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Stock impact report

Atkore: A Cycle-Proof Cash Machine the Market Still Prices for Decline [Yahoo! Finance]

Atkore Inc. (ATKR) 
Last atkore inc. earnings: 8/7 06:00 am Check Earnings Report
US:NYSE Investor Relations: investors.atkore.com
Company Research Source: Yahoo! Finance
paper: PVC and steel conduit, cable tray, metal framing, fittings. The products are standardized, spec-driven, and priced off resin and steel. At first glance, it is easy to assume that the company's record margins are a temporary artifact of post-COVID demand and elevated PVC spreads. Warning! GuruFocus has detected 6 Warning Signs with ATKR. Is ATKR fairly valued? Test your thesis with our free DCF calculator. The deeper reality is more interesting. Atkore's economics were improving well before the pandemic, and for reasons that have little to do with any single cycle. The company emerged from a private-equity carve-out with a dense U.S. manufacturing footprint, a disciplined culture around price and mix, and a product ecosystem that is embedded in how engineers design and contractors estimate projects. That combination, local cost advantage plus digital lock-in, is not temporary. Yet the stock is still often valued as if the last few years were mostly windfall. Investors fo Show less Read more
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