Atkore Inc.

Good morning. My name is Rob, and I will be your conference operator today. At this time, I would like to welcome everyone to ADCOR's second quarter fiscal year 2026 earnings conference call. All lines have been placed in a listen-only mode. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad. If you would like to withdraw your question, again, press star one. As a reminder, this conference is being recorded. Thank you. I would now like to turn the conference over to your host, Matt Klein, Vice President of Treasury and Investor Relations. Thank you. You may begin.

Thank you, and good morning, everyone. I'm joined today by Bill Waltz, President and CEO, John Deitzer, Chief Financial Officer, and John Pergenzer, Chief Operating Officer and President of Electrical. We will take questions at the conclusion of the call. I would like to remind everyone that during this call, we may make projections or forward-looking statements regarding future events or financial performance of the company. Such statements involve risks and uncertainties such that actual results may differ materially. Please refer to our SEC filings in today's press release, which identify important factors that could cause actual results to differ materially from those contained in our projections or forward-looking statements. In addition, any reference in our discussion today to EBITDA means adjusted EBITDA. And any reference to EPS or adjusted EPS means adjusted diluted earnings per share. Adjusted EBITDA and adjusted diluted earnings per share are non-GAAP measures. Reconciliations of non-GAAP measures and a presentation of the most comparable GAAP measures are available in the appendix to today's presentation. With that, I'll turn it over to Bill.

Thanks, Matt, and good morning, everyone. Starting on slide three, we are pleased with our second quarter performance. We achieved net sales of $731 million and adjusted EBITDA of $81 million. Adjusted EPS came in at $1.23. All three metrics were sequentially better than our Q1 performance. Organic volume also increased 5% year over year in the second quarter with contributions from both our electrical and S&I segments. Following strong productivity improvements in FY25, We continue to see solid productivity gains again this quarter after a very strong Q1 as well. Our productivity savings reflect our commitment to manufacturing efficiency and cost reduction. After the quarter concluded, we completed the divestitures of our high-density polyethylene or HGPE business And we also just announced the sale of our surface protection and powder coating business in Belgium. We will continue to operate our metal framing and cable support systems facility in Belgium, which supports the electrical infrastructure market. These divestitures are part of a broader review of strategic alternatives, which we announced last year. In addition to the HDP and Belgium divestitures, we completed the sale of our Tektron tube mechanical product line, ceased manufacturing operations at three U.S.-based facilities, and sold our Northwest Polymers recycling business. Each action represents what we believe are initiatives that will enable long-term shareholder value creation. we will continue to provide updates on our ongoing strategic alternatives process as we move forward. In addition, we announced last week that the company entered into agreements to settle two of the three putative classes in the PVC pipe antitrust litigation. The combined proposed settlement for the two putative classes is $136.5 million and is reflected in our second quarter results. We anticipate making payment within the third quarter. Looking ahead to the remainder of fiscal 26, we are on track to deliver our outlook for adjusted EBITDA and our adjusted EPS. At the six-month mark of our year, we remain focused on several continuous improvement and growth initiatives that are expected to create value this year and for many years to come. I'd like to take a moment to thank all of our employees for everything they do to support our key stakeholders. With that, I'll now turn the call over to John Deisser to walk through the results from the quarter and provide more details on our album.