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    MTUS
    Earnings call· Jun 2026(Q2 FY26)

    Metallus Q2 FY26 earnings call MTUS

    Aug 4, 2026 Source

    Executive summary

    Metallus Q2 FY26 — Profitability Improvement and Strong Backlog

    Metallus delivered improved profitability in Q2 FY26, driven by strong demand across key end markets and strategic capital investments. The company's order book remains robust, extending lead times and providing confidence for the second half of the year. Management is focused on operational execution and leveraging new assets to meet growing customer demand and enhance shareholder value.

    Highlights

    5
    • Adjusted EBITDA increased 9% year-over-year to $29 million, driven by higher shipments, improved pricing, and better product mix.

    • Net sales rose 12% year-over-year to $341 million, an increase of $36.4 million.

    • The overall order book grew over 50% year-over-year, providing strong visibility for the second half of 2026.

    • Aerospace and Defense (A&D) segment achieved record shipment tons and sales in the quarter.

    • Automotive shipments increased 12% sequentially and 8% year-over-year.

    Concerns

    3
    • Melt utilization of 74% in Q2 improved less than expected due to power interruptions and maintenance reliability issues.

    • Manufacturing performance fell short of fully offsetting increased energy costs and new union contract labor expenses.

    • Industrial shipments were slightly down sequentially and year-over-year due to customer requirement balancing and order timing.

    Guidance & targets

    9
    CategoryTargetConfidence
    Third quarter shipments
    Similar to the second quarter
    medium materiality
    High
    Third quarter price and mix
    Slightly better than in the second quarter
    medium materiality
    High
    Adjusted EBITDA
    Slightly higher sequentially and year-over-year
    high materiality
    High
    Full year 2026 capital expenditures
    Approximately $70 million
    high materiality
    High
    Full year 2026 adjusted effective income tax rate
    Between 27% and 30%
    medium materiality
    High
    Aerospace and Defense revenue run rate
    $250 million
    high materiality
    High
    New multi-year award for ring gears production start
    2028
    medium materiality
    High
    Aerospace and Defense sales improvement
    Continue to improve
    medium materiality
    High
    Munitions demand
    Continue to increase
    medium materiality
    High

    Operational metrics

    26
    Adjusted EBITDA
    $29M+9% YoY
    Q2 FY26

    Improved profitability driven by higher shipments, improved pricing and product mix, and solid operating performance.

    Adjusted EBITDA increase
    $2.5M+9% YoY
    Q2 FY26

    Year-over-year increase in adjusted EBITDA.

    Adjusted Net Income
    $11.1M
    Q2 FY26

    On an adjusted basis.

    Adjusted EPS
    $0.26
    Q2 FY26

    Per diluted share on an adjusted basis.

    Net Sales
    $341M+12% YoY
    Q2 FY26

    Primarily driven by higher shipments in aerospace and defense and automotive.

    Net Sales increase
    $36.4M+12% YoY
    Q2 FY26

    Year-over-year increase in net sales.

    Capital Expenditures
    $15.2M
    Q2 FY26

    Total capital expenditures for the quarter.

    Government-funded Capital Expenditures
    $9.5M
    Q2 FY26

    Related to projects primarily funded by the U.S. government.

    Cash and Cash Equivalents
    $108.6M
    Q2 FY26

    Balance at the end of the second quarter.

    Total Liquidity
    $395M
    June 30, 2026

    As of June 30, 2026, following ABL refinancing.

    Share Repurchases
    $3.6M
    Q2 FY26

    Cost of repurchasing approximately 190,000 shares of common stock.

    Remaining Share Repurchase Authorization
    $81.8M
    June 30, 2026

    Balance remaining under existing share repurchase program.

    Diluted Shares Outstanding Reduction
    26%
    Since early 2022

    Reduction in diluted shares outstanding since inception of common share repurchases and convertible note repurchase activities.

    Pension Contributions
    $5.4M
    Q2 FY26

    Required pension contributions related to the U.S. bargaining plan.

    Pension Contributions Reduction
    >60%vs FY25
    FY26

    Expected reduction in 2026 pension contributions compared to 2025.

    Melt Utilization Rate
    74%
    Q2 FY26

    Second quarter melt utilization rate, up slightly versus Q1 but less than expected.

    Automotive Shipments Growth
    12%sequentially
    Q2 FY26

    Sequential growth in automotive shipments.

    Automotive Shipments Growth
    8%YoY
    Q2 FY26

    Year-over-year growth in automotive shipments.

    Price Increase (Bar)
    $60
    Effective early August

    Price increase for bar products for customers not covered by annual pricing agreements.

    Price Increase (Carbon Seamless Mechanical Tubing)
    $100
    Effective early August

    Price increase for carbon seamless mechanical tubing products.

    Price Increase (Alloy Seamless Mechanical Tubing)
    $160
    Effective early August

    Price increase for alloy seamless mechanical tubing products.

    ABL Credit Facility Committed Capacity
    $300M
    June 30, 2026

    Committed capacity of the refinanced asset-based revolving credit facility.

    ABL Credit Facility Optional Expansion
    $200M
    June 30, 2026

    Increase in the optional credit facility expansion feature.

    Government Funding Received
    $11.3M
    Q2 FY26

    Final cash funding received from the U.S. Army as part of a nearly $100 million agreement.

    Total Government Funding Agreement
    Nearly $100M
    null

    Total funding agreement from the U.S. Army in support of increasing munitions production.

    AS9100D Certification
    Q2 FY26

    Achieved AS9100D certification, an important and widely recognized quality standard in the aerospace and defense industries, strengthening competitive position.

    Industry KPIs

    3
    MetricValueDetails
    SafetySafety remaining top priority
    Growth project CAPEX first productionBloom reheat furnace fully commissioned; Roller furnace commissioning on track
    Production sales volume by metal and by mineRecord shipment tons and sales

    Orderbook & backlog

    3
    Overall Order BookUp over 50%Q2 FY26

    YoY

    Provides strong visibility heading into the second half of the year.

    Industrial BacklogNearly doubledQ2 FY26

    YoY

    Provides strong visibility into future demand, primarily driven by the yellow goods market (construction and mining equipment).

    Lead times for SBQ bar and seamless mechanical tubingExtended into late Q4 2026Q2 FY26

    Reflecting healthy demand across all markets and ongoing inventory replenishment activity.

    Product announcements

    1
    ProductTypeDetails
    Ring gears for hybrid transmissionlaunch

    Deals & partnerships

    1
    Leading automakerNew multi-year award for ring gears on hybrid transmission platform.multi-year

    Production is expected to begin in 2028.

    Capital programs

    3
    Bloom Reheat FurnacecompletedPart of nearly $100M total funding
    Funding: U.S. government (U.S. Army)

    Benefit: Improving process consistency, enhancing downstream product flow, increasing reliability, greater throughput and productivity gains.

    Fully commissioned in early July. Supported by U.S. government funding as part of a nearly $100 million agreement to increase munitions production.

    Roller FurnaceunderwayPart of nearly $100M total funding
    Funding: U.S. government (U.S. Army)

    Benefit: Improve throughput, quality, efficiency and service levels.

    Commissioning remains on track and is progressing as planned. Supported in part by U.S. government funding as part of a nearly $100 million agreement to increase munitions production.

    Full Year 2026 Capital Expendituresunderway$70M
    Period spend: $15.2M (Q2 FY26)

    Planned capital expenditures for the full year 2026, inclusive of approximately $35 million of capital expenditures primarily funded by the U.S. government.

    Risks & headwinds

    4
    Melt utilization shortfallQ2 FY26

    Q2 melt utilization at 74%, improved less than expected.

    Mitigation: Focus on shop floor execution, maintenance reliability, and new strategic investments.

    Increased manufacturing costsQ2 FY26

    Manufacturing performance fell short of fully offsetting increased energy costs and new union contract labor costs.

    Mitigation: Improved melt utilization and operational improvements from new assets.

    Planned maintenance outagesQ3 FY26

    Increased planned maintenance outages expected in Q3.

    Mitigation: Well-planned work for tube mills and thermal treat assets.

    Geopolitical and commodity price uncertaintyQ2 FY26

    Moderated activity levels in Energy market.

    Mitigation: Reduced import competition and improving domestic production supporting demand for seamless tubing products.

    What to watch in Q3 FY26

    5

    A&D Revenue Run Rate

    By end of FY26
    Current~$240 million annualized (Q2)
    Target$250 million

    Why it matters

    Reaching this target demonstrates strong growth in a key strategic market.

    our expectation is that we'll achieve that $250 million, at least that $250 million run rate by the end of this year.

    Q&A highlights

    7

    Clarification on the timing of price increases (2027 for full run rate) and customer negotiations for 2027, and customer receptiveness.

    Confirmed full run rate benefit in 2027 for the 30% spot portion of the order book. 2027 negotiations haven't fully started but improved demand and utilization establish a positive base for discussions.

    this has been a year where demand has improved, which naturally drives utilization rates and naturally drives potentially higher pricing acceptance in the market, and that's what we've seen so far this year.

    asked by Dave Storms · answered by Michael Williams

    2 min read5 chapters

    Detailed Narrative

    01

    Operational Improvements and Strategic Investments

    The bloom reheat furnace was fully commissioned in early July, enhancing process consistency, downstream product flow, and reliability across facilities. Commissioning of the roller furnace remains on track and is progressing as planned. These U.S. government-funded investments are expected to improve throughput, quality, efficiency, and service levels, strengthening manufacturing capabilities for critical aerospace and defense programs and meeting increasing customer demand across industrial, automotive, and energy markets.

    02

    End Market Performance

    Automotive shipments grew 12% sequentially and 8% year-over-year, driven by steady demand in targeted light truck and SUV applications. The company secured a new multi-year award for ring gears on a leading automaker's hybrid transmission platform, with production expected to begin in 2028. Industrial markets remain strong, with the industrial backlog nearly doubling year-over-year, primarily driven by the yellow goods market. Energy demand remained stable despite cautious capital spending, supported by reduced import competition and improving domestic production.

    03

    Aerospace & Defense Momentum

    The Aerospace and Defense segment delivered record shipment tons and sales in Q2, supported by new defense initiatives and existing program replenishment efforts. This momentum supports confidence in achieving a targeted $250 million revenue run rate by the end of 2026. The company also achieved AS9100D certification during the quarter, a widely recognized quality standard, which strengthens its competitive position and expands opportunities in high-value markets.

    04

    Financial Performance and Capital Allocation

    Adjusted EBITDA increased 9% year-over-year to $29 million, with net sales up 12% to $341 million. The company received the final $11.3 million of a nearly $100 million U.S. Army funding agreement in Q2. Share repurchases totaled $3.6 million for approximately 190,000 shares in Q2, with $81.8 million remaining under authorization. These actions have contributed to a significant 26% reduction in diluted shares outstanding since early 2022.

    05

    Liquidity and Pricing Outlook

    Total liquidity remains strong at $395 million as of June 30, 2026, following the refinancing of its asset-based revolving credit facility to $300 million committed capacity, extending maturity to June 2031. The company announced price increases effective early August for non-contracted customers, including $60 per ton on bar, $100 per ton on carbon seamless mechanical tubing, and $160 per ton on alloy seamless mechanical tubing products. Full run-rate benefit from these increases is expected in 2027, and lead times for bar and tube products are extended into late Q4 2026.

    AI-generated summary of the company’s earnings call. Not investment advice.