Slide 1: First Quarter 2026 Earnings Presentation and Business Update
First Quarter 2026 Earnings Presentation and Business Update February 3, 2026
Slide 2: Cautionary Statements
Cautionary Statements This presentation is provided for general informational purposes only and it does not include every item which may be of interest, nor does it purport to present full and fair disclosure with respect to Atkore Inc. (the “Company” or “Atkore”) or its operational and financial in
Slide 3: Q1 2026 Results & Business Update
Q1 2026 Results & Business Update Net Sales Net Income/(Loss) Adjusted EBITDA1 Diluted EPS/(Loss) Per Share Adjusted Diluted EPS1 $M $M $M $/share $/share -13% 46 +127% 1.31 +127% 752 99 1.63 662 656 -3% 15 0.44 71 69 +20% 0.83 0.69 -54 -1.62 Q1 2025 Q4 2025 Q1 2026 Q1 2025 Q4 2025 Q1 2026 Q1 2025 Q
Slide 4: Q1 Income Statement Summary
Q1 Income Statement Summary Y/Y Y/Y % ($’s in millions) Q1 2026 Q1 2025 Change Change Net Sales $655.5 $661.6 ($6.1) (0.9%) Operating Income $20.1 $67.9 ($47.8) (70.4%) Net Income $15.0 $46.3 ($31.3) (67.6%) Adjusted EBITDA1 $69.1 $99.2 ($30.1) (30.3%) Adjusted EBITDA Margin2 10.5% 15.0% (450 bps) -
Slide 5: Consolidated Atkore Bridges
Consolidated Atkore Bridges Q1 Net Sales Bridge $15 Net Sales % Change 2026 $662M $2 $656M $18 $5 Volume/Mix 2.3% Price (2.7%) Divestiture (0.8%) Other1 0.3% Total (0.9%) 2025 Volume/Mix Price Divestiture Other1 2026 Adjusted EBITDA Bridge2 Adjusted Diluted EPS Bridge2 $4 $1.63 $99M $18 $33 $69M $0.
Slide 6: Key Product Area Trends & Review
Key Product Area Trends & Review FY 2026 YTD Net Sales Year-over-Year Volume/Mix % Change Product Area Trends & Portfolio Updates by Key Product Area1 FY 2026 YTD vs. FY 2025 YTD Metal Framing, Cable management continues to grow in various end-markets Cable Management & 26% - LSD% including data cen
Slide 7: Segment Results
Segment Results Electrical Safety & Infrastructure Y/Y Y/Y ($’s in millions) Q1 2026 Q1 2025 ($’s in millions) Q1 2026 Q1 2025 Change Change Net Sales $469.6 $465.4 0.9% Net Sales $186.3 $196.7 (5.3%) Adjusted EBITDA $55.1 $92.4 (40.4%) Adjusted EBITDA $30.2 $15.6 93.8% Adjusted EBITDA Margin 11.7%
Slide 8: Cash & Balance Sheet Summary
Cash & Balance Sheet Summary Atkore’s strong balance sheet enables continued execution of our capital deployment model with cash generated by the business FY26 YTD Cash Bridge Debt Maturity Profile $M $M $507M $18 $444M $55 $12 $11 $3 $400 $373 $325 FY25 YE Cash Flow Divestiture & Capital Dividend N
Slide 9: Updated FY 2026 Outlook
Updated FY 2026 Outlook FY 2026 Outlook underpinned by anticipated mid-single digit percentage volume growth in FY 2026, driven by expected growth across all key product areas Outlook Summary Outlook Items for FY 2026 Updates to FY 2026 FY 2026 Consolidated Atkore Outlook Outlook Midpoint Comments &
Slide 10: Atkore's Strategic Focus – Today and Tomorrow
Atkore’s Strategic Focus – Today and Tomorrow Prioritize portfolio of domestically manufactured electrical infrastructure Atkore provides comprehensive products solutions to deploy, isolate, and protect critical electrical infrastructure for the long-term Drive operational excellence with the Atkore
Slide 11: Appendix
Appendix © Atkore 11
Slide 12: Segment Information
Segment Information Three months ended December 26, 2025 December 27, 2024 Adjusted Adjusted Adjusted EBITDA Adjusted EBITDA (in thousands) Net sales EBITDA Margin Net sales EBITDA Margin Electrical $ 469,554 $ 55,102 11.7 % $ 465,355 $ 92,387 19.9 % Safety & Infrastructure 186,252 30,187 16.2 % 196
Slide 13: Adjusted Diluted EPS Reconciliation
Adjusted Diluted EPS Reconciliation (Adjusted Net Income Per Diluted Share) Consolidated Atkore Inc. Three months ended December September December (in thousands, except per share data) 26, 2025 30, 2025 27, 2024 Net income $ 15,034 $ (54,420) $ 46,336 Stock-based compensation 4,020 2,505 6,097 Inta
Slide 14: Net Income to Adjusted EBITDA Reconciliation
Net Income to Adjusted EBITDA Reconciliation Consolidated Atkore Inc. Three months ended December September December (in thousands) 26, 2025 30, 2025 27, 2024 Net income $ 15,034 $ (54,420) $ 46,336 Interest expense, net 6,899 7,926 8,209 Income tax expense 465 (11,350) 12,260 Depreciation and amort
Slide 15: Total Debt to Net Debt
Total Debt to Net Debt Consolidated Atkore Inc. December September June 27, March 28, December September (in thousands) 26, 2025 30, 2025 2025 2025 27, 2024 30, 2024 Short-term debt and current maturities of long-term debt $ 3,730 $ 3,730 $ — $ — $ — $ — Long-term debt $ 757,323 $ 756,802 $ 764,387
Slide 16: Total Debt to Net Debt and Leverage Ratio
Total Debt to Net Debt and Leverage Ratio Consolidated Atkore Inc. December September June 27, March 28, December September ($ in thousands) 26, 2025 30, 2025 2025 2025 27, 2024 30, 2024 Short-term debt and current maturities of long-term debt $ 3,730 $ 3,730 $ — $ — $ — $ — Long-term debt 757,323 7
Slide 17: Free Cash Flow Reconciliation
Free Cash Flow Reconciliation Consolidated Atkore Inc. Three months ended December December (in thousands) 26, 2025 27, 2024 Net cash provided by operating activities $ (55,497) $ 74,374 Capital expenditures (11,758) (41,295) Free Cash Flow $ (67,255) $ 33,079 © Atkore 17
Slide 18: Glossary of Terms
Glossary of Terms Abbreviations listed in alphanumeric order Abbreviation Description Abbreviation Description 1H First Half LDD% Low Double Digit Percentage 2H Second Half LSD% Low Single Digit Percentage ABS Atkore Business System M Million Adj. Adjusted M&A Mergers & Acquisitions B Billion MSD% M
Slide 19: atkore.com
Atkore Confidential A Atkore A Atkore atkore.com BUILDING BETTER TOGETHER 19 Atkore Confidential