Metallus Inc. (MTUS)

Over the past six months, Metallus, Inc. stock has experienced several notable events and price movements, including a share price increase of 29.57% between December 30, 2024, and December 26, 2025, and hitting a new 52-week intraday high of $19.72 on January 14, 2026. In the third quarter of 2025, Metallus announced strong results, with net sales of $305.9 million and net income of $8.1 million, but revenue missed analyst expectations, leading to a stock decline. Metallus received $81.5 million in government funding to date, with $10.0 million in Q3 2025, and anticipates additional milestone payments through early 2026. United Steelworkers (USW) Local 1123 membership voted against ratifying a tentative labor agreement, extending negotiations through January 29, 2026. Analyst sentiment has been mixed, with ratings ranging from "strong sell" to "buy". On December 22, 2025, MTUS plunged 6.73% in pre-market trading due to divergent analyst ratings and earnings scrutiny.

Demand for Metallus, Inc. products and services exhibits seasonality. The company anticipates that its fourth-quarter adjusted EBITDA will be lower than the third quarter due to typical seasonality and a planned annual shutdown. Historically, December has shown a tendency to favor a short bias for MTUS stock.

Metallus, Inc., formerly TimkenSteel Corporation, is a manufacturer of high-performance specialty metals, operating in the Non-Energy Minerals sector, specifically the Steel industry, focusing on specialty steel. Metallus produces alloy steel, as well as carbon and micro-alloy steel, utilizing electric arc furnace (EAF) technology and primarily recycled scrap metal. Its major products include special bar quality (SBQ) bars, seamless mechanical tubing (SMT), precision steel components, and billets, engineered for critical applications across diverse markets such as industrial, automotive, aerospace & defense, and energy. The company's offerings are customized to meet specific market requirements, emphasizing material strength, power density, cleanliness, and enhanced durability.

Metallus, Inc. maintains a U.S.-based manufacturing footprint, with facilities primarily located in Ohio (Canton and Eaton) and North Carolina (Columbus). The company also has a presence in Mexico, with a facility in Santa Catarina, Nuevo Leon. Metallus serves its customers in the United States and internationally.

Metallus, Inc. has a long-standing reputation, built on over a century of producing strong, sustainable, high-performance specialty metals. The company rebranded from TimkenSteel Corporation to Metallus Inc. in February 2024, a move intended to honor its legacy and reflect its vision for profitable growth and the enduring power of high-performance metals. The company emphasizes its reputation for quality products and lasting partnerships with customers.

Metallus Inc.'s ownership is predominantly institutional, with approximately 82.56% to 85.48% of shares held by institutional shareholders, including BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, State Street Corp, and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.. Insider ownership represents a smaller but notable portion, with approximately 4.49% to 18.48% of the company's outstanding equity. Ellwood Group Investment Corp is the largest individual shareholder, owning 10.29% of the company. Top insider stakeholders as of January 6, 2026, include CEO Michael S. Williams, President & COO Kristopher R. Westbrooks, and Director Terry L. Dunlap. Insider selling has been observed, with CEO Michael S. Williams offloading 14.04K shares in the 90 days leading up to January 6, 2026.