | $-66M | $55M | $-67M | $59M | $92M | $158M | $170M | $168M | $180M | $220M | $228M | $222M | $287M | |
| Income Tax | $-6M | $-35M | $465.0K | $-11M | $12M | $-16M | $12M | $19M | $35M | $32M | $29M | $40M | $19M | $53M | $49M | $67M | |
| Net Income | $745.0K | $-124M | $15M | $-54M | $43M | $-50M | $46M | $73M | $123M | $138M | $138M | $141M | $201M | $174M | $173M | $270M | |
| EPS (Basic) | $0.02 | $-3.68 | $0.44 | $-1.56 | $1.26 | $-1.47 | $1.32 | $2.10 | $3.36 | $3.71 | $3.66 | $3.68 | $5.20 | $4.37 | $4.26 | $5.23 | |
| EPS (Diluted) | $0.02 | $-3.65 | $0.44 | $-1.55 | $1.25 | $-1.46 | $1.31 | $2.08 | $3.33 | $3.67 | $3.61 | $3.63 | $5.13 | $4.31 | $4.20 | $5.16 | |
| Shares (Basic) | 33,768,000 | 33,761,000 | 33,706,000 | · | 33,653,000 | 34,074,000 | 34,794,000 | · | 36,252,000 | 36,730,000 | 37,242,000 | · | 38,132,000 | 39,212,000 | 40,085,000 | · | |
| Shares (Diluted) | 33,983,000 | 33,959,000 | 33,905,000 | · | 33,853,000 | 34,290,000 | 35,040,000 | · | 36,616,000 | 37,166,000 | 37,745,000 | · | 38,657,000 | 39,749,000 | 40,613,000 | · | |
| EBITDA | $87M | $44M | $56M | · | $93M | $-23M | $97M | · | $198M | $208M | $204M | · | $263M | $268M | $258M | · |
Balance Sheet
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $346M | $442M | $444M | $507M | $331M | $330M | $310M | $351M | $304M | $368M | $381M | · | $318M | $354M | $308M | · | |
| Receivables | $579M | $558M | $484M | $447M | $554M | $471M | $473M | $490M | $503M | $509M | $518M | · | $567M | $534M | $507M | · | |
| Inventory | $390M | $401M | $469M | $485M | $514M | $521M | $526M | $525M | $573M | $564M | $494M | · | $468M | $416M | $446M | · | |
| Prepaid Expense | $68M | $90M | $175M | $162M | $175M | $193M | $174M | $158M | $140M | $134M | $106M | · | $131M | $95M | $63M | · | |
| Current Assets | $1.53B | $1.71B | $1.57B | $1.60B | $1.57B | $1.52B | $1.48B | $1.52B | $1.52B | $1.58B | $1.50B | · | $1.48B | $1.40B | $1.32B | · | |
| PP&E (Net) | $521M | $535M | $568M | $594M | $628M | $623M | $655M | $652M | $615M | $599M | $587M | · | $482M | $443M | $419M | · | |
| PP&E (Gross) | $1.10B | $1.11B | $1.12B | $1.14B | $1.16B | $1.13B | $1.16B | $1.15B | $1.09B | $1.06B | $1.04B | · | $904M | $852M | $812M | · | |
| Accum. Depreciation | $583M | $578M | $555M | $549M | $531M | $511M | $508M | $495M | $477M | $463M | $451M | · | $422M | $408M | $394M | · | |
| Goodwill | $286M | $288M | $295M | $294M | $314M | $311M | $311M | $314M | $312M | $312M | $313M | $311M | $313M | $311M | $323M | $289M | |
| Intangibles | $123M | $127M | $155M | $161M | $209M | $217M | $327M | $340M | $353M | $366M | $381M | · | $411M | $425M | $427M | · | |
| Other Non-current Assets | $24M | $14M | $9M | $9M | $9M | $9M | $9M | $9M | $11M | $11M | $11M | · | $3M | $3M | $3M | · | |
| Total Assets | $2.74B | $2.85B | $2.79B | $2.85B | $2.92B | $2.86B | $2.96B | $3.02B | $2.96B | $3.01B | $2.94B | $2.94B | $2.80B | $2.68B | $2.57B | $2.60B | |
| Accounts Payable | $227M | $254M | $225M | $241M | $226M | $245M | $241M | $262M | $237M | $265M | $248M | · | $280M | $258M | $211M | · | |
| Current Liabilities | $558M | $650M | $460M | $525M | $509M | $502M | $489M | $511M | $466M | $510M | $505M | · | $521M | $468M | $447M | · | |
| Capital Leases | · | · | · | $137M | · | · | · | $157M | · | · | · | · | · | · | · | · | |
| Deferred Tax | $11M | $13M | $13M | $13M | $15M | $14M | $26M | $27M | $22M | $20M | $21M | · | $16M | $16M | $16M | · | |
| Other Non-current Liabilities | $15M | $15M | $15M | $15M | $17M | $16M | $16M | $15M | $15M | $15M | $14M | · | $14M | $13M | $15M | · | |
| Total Liabilities | $1.47B | $1.57B | $1.38B | $1.45B | $1.45B | $1.45B | $1.45B | $1.48B | $1.40B | $1.44B | $1.43B | · | $1.39B | $1.34B | $1.30B | · | |
| Long-term Debt | $760M | $761M | $761M | $761M | · | · | · | $765M | · | · | · | · | · | · | · | · | |
| Total Debt | $760M | $761M | $761M | · | $764M | $766M | $765M | · | $764M | $764M | $763M | · | $762M | $762M | $761M | · | |
| Common Stock | $338.0K | $338.0K | $338.0K | $338.0K | $337.0K | $337.0K | $345.0K | $350.0K | $359.0K | $367.0K | $370.0K | · | $379.0K | $390.0K | $400.0K | · | |
| Retained Earnings | $747M | $758M | $893M | $889M | $955M | $923M | $1.03B | $1.05B | $1.09B | $1.10B | $1.04B | · | $932M | $879M | $825M | · | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | · | · | $3M | $3M | $3M | · | |
| AOCI | $-19M | $-17M | $-15M | $-18M | $-14M | $-30M | $-37M | $-19M | $-29M | $-29M | $-24M | · | $-32M | $-36M | $-39M | · | |
| Stockholders' Equity | $1.28B | $1.28B | $1.41B | $1.40B | $1.47B | $1.41B | $1.51B | $1.54B | $1.56B | $1.57B | $1.50B | $1.47B | $1.40B | $1.34B | $1.28B | $1.25B | |
| Liabilities + Equity | $2.74B | $2.85B | $2.79B | $2.85B | $2.92B | $2.86B | $2.96B | $3.02B | $2.96B | $3.01B | $2.94B | · | $2.80B | $2.68B | $2.57B | · | |
| Shares Outstanding | 33,772,550 | 33,767,094 | 33,750,639 | 33,665,258 | 33,655,743 | 33,651,162 | 34,398,716 | 34,859,033 | 35,864,442 | 36,634,390 | 36,905,528 | 37,317,000 | 37,771,723 | 38,937,691 | 39,867,895 | 41,351,000 |
Cash Flow
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $33M | $36M | $37M | $29M | $29M | $29M | $33M | $30M | $29M | $29M | $31M | $30M | $29M | $26M | $24M | |
| Stock-based Comp | $8M | $13M | $4M | $3M | $7M | $8M | $6M | $6M | $4M | $5M | $5M | $3M | $6M | $7M | $5M | $3M | |
| Deferred Tax | $-44M | $4M | $-3M | $-9M | $-5M | $-33M | $-73.0K | $4M | $2M | $-945.0K | $-2M | $14M | $-8M | $4M | $3M | $16M | |
| Amort. of Intangibles | $4M | $6M | $6M | $10M | $10M | $10M | $12M | $14M | $13M | $14M | $14M | $15M | $15M | $15M | $13M | $11M | |
| Restructuring | $3M | $4M | $2M | · | $602.0K | $595.0K | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | · | $-107M | · | · | · | $-7M | · | · | · | $-12M | · | · | · | $-9M | · | |
| Operating Cash Flow | $-63M | $28M | $-55M | $210M | $31M | $87M | $74M | $199M | $105M | $87M | $158M | $244M | $160M | $205M | $199M | $415M | |
| CapEx | $14M | $14M | $12M | $22M | $21M | $22M | $41M | $45M | $32M | $29M | $44M | $96M | $50M | $38M | $35M | $54M | |
| Investing Cash Flow | $-18M | $-15M | $7M | $-16M | $-21M | $-7M | $-41M | $-44M | $-32M | $-29M | $-50M | $-96M | $-50M | $-39M | $-117M | $-106M | |
| Stock Issued | $101.0K | $-102.0K | $-3M | $-314.0K | $-65.0K | $29.0K | $-6M | $1M | $-14.0K | $2M | $-21M | $161.0K | $-155.0K | $341.0K | $-15M | $267.0K | |
| Stock Repurchased | $0 | $0 | $0 | $0 | $0 | $50M | $50M | $100M | $125M | $60M | $96M | $75M | $147M | $119M | $150M | $103M | |
| Net Stock Activity | · | · | $-3M | · | · | · | $-56M | · | · | · | $-118M | · | · | · | $-165M | · | |
| Financing Cash Flow | $-13M | $-13M | $-15M | $-17M | $-14M | $-62M | $-68M | $-111M | $-137M | $-69M | $-118M | $-75M | $-147M | $-119M | $-165M | $-103M | |
| Net Change in Cash | $-96M | $-1M | $-63M | $176M | $632.0K | $20M | $-41M | $48M | $-64M | $-13M | $-7M | $70M | $-37M | $47M | $-81M | $202M | |
| Free Cash Flow | · | · | $-67M | · | · | · | $33M | · | · | · | $114M | · | · | · | $164M | · |
Profitability
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 22.2% | 18.6% | 19.2% | · | 23.4% | 26.4% | 25.9% | · | 34.0% | 36.8% | 36.4% | · | 38.2% | 39.4% | 40.1% | · | |
| Operating Margin | 8.1% | 1.4% | 3.1% | · | 8.7% | -7.4% | 10.3% | · | 20.5% | 22.6% | 22.0% | · | 25.3% | 26.8% | 27.8% | · | |
| Net Margin | 0.09% | -17.0% | 2.3% | · | 5.8% | -7.1% | 7.0% | · | 15.0% | 17.4% | 17.3% | · | 21.9% | 19.4% | 20.8% | · | |
| Pretax Margin | -0.70% | -21.7% | 2.4% | · | 7.5% | -9.5% | 8.9% | · | 19.2% | 21.4% | 21.0% | · | 24.0% | 25.4% | 26.6% | · | |
| EBITDA Margin | 11.0% | 6.0% | 8.6% | · | 12.6% | -3.2% | 14.7% | · | 24.1% | 26.3% | 25.6% | · | 28.6% | 30.0% | 30.9% | · | |
| ROA | 0.03% | -4.3% | 0.52% | · | 1.5% | -1.7% | 1.6% | · | 4.3% | 4.9% | 5.0% | · | 7.6% | 7.0% | 7.2% | · | |
| ROE | 0.05% | -9.2% | 1.0% | · | 2.8% | -3.4% | 3.1% | · | 8.3% | 9.5% | 10.0% | · | 15.8% | 14.8% | 15.7% | · | |
| ROIC | -0.42% | 0.40% | 0.90% | · | 2.2% | -1.8% | 2.4% | · | 5.7% | 6.2% | 6.4% | · | 9.8% | 8.7% | 8.9% | · |
Liquidity & Solvency
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.6 | 3.4 | · | 3.1 | 3.0 | 3.0 | · | 3.3 | 3.1 | 3.0 | · | 2.8 | 3.0 | 3.0 | · | |
| Quick Ratio | 1.7 | 1.5 | 2.0 | · | 1.7 | 1.6 | 1.6 | · | 1.7 | 1.7 | 1.8 | · | 1.7 | 1.9 | 1.8 | · | |
| Debt / Equity | 0.6 | 0.6 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.6 | 0.6 | · | |
| LT Debt / Equity | 0.6 | 0.6 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.6 | 0.6 | · |
Efficiency
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.3 | · | |
| Inventory Turnover | 1.4 | 1.3 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.1 | · | 1.2 | 1.3 | 1.2 | · | |
| Receivables Turnover | 1.4 | 1.4 | 1.4 | · | 1.4 | 1.4 | 1.3 | · | 1.5 | 1.5 | 1.6 | · | 1.4 | 1.5 | 1.6 | · |
Per Share
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $37.79 | $37.93 | $41.64 | · | $43.55 | $41.91 | $43.82 | · | $43.54 | $42.91 | $40.71 | · | $37.12 | $34.38 | $31.98 | · | |
| Revenue / Share | $23.39 | $21.54 | $19.33 | · | $21.71 | $20.46 | $18.88 | · | $22.46 | $21.33 | $21.15 | · | $23.78 | $22.54 | $20.53 | · | |
| Cash Flow / Share | · | · | $-1.64 | · | · | · | $2.12 | · | · | · | $4.19 | · | · | · | $4.90 | · | |
| Cash / Share | $10.25 | $13.10 | $13.15 | · | $9.84 | $9.82 | $9.02 | · | $8.47 | $10.05 | $10.32 | · | $8.41 | $9.10 | $7.72 | · | |
| EPS (TTM) | $-4.74 | $-3.51 | $-1.32 | · | $3.18 | $5.26 | $10.39 | · | $14.24 | $16.04 | $16.68 | · | $18.80 | $19.41 | $20.18 | · |
Valuation (TTM)
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.93B | $2.87B | $2.84B | · | $2.89B | $2.97B | $3.07B | · | $3.28B | $3.38B | $3.48B | · | $3.68B | $3.82B | $3.91B | · | |
| Net Income TTM | $-163M | $-120M | $-46M | · | $112M | $193M | $381M | · | $541M | $619M | $655M | · | $819M | $872M | $932M | · | |
| Market Cap | $2.63B | $2.00B | $2.19B | · | $2.39B | $2.04B | $2.87B | · | $4.84B | $6.97B | $5.90B | · | $5.89B | $5.47B | $4.52B | · | |
| Enterprise Value | $3.04B | $2.31B | $2.51B | · | $2.83B | $2.47B | $3.32B | · | $5.30B | $7.37B | $6.29B | · | $6.33B | $5.88B | $4.98B | · | |
| P/E | -16.4 | -16.8 | -49.2 | · | 22.4 | 11.5 | 8.0 | · | 9.5 | 11.9 | 9.6 | · | 8.3 | 7.2 | 5.6 | · | |
| P/S | 0.9 | 0.7 | 0.8 | · | 0.8 | 0.7 | 0.9 | · | 1.5 | 2.1 | 1.7 | · | 1.6 | 1.4 | 1.2 | · | |
| P/B | 2.1 | 1.6 | 1.6 | · | 1.6 | 1.4 | 1.9 | · | 3.1 | 4.4 | 3.9 | · | 4.2 | 4.1 | 3.5 | · | |
| P / Tangible Book | 3.0 | 2.3 | 2.3 | · | 2.5 | 2.3 | 3.3 | · | 5.4 | 7.8 | 7.3 | · | 8.7 | 9.1 | 8.6 | · | |
| P / Cash Flow | · | · | -39.5 | · | · | · | 38.6 | · | · | · | 37.3 | · | · | · | 22.7 | · | |
| EV / Revenue | 1.0 | 0.8 | 0.9 | · | 1.0 | 0.8 | 1.1 | · | 1.6 | 2.2 | 1.8 | · | 1.7 | 1.5 | 1.3 | · | |
| Earnings Yield | -6.1% | -5.9% | -2.0% | · | 4.5% | 8.7% | 12.5% | · | 10.5% | 8.4% | 10.4% | · | 12.1% | 13.8% | 17.8% | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-09-30 | 2025-06-27 | 2025-03-28 | 2024-12-27 | 2024-09-30 |
|---|---|---|---|---|---|
| Revenue | $2.85B | · | · | · | $3.20B |
| Gross Margin % | 23.7% | · | · | · | 33.7% |
| Operating Margin % | 0.81% | · | · | · | 19.5% |
| Net Income | $-15M | · | · | · | $473M |
| Diluted EPS | $-0.45 | · | · | · | $12.69 |
| Metric | 2025-09-30 | 2025-06-27 | 2025-03-28 | 2024-12-27 | 2024-09-30 |
|---|---|---|---|---|---|
| Debt / Equity | 0.5 | · | · | · | 0.5 |
| Current Ratio | 3.1 | · | · | · | 3.0 |
| Quick Ratio | 1.8 | · | · | · | 1.6 |
| Metric | 2025-09-30 | 2025-06-27 | 2025-03-28 | 2024-12-27 | 2024-09-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $296M | · | · | · | $399M |
Institutional owners (13F) 353 filers · $2.6B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
353
Value held
$2.6B
New positions
65
Exited positions
37
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 65 (+10 vs prior Q) | 37 (-8 vs prior Q) | 120 (+21 vs prior Q) | 86 (-14 vs prior Q) | +437K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $236,957,509 | 3,116,222 | 9.07% | Shares |
| VANGUARD GROUP INC | $229,973,205 | 3,635,940 | 8.80% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $161,385,775 | 2,122,380 | 6.18% | Shares |
| AMERICAN CENTURY COMPANIES INC | $134,983,030 | 1,775,158 | 5.17% | Shares |
| Gates Capital Management, Inc. | $130,043,000 | 1,710,192 | 4.98% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $115,904,122 | 1,524,252 | 4.44% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $98,833,585 | 1,299,786 | 3.78% | Shares |
| STATE STREET CORP | $68,924,253 | 906,421 | 2.64% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $68,638,673 | 902,486 | 2.63% | Shares |
| EARNEST PARTNERS LLC | $58,725,236 | 772,294 | 2.25% | Shares |
| Hill City Capital, LP | $55,061,020 | 724,106 | 2.11% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $43,768,441 | 575,607 | 1.68% | Shares |
| Harding Loevner LP | $43,126,800 | 567,192 | 1.65% | Shares |
| FIRST TRUST ADVISORS LP | $40,534,110 | 533,063 | 1.55% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $39,485,671 | 519,275 | 1.51% | Shares |
| JPMORGAN CHASE & CO | $39,241,076 | 520,864 | 1.50% | Shares |
| Irenic Capital Management LP | $38,598,893 | 507,613 | 1.48% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36,669,454 | 482,239 | 1.40% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $34,519,423 | 453,964 | 1.32% | Shares |
| BANK OF AMERICA CORP /DE/ | $33,366,504 | 438,802 | 1.28% | Shares |
| TWO SIGMA INVESTMENTS, LP | $30,578,041 | 402,131 | 1.17% | Shares |
| GENDELL JEFFREY L | $30,432,272 | 400,214 | 1.17% | Shares |
| LONDON CO OF VIRGINIA | $29,414,538 | 386,827 | 1.13% | Shares |
| MORGAN STANLEY | $28,786,236 | 378,566 | 1.10% | Shares |
| Oslo Pensjonsforsikring AS | $28,667,080 | 377,000 | 1.10% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $28,240,116 | 371,385 | 1.08% | Shares |
| Boston Partners | $27,871,270 | 367,806 | 1.07% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $25,945,989 | 341,215 | 0.99% | Shares |
| NORTHERN TRUST CORP | $25,506,933 | 335,441 | 0.98% | Shares |
| Swedbank AB | $22,523,504 | 296,206 | 0.86% | Shares |
| GOLDMAN SACHS GROUP INC | $21,944,094 | 288,586 | 0.84% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $19,194,701 | 252,429 | 0.73% | Shares |
| Bank of New York Mellon Corp | $18,830,913 | 247,645 | 0.72% | Shares |
| SEI INVESTMENTS CO | $18,580,060 | 244,346 | 0.71% | Shares |
| Nuveen, LLC | $18,172,929 | 238,992 | 0.70% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $17,031,895 | 223,986 | 0.65% | Shares |
| Empowered Funds, LLC | $15,513,072 | 204,012 | 0.59% | Shares |
| BARCLAYS PLC | $15,018,583 | 197,509 | 0.57% | Shares |
| PDT Partners, LLC | $14,542,878 | 191,253 | 0.56% | Shares |
| FEDERATED HERMES, INC. | $14,002,101 | 184,141 | 0.54% | Shares |
| Allianz Asset Management GmbH | $13,826,962 | 181,838 | 0.53% | Shares |
| Qube Research & Technologies Ltd | $13,554,054 | 178,249 | 0.52% | Shares |
| WELLS FARGO & COMPANY/MN | $11,852,127 | 155,867 | 0.45% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $11,456,871 | 150,669 | 0.44% | Shares |
| D. E. Shaw & Co., Inc. | $11,059,866 | 145,448 | 0.42% | Shares |
| CANYON CAPITAL ADVISORS LLC | $10,622,788 | 139,700 | 0.41% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10,603,474 | 139,446 | 0.41% | Shares |
| DNB Asset Management AS | $9,948,541 | 130,833 | 0.38% | Shares |
| Russell Investments Group, Ltd. | $9,514,500 | 125,124 | 0.36% | Shares |
| Trexquant Investment LP | $8,623,925 | 113,413 | 0.33% | Shares |
Company insiders 24 insiders · 13 officers · 13 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| William E Waltz Jr. | President and CEO | Aug. 28, 2026 A | 123,653 | 0 | 0 | $0 |
| John Patrick Williamson | President and CEO | Sept. 28, 2018 M | 228,385 | 0 | 0 | $0 |
| John Michael Deitzer | VP, CFO | Aug. 28, 2026 A | 18,928 | 0 | 0 | $0 |
| David Paul Johnson | Vice President and CFO | May 31, 2024 A | 32,503 | 0 | 0 | $0 |
| John W Pregenzer | COO & President, Electrical | Aug. 28, 2026 A | 61,411 | 0 | 0 | $0 |
| Peter J Lariviere | President, Cable Solutions | Nov. 30, 2020 S | 37,230 | 0 | 0 | $0 |
| Michael J Schulte | Group President, MP&S | Feb. 20, 2019 M | 146,620 | 0 | 0 | $0 |
| James William Alvey | Chief Accounting Officer | Aug. 28, 2026 A | 5,449 | 0 | 0 | $0 |
| Leangela W. Lowe | VP, Chief HR Officer | Aug. 28, 2026 A | 36,063 | 0 | 0 | $0 |
| Mark F. Lamps | Pres. Safety & Infrastructure | Aug. 28, 2026 A | 35,850 | 0 | 3 | $-158,655 |
| Daniel S Kelly | VP, General Counsel and Sec. | Aug. 28, 2026 A | 32,666 | 0 | 0 | $0 |
| Kevin P Fitzpatrick | VP, Global Human Resources | Nov. 30, 2018 F | 48,008 | 0 | 0 | $0 |
| James A Mallak | Vice President and CAO | Nov. 30, 2018 F | 74,355 | 0 | 0 | $0 |
| Franklin S. Edmonds Jr. | Director | Aug. 28, 2026 A | 2,844 | 0 | 0 | $0 |
| Barbara Joanne Edwards | Director | Aug. 28, 2026 A | 6,099 | 0 | 0 | $0 |
| Justin A Kershaw | Director | Aug. 28, 2026 A | 18,750 | 0 | 1 | $-206,202 |
| Wilbert W James Jr | Director | Aug. 28, 2026 A | 17,191 | 0 | 1 | $-242,839 |
| Mark A Zeffiro | Director | Aug. 28, 2026 A | 23,994 | 0 | 0 | $0 |
| Betty R. Johnson | Director | Aug. 28, 2026 A | 20,616 | 0 | 0 | $0 |
| Scott H Muse | Director | Aug. 28, 2026 A | 32,724 | 0 | 0 | $0 |
| Jeri L Isbell | Director | Aug. 28, 2026 A | 30,656 | 0 | 0 | $0 |
| Michael V Schrock | Director | Aug. 28, 2026 A | 22,187 | 0 | 0 | $0 |
| William Vanarsdale | Director | Jan. 27, 2022 A | 23,342 | 0 | 0 | $0 |
| Nathan K Sleeper | Director | May 16, 2018 G | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 47 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| EPSV · Harbor ETF Trust | 1.53% | 1,274 NS | July 31, 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0.27% | 1,450 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.19% | 305 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.17% | 29,775 SH | Aug. 19, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 12,019 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.14% | 156,558 NS | July 31, 2026 | N-PORT |
| MADE · iShares Trust | 0.11% | 690 SH | Sept. 11, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.11% | 1,269 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.11% | 877,821 SH | Sept. 11, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.09% | 8,449 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.09% | 29,419 NS | July 31, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.08% | 7,853 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.08% | 197,237 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.07% | 19,632 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.05% | 107,657 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.05% | 491,824 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.05% | 1,312 SH | Oct. 1, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.04% | 2,657 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.04% | 75,080 NS | July 31, 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.04% | 11,215 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.03% | 2,287 SH | Sept. 11, 2026 | Daily |
| TRFK · Pacer Funds Trust | 0.03% | 3,958 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.03% | 2,270 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 387,709 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.03% | 774,082 SH | Aug. 19, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.03% | 41,055 SH | Aug. 19, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 23,067 SH | Oct. 1, 2026 | Daily |
| ROSC · Lattice Strategies Trust | 0.02% | 142 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 84,628 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 5,601 NS | July 31, 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.01% | 133,835 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 2,212 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 1,863 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 48,470 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 10,248 SH | Sept. 10, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.00% | 8,105 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 10,339 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 3,120 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,074,956 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 27,373 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,748 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 7,622 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 322,019 SH | Sept. 11, 2026 | Daily |
| SVAL · iShares Trust | · | 7,767 SH | Sept. 3, 2026 | Daily |
| ISCB · iShares Trust | · | 1,376 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 6,855 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 17,830 SH | Sept. 11, 2026 | Daily |
ATKR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 8 analysts
SELL
Median target
$93.50
-1.2%
0 0.0%
Strong Buy
0 0.0%
Buy
5 62.5%
Hold
1 12.5%
Sell
2 25.0%
Strong Sell
12-Month Price Target
2 analysts · 2026-10-02Mean target $93.50 -1.2%
Now
Current price $94.62
Low$92.00
Mean$93.50
High$95.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ATKR | $2.11B | -139.4 | -11.0% | -0.53% | -1.1% | 23.7% |
| AYI | $10.02B | 26.1 | 13.1% | 9.1% | 15.1% | 47.8% |
| POWL | $3.68B | 20.5 | 9.1% | 16.4% | 30.6% | 29.4% |
| ENS | $6.33B | 22.6 | 3.7% | 7.8% | 15.4% | 29.3% |
| ST | · | 158.5 | -5.8% | 0.84% | 1.1% | · |
| PLUG | · | -1.4 | 12.9% | -229.8% | -120.3% | -34.1% |
| PLPC | $1.01B | 29.0 | 12.7% | 5.3% | 7.9% | 31.2% |
| ALNT | $910M | 40.7 | 4.6% | 4.0% | 7.5% | 32.8% |
| RUN | $4.30B | 10.8 | 45.1% | 15.2% | 15.8% | · |
| AMSC | $1.61B | 11.1 | 34.3% | 44.7% | 29.8% | 30.6% |
Latest News Recent headlines mentioning this company
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Source: SEC 10-Q filed Aug 4, 2026