ATI makes the superalloys, titanium, and precision forgings that go into jet engines, defense gear, and medical implants — think of it as the metalsmith for machines that must survive extreme heat and stress.
Revenue was USD 4.59B in 2025, with gross margin at 21.79% and net margin at 8.81%. Money comes from selling specialty metals and components to aerospace, defense, and energy customers — recurring orders tied to long production cycles.
Qualifying new alloys for jet engines takes years of testing, so customers like Boeing and GE Aerospace can't easily switch. But titanium supply from cheaper producers like VSMPO-AVISMA and shifting defense budgets could erode pricing power. moat_level: erodin
Strong Buy (sector percentile 91) — value C-, growth B, profitability B-, momentum A+, revisions B+. Updated daily, sector-relative, identical for every user.
Key events, in time order
EPS and revenue beat estimates; GAAP EPS up 56% YoY; company raises full-year guidance.
GAAP diluted EPS up 56% YoY, net income up 50%, adjusted EBITDA up 37%
Institutional purchase reflects confidence; single source but specific detail
Q1 revenue was $1.15 billion with adjusted EBITDA of $232 million, up 19% year-over-year and $6 million above guidance high end
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