Metallus reported significant growth in shipments and financial performance, supported by government funding and strategic investments. Safety improvements and reduced pension obligations are also notable positives. However, ongoing supply chain challenges, upcoming maintenance costs, and unresolved pricing issues present some concerns.

Company Guidance

During Metallus' Second Quarter 2025 Earnings Call, the company provided guidance indicating several positive trends and future expectations. The company reported a 10% increase in shipments compared to the first quarter, with notable growth in aerospace, defense, automotive, and energy sectors. Net sales for the second quarter reached $304.6 million, marking a 9% sequential increase. Adjusted EBITDA also saw a significant rise, up 50% from the first quarter, totaling $26.5 million. The company's melt utilization rate improved to 71%, with expectations for further increases in the third quarter. Metallus has announced a price increase of $100 per ton for seamless mechanical tubing products, effective in November, which is expected to benefit base price per ton. The company is also investing approximately $5 million in safety enhancements and has seen a 40% reduction in injury severity and a 6% decrease in injury frequency so far in 2025. For the full year, planned capital expenditures remain at $125 million, with significant government funding supporting these investments. Looking forward, third-quarter shipments are expected to be similar to the second quarter, and the company anticipates modestly lower adjusted EBITDA due to planned maintenance costs and increased electricity expenses.

Increased Shipments and Revenue Growth

Overall shipments increased by 10% compared to the first quarter, with higher aerospace and defense, automotive, and energy shipments. Net sales for the second quarter totaled $304.6 million, a sequential increase of $24.1 million or 9%.

Safety Improvements

Investment of approximately $5 million in safety management systems has led to 0 serious injuries, a 40% reduction in injury severity, and a 6% reduction in injury frequency compared to the same period last year.

Successful Capital Investments

The automatic grinding line at the Harrison facility has completed commissioning and is operational, contributing to safety and throughput improvements.

Strong Financial Performance

Adjusted EBITDA increased by 50% to $26.5 million, driven by higher shipments and improved melt utilization. Operating cash flow was $34.8 million, supported by profitability and a federal income tax refund.

Government Funding and Support

Received $81.5 million of government funding to support the U.S. Army's mission of increasing munitions production, with further funding expected throughout 2025 and into 2026.

Reduction in Pension Contributions

Estimated required pension contributions have been reduced by $6.5 million for the second half of 2025, with further reductions expected in 2026.

Metallus (MTUS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MTUS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.18 / -	-0.09	―	―	―
Aug 07, 2025	2025 (Q2)	0.17 / 0.20	0.15	33.33% (+0.05)
May 08, 2025	2025 (Q1)	0.12 / 0.07	0.56	-87.50% (-0.49)
Feb 27, 2025	2024 (Q4)	<0.01 / -0.08	0.36	-122.22% (-0.44)	―
Nov 07, 2024	2024 (Q3)	-0.02 / -0.09	0.52	-117.31% (-0.61)
Aug 08, 2024	2024 (Q2)	0.37 / 0.15	0.6	-75.00% (-0.45)
May 09, 2024	2024 (Q1)	0.37 / 0.56	0.44	27.27% (+0.12)
Feb 27, 2024	2023 (Q4)	0.27 / 0.36	-0.1	460.00% (+0.46)
Nov 02, 2023	2023 (Q3)	0.53 / 0.52	-0.09	677.78% (+0.61)
Aug 03, 2023	2023 (Q2)	0.57 / 0.60	1.29	-53.49% (-0.69)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MTUS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$15.08	$15.57	+3.25%
May 08, 2025	$13.09	$11.61	-11.31%
Feb 27, 2025	$15.70	$14.44	-8.03%
Nov 07, 2024	$15.96	$15.71	-1.57%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Metallus (MTUS) report earnings?

Metallus (MTUS) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Metallus (MTUS) earnings time?

Metallus (MTUS) earnings time is at Oct 30, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MTUS EPS forecast?

MTUS EPS forecast for the fiscal quarter 2025 (Q3) is 0.18.

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