ATI Inc.（ATI）资讯与事件ATIATI Inc.

ATI Signs Long-Term Material Supply Agreement with BWX

ATI (ATI) announced a new long-term strategic material supply agreement with BWX Technologies (BWXT), strengthening the decades-long partnership supporting the U.S. Naval Nuclear Propulsion Program. The agreement runs through fiscal year 2030.

Company Reports Q1 Revenue of $1.15B, CEO Calls Performance Strong

Reports Q1 revenue $1.15B, consensus $1.19B. "We delivered a strong start to 2026, exceeding the upper end of our first quarter earnings guidance range," said Kimberly Fields, CEO. "On a year-over-year basis, we achieved double-digit earnings growth, expanded segment margins, and improved first quarter operating cash flow by more than $220M - our best quarterly performance in fifteen years. Our laser focus on operational discipline is delivering. "While there are macro uncertainties, demand for our highly differentiated materials remains strong and customer production continues to ramp. Our disciplined execution, long-term contractual positions, and critical role across aerospace and defense markets position us well to navigate the environment. Based on our performance and outlook, we are raising our full-year adjusted earnings and free cash flow guidance. We're delivering sustained operating efficiencies, with strong year-over-year margin and cash flow improvement. That performance supports the Board's additional $500M share repurchase authorization. We continue to allocate capital in a disciplined way-investing for growth and returning cash to shareholders, including $75M of repurchases in Q1."

2026 EPS Consensus at $4.22, Adjusted EBITDA View Raised to $1.01B-$1.06B

2026 EPS consensus $4.22. Raises 2026 adjusted EBITDA view to $1.01B-$1.06B from $975M-$1.025B.