Metallus: A Defense Pivot With Upside Potential
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 Transcript
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) Surpasses Q3 Earnings and Revenue Estimates
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. (MTUS) Q2 2025 Earnings Call Transcript
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) Q2 Earnings and Revenues Surpass Estimates
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: Benefiting From Higher Defense Spending And Steel Tariffs
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. (MTUS) Q1 2025 Earnings Call Transcript
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) Q1 Earnings Miss Estimates
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.
Metallus May Realize Growth Through Higher Volume Shipments
Metallus Inc. is poised for growth in aerospace & defense and energy markets, supported by government contracts and Section 232 tariffs, potentially leading to higher volume shipments. Despite a challenging FY24, Metallus's order book for eFY25 is 70% covered, with potential for improved pricing on the remaining 30% volumes tied to the spot price. Management is expecting the aerospace & defense market segment to generate $250mm by eFY26, an 85% increase from FY24 segment revenue.
Metallus Inc. (MTUS) Q4 2024 Earnings Call Transcript
Metallus Inc. (NYSE:MTUS ) Q4 2024 Earnings Conference Call February 28, 2025 9:00 AM ET Company Participants Jennifer Beeman – Director-Communications and Investor Relations Mike Williams – President and Chief Executive Officer Kris Westbrooks – Executive Vice President and Chief Financial Officer Conference Call Participants John Franzreb – Sidoti & Company Dave Storms – Stonegate Philip Gibbs – KeyBanc Capital Markets Operator Good morning. My name is Audra and I will be your conference operator today.
Metallus (MTUS) Reports Q4 Loss, Lags Revenue Estimates
Metallus (MTUS) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of $0.01. This compares to earnings of $0.36 per share a year ago.
Metallus Inc. (MTUS) Q3 2024 Earnings Conference Call Transcript
Metallus Inc. (NYSE:MTUS ) Q3 2024 Earnings Conference Call November 8, 2024 9:00 AM ET Company Participants Jennifer Beeman - Director Communications & IR Mike Williams - President and CEO Kris Westbrooks - EVP and CFO Conference Call Participants John Franzreb - Sidoti and Company Robert Lynch - Stonegate Capital Partners Operator Good morning. My name is Audra, and I will be your conference operator today.
