ATI Inc. (ATI) Morgan Stanley’s 14th Annual Laguna Conference September 17, 2026 4:05 PM EDT
Company Participants
Rob Rengel
Kimberly Fields – President, CEO & Chair
Conference Call Participants
Kristine Liwag – Morgan Stanley, Research Division
Presentation
Kristine Liwag
Morgan Stanley, Research Division
Hi. Good afternoon, everyone. I’m Kristine Liwag, Morgan Stanley’s Head of Aerospace and Defense Equity Research. I’m very excited to host our next panel with ATI and very excited to have Kim Fields, who’s our CEO of ATI. And I think Rob, who’s also CFO, he’s going to read some disclaimers and I’ll also read some. So maybe pass it on to you, Rob.
Rob Rengel
Sure. Absolutely. Thanks, Kristine. So I’m Rob Rengel, IR Head over here at ATI. Just real quick, and I know everybody loves the disclaimer, but we may make forward-looking statements today. Those, of course, are subject to risks and uncertainties. For a full list of those risks and uncertainties, just look at our most recent earnings slides or our most recent 10-K. That’s it. Thank you.
Kristine Liwag
Morgan Stanley, Research Division
Great. And on my disclosures. For important disclosures, please see Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley representative.
Question-and-Answer Session
Kristine Liwag
Morgan Stanley, Research Division
So with that, maybe, Kim, starting off, you’ve been CEO of ATI now for more than 2 years. So what do you think about — when you think about your tenure and your role, what has been the most meaningful progress ATI has made? And where do you see the greatest opportunities going forward for the company?
Kimberly Fields
President, CEO & Chair
Yes. Thanks, Kristine. Yes, as I look at ATI through my tenure, it’s really the transformation that we’ve done with the business. It started back
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