$ATI

Harris Timothy J (Senior VP and CDIO) sold 16,500 shares of ATI INC (ATI) at $206.92 ($3.41M total) on 2026-08-24 under a Rule 10b5-1 trading plan.

ATI Inc., a Pittsburgh-based specialty materials producer, restructured in 2013 and 2020, focusing on High-Performance Materials & Components and Advanced Alloys & Solutions. In Q1 2026, earnings beat estimates but revenues missed. The company benefits from aerospace and defense demand but faces risks from production ramps and supply-chain issues.

Fields Kimberly A (Chair, President and CEO) sold 24,845 shares of ATI INC (ATI) at an average of $231.19 ($228.32–$232.43, $5.74M total) across 5 trades on 2026-08-17 under a Rule 10b5-1 trading plan.

Simply Wall St reports ATI Inc. posted Q2 2026 results with sales of $1,261.1 million and net income of $151.0 million. The company completed $705.12 million of share repurchases, retiring 6.57% of shares since 2024, and cited a record $4.40 billion backlog and margin gains tied to aerospace and defense demand.

ATI reported Q2 2026 results in an earnings call. Revenue rose 11% to $1,261.1 million, with adjusted EBITDA up 37% to $284.4 million and margin expanding to 22.6%. Backlog reached a record $4.4 billion. Adjusted EPS was $1.23. Full-year 2026 guidance: adjusted EBITDA $1.135B-$1.185B and adjusted EPS $4.90-$5.18.

ATI reported Q2 results with year-on-year growth attributed to portfolio transformation and higher-value mix, plus operational improvements, record backlog, and demand in aerospace and defense. Management said AA&S is becoming a durable earnings driver, targeting mid-20% EBITDA margins. Analysts asked about free cash flow vs EBITDA, HPMC margins, and airframe growth; CFO discussed cash conversion timing and incremental margins.

ATI management said aerospace and defense demand should support high-teens jet engine revenue growth and continued strength in naval nuclear and missile applications. It expects new Mexico and furnace capacity to raise output 15% to 20% by early 2028, aiding margin gains. Shipment timing shifted to the second half, with inventory and receivables watched for cash flow.

ATI Inc. reported Q2 revenue of about $1.3b, 3.5% above analyst forecasts, and statutory EPS of $1.09, 6.6% above expectations. For 2026, eight analysts raised consensus revenue to $5.15b and EPS to $4.84, up from $4.98b and $4.39. The average price target increased 21% to $243.

Friday’s jobs data showed 23,000 fewer jobs in July and May and June payrolls were revised down by 103,000, easing near-term Fed rate pressure. The 10-year Treasury yield fell to 4.64%. The S&P 500 rose 0.6% to a record as Q2 earnings showed near 50% profit growth. The article also lists options trades in NVO, SPCX, PGEN, OSCR, YOU, PLTR, CF, OUST, CMPS, and ATI.

ATI reported Q2 sales of $1.26B, up 10.6% year over year and 3.4% above forecasts, with adjusted EPS of $1.23, 18.3% above expectations. Operating margin rose to 17.4% from 14.1%. Shares rose 11.7% in the afternoon. The article also notes ATI’s stock volatility and recent macro-driven moves.