ATKORE INC. Special Meeting of Stockholders - LEVI STRAUSS & CO

Explicit Guidance:

• None. The transcript contains no financial projections, revenue/earnings guidance, margin targets, or capital allocation plans for any future period.

Business-Segment Outlook:

• No segment-specific forecasts, product line expansions, backlog updates, or pipeline inflection points are discussed.

Market and Competitive Outlook:

• No commentary on demand trends, pricing power, supply constraints, competitive share shifts, or structural industry changes is provided.

Macro / Industry Outlook:

• No management views on the broader economy, interest rates, foreign exchange, regulation, tariffs, or their potential impact on the business are mentioned.

Strategic Initiatives:

• Merger Execution: The meeting confirms the passage of the proposal to adopt the agreement and plan of merger dated August 2, 2026, among Adcor, Prismian SPA, and related entities.
• Corporate Structure Change: The merger will result in the Prismian merger subsidiary merging with and into Adcor, leaving Adcor as a wholly-owned subsidiary of Prismian.
• Timeline: Final vote results will be reported in a Form 8-K filed with the SEC within four business days of the meeting.

Risks and Headwinds to Outlook:

• Regulatory/Procedural Risk: Preliminary voting results are contingent upon the receipt of the final report from the Inspector of Elections.
• Operational Risk: Potential technical difficulties during the virtual meeting could delay proceedings if not resolved within 15 minutes (though no such failure occurred).

Management Tone on the Future:

• Positive/Certainty: Management expressed enthusiasm for the "next chapter of AdCore Stories" and noted that the Board unanimously recommended all proposals.
• Confidence: The passage of the merger, compensation, and adjournment proposals was confirmed without the need to adjourn for additional proxy solicitation, signaling shareholder alignment.

Miscellaneous:

• Date: Special meeting occurred on September 9, 2026; record date for voting was September 4, 2026.
• Voting Outcome: 81.84% of eligible shares were represented by proxy; all three proposals (Merger, Compensation, Adjournment) passed with sufficient votes.
• Executive Transition: Bill Waltz, President and CEO, announced the conclusion of his tenure as CEO, signaling an impending leadership transition associated with the merger.