Metallus demonstrated strong performance with significant increases in order backlog, shipment growth, and profitability. The company effectively managed costs and showed improvements in safety metrics. However, challenges such as decreased aerospace and defense shipments, high pension contributions affecting cash flow, and unfavorable price/mix effects were noted. Despite these challenges, the company remains optimistic about future growth prospects.

Company Guidance -

Q3 2025

During Metallus' first quarter 2025 conference call, the company provided optimistic guidance, highlighting a 17% sequential increase in overall shipments driven by higher demand in industrial, automotive, and energy markets, although aerospace and defense shipments saw a decline. The order backlog increased by approximately 50% year-over-year, reflecting strong market share gains and customer confidence. The company reported net sales of $280.5 million, an increase of $40 million from the previous quarter, and adjusted EBITDA of $17.7 million, up by $9.4 million sequentially. Metallus plans to invest approximately $5 million in safety improvements and expects second-quarter adjusted EBITDA to surpass the first quarter, supported by higher anticipated A&D shipments and recent spot price increases. The company is also benefiting from U.S. government funding, which will support significant capital expenditures, including a $125 million forecast for 2025, with $90 million funded by the government. Despite macroeconomic uncertainties, Metallus remains confident in its strategic focus on cost management, safety, and sustainable profitability, supported by a strong balance sheet and a total liquidity of $432 million at the end of March 2025.

Significant Increase in Order Backlog

Order backlog increased approximately 50% from the same period a year ago due to growing demand for domestic steel.

Improvement in Safety Metrics

Year-over-year improvement in all safety metrics, with a focus on lockout/tagout/tryout and zero incident planning exceeding target rates.

Strong Sequential Growth in Shipments

Overall shipments increased by 17% compared with the fourth quarter, driven by higher industrial, automotive, and energy shipments.

Increased Profitability

Sequential profitability more than doubled, with adjusted EBITDA increasing by $9.4 million to $17.7 million in the first quarter.

Successful Cost Management

Manufacturing costs declined by $12.5 million on a sequential basis, driven by increased cost absorption and lower maintenance costs.

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)	0.21 / -	-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	―	―
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 0.22.

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