SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

ATKR

状态日期：2026-05-27

观察
中高低正常
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

总览股票跟踪推文AI关注我

中性

60D / 252D

信号分数

28

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

-11.0%

deteriorating

概览

核心结论

作者立场：中性；价格动量：中性。最新证据：Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electron... 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 3 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

中性

首次提出

2026-04-23 03:12

来源

llm

更新时间

2026-04-27 01:09

作者立场：中性；价格动量：中性。最新证据：Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electron...

当前观点证据

2026-04-23 03:12中性

Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electron...

Serenity 变化

时间线

首次提出2026-04-23 03:12中性
原推

Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electron...

  1. 2026-04-27 01:09中性上下文更新

    TLDR of recent news + bottlenecks that go brr: 1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1. CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM / $KLAC, etc. go brr. 2. PGME / PGMEA s...

  2. 2026-04-23 03:12中性上下文更新

    Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electron...

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 3

复核时间：2026-06-26

证据

证据摘要

最新期 2025营收 3BBeta 1.67披露 10-Q
展开证据详情

年度数据

基本面证据

最新期

2025

营收

3B

营收同比

-11.0%

毛利率

22.2%

2022

营收 4BYoY 33.7%经营 31.6%净利 23.3%

2023

营收 4BYoY -10.1%经营 25.4%净利 19.6%

2024

营收 3BYoY -9.0%经营 19.5%净利 14.8%

2025

营收 3BYoY -11.0%经营 8.3%净利 -0.5%

简读 + 重点消息

消息面

0 条 7日新闻，压力 低。

2026-05-17 11:31globenewswire.com
ATKR Long-Term Investors Have the Opportunity to Join Investigation of Atkore Inc. with the Schall Law Firm
2026-05-15 08:00newsfilecorp.com
SHAREHOLDER ALERT: Kaskela Law LLC Announces Investigation of Atkore Inc. (ATKR) and Encourages Long-Term ATKR Investors to Contact the Firm
2026-05-14 19:08seekingalpha.com
Atkore: A Discounted Electrical Infrastructure Name

近期披露

披露信息

最新披露为 2026-05-06 的 10-Q；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

2026-05-0610-Q
atkr-20260327.htm
2026-05-058-K
atkr-20260505.htm
2026-04-298-K
atkr-20260429.htm

近期推文

作者立场

立场

中性

价格动量

中性

2026-04-23 03:12中性

Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electron...

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

1.67

敏感度

高 beta

情绪风险

低

估值风险

正常

背景

行业与主题

industrials-electrical-equipment-parts

ai-infrastructuresemiconductorsenergy-poweraerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to ATKR, not only Electrical Equipment & Parts

背景

行业背景

industrials-electrical-equipment-parts

提及 5新闻 6股票 17
股票池

ATKR

观察中高低正常

状态日期：2026-05-27

复核时间：2026-06-26

作者立场

中性

llm

价格动量

中性

60D / 252D

信号分数

28

新增信息排序

24h 提及

0

短线新增

7天提及

0

高

30天提及

0

长周期热度

7日新闻

0

低

30日披露

3

10-Q

收入同比

-11.0%

deteriorating

Beta

1.67

高 beta

llm · 2026-04-27 01:09

Serenity 时间线

首次提出2026-04-23 03:12中性
原推

Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electron...

  1. 2026-04-27 01:09中性上下文更新

    TLDR of recent news + bottlenecks that go brr: 1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1. CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM / $KLAC, etc. go brr. 2. PGME / PGMEA s...

  2. 2026-04-23 03:12中性上下文更新

    Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electron...

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

3B

营收同比

-11.0%

毛利率

22.2%

营收趋势

营收趋势线
4B2B0

需要继续工作的地方

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to ATKR, not only Electrical Equipment & Parts

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

industrials-electrical-equipment-parts

提及 5新闻 6股票 17
2021 营收: 3B2022 营收: 4B2023 营收: 4B2024 营收: 3B2025 营收: 3B2021 趋势线: 3B2022 趋势线: 4B2023 趋势线: 4B2024 趋势线: 3B2025 趋势线: 3B20212022202320242025

利润趋势

净利润毛利营业利润
2B794M-242M2021 净利润: 588M2022 净利润: 913M2023 净利润: 690M2024 净利润: 473M2025 净利润: -15M2021 毛利: 1B2022 毛利: 2B2023 毛利: 1B2024 毛利: 1B2025 毛利: 634M2021 营业利润: 799M2022 营业利润: 1B2023 营业利润: 894M2024 营业利润: 625M2025 营业利润: 238M20212022202320242025

利润率趋势

毛利率营业利润率净利率
46.8%20.2%-6.3%2021 毛利率: 37.3%2022 毛利率: 41.0%2023 毛利率: 36.4%2024 毛利率: 31.9%2025 毛利率: 22.2%2021 营业利润率: 27.3%2022 营业利润率: 31.6%2023 营业利润率: 25.4%2024 营业利润率: 19.5%2025 营业利润率: 8.3%2021 净利率: 20.1%2022 净利率: 23.3%2023 净利率: 19.6%2024 净利率: 14.8%2025 净利率: -0.5%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
20213B-37.3%27.3%20.1%
20224B33.7%41.0%31.6%23.3%
20234B-10.1%36.4%25.4%19.6%
20243B-9.0%31.9%19.5%14.8%
20253B-11.0%22.2%8.3%-0.5%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 低 · 高

简读 + 重点消息

消息面

消息简读

0 条 7日新闻，压力 低。

重点消息

2026-05-17 11:31globenewswire.com
ATKR Long-Term Investors Have the Opportunity to Join Investigation of Atkore Inc. with the Schall Law Firm
2026-05-15 08:00newsfilecorp.com
SHAREHOLDER ALERT: Kaskela Law LLC Announces Investigation of Atkore Inc. (ATKR) and Encourages Long-Term ATKR Investors to Contact the Firm
2026-05-14 19:08seekingalpha.com
Atkore: A Discounted Electrical Infrastructure Name
2026-05-14 18:00businesswire.com
Atkore Inc. to Attend the 2026 KeyBanc Industrials & Basic Materials Conference
2026-05-13 10:40zacks.com
Is Atkore (ATKR) Stock Undervalued Right Now?
2026-05-05 10:41seekingalpha.com
Atkore Inc. (ATKR) Q2 2026 Earnings Call Transcript
2026-05-05 08:27zacks.com
Atkore Inc. (ATKR) Q2 Earnings and Revenues Surpass Estimates
2026-05-05 06:00businesswire.com
Atkore Inc. Announces Second Quarter 2026 Results
2026-05-04 06:00businesswire.com
Atkore Inc. Announces Sale of Surface Protection Business in Belgium to ZINQ
2026-04-30 17:00businesswire.com
Atkore Inc. Declares Quarterly Dividend

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-06 的 10-Q；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

近期披露

2026-05-0610-Q
atkr-20260327.htm
2026-05-058-K
atkr-20260505.htm
2026-04-298-K
atkr-20260429.htm
2026-04-088-K
atkr-20260408.htm
2026-02-038-K
atkr-20260203.htm
2026-02-0310-Q
atkr-20251226.htm
2026-02-028-K
atkr-20260202.htm
2025-12-028-K
atkr-20251202.htm
2025-11-2610-K
atkr-20250930.htm
2025-11-218-K
atkr-20251120.htm

beta / 动量 / 主题

大盘敏感度

Beta

1.67

状态

高 beta

立场

中性

动量

中性

观察 · 正常

板块定位

行业

industrials-electrical-equipment-parts

ai-infrastructuresemiconductorsenergy-poweraerospace-defense