Inve US ▾
ATATI

What ATI promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

26 of 31 judged targets kept · 36 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Adjusted EBITDA$245 million to $255 millionMar 2026Jun 2026:Second quarter adjusted EBITDA was $284 million, $29 million above the high end of our prior guidance.
Call transcript, Jun 2026 · no direct link
Achieved
AA&S segment marginin the upper teensDec 2025Jun 2026:AA&S full year EBITDA margin will be in the low 20% range, an improvement over the upper teens level we communicated last quarter.
Call transcript, Jun 2026 · no direct link
Revised Up
Adjusted EBITDA$305 million to $315 millionJun 2026Jun 2026:in the third quarter of 2026, we anticipate adjusted EBITDA of $305 million to $315 million
Call transcript, Jun 2026 · no direct link
New

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open ATI’s full ledger

A free account opens 5 company ledgers a month. All 67 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 67 tracked commitments for ATI

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.