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Allegheny (ATI) Q2 Earnings and Sales Beat Estimate

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Allegheny Technologies Inc. (ATI - Free Report) is a diversified specialty materials producer operating through two segments, High Performance Materials and Components, and Flat-Rolled Products.

Allegheny is gaining from its diversified global growth markets and cost reduction measures. The company is also seeing healthy demand from aerospace OEMs. However, Allegheny is exposed to certain challenges (including pricing pressure) in its Flat Rolled Products segment. Low oil prices are also affecting demand for its products in the oil and gas market.

Let’s have a quick look at this Pennsylvania-based company’s second-quarter release.

Estimate Trend & Surprise History

Investors should note that the Zacks Consensus Estimate for Allegheny for the second quarter has decreased over the past month. The company has beaten the Zacks Consensus Estimate in three of the trailing four quarters while missing in one, with an average positive surprise of 16.08%.

Earnings

Allegheny’s earnings were 9 cents per share for the quarter, surpassing the Zacks Consensus Estimate of 7 cents.

Revenues

Allegheny reported revenues of $880.2 million, beating the Zacks Consensus Estimate of $876.1 million.

Key Stats/Developments to Note

Moving ahead, Allegheny expects its High Performance Materials & Component (HPMC) unit to maintain robust performance in the second half of 2017, especially in the commercial aerospace. Further, the company expects the unit to continue to deliver a low-double-digit level of operating margin.

The Flat Rolled Products (FRP) unit is expected to continue to witness operational improvements in the third-quarter on the back of improved product mix. However, the company cautiously noted that the quarter could be negatively impacted by the recent fall in raw material prices, especially nickel and ferrochrome, which is expected to considerably decrease profit margins due to out-of-phase raw material surcharges. The condition could persist until raw materials prices stabilize. The company expects the FRP segment to report a loss in the third quarter and to be modestly profitable for the full year. The company projects average capital expenditure of not more than $100 million annually for the next several years.

Zacks Rank

Currently, Allegheny has a Zacks Rank #4 (Sell), but that could change following the company’s earnings report which was just released.

Market Reaction

Allegheny’s shares were up 1.5% in pre-market trading. It would be interesting to see how the market reacts to the results during the trading session today.

Check back later for our full write up on Allegheny’s earnings report!

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