Atkore Inc. doesn’t make GPUs. It doesn’t mine Bitcoin. It doesn’t run a protocol. But the company that manufactures the electrical conduits, cables, and raceway systems keeping data centers humming just posted a quarter that tells you everything about where physical infrastructure money is flowing right now.
The NYSE-listed manufacturer reported fiscal Q2 2026 net sales of $731.4 million, a 4.2% year-over-year increase, with organic volume growth hitting roughly 5%. Adjusted EBITDA for the quarter came in at $81.1 million, with adjusted earnings per share of $1.23. For the full fiscal year 2025, Atkore posted net sales of $2.9 billion.
The data center connection
The company has reported double-digit growth in product lines tied specifically to data center electrification. Management expects mid-single-digit organic volume growth going forward.
Portfolio cleanup and strategic focus
