Prysmian S.p.A. (PRYMY) Q3 2026 Earnings Call Transcript

Prysmian S.p.A. (PRYMY) Q3 2026 Earnings Call Transcript

Seeking Alpha • 5 hours ago

Prysmian: Separate Power From Data And Realize Why This Stock Is Unique

Prysmian remains a core holding, despite recent underperformance following a strong multi-year run and portfolio trimming. PRYMY reported its best-ever quarter, raised guidance, secured a EUR 5.5B Molex deal, acquired Atkore for $3.8B EV, and raised EUR 850M equity. Prysmian dominates power submarine cables, leveraging fleet scale and strategic acquisitions like ACSM to reinforce its market leadership.

Seeking Alpha • Oct 9, 2026

Prysmian, Rio Tinto partner to bring low-carbon aluminum to Amazon data center

Italian cable maker Prysmian said on Friday it had partnered ​with Rio Tinto to supply ‌electrical cables made with low-carbon aluminium for an Amazon data centre in ​Ohio.

Reuters • Sep 18, 2026

Prysmian: Atkore Acquisition Adds Another Growth Leg After Q2 EBITDA Acceleration

Prysmian delivered record Q2 adjusted EBITDA, supported by strong Digital Solutions growth, improving margins, and continued operating leverage. The $3.8 billion Atkore acquisition strengthens Prysmian's US exposure and expands its positioning across data centers, utilities, renewables, and electrical infrastructure. We see further earnings upside from Atkore's EBITDA contribution, commercial and operational synergies, and Prysmian's strong underlying organic growth.

Seeking Alpha • Sep 4, 2026

Prysmian: AI's Next Bottleneck Runs Through Power And Fiber

Prysmian is uniquely positioned to benefit from AI-driven data center and grid expansion, supplying both power and optical connectivity infrastructure. A strong backlog (€17B Transmission), a proprietary installation fleet, and high EBITDA margins (21.2% Transmission) support forward visibility and pricing power. Recent guidance upgrades—2026 adj. EBITDA midpoint of €2.85B and FCF of €1.70B reflect robust growth and reinvestment, excluding the pending Atkore acquisition.

Seeking Alpha • Aug 24, 2026

Prysmian Boosts Fiber and Optical Cable Capacity with $1B+ Investment Creating 600 New U.S. Manufacturing Jobs

HIGHLAND HEIGHTS, KY / ACCESS Newswire / August 12, 2026 / Prysmian, the leading provider of solutions for energy and digital connections, announces more than $1 billion investment into three U.S. sites in North Carolina, South Carolina, and Tennessee. This investment is part of Prysmian's global commitment to more than double domestic optical cable and fiber capacity - including the glass preforming stage - and create 600 manufacturing jobs in the United States.

Accesswire • Aug 12, 2026

Prysmian to buy Atkore for $95 per share in $3.8 bln deal

Italian cable maker Prysmian said on Monday it agreed to acquire U.S.-based electrical products ​maker Atkore for $95 per share in cash, giving ‌the company an implied enterprise value of around $3.8 billion.

Reuters • Aug 3, 2026

Prysmian S.p.A. (PRYMY) M&A Call Transcript

Prysmian S.p.A. (PRYMY) M&A Call Transcript

Seeking Alpha • Aug 3, 2026

Atkore Set for $3.8B Prysmian Deal as Data-Center Push Takes Shape

Prysmian said its planned acquisition of Atkore NYSE: ATKR would expand its U.S. electrification portfolio beyond cables into installation components, positioning the combined company as a one-stop supplier for distributors, engineering firms and data-center customers.

MarketBeat • Aug 3, 2026

Atkore Agrees to Be Bought by Prysmian for $3.8 Billion, Including Debt

Atkore shareholders will receive $95 a share in cash.

WSJ • Aug 3, 2026