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Jun 29
ATI Q2 2025 Earnings Report
ATI's Q2 2025 earnings report showed continued year-over-year sales growth driven by aerospace & defense, with strong demand for commercial jet engines.
Key Takeaways
ATI Inc. reported strong second quarter 2025 results, with sales reaching $1.14 billion and net income attributable to ATI of $100.7 million. The company experienced significant year-over-year growth in net income, EPS, and adjusted EBITDA, primarily driven by robust demand in the aerospace and defense markets. ATI also raised its full-year adjusted earnings and cash flow guidance, reflecting confidence in continued strong performance.
Sales for Q2 2025 were $1.14 billion, a 4% increase year-over-year.
Net income attributable to ATI grew by 23% year-over-year to $100.7 million.
Diluted EPS increased by 21% year-over-year to $0.70, with adjusted EPS at $0.74.
Aerospace and defense sales accounted for 67% of total sales, reaching $762 million, with commercial jet engine sales up 27% 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
ATI is providing third quarter and updated full year 2025 guidance, raising the mid-point of full year adjusted earnings and cash flow guidance, reflecting strong demand and operational performance.
Positive Outlook
- Full year 2025 Adjusted EBITDA guidance is $810 million - $840 million.
- Full year 2025 Adjusted Earnings Per Share guidance is $2.90 - $3.07.
- Full year 2025 Adjusted Free Cash Flow guidance is $270 million - $350 million.
- Strong demand is expected to continue from A&D customers, with production and deliveries ramping up through 2025 and into 2026.
- Recent long-term contract extensions with major airframe companies underscore ATI's strong market position.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the provided text.
- The company assumes no duty to update forward-looking statements, indicating potential for changes.
- Forward-looking statements are subject to known and unknown risks, uncertainties, and other factors.
- Potential risks include material adverse changes in economic or industry conditions, volatility in raw material prices, and labor disputes.
- Business and economic disruptions from extraordinary events beyond control, such as war or natural disasters, could impact performance.
Revenue & Expenses
Visualization of income flow from segment revenue to net income