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ATI (ATI)
NYSE:ATI
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ATI (ATI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 29, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.86
Last Year’s EPS
0.79
Same Quarter Last Year
Based on 7 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 28, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected a strong financial and operational performance with significant growth in the aerospace and defense sectors, leading to increased full-year guidance. Despite some moderation expected in defense shipments and a contract restructuring impacting revenue, the positive aspects overwhelmingly outweigh the negatives.
Company Guidance
In the ATI Third Quarter 2025 conference call, the company reported strong financial performance, exceeding projections with a 7% year-over-year revenue increase, totaling over $1.1 billion. Adjusted EPS reached $0.85, surpassing the high end of ATI's projected range by $0.10. Adjusted EBITDA was $225 million, with a margin exceeding 20%, nearly double the margin from 2019. The High Performance Materials & Components segment achieved margins above 24%, while the Advanced Alloys & Solutions segment exceeded 17%. Operational cash flow for the year reached $299 million, a $273 million improvement from the previous year. The company returned $150 million to shareholders through share repurchases, with $120 million remaining under authorization. Given this performance, ATI raised its full-year guidance, projecting 2025 adjusted EBITDA between $848 million and $858 million, a $28 million increase at the midpoint, and adjusted free cash flow between $330 million and $370 million, a $40 million increase at the midpoint. The aerospace and defense (A&D) segment was a significant driver, with A&D revenue rising 21% year-over-year in Q3, making up 70% of total revenue. Jet engine revenue grew by 19% year-over-year, and ATI's order book extended into mid-2027, ensuring continued growth and profitability.
Strong Revenue and Earnings Performance
Revenue was up 7% year-over-year, exceeding $1.1 billion. Adjusted EPS was $0.85, $0.10 above the high end of the projected range. Adjusted EBITDA totaled $225 million.
Aerospace and Defense Growth
Total aerospace and defense revenue rose 21% year-over-year, reaching an all-time high of 70% of total revenue. Jet engine revenue grew 19% year-over-year.
Operational Excellence
Productivity gains achieved with higher uptime, improved first pass yield, and expanded manufacturing capabilities. Expanded powder atomization capacity by over 25%.
Increased Full Year Guidance
Adjusted EBITDA for 2025 now forecast between $848 million and $858 million, a $28 million increase at the midpoint. Adjusted free cash flow now forecast between $330 million and $370 million, a $40 million increase at the midpoint.
Defense Segment Outperformance
Defense revenue increased 51% year-over-year and 36% sequentially. Record performance across naval nuclear, rotary craft, missile, and armored vehicle programs.

ATI (ATI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ATI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 29, 2026
2025 (Q4)
0.86 / -
0.79
Oct 28, 2025
2025 (Q3)
0.73 / 0.85
0.641.67% (+0.25)
Jul 31, 2025
2025 (Q2)
0.71 / 0.74
0.623.33% (+0.14)
May 01, 2025
2025 (Q1)
0.59 / 0.72
0.4850.00% (+0.24)
Feb 04, 2025
2024 (Q4)
0.61 / 0.79
0.6423.44% (+0.15)
Oct 29, 2024
2024 (Q3)
0.64 / 0.60
0.559.09% (+0.05)
Aug 06, 2024
2024 (Q2)
0.58 / 0.60
0.591.69% (+0.01)
Apr 30, 2024
2024 (Q1)
0.41 / 0.48
0.49-2.04% (-0.01)
Feb 01, 2024
2023 (Q4)
0.62 / 0.64
0.5320.75% (+0.11)
Nov 02, 2023
2023 (Q3)
0.53 / 0.55
0.533.77% (+0.02)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

ATI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 28, 2025
$91.71$98.53+7.44%
Jul 31, 2025
$94.24$76.94-18.36%
May 01, 2025
$54.38$62.24+14.45%
Feb 04, 2025
$57.96$63.72+9.94%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ATI (ATI) report earnings?
ATI (ATI) is schdueled to report earning on Jan 29, 2026, Before Open (Confirmed).
    What is ATI (ATI) earnings time?
    ATI (ATI) earnings time is at Jan 29, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is ATI EPS forecast?
          ATI EPS forecast for the fiscal quarter 2025 (Q4) is 0.86.
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