ATI (ATI) Q1 FY26 earnings call

Earnings call· Mar 2026 (Q1 FY26)· Industrials· Apr 30, 2026

Source: earnings call transcript

ATI delivered a strong first quarter, exceeding guidance with expanded margins and improved cash flow, driven by strategic allocation of capacity to high-value aerospace, defense, and specialty energy markets. The company raised its full-year guidance, confident in its record backlog and operational execution, despite a temporary decline in airframe revenue and geopolitical monitoring.

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ATI operating KPIs by quarter

ATI operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Mar 2026 Q1 FY26	Jun 2026 Q2 FY26	Change vs prior quarter
Backlog	$4.1B Order activity continues to be strong with our order backlog growing by 10% sequentially to an all-time high of $4.1 billion. Source: earnings call transcript	$4.4B That expanding revenue was supported by another record backlog of $4.4 billion, up 18% from a year ago and 7% sequentially. Source: earnings call transcript	+7.3%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.