ATI ATI (ATI) Q2 FY26 earnings call
ATI delivered a strong second quarter, driven by robust performance in its AA&S segment and a record backlog providing multi-year visibility. The company significantly raised its full-year outlook across all key financial metrics, reflecting structural improvements and confidence in its HPMC growth trajectory. Management emphasized the increasing earnings power and balanced nature of the business, supported by operational excellence and strategic investments.
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ATI operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Backlog | $4.1BOrder 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 | $4.4BThat 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.