The earnings call presented a mixed performance for Ryerson Holding Corporation. While there were notable improvements in adjusted EBITDA and market share gains in certain product segments, the company faced challenges in industry volume decline, sector-specific weaknesses, and higher LIFO charges affecting margins. Overall, the sentiment is neutral due to balanced highlights and lowlights.

Company Guidance

During the Ryerson Holding Corporation's second quarter 2025 earnings call, the company provided guidance for the third quarter, anticipating a 2% to 4% volume decline due to continued demand challenges and normal seasonality. However, they expect a supportive pricing environment, forecasting a 1% to 3% increase in average selling prices and revenue between $1.14 billion and $1.18 billion. Gross margins are projected to benefit modestly from price resets in contract business, though spot business could face margin pressure due to a flat demand outlook. The company forecasts adjusted EBITDA, excluding LIFO, between $40 million and $45 million, and earnings per share ranging from $0.00 to $0.06. Additionally, they expect a LIFO expense between $9 million and $11 million for the third quarter. Ryerson also reported a strong cash conversion cycle of 66 days and maintained their $50 million full-year CapEx target, despite a modest inventory build in the second quarter.

North American Shipments and Market Share Gains

North American shipments decreased by only 1.2% quarter-over-quarter, outperforming the industry average decline of 2.1%, resulting in market share gains, particularly in carbon long, carbon plate, and stainless long products.

Strong Performance in Consumer Durables and HVAC Sectors

The company saw relative strength in shipments to the consumer durable sector, particularly in appliances and recreational vehicles, as well as the HVAC sector.

Adjusted EBITDA Improvement

Adjusted EBITDA, excluding LIFO, reached $45 million in the second quarter of 2025, up from $32.8 million in the prior quarter.

Cash Flow and Working Capital Management

Generated $24 million in cash from operations and achieved a cash conversion cycle of 66 days, which is 11 days lower than a year ago.

Transactional Business Growth

Transactional tons increased by 46,000 tons year-over-year, highlighting improvements in operationalizing investments and increasing market presence.

Ryerson Holdings (RYI) 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 >

RYI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.06 / -	-0.2	―	―	―
Jul 29, 2025	2025 (Q2)	0.19 / 0.08	0.33	-75.76% (-0.25)
Apr 30, 2025	2025 (Q1)	-0.23 / -0.18	-0.18	0.00% (0.00)
Feb 20, 2025	2024 (Q4)	-0.48 / -0.14	0.73	-119.18% (-0.87)
Oct 29, 2024	2024 (Q3)	0.06 / -0.20	1	-120.00% (-1.20)
Jul 30, 2024	2024 (Q2)	0.21 / 0.33	1.06	-68.87% (-0.73)
Apr 30, 2024	2024 (Q1)	0.32 / -0.18	1.27	-114.17% (-1.45)
Feb 22, 2024	2023 (Q4)	0.26 / 0.73	-0.65	212.31% (+1.38)
Oct 30, 2023	2023 (Q3)	0.37 / 1.00	1.48	-32.43% (-0.48)
Jul 31, 2023	2023 (Q2)	1.34 / 1.06	5.31	-80.04% (-4.25)

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

RYI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$21.80	$20.96	-3.85%
Apr 30, 2025	$23.18	$19.74	-14.84%
Feb 20, 2025	$22.58	$23.91	+5.89%
Oct 29, 2024	$21.89	$21.49	-1.83%

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 Ryerson Holdings (RYI) report earnings?

Ryerson Holdings (RYI) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Ryerson Holdings (RYI) earnings time?

Ryerson Holdings (RYI) earnings time is at Oct 29, 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 RYI EPS forecast?

RYI EPS forecast for the fiscal quarter 2025 (Q3) is 0.06.

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