ATI reports slimmer profits

Dallas-based ATI Inc., a producer of nickel-stainless and titanium alloys, has reported fourth quarter 2025 results that show a stable sales figure but net income that fell 12 percent quarter on quarter and 30 percent year on year.

The company’s $1.78 billion in sales from October through December 2025 increased by 5 percent compared with the prior three months and even with its fourth quarter 2024 revenue figure.

However, the company’s $96 million in fourth quarter 2025 net income fell from $110 million in the prior quarter (down 12 percent) and decreased from more than $137 million (down 30 percent) from its one year earlier level.

“As we projected, we finished 2025 with strong momentum, exceeding the upper range of our fourth quarter and full-year earnings and cash flow guidance,” says Kimberly A. Fields, president and CEO of ATI,” which earlier this decade reported it uses 120,000 tons per year of recycled feedstock to make its alloys, representing more than 70 percent of its melt shop feedstock.

Continues Fields, “Demand for ATI’s differentiated products and solutions continues to be robust as we support our customers' production ramps and critical missions. I am more confident than ever in ATI's position as an integral part of our customers' supply chains.”

Looking ahead, the CEO remarks, “Our full-year 2026 guidance reflects this sustained demand in our core markets. Combined with our strong operational execution, ATI is positioned to drive higher earnings margins, and cash flows in the year ahead and over the long term.”

In its Advanced Alloys & Solutions (AA&S) business unit, ATI says its “fourth quarter 2025 sales increased $9 million, or 2 percent, compared to third quarter 2025.” The company says it experienced higher sales to the specialty energy market that were partially offset by lower aerospace and defense sector sales.

ATI has melt shops and other production facilities in several states in the United States, with a concentration in Pennsylvania, from where the company moved in 2022.