Minerals Technologies Inc. (MTX)
NYSE:MTX
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Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.66Last Year’s EPS
1.55Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive operational and financial picture: broad-based double-digit revenue growth across segments, strong EPS and cash flow improvement, and clear evidence that recent growth investments are ramping and contributing (on track for the $100 million target). Challenges were primarily macro-driven—higher energy and freight costs, some margin timing lags, and soft pockets in residential construction and certain heavy equipment markets—but management has implemented pricing actions, surcharges, and expects to largely offset these headwinds through the year. Given the combination of durable product momentum, a healthy pipeline (notably FLUORO-SORB, cat litter, SAF purification and paper/packaging satellites), improved cash generation and a balanced guidance with potential upside, the overall tone is positive despite manageable near-term inflationary pressures.Company Guidance
Strong Top-Line Growth
Q1 2026 sales of $547 million, up 11% year-over-year and up 5% sequentially; underlying growth excluding favorable FX and extra days estimated at 5%–6%.
Broad-Based Segment Performance
Consumer & Specialties sales $297 million, +11% YoY; Engineered Solutions sales $250 million, +12% YoY; all four product lines grew versus prior year.
Robust Product-Line Gains
Household & Personal Care sales $142 million, +16% YoY; Cat litter grew 19% YoY (record quarter); Specialty Additives $154 million, +6% YoY; Environmental & Infrastructure $67 million, +24% YoY (infrastructure drilling +46% YoY).
Profitability and EPS Upside
Operating income (excluding special items) $68 million, +7% YoY; diluted EPS $1.38, +21% YoY (excluding special items); segment operating income improvements (Engineered Solutions operating income $39 million, +14% YoY, 15.7% margin).
Cash Flow and Balance Sheet Strength
Q1 cash from operations $32 million, up $37 million YoY; capital expenditures $23 million in Q1 (FY guidance $90–$100 million); net leverage at 1.7x EBITDA; free cash flow target 6%–7% of sales for the year.
Growth Investments Delivering
On track to deliver $100 million of incremental annualized revenue in 2026; North America cat litter expansions fully online and ramping, China cat litter facility ramping (fully functional by H2), oil purification expansion (supporting SAF) commissioning late Q2 with related product sales +14% YoY.
Pipeline and New Technology Momentum
FLUORO-SORB: 10 full-scale municipal installations operating/contracted with ~10 additional implementations expected in H2 2026 and more in process; MINSCAN installations on track with share gains in North American steel; multiple paper & packaging satellite ramps on schedule.
Cautious but Upside-Grounded Guidance
Q2 2026 sales guidance ~ $560 million (≈ +6% YoY); Q2 operating income ~ $80 million; Q2 EPS $1.60–$1.65; full-year projected mid-single-digit sales growth and ~14% operating margin, with potential upside if markets remain constructive.
MTX Earnings History
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
MTX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $71.94 | $75.96 | +5.59% |
Jan 29, 2026 | $65.14 | $65.65 | +0.78% |
Oct 23, 2025 | $61.27 | $59.48 | -2.91% |
Jul 24, 2025 | $58.87 | $65.08 | +10.56% |
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 Minerals Technologies Inc. (MTX) report earnings?
Minerals Technologies Inc. (MTX) is schdueled to report earning on Jul 23, 2026, After Close (Confirmed).
What is Minerals Technologies Inc. (MTX) earnings time?
Minerals Technologies Inc. (MTX) earnings time is at Jul 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is MTX EPS forecast?
MTX EPS forecast for the fiscal quarter 2026 (Q2) is 1.66.