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Sep 28, 2025
ATI Q3 2025 Earnings Report
ATI posted higher revenue and profits in Q3 2025, driven by strong aerospace & defense demand and improved segment margins.
Key Takeaways
ATI delivered a solid third quarter with $1.13 billion in sales and $110 million in net income. Adjusted EBITDA reached $225 million, with strong performance in the HPMC and AA&S segments. The company raised full-year guidance based on continued demand in core markets.
Sales reached $1.13 billion, up 7% year-over-year, led by aerospace & defense.
Net income rose to $110 million, or $0.78 per share.
Adjusted EBITDA was $225 million, representing 20.0% of sales.
Strong segment performance: HPMC margin reached 24.2% and AA&S hit 17.3%.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
ATI raised its full-year 2025 guidance, expecting stronger adjusted EPS and cash flow based on continued momentum in aerospace & defense.
Positive Outlook
- Raised full-year adjusted EPS guidance to $3.15–$3.21.
- Q4 adjusted EBITDA forecasted at $221M–$231M.
- YTD operating cash flow improved by $273 million vs. prior year.
- Strong defense-related demand expected to continue.
- Repurchased $150M in shares in Q3, showing capital discipline.
Challenges Ahead
- Sequential revenue declined slightly from Q2 (-1%).
- Medical and energy markets showed year-over-year sales declines.
- Free cash flow impacted by capital expenditures and repurchases.
- Reduced conventional energy sales versus last year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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