ATI Inc
ATIMarket price data through November 12, 2026.
Performance
Nov 2021 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +56%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$122
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- February 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 9 months
- How long Benson has been tracking this pick.
About ATI Inc
ATI makes the specialty metals that go inside jet engines, airplane frames, and defense hardware. Think of it as the forge behind modern flight. It makes titanium and nickel alloys that survive heat hot enough to melt ordinary metal. Long term customer contracts and very few competitors put ATI in a strong spot as plane makers and defense programs speed up.
The case for and against
Both sides of the story, in plain English.
- Takeoff Quarter
ATI sold 1.42 billion dollars of metal this quarter, up 26% from a year ago, and every key market grew. Profit grew nearly three times as fast. Net income jumped 73% to 190 million dollars, and earnings per share rose to 1.37 dollars from 78 cents. In its alloys business, sales of jet engine materials almost doubled from last year.
- Guidance Goes Higher
Management raised its full year core profit outlook by 35 million dollars to about 1.2 billion dollars. That comes right after a 125 million dollar raise last quarter. It now expects 5.17 to 5.23 dollars in adjusted earnings per share for 2026, and it bought back 70 million dollars of its own stock this quarter.
- Sky High Exposure
Aerospace and defense now makes up 94% of sales in ATI's jet engine parts segment and 45% in its alloys segment. Commercial jet engine sales alone jumped 34% in that first segment, so ATI's fortunes are closely tied to how fast plane makers can build. If airplane production stumbles or defense budgets tighten, ATI feels it right away.
- Costs Creeping
Profit margins in the jet engine parts segment slipped to 23.2%, down from 24.1% last quarter and 24.2% a year ago. The main reason is higher manufacturing costs, including the cost of ramping up production of a new nickel superalloy. ATI also booked about 15.6 million dollars in one time charges, a reminder that growing this fast is not cheap.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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