ATI

ATI INC

Materials · Primary Metals · DALLAS, TX · CIK 0001018963

The business

ATI Inc. (NYSE: ATI) operates as a global specialty materials manufacturer headquartered in Dallas, Texas, with its corporate website at www.atimaterials.com. The company produces advanced specialty materials and components designed to solve complex engineering challenges across demanding applications and extreme environments.

ATI operates through two primary business segments: High Performance Materials & Components (HPMC), which accounts for 53% of revenues, and Advanced Alloys & Solutions (AA&S), representing 47% of revenues. HPMC manufactures high-performance specialty materials, precision forgings, machined components, and advanced metallic powder alloys from nickel-based superalloys, titanium alloys, and other specialty materials. This segment derives approximately 92% of its revenue from aerospace and defense markets, with nearly 68% specifically from commercial jet engine applications. AA&S produces nickel-based alloys, titanium alloys, and specialty alloys in plate, sheet, and strip forms, serving aerospace and defense markets alongside specialty energy, conventional energy, electronics, and industrial applications.

The company generated total revenues of $4.6 billion in fiscal year 2025. Aerospace and defense represents the largest end market, accounting for approximately 68% of total sales, followed by specialty energy and conventional energy markets. ATI maintains a global workforce of approximately 7,600 active employees, with 15% located outside the United States across 15 countries. The company operates manufacturing facilities in the United States and internationally, including precision forging and machining capabilities in Poland and a joint venture in China for specialty rolled products.

ATI maintains long-term supply agreements with major aerospace original equipment manufacturers including Boeing, Airbus, Embraer, GE Aerospace, Rolls-Royce, Pratt & Whitney, and Safran Aircraft Engines. The company's backlog of confirmed orders totaled approximately $3.7 billion at fiscal year-end 2025. ATI's competitive advantages derive from its materials science expertise, advanced process technologies, integrated manufacturing capabilities spanning melting through finished components, and proprietary alloy formulations. The company holds hundreds of U.S. patents and maintains valuable intellectual property in specialty alloy development and advanced manufacturing processes. Approximately 35% of ATI's workforce is covered by collective bargaining agreements, predominantly with the United Steel Workers union.

Ownership

Who holds ATI INC — from fund N-PORT and institutional 13F filings · N-PORT 2026Q1 · 13F 2026-03-31

485
funds hold it
0 of 36
superinvestors hold it
$10.20B
fund-held value
4
bond issues held by funds

Top fund holders

Fund% of fundValue
Growth Fund of America
AGTHX
0.36%$1.19B
iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.62%$654.31M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.03%$632.27M
SMALLCAP World Fund Inc
SMCWX
0.77%$623.91M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.28%$459.28M

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

15 years of ATI INC's financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.

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