AT ATKR Atkore Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

Covered conductor installation is now over 90% complete at 7,000+ miles, suggesting a potential inflection point where the pace of grid-hardening spend on conductor may taper off, shifting to other wildfire mitigation technologies. — As this major program approaches completion, the demand profile for covered conductor and related hardware could decelerate, potentially affecting suppliers' order books.