ATKR
Atkore Inc.

Atkore Inc.ATKR

Industrials · Electrical Equipment & Parts
94.50USD
+0.03%
Sep 23, 2026
ATKR overview ready
Key supplier of conduit and cable-management products for grid expansion
Atkore is a picks-and-shovels component supplier to electrical installation: it manufactures metal and PVC conduit, fittings, cable and flexible-conduit products, cable-management systems, metal framing and related infrastructure products used to route, protect and support electrical systems in commercial, industrial, solar, telecommunications and data-center projects.
Strong narrative exposure
Exposed to the Electric Grid Capacity Expansion narrative through Power Grid Connection Bottleneck — component supplier.
Consolidating price action
Longer-term context reads early recovery, with a near-term setup of breakout attempt.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Exposure to construction and infrastructure spending cycles.
Market Sep 22Price action Sep 22Research Aug 30

Conviction Level

NarrativeHeat9.1ThemeHeat8.9PriceAction9.1Valuation7.6CompanyPosition9.3
Price
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Price Action

Consolidating price action
Longer-term context reads early recovery, with a near-term setup of breakout attempt.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$3.2B
Avg Volume (60D)
1.1M
60 sessions
Revenue Growth YoY
+1.6%
Trailing twelve months
Gross Margin
+20.6%
Operating Margin
+4.9%
Trailing twelve months
Free Cash Flow Yield
+9.8%
Distance from 200DMA
+28.2%
Next Earnings
2026-11-19
EV / EBITDA
12.8x
EV / Sales
1.3x
Market metrics as of Sep 22, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is cheap.
Atkore Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Thesis
Atkore is a picks-and-shovels component supplier to electrical installation: it manufactures metal and PVC conduit, fittings, cable and flexible-conduit products, cable-management systems, metal framing and related infrastructure products used to route, protect and support electrical systems in commercial, industrial, solar, telecommunications and data-center projects.
Opportunity
Moderate opportunity
Electrical-system expansion requires readily available connection materials, raceways, fittings, cable-management hardware and related electrical installation components to energize new utility, industrial, renewable and large-load projects.
Key risk
Exposure to construction and infrastructure spending cycles.

Narrative & Theme

Electric Grid Capacity Expansion
Part of Power Grid Connection Bottleneck, with moderate fit.
Atkore has a real but non-pure-play fit to electric-grid and large-load buildouts.
Narrative HeatHot9.1 / 10
Theme HeatHot8.9 / 10

Business & Markets

Industrials · Electrical Equipment & Parts
What they do

Atkore Inc. manufactures and sells electrical, mechanical, safety, and infrastructure products and solutions primarily in the United States and internationally, operating through Electrical and Safety & Infrastructure segments.

How it earns

The company generates revenue primarily through transactional sales of its manufactured products and related services.

Products & services
Metal electrical conduit and fittings
Plastic pipe conduit and fittings
Electrical cable and flexible conduit
International cable management systems
Mechanical tubes and pipes
Metal framing and fittings
Construction services
Perimeter security
Cable management solutions
Customers & end markets
Electrical contractors
Infrastructure builders
Industrial and commercial construction markets
Market position

Atkore is a leading manufacturer in the electrical conduit and infrastructure products market.

Demand drivers
Medium cyclicality

Demand is tied to construction and infrastructure spending cycles which can fluctuate with economic conditions.

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