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Mar 30
ATI Q1 2025 Earnings Report
Reported strong year-over-year sales growth driven by aerospace & defense in the first quarter of 2025.
Key Takeaways
ATI Inc. reported first quarter 2025 results with sales of $1.14 billion and net income attributable to ATI of $97.0 million, or $0.67 per share. Adjusted net income was $104.4 million, or $0.72 per share, and adjusted EBITDA was $194.6 million, or 17.0% of sales. Aerospace and defense sales represented 66% of total sales.
Sales for Q1 2025 were $1.14 billion, a 10% increase year-over-year.
Net income attributable to ATI for Q1 2025 was $97.0 million, a 47% increase year-over-year.
Diluted EPS for Q1 2025 was $0.67, a 46% increase year-over-year.
Adjusted EBITDA for Q1 2025 was $194.6 million, a 29% increase year-over-year.
ATI
ATI
ATI Revenue by Segment
Revenue by Segment
High Performance Materials & Components Revenue
CapyFin.comAdvanced Alloys & Solutions Revenue
CapyFin.com Forward Guidance
The company is providing second quarter and updated full year 2025 guidance, assuming share repurchases of approximately $250 million in the second quarter.
Positive Outlook
- Q2 2025 Adjusted EBITDA guidance is between $195 million and $205 million.
- Full Year 2025 Adjusted EBITDA guidance is between $800 million and $840 million.
- Q2 2025 Adjusted Earnings Per Share guidance is between $0.67 and $0.73.
- Full Year 2025 Adjusted Earnings Per Share guidance is between $2.87 and $3.09.
- Full Year 2025 Adjusted Free Cash Flow guidance is between $240 million and $360 million.
Challenges Ahead
- Detailed reconciliations of forward-looking non-GAAP financial measures to GAAP are not available without unreasonable effort.
- Guidance assumes share repurchases of approximately $250 million in Q2, which could impact share count and EPS.
- Macro dynamics continue to evolve, potentially introducing volatility.
- Reliance on the ability to act nimbly and decisively to manage the current environment's volatility.
- Future performance may differ materially due to various risk factors.
Revenue & Expenses
Visualization of income flow from segment revenue to net income