ATKR at a glance
Atkore Inc. (ATKR, SEC CIK 1666138) filed its latest 10-K annual report on November 26, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as August 31, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), Atkore Inc. (ATKR) reported revenue of $2.9 billion (down 11.0% from FY2024) and a net loss of $15.2 million. Diluted EPS was -$0.45.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Atkore Inc. (ATKR) shares worth $941.2 million in 13F-HR filings.
- In the last 90 days, ATKR insiders reported 0 open-market purchases ($0) and 1 open-market sale ($28K) on Form 4, a net sale of $28K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.9B
- −11.0% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$28K
- 13F holders
- 30 funds
- $941.2M · +1 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business: Manufacturer of electrical products and safety & infrastructure solutions for non-residential construction, residential, industrial, and OEM markets
- New emphasized products: Expanded patented MC Glide Tuff armored cable and introduced 20’ Kwik-Fit Steel Conduit for faster installation
- Strategic shift: Consolidated branding under master brand Atkore since 2020, reinforced by multiple tED Marketing Excellence awards in fiscal 2025
- Quantitative metric: Employee count ~5,400 full-time equivalents with 6% temporary; 20% of positions filled internally in fiscal 2025
- Noteworthy fact: Announced closure of three manufacturing facilities in fiscal 2026 to optimize footprint across 38 global sites
Risk Factors
- Regulatory risk from changes to National Electrical Code and related state/local laws potentially increasing compliance costs or expanding alternative product competition
- Macroeconomic risk from U.S. non-residential construction dependency; starts rose to 1,209 million sq ft in fiscal 2025 but remain cyclical and sensitive to interest rates
- Operational risk in supply chain due to dependence on steel, copper, and resin commodity prices with no material hedging affecting gross profit volatility
- Competitive risk from increased use of AI, data analytics, and machine learning by competitors potentially reducing market share and pressuring margins
- Financial risk from customer concentration: top 10 customers accounted for ~40% of net sales fiscal 2025, with Sonepar USA alone >10% sales and 13% accounts receivable
Management Discussion & Analysis
- Revenue $2.85B, down 11.0% YoY ($351.7M decrease) due to 11.9% lower average selling prices and divestitures
- Operating income $23.2M vs $624.8M; operating margin declined sharply to 0.8% from 19.5%
- Electrical segment sales fell 15.1% to $2.0B with Adjusted EBITDA down 54.6% to $330.5M; Safety & Infrastructure grew sales 0.5% to $853.4M with 21.3% EBITDA increase to $109.2M
- Cash and equivalents $506.7M, up $155.3M; capex $107.1M on production capacity and growth initiatives; no borrowings on $325M ABL facility; dividend program initiated fiscal 2025
- Management highlights economic uncertainty, raw material price fluctuations, and restructuring costs including $214.4M asset impairment; cautious on supply chain, inflation, and geopolitical risks impacting future operations
AI summary of the ATKR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 26, 2026
Management Discussion & Analysis
- Quarterly revenue $794.8M, up 8.1% YoY from $735.0M, driven by volume growth
- Net income $0.7M vs $43.0M YoY, pressured by $50.0M litigation settlement expense
- Electrical best segment: sales $578.3M, up 10.9%; margin 15.4% vs 15.6% YoY
- Safety & Infrastructure weakest: sales $216.8M, up 1.3%; margin 13.0% vs 14.4% YoY
- Cash $346.2M; nine-month operating cash flow $(90.3)M vs $192.4M, amid tariffs, inflation, rates, conflicts and supply-chain risks
Risk Factors
- Merger completion risk: New August 2, 2026 Prysmian agreement requires stockholder approval and regulatory clearances in Austria, Australia, and Canada
- Regulatory risk: Hart-Scott-Rodino and other approvals could impose divestitures, delay closing, or prevent the Merger
- Operational risk: Merger restrictions may block strategic transactions and significant financing without Prysmian’s consent
- Legal risk: Merger-related stockholder litigation could divert management and delay completion
- Financial risk: Termination could require approximately $115.9 million Company Termination Fee alcove
AI summary of the ATKR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- HSR antitrust waiting period expired September 14, 2026, removing one key regulatory closing condition
- Prysmian merger remains subject to stockholder approval by majority of outstanding voting shares
Item 1.01: Entry into a Material Definitive Agreement
- Prysmian to acquire Atkore for $95.00 cash per share, converting Atkore into a wholly owned subsidiary
- Unanimous board approval and recommendation; shareholder approval requires a majority of outstanding shares
Item 7.01: Regulation FD Disclosure
- Proposed Atkore–Buyer transaction moving toward proxy solicitation and stockholder approval
- Definitive proxy statement pending; SEC filings will detail transaction terms and voting matters
Item 2.02: Results of Operations and Financial Condition
- Filing contains only signature information, not the Item 2.02 earnings results
- No fiscal 2026 financial figures or operating metrics available for investor analysis
Item EX-99.1: Item EX-99.1
- Prysmian acquisition agreement at $95.00 per share, valuing Atkore’s enterprise at approximately $3.8 billion
- Q3 net sales $794.8M, up 8.1%, while Adjusted EBITDA rose 4.7% to $104.7M
AI summaries of ATKR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ATKR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| WYNN BETTY R. | A | Aug 28, 2026 | 27.879 | - |
| James Wilbert W Jr | A | Aug 28, 2026 | 60.394 | - |
| Lowe LeAngela W. | A | Aug 28, 2026 | 35.998 | - |
| Pregenzer John W | A | Aug 28, 2026 | 82.082 | - |
| Lamps Mark F. | A | Aug 28, 2026 | 47.268 | - |
| Edwards Barbara Joanne | A | Aug 28, 2026 | 18.127 | - |
| Alvey James William | A | Aug 28, 2026 | 9.347 | - |
| Deitzer John Michael | A | Aug 28, 2026 | 47.307 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.2B | $2.9B |
| Gross Profit | - | $1.1B | $676.1M |
| Operating Income | - | $624.8M | $23.2M |
| Net Income | - | $472.9M | -$15.2M |
| Gross Margin | - | 33.7% | 23.7% |
| Op. Margin | - | 19.5% | 0.8% |
| Net Margin | - | 14.8% | -0.5% |
| Balance Sheet | |||
| Total Assets | $2.9B | $3.0B | $2.9B |
| Equity | $1.5B | $1.5B | $1.4B |
| ROE | - | 30.7% | -1.1% |
| Per Share | |||
| EPS | - | $12.69 | $-0.45 |
| Cash Flow | |||
| Operating CF | - | $549.0M | $402.8M |
| CapEx | - | $149.9M | $107.1M |
Source: XBRL data in Atkore Inc. (ATKR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ATKR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $941.2M |
| Q1 2026 | 29 | $666.5M |
| Q4 2025 | 27 | $727.7M |
| Q3 2025 | 28 | $734.5M |
| Q2 2025 | 28 | $801.2M |
| Q1 2025 | 26 | $544.6M |
| Q4 2024 | 23 | $725.5M |
| Q3 2024 | 20 | $487.7M |
- BlackRock+489.4K (+19%)
- JPMorgan Chase & Co+270.6K (+108%)
- D.E. Shaw & Co+84.2K (+137%)
- Dimensional Fund Advisors+71.8K (+6%)
- State Street Corp+71.3K (+9%)
- Bank of America Corp−23.5K (-5%)
- Wells Fargo & Co−22.2K (-12%)
- Millennium Management−15.4K (-39%)
- Franklin Resources−8.7K (-29%)
- Raymond James Financial−3.1K (-5%)
- Bridgewater Associates LP+21.8K
- Marex Group plc+3.9K
- Citadel Advisors LLC−64.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 211 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ATKR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Aug 10, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 26, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - |
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ATKR SEC filings: frequently asked questions
Are ATKR insiders buying or selling?
In the last 90 days, Atkore Inc. (ATKR) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $28,125 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ATKR stock?
As of June 30, 2026, the largest Atkore Inc. (ATKR) holders among the 13F filers tracked by SignalX were BlackRock ($237.0 million), Vanguard Portfolio Management LLC ($161.4 million), Vanguard Capital Management LLC ($115.9 million), Dimensional Fund Advisors ($98.8 million), State Street Corp ($68.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ATKR's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), Atkore Inc. (ATKR) reported revenue of $2.9 billion (down 11.0% from FY2024) and a net loss of $15.2 million. Diluted EPS was -$0.45. The figures come from the XBRL data in the 10-K.
What are the main risks in ATKR's latest 10-K?
In the 10-K filed November 26, 2025, Atkore Inc. (ATKR) flagged: Regulatory risk from changes to National Electrical Code and related state/local laws potentially increasing compliance costs or expanding alternative product competition. Macroeconomic risk from U.S. non-residential construction dependency; starts rose to 1,209 million sq ft in fiscal 2025 but remain cyclical and sensitive to interest rates. (AI summary of the Risk Factors section.)
What did ATKR report in its latest 8-K?
Atkore Inc. (ATKR) filed an 8-K on September 15, 2026 reporting Item 8.01 (Other Events). HSR antitrust waiting period expired September 14, 2026, removing one key regulatory closing condition.
What are the latest ATKR SEC filings?
Atkore Inc. (ATKR) filed its latest 10-K annual report on November 26, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on August 31, 2026.
What is ATKR's SEC CIK number?
Atkore Inc. (ATKR)'s SEC Central Index Key (CIK) is 1666138. EDGAR lists every ATKR filing under that number.
Ask anything about ATKR
The research agent reads ATKR's filings, financials, insider trades and 13F holders, then answers with sources.