Metallus Inc. (MTUS)

Metallus Inc. rebranded from TimkenSteel Corporation in February 2024. In Q2 2025, revenues beat expectations by 3% at $304.6 million, while EPS missed estimates by 4.76% at $0.20, leading to a 3.85% stock price increase. Q2 net sales increased by 9% sequentially due to aerospace and defense demand. A price increase of $100 per ton for seamless mechanical tubing was announced. Despite a 27% year-over-year revenue decline in FY24, management is optimistic about improved shipment volumes in FY25. The company's share price has decreased by approximately 45% over the last 12 months.

Metallus Inc.'s business is seasonable, with demand fluctuating throughout the year. Inventory management is recommended to compare "Days Inventory from the same period in the previous year instead of from the previous quarter". November has the highest probability of a positive return for MTUS stock, while April has the lowest. Recent earnings calls indicate sequential increases in shipments across various end markets, with expectations for consistent shipments in the near term and planned price adjustments.

Metallus, Inc., formerly TimkenSteel Corporation, is a manufacturer of high-performance specialty metals. Founded in 1899 and headquartered in Canton, Ohio, the company operates in the Materials sector, specializing in alloy steel, carbon, and micro-alloy steel products. Its offerings include special bar quality bars, seamless mechanical tubes, precision steel components, and billets, serving markets such as automotive, energy, and aerospace.

Metallus, Inc. manufactures and sells its products in the United States and internationally, with a primary focus on serving customers within the United States. The company's headquarters are located in Canton, Ohio.

Metallus Inc. has a reputation for producing high-quality specialty metals. The rebranding aimed to highlight its expertise in specialty metals. The company emphasizes sustainable practices and regulatory compliance and has an ESG risk rating of "Med Risk" as of September 26, 2025.

Institutional investors hold approximately 77.58% of Metallus Inc.'s stock, with major holders including BlackRock Inc., Vanguard Group Inc., Dimensional Fund Advisors Lp, and State Street Corp. Insiders hold about 3.60% of the stock. Ellwood Group Investment Corp is the largest individual shareholder, owning 10.20% of the company.