Atkore Inc. (ATKR): Analyse Pestle [Jan-2025 MISE À JOUR]

Dans le paysage dynamique des infrastructures industrielles, Atkore Inc. (ATKR) se dresse au carrefour de l'innovation, de la durabilité et de la croissance stratégique. Cette analyse complète du pilon dévoile les forces multiformes qui façonnent la trajectoire de l'entreprise, des investissements gouvernementaux sur les infrastructures aux progrès technologiques de pointe. Plongez profondément dans le réseau complexe de facteurs politiques, économiques, sociologiques, technologiques, juridiques et environnementaux qui non seulement remettent en question mais propulsent le parcours remarquable d'Atkore dans le secteur des matériaux électriques et de construction.

Atkore Inc. (ATKR) - Analyse du pilon: facteurs politiques

Politiques d'investissement aux infrastructures américaines

La loi sur les investissements et les emplois des infrastructures, signés en novembre 2021, alloués 1,2 billion de dollars pour le développement des infrastructures, avec 550 milliards de dollars dans les nouvelles dépenses fédérales ayant un impact direct sur les secteurs des matériaux électriques et de construction.

Catégorie de dépenses d'infrastructure	Budget alloué
Modernisation de la grille électrique	73 milliards de dollars
Infrastructure d'énergie renouvelable	65 milliards de dollars
Transport et infrastructure électrique	110 milliards de dollars

Impact des tarifs commerciaux

Les tarifs d'importation en acier et en aluminium mis en œuvre en 2018 continuent d'affecter les coûts de fabrication des conduits électriques et des matériaux de construction.

• Les tarifs d'acier varient entre 25% à 30%
• Tarifs d'importation en aluminium approximativement 10%

Changements réglementaires dans la construction et les infrastructures électriques

L'édition National Electrical Code (NEC) 2023 introduit de nouvelles réglementations affectant les normes d'infrastructure électrique, ce qui a un impact sur les exigences de conformité des produits d'Atkore.

Zone de réglementation	Exigences de conformité clés
Normes de sécurité électrique	Lignes directrices de protection de mise à la mise à la mise à la terre et de la faute à l'arc
Spécifications de matériau	Critères de résistance au feu et de durabilité plus strictes

Incitations du gouvernement pour la fabrication durable

La loi sur la réduction de l'inflation de 2022 fournit des crédits d'impôt et des incitations pour les investissements de fabrication et d'infrastructure verte durables.

• Crédit d'impôt d'investissement jusqu'à 30% Pour les projets de fabrication verts qualifiés
• Économies d'impôt annuelles potentielles estimées à 4,5 millions de dollars pour des initiatives durables qualifiées

Atkore Inc. (ATKR) - Analyse du pilon: facteurs économiques

Croissance régulière des marchés de la construction et des infrastructures électriques

En 2023, la taille du marché américain de la construction a atteint 1,8 billion de dollars, avec des infrastructures électriques représentant environ 300 milliards de dollars. Le chiffre d'affaires d'Atkore pour l'exercice 2023 était de 2,16 milliards de dollars, reflétant une croissance de 3,7% par rapport à l'année précédente.

Segment de marché	Taille du marché 2023	Taux de croissance
Marché de la construction américaine	1,8 billion de dollars	2.5%
Infrastructure électrique	300 milliards de dollars	3.2%
ATKORE Total Revenue	2,16 milliards de dollars	3.7%

Les coûts de matières premières fluctuants ont un impact sur les marges de fabrication

Les prix en acier en 2023 variaient de 700 $ à 900 $ la tonne, ce qui a un impact sur les coûts de fabrication d'Atkore. La marge brute de l'entreprise était de 36,2% au cours de l'exercice 2023, contre 38,5% en 2022.

Matériel	Gamme de prix 2023	Impact sur les marges
Acier	700 $ - 900 $ la tonne	Réduction de 2,3% de marge
Marge brute d'Atkore 2023	36.2%	Diminué de 38,5%

Ralentissement économique potentiel affectant les dépenses en capital dans le secteur de la construction

La croissance du PIB américaine était de 2,1% en 2023, avec des investissements en construction à 1,4 billion de dollars. Les dépenses en capital d'Atkore se sont élevées à 75 millions de dollars au cours de l'exercice 2023.

Indicateur économique	Valeur 2023	Changement d'une année à l'autre
Croissance du PIB américaine	2.1%	-0.4%
Investissement en construction	1,4 billion de dollars	1.8%
Dépenses en capital atkore	75 millions de dollars	-5.6%

Fortes performances dans les segments d'infrastructure industrielle et résidentielle

Les segments d'infrastructures industriels et résidentiels ont contribué de manière significative aux revenus d'Atkore. Les revenus du segment industriel étaient de 980 millions de dollars, tandis que les infrastructures résidentielles ont atteint 620 millions de dollars au cours de l'exercice 2023.

Segment	Revenus de 2023	Pourcentage du total des revenus
Infrastructure industrielle	980 millions de dollars	45.4%
Infrastructure résidentielle	620 millions de dollars	28.7%
Revenus totaux de l'entreprise	2,16 milliards de dollars	100%

Atkore Inc. (ATKR) - Analyse du pilon: facteurs sociaux

Demande croissante d'infrastructures électriques économes en énergie

Selon la U.S. Energy Information Administration, les investissements en énergie pour les infrastructures électriques ont atteint 57,8 milliards de dollars en 2022. Le secteur des énergies renouvelables a prévu un taux de croissance annuel de 10,3% jusqu'en 2026.

Segment de marché	Investissement (2022)	Taux de croissance projeté
Infrastructure économe en énergie	57,8 milliards de dollars	10.3%
Infrastructure d'énergie renouvelable	42,5 milliards de dollars	12.5%

La main-d'œuvre croissante se concentre sur la durabilité et la responsabilité environnementale

Une enquête en 2023 McKinsey a révélé que 78% des employés préfèrent les entreprises ayant de solides pratiques de durabilité. Les investissements commerciaux durables ont augmenté de 23,4% en 2022.

Métrique de la durabilité	Pourcentage
Les employés priorisent la durabilité	78%
Croissance des investissements commerciaux durables	23.4%

Augmentation des besoins en matière d'urbanisation à l'urbanisation

Les données des Nations Unies indiquent que la population urbaine mondiale a atteint 4,4 milliards en 2022, avec un taux d'urbanisation projeté de 68,4% d'ici 2050. Les investissements en développement des infrastructures sont estimés à 3,7 billions de dollars par an.

Métrique de la population urbaine	Valeur
Population urbaine mondiale (2022)	4,4 milliards
Taux d'urbanisation projeté (2050)	68.4%
Investissement annuel sur les infrastructures	3,7 billions de dollars

Se déplacer vers des solutions de construction modulaires et préfabriquées

La recherche sur les technologies de construction a déclaré la taille du marché de la construction modulaire à 86,5 milliards de dollars en 2022, avec un taux de croissance annuel composé projeté de 6,9% à 2027.

Métrique de construction modulaire	Valeur
Taille du marché (2022)	86,5 milliards de dollars
CAGR projeté (2022-2027)	6.9%

Atkore Inc. (ATKR) - Analyse du pilon: facteurs technologiques

Investissement continu dans les technologies de fabrication avancées

En 2023, Atkore Inc. a alloué 42,3 millions de dollars aux dépenses en capital axées sur les mises à niveau technologiques et les améliorations de l'efficacité de la fabrication. La stratégie d'investissement technologique de l'entreprise démontre un engagement à moderniser les capacités de production.

Catégorie d'investissement technologique	Montant d'investissement (2023)	Pourcentage de revenus
Mises à niveau de l'équipement de fabrication	24,7 millions de dollars	3.2%
Initiatives de transformation numérique	12,5 millions de dollars	1.6%
Recherche et développement	5,1 millions de dollars	0.7%

Implémentation du suivi IoT et numérique dans la gestion de la chaîne d'approvisionnement

Atkore a mis en place des systèmes de suivi compatibles IoT dans 87% de ses installations de fabrication, ce qui a entraîné une amélioration de 22% de la visibilité et de l'efficacité opérationnelle de la chaîne d'approvisionnement.

Métriques d'implémentation IoT	Performance de 2023
Installations avec intégration IoT	87%
Amélioration de l'efficacité de la chaîne d'approvisionnement	22%
Précision de suivi en temps réel	94.6%

Développement de solutions innovantes sur les matériaux électriques et de construction

En 2023, Atkore a déposé 17 nouvelles applications de brevet liées aux technologies de gestion des conduits électriques et des câbles, démontrant une innovation technologique continue.

Métrique d'innovation	2023 données
Demandes de brevet déposées	17
Lancements de nouveaux produits	8
Personnel de R&D	62 ingénieurs

Automatisation et intégration robotique dans les processus de fabrication

Atkore a déployé 43 systèmes robotiques dans ses installations de fabrication, augmentant l'efficacité des lignes de production de 31% et réduisant les coûts de main-d'œuvre de 18% en 2023.

Métriques d'automatisation	Performance de 2023
Systèmes robotiques déployés	43
Augmentation de l'efficacité de la production	31%
Réduction des coûts de la main-d'œuvre	18%

Atkore Inc. (ATKR) - Analyse du pilon: facteurs juridiques

Conformité à la sécurité électrique et aux réglementations du code du bâtiment

Atkore Inc. maintient le respect des normes clés de sécurité électrique, notamment:

Norme de réglementation	Statut de conformité	Certification
Code national électrique (NEC)	Compliance complète	UL répertorié
NFPA 70E Sécurité au travail	Agréé	Conforme à l'OSHA
Normes électriques internationales	ISO 9001: 2015 certifié	Conformité IEC

Protection continue de la propriété intellectuelle

Répartition du portefeuille de brevets:

Catégorie de brevet	Nombre de brevets actifs	Investissement de propriété intellectuelle annuelle
Systèmes de conduits électriques	27	3,2 millions de dollars
Solutions de gestion des câbles	19	2,1 millions de dollars
Processus de fabrication innovants	12	1,5 million de dollars

Adhésion aux normes de sécurité environnementale et au travail

Métriques de la conformité environnementale:

• Règlement sur les déchets dangereux de l'EPA: 100% de conformité
• OSHA Workplace Safety Ratings: zéro violations majeures
• Réduction des émissions de carbone: 22% depuis 2019

Défis juridiques potentiels

Catégorie de risque juridique	Impact financier potentiel	Stratégie d'atténuation
Réclamations de responsabilité de la responsabilité des produits	Couverture d'assurance annuelle de 5,7 millions de dollars	Contrôle de qualité complet
Litige de pratique de fabrication	4,2 millions de dollars de réserve juridique	Surveillance de la conformité proactive
Pénalités de conformité réglementaire	Moins de 0,05% des revenus annuels	Audits internes continus

Atkore Inc. (ATKR) - Analyse du pilon: facteurs environnementaux

Engagement envers les pratiques de fabrication durables

Objectifs de la durabilité environnementale: Atkore s'est engagé à réduire les émissions de gaz à effet de serre de 25% d'ici 2030 à travers les émissions de la lunette 1 et de la portée 2.

Métrique de la durabilité	Performance de 2023	Cible 2024
Consommation d'énergie totale	342 567 MWH	328 000 MWh
Consommation d'énergie renouvelable	18.6%	22%
Réduction de la consommation d'eau	12.4%	15%

Réduction de l'empreinte carbone dans les processus de production

Des stratégies de réduction des émissions de carbone sont mises en œuvre dans 7 installations de fabrication en Amérique du Nord.

Portée des émissions	2023 émissions (tonnes métriques CO2E)	Pourcentage de réduction
Émissions de la portée 1	42,567	8.2%
Émissions de la portée 2	98,234	12.5%

Développement de matériaux électriques et de construction respectueux de l'environnement

Portfolio de produits durables: 37% de la gamme de produits comprend désormais des matériaux recyclés ou des alternatives à faible teneur en carbone.

• Introduit 5 nouvelles solutions de gestion des conduits et des câbles respectueux de l'environnement
• Utilisation accrue de l'acier recyclé dans les enclos électriques de 22%
• Développé des alternatives en PVC à faible émission de carbone pour les infrastructures électriques

Investissement dans les initiatives d'énergie renouvelable et d'économie circulaire

Investissement total dans les initiatives de durabilité: 4,2 millions de dollars en 2023.

Initiative	Montant d'investissement	Impact attendu
Installation du panneau solaire	1,5 million de dollars	Compenser 15% de la consommation d'énergie de l'installation
Recyclage des infrastructures	1,3 million de dollars	Augmenter le taux de recyclage des matériaux à 45%
Mises à niveau de l'efficacité énergétique	1,4 million de dollars	Réduire la consommation d'énergie de 18%

Atkore Inc. (ATKR) - PESTLE Analysis: Social factors

Products align with major US trends: electrification, data center build-outs, and water infrastructure.

You need to look at where the big money is flowing in US infrastructure, and Atkore Inc. is positioned right in the middle of those major social and economic trends. The company's core electrical products-conduit, cable, and fittings-are essential for three massive, non-cyclical growth areas: electrification, data center construction, and critical infrastructure like water.

Specifically, Atkore is delivering sustainable solutions to meet the growing demands of electrification and digital transformation. This isn't just about selling more product; it's about being the foundational supplier for the shift to a low-carbon economy. The company is actively expanding its production capacity for data center solutions, which is a huge tailwind given the AI-driven demand for new, high-density facilities.

While the company is sharpening its focus on its core electrical portfolio, its products are also used in water and plumbing applications, aligning with the national need to upgrade aging water infrastructure. This dual focus gives them exposure to multiple government and commercial spending priorities.

Strong focus on workforce culture, earning a USA Today Top Workplaces award in 2025.

A strong culture is not a soft metric; it's a hard competitive advantage in a tight labor market. Atkore's continuous focus on its 'people-first' culture has resulted in tangible, external validation, which helps with talent attraction and retention. They earned the 2025 USA Today Top Workplaces award, marking their fourth consecutive win.

This commitment is backed by high employee engagement. In fiscal year 2024, the company's engagement and alignment survey saw an overall participation rate of 81%, showing employees feel their voice matters. That level of engagement is defintely a key differentiator, especially for a manufacturer with approximately 5,600 employees globally.

Diversity in the Senior Leadership Team reached 29% in 2024, nearing the 2025 goal of 30%.

Diversity, Equity, and Inclusion (DEI) is a clear strategic priority, not just a compliance checkbox. Atkore set a clear, measurable goal for its Senior Leadership Team (SLT) diversity, which is a critical signal to investors and the next generation of talent. The company has made strong progress toward its 2025 target of 30% diversity across the SLT.

As of 2024, the SLT diversity reached 29%, nearly achieving the target a year ahead of schedule. This progress is part of a broader commitment, which includes being recognized by the Human Rights Campaign Foundation with the Equality 100 Award: Leaders in LGBTQ+ Inclusion.

Here's the quick math on their SLT diversity progress:

Metric	2020 Baseline	2025 Target	2024 Progress (Approx.)
SLT Diversity Percentage	23%	30%	29%

Industry-wide need for multi-disciplinary expertise as construction projects become more complex.

The nature of infrastructure projects is changing. They are no longer just mechanical; they are highly integrated systems-think of a massive new data center requiring complex electrical, cooling, and fire suppression systems all working in concert. This shift creates an industry-wide need for multi-disciplinary expertise, a blend of technical and digital skills.

Atkore is addressing this by focusing on talent development and continuous improvement through its Atkore Business System (ABS). They run a Leadership Development Program (ALDP) to bring in and mentor recent college graduates, which is how you build a future-proof talent pipeline. This is a smart move, because the construction and manufacturing sectors will increasingly require workers who can manage both the physical installation and the digital integration of products.

• Recruit for digital skills in a traditional industry.
• Train existing teams on integrated product solutions.
• Develop leaders who can manage complex, multi-trade projects.

Atkore Inc. (ATKR) - PESTLE Analysis: Technological factors

Expansion into solar torque tubes and grid hardening solutions capitalizes on renewable energy growth.

The core technology driver for Atkore Inc. is the massive push toward electrification and grid modernization, often called grid hardening. The company is strategically positioned as a manufacturer of essential components for utility-scale renewable energy projects, particularly through its focus on solar torque tubes and related infrastructure. This is a direct play on the Inflation Reduction Act (IRA) tax credits, which incentivize domestic production and installation of solar components, limiting import opportunities and bolstering Atkore's domestic manufacturing base.

The Safety & Infrastructure segment, which includes many of these products, saw a net sales increase of 3.4% to $209.3 million in the second quarter of fiscal year 2025 compared to the prior year, showing tangible momentum in these infrastructure-focused areas. This growth is defintely tied to the need for resilient electrical infrastructure that can handle distributed power generation from solar farms and withstand extreme weather events. The technology here is less about a single new product and more about the scale and durability of their existing conduit, cable management, and metal framing systems in demanding environments.

Demand for electrical products is high for data centers and telecommunications infrastructure.

The relentless global demand for data center and telecommunications capacity is a significant technological tailwind for Atkore. Data centers, which require vast amounts of electrical conduit, cable management, and support systems, are key end markets for the company's Metal Framing, Cable Management, and Metal Electrical Conduit segments. The company's Unistrut Metal Framing System is a preferred support system for mechanical, electrical, and plumbing (MEP) applications in these facilities, including structural ceiling systems designed to support heavy loads.

While the broader telecommunications market has shown some softness, the massive build-out of data centers for cloud computing and artificial intelligence (AI) is compensating. For the first quarter of fiscal year 2025, net sales from the Metal Framing, Cable Management, and Construction Services product area increased mid-single digits from the prior year, highlighting the strength of this market exposure.

Key Technological End Market	Atkore Product Focus	FY 2025 Financial Indicator
Utility-Scale Solar (Grid Hardening)	Solar Torque Tubes, Conduit, Cable Management	Safety & Infrastructure Q2 Net Sales: $209.3 million (up 3.4%)
Data Centers & Industrial	Unistrut Metal Framing, Electrical Conduit, Cable Tray Systems	Metal Framing, Cable Management, & Construction Services Q1 Net Sales: Increased mid-single digits
Electrification & Digital Transformation	Broad Portfolio (Conduit, Cable, Fittings)	Full-Year Net Sales Outlook: $2,850 million to $2,950 million

Industry shift toward prefabrication and modular construction methods requires compatible materials.

The construction industry is rapidly adopting prefabrication and modular methods to cut costs and accelerate project timelines. This shift requires suppliers to move beyond simply selling raw materials to providing integrated, ready-to-install solutions. Atkore is addressing this through its Off-Site Manufacturing (OSM) and Global Construction Services groups, which offer a competitive edge.

Their service model is based on Design for Manufacture and Assembly (DfMA), which boosts on-site productivity by delivering pre-assembled kits and modular systems. They offer 2D/3D modular systems for metal framing, cable management, and electrical components, plus Pre-Wired & Modular Devices for lighting and power applications. This is a smart move, as it embeds Atkore deeper into the construction workflow, making their products harder to swap out. One invoice for all the components simplifies things for the contractor.

Digital transformation is pushing real-time data feeds and cloud-based integrations in the supply chain.

For a company with an estimated full-year 2025 Adjusted EBITDA of $390 million to $410 million, managing a complex, global supply chain is critical. The industry trend is a move to Digital Supply Networks (DSNs) that use cloud-based platforms, the Internet of Things (IoT), and Artificial Intelligence (AI) to provide end-to-end visibility and real-time data.

Atkore is facilitating this digital shift externally by providing customers with design tools like a BIM toolbar and BIM/CAD models for easy specification and integration into digital construction plans (Building Information Modeling). Internally, their ability to control product schedules and expedite with plants globally through their construction services implies a highly integrated, data-driven system for managing inventory and logistics. This level of global coordination is impossible without cloud-based integration and real-time data feeds to manage their 5,600 employees and extensive product portfolio.

• Integrate BIM/CAD models to streamline design and prefabrication.
• Control global product schedules to optimize supply chain logistics.
• Use cloud platforms for real-time data sharing with construction partners.

Atkore Inc. (ATKR) - PESTLE Analysis: Legal factors

The legal and regulatory landscape for Atkore Inc. is currently defined by two major forces: aggressive US trade policy on raw materials and the growing demand for environmental transparency in construction. These factors don't just add compliance costs; they fundamentally reshape your competitive pricing and product strategy. The key takeaway is that Atkore's domestic manufacturing base and proactive Environmental Product Declaration (EPD) strategy are defintely turning legal risks into a structural advantage in 2025.

Trade regulations on imported materials (like PVC and steel conduit) directly impact domestic pricing power.

The reinstatement and subsequent increase of Section 232 tariffs on steel imports in 2025 is a critical legal factor that directly impacts the cost of raw materials for your competitors. For Atkore, which is predominantly sourced and manufactured domestically, this is a significant tailwind. The tariff rate on imported steel and derivative products-including steel conduit-was doubled from 25% to 50% as of June 4, 2025.

This massive tariff hike creates a substantial cost gap between domestic manufacturers like Atkore and foreign suppliers. To be fair, the PVC segment still sees over 10% of the overall market imported, mainly from Central and South America and China, but the steel price pressure is much more immediate and severe for importers. This tariff structure effectively shields Atkore's pricing power in its core steel conduit portfolio. It's a clear case where a political decision translates to a financial opportunity.

Raw Material	US Import Tariff (2025)	Impact on Atkore (Domestic Manufacturer)
Steel and Derivative Products (e.g., Conduit)	Increased to 50% (as of June 4, 2025)	Significant competitive advantage; improves domestic pricing power and margins.
PVC (Polyvinyl Chloride)	Subject to various duties; over 10% of market is imported	Tariffs on steel improve relative position; lower labor cost foreign suppliers still a factor in PVC.

Compliance with evolving building codes and safety standards for smart electrical systems is defintely critical.

As the market shifts toward smart buildings, data centers, and renewable energy, compliance with the latest building codes, like the National Electrical Code (NEC), becomes an ongoing legal and product development challenge. Atkore's focus on products for data centers, telecommunications, and solar applications means its product lines must anticipate and meet the most stringent safety and performance standards for these complex, high-voltage systems.

The legal risk here isn't just a fine; it's product obsolescence. To mitigate this, Atkore provides a Building Information Modeling (BIM) Toolbar, giving engineers and contractors access to over 1,000 of its product families and assemblies in the Autodesk Revit platform. This tool helps ensure their products are correctly specified and integrated into complex designs, reducing the risk of non-compliance on major projects. This is how you embed compliance into the design process itself.

Must adhere to Environmental Product Declaration (EPD) standards for transparency on product environmental impact.

The push for green building certifications like LEED and state-led initiatives such as the Buy Clean California Act is turning voluntary environmental declarations into a de facto legal requirement for major projects. An Environmental Product Declaration (EPD) is a verified report that documents a product's environmental impact over its life cycle (Life Cycle Assessment or LCA).

Atkore has been proactive, publishing EPDs for a substantial portion of its core product lines, including Galvanized Steel, Stainless Steel, and PVC Conduit & Fittings portfolios. This transparency covers products representing approximately half of Atkore's global sales. This adherence to standards like ISO 14025 is essential for customers needing to calculate their Scope 3 embodied carbon emissions and secure green building points.

• EPD Coverage: Published EPDs for core products covering approximately 50% of global sales.
• Compliance Standard: EPDs conform to international standards, including ISO 14025.
• Customer Benefit: EPDs help customers earn points toward green building certifications like LEED.

Governance review is underway to focus the portfolio on core electrical infrastructure.

A major governance-led action is the strategic review, announced in September 2025, focused on optimizing the portfolio. This isn't just a business decision; it's a legal and fiduciary move to enhance future financial returns and long-term shareholder value.

The review is targeting assets that don't fit the core electrical infrastructure business, including the potential sale of the High-Density Polyethylene (HDPE) pipe and conduit business, which primarily serves the telecommunications market. Plus, the company is consolidating three manufacturing facilities in calendar year 2026 to reduce costs. This corporate restructuring, while complex, is a legal commitment to a tighter, more profitable core business, which is reflected in the fiscal year 2025 Adjusted EBITDA outlook of $390 million to $410 million.

Atkore Inc. (ATKR) - PESTLE Analysis: Environmental factors

You're looking for a clear read on Atkore Inc.'s environmental standing, and the short answer is they've already hit their major 2025 targets, which is a strong signal for operational efficiency and risk management. This early achievement puts them in a solid position to capitalize on the massive tailwinds from green infrastructure spending.

Company achieved its 2025 goal of a 10% reduction in Scope 1 and 2 GHG intensity a year early.

Atkore Inc. has demonstrated a defintely strong commitment to operational sustainability by achieving its key climate goal a full year ahead of schedule. The company's target was to reduce its Scope 1 (direct) and Scope 2 (indirect from purchased energy) greenhouse gas (GHG) emissions intensity by 10% by the end of fiscal year 2025, using a 2020 baseline. They hit this mark in fiscal year 2024, achieving a reduction of 10.4%.

This early success translates into a significant reduction in their operational carbon footprint, mitigating transition risk from future carbon pricing or stricter regulations. Here's the quick math on the original target:

Metric	2020 Baseline	2025 Target (10% Reduction)	FY 2024 Achievement
Scope 1 & 2 GHG Intensity	58.2 metric tons of CO2e per million USD	52.4 metric tons of CO2e per million USD	10.4% reduction (ahead of target)

The company's focus on energy management, including participation in the ENERGY STAR Challenge for Industry at 22 of its sites, helped drive this performance. That kind of efficiency is a direct cost-saver, too.

Published Environmental Product Declarations (EPDs) for approximately half of its core product offerings.

Transparency around product environmental impact is no longer optional; it is a critical requirement for winning large-scale commercial and infrastructure projects. Atkore has responded by publishing Environmental Product Declarations (EPDs) for core product offerings that cover approximately half of Atkore's global sales volume.

These EPDs are independently verified reports detailing a product's life cycle assessment (LCA), which includes metrics like GHG emissions, energy use, and water consumption. They are a fundamental tool for customers-especially those involved in green building-to make informed decisions and calculate their own Scope 3 (value chain) embodied carbon.

• EPDs cover major product lines like Galvanized Steel, Stainless Steel, and PVC Conduit & Fittings.
• The EPDs help customers earn points toward green building certifications, such as LEED and BREEAM.

Recognized as an ENERGY STAR Partner of the Year for its energy efficiency achievements.

The U.S. Environmental Protection Agency (EPA) recognized Atkore as an ENERGY STAR Partner of the Year for a second time as highlighted in their 2024 Sustainability Report (released in January 2025). This recognition is not just a badge; it confirms their commitment to superior energy efficiency across their industrial operations.

The company's energy strategy is centered on reducing grid electricity use, the largest source of their Scope 1 and 2 emissions. Initiatives include installing onsite rooftop solar and increasing the use of renewable energy. For a company with fiscal year 2024 sales of $3.2 billion, maintaining this level of energy performance is a tangible competitive advantage.

Growth strategy is tied to sustainable solutions for electrification and digital transformation.

Atkore's long-term growth strategy is directly aligned with the massive global trends of electrification and digital transformation. Their products-electrical raceway, cable management, and infrastructure solutions-are the backbone of a lower-carbon economy.

This alignment means their business model is inherently recession-resistant and structurally advantaged against the environmental macro-trend. They are actively investing to deliver expanded solar products and capabilities, including a new facility in Hobart, Indiana, focused on solar product manufacturing. Additionally, their high-density polyethylene (HDPE) conduit strengthens resilient infrastructure by enabling Fiber-to-Home and promoting widespread broadband access, a key component of digital infrastructure. This is a smart way to map environmental needs to revenue growth.