US Aerospace and Defense Materials Stock Surges Over $1 Trillion Market Cap
By ATTN Desk · Editorial oversight: Sean Han
ATI INC (NYSE: ATI) closed at $128.34 on February 3, up 5.37%. Trading volume was 2.74 million shares, and its market capitalization rose by about $990 million to $17.4 billion (approximately KRW 23.5 trillion) in a single day.
The stock’s sharp advance reflected better-than-expected fourth-quarter 2025 results and 2026 guidance. ATI reported adjusted earnings per share of $0.93, ahead of the $0.87 consensus, and issued 2026 adjusted EPS guidance of $3.99–4.27, expressing confidence in sustained growth driven by aerospace and defense demand.
ATI is a specialty materials supplier of high-performance nickel- and titanium-based alloys and components, with roughly two-thirds of its revenue derived from aerospace and defense. In 2025, the company achieved annual sales of $4.6 billion (about KRW 6.2 trillion), the highest since 2012, and was reclassified under the GICS aerospace & defense sector, formally recognizing its position in the related value chain.