ATI
ATI Inc.

ATI Inc.ATI

Industrials · Metal Fabrication
186.56USD
-1.37%
Sep 23, 2026
ATI overview ready
Qualified Specialty-Materials Supplier for High-Integrity Aerospace and Defense Alloys
ATI is a qualified upstream specialty-materials supplier with difficult-to-replicate melting, forging, finishing, powder-alloy, and component capabilities rather than a prime defense-platform contractor.
Strong narrative exposure
Exposed to the Defense Rearmament and Industrial Base narrative through Aerospace Propulsion and High-Integrity Materials Capacity — bottleneck supplier.
Constructive pullback in an uptrend
Longer-term context reads extended trend, with a near-term setup of constructive pullback.
Demanding valuation
The price embeds expectations that run ahead of what comparable businesses command.
Fundamentals under pressure
Ev / ebitda is weak.
Primary risk
Cyclicality in aerospace and industrial end markets.
Market Sep 22Filing Jun 28Price action Sep 22Research Aug 30

Conviction Level

NarrativeHeat8.3ThemeHeat7.8PriceAction1.4Valuation1.9CompanyPosition7.3
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads extended trend, with a near-term setup of constructive pullback.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$25.4B
Avg Volume (60D)
1.8M
60 sessions
Revenue Growth YoY
+5.2%
FY2025 vs FY2024
Gross Margin
+23.4%
Trailing twelve months
Operating Margin
+15.2%
Trailing twelve months
Free Cash Flow Yield
+2.1%
Distance from 200DMA
+13.9%
Next Earnings
2026-10-27
P/E
53.4x
EV / EBITDA
30.1x
EV / Sales
5.7x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 28, 2026
Filed balance-sheet data as of Jun 28, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
ATI Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of what comparable businesses command. It trades at a 2.1% free-cash-flow yield and 30.1x EBITDA, which require sustained delivery to be justified.

Company Research

Thesis
ATI is a qualified upstream specialty-materials supplier with difficult-to-replicate melting, forging, finishing, powder-alloy, and component capabilities rather than a prime defense-platform contractor.
Opportunity
High opportunity
Defense and aerospace production ramps require scarce, qualified domestic capacity for high-temperature nickel superalloys, titanium alloys, advanced powders, and engineered metal components used in propulsion, airframes, naval nuclear systems, and other mission-critical platforms.
Key risk
Cyclicality in aerospace and industrial end markets.

Narrative & Theme

Defense Rearmament and Industrial Base
Part of Aerospace Propulsion and High-Integrity Materials Capacity, with strong fit.
ATI has a strong, direct fit with the defense-industrial-base buildout through qualified titanium and nickel-based superalloys and related components used in jet engines, airframes, naval nuclear applications, hypersonics, and other demanding defense systems.
Narrative HeatHeating up8.3 / 10
Theme HeatHeating up7.8 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Industrials · Metal Fabrication
What they do

ATI Inc. produces and sells specialty metals and complex components globally through two segments: High Performance Materials & Components, and Advanced Alloys & Solutions.

How it earns

The company generates revenue primarily through transactional sales of specialty materials and fabricated metal products.

Products & services
Titanium and titanium-based alloys
Nickel- and cobalt-based alloys and superalloys
Advanced powder alloys and specialty materials
Metallic powder alloys
Long product forms (ingot, billet, bar, rod, wire, shapes, rectangles, seamless tubes)
Precision forgings, components, and machined parts
Customers & end markets
Aerospace and defense manufacturers
Industrial and energy sector companies
Market position

ATI is a specialized leader in high-performance metal fabrication and advanced alloys.

Demand drivers
High cyclicality

Demand is closely tied to aerospace and industrial capital spending cycles.

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