Metallus Inc. (MTUS) Q1 2026 Earnings Call Transcript
Metallus (MTUS) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.07 per share a year ago.
Metallus upgraded to Strong Buy with a $32/share price target, reflecting optimism on 2026 growth drivers and undervaluation. MTUS is positioned for volume and pricing tailwinds as new production ramps up, supported by robust aerospace & defense demand and DoD munitions contracts. Operational enhancements, including automation and new furnaces, are set to boost melt utilization and cash flow positive status by e2h26.
Metallus (MTUS) came out with a quarterly loss of $0.18 per share versus the Zacks Consensus Estimate of $0.05. This compares to a loss of $0.08 per share a year ago.
Metallus is transitioning from a low-margin steel supplier to a high-margin aerospace and defense materials provider, yet remains undervalued by the market. MTUS benefits from U.S. Army-backed funding, targeting a $250 million annual run rate in aerospace and defense sales by mid-2026, with sticky, premium-priced contracts. Operational improvements have driven four consecutive quarters of sales and margin growth, alongside $80 million in structural cost reductions and robust cash generation.
Metallus Inc. ( MTUS ) Q3 2025 Earnings Call November 7, 2025 9:00 AM EST Company Participants Jennifer Beeman - Director of Communications & Investor Relations Michael Williams - CEO & Director John Zaranec - Executive VP & CFO Conference Call Participants John Franzreb - Sidoti & Company, LLC Philip Gibbs - KeyBanc Capital Markets Inc., Research Division David Storms - Stonegate Capital Partners, Inc., Research Division Presentation Operator Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today.
Metallus (MTUS) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to a loss of $0.09 per share a year ago.
Metallus Inc. (NYSE:MTUS ) Q2 2025 Earnings Conference Call August 8, 2025 9:00 AM ET Company Participants Jennifer K. Beeman - Senior Manager of Communications & Investor Relations John M.
Metallus (MTUS) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.15 per share a year ago.
Metallus stands to benefit from Trump's steel tariff hikes and increased U.S. government defense orders, boosting pricing power and demand. The company boasts an enviable balance sheet with more cash than long-term liabilities, providing uncommon financial flexibility among U.S. steelmakers. Shares are quite undervalued, trading at low estimated EV/EBITDA and below tangible book value, with significant upside if asset replacement costs are considered.
Metallus Inc. (NYSE:MTUS ) Q1 2025 Earnings Conference Call May 9, 2025 9:00 AM ET Company Participants Jennifer Beeman - Director of Communications & IR Mike Williams - President & CEO Kris Westbrooks - EVP & CFO Conference Call Participants Samuel McKinney - KeyBanc Capital Markets. Dave Storms - Stonegate Operator Thank you for standing by.
Metallus (MTUS) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.56 per share a year ago.