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Metallus (MTUS) investor relations material
Metallus 16th Annual Midwest Ideas Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.16th Annual Midwest Ideas Conference summary26 Aug, 2025
Company overview and transformation
Rebranded from Timken Steel to Metallus about 1.5 years ago, reflecting a shift to specialty metals beyond steel, serving aerospace, defense, and industrial sectors.
Underwent significant transformation since 2020, removing over $100M in costs and focusing on operational and commercial excellence.
Employs about 1,900 people, including 1,200 United Steelworkers, and has a legacy of over 100 years in specialty metals manufacturing.
Product mix includes SBQ steel bars and seamless mechanical tubing, with leading U.S. market shares in both categories.
End markets are balanced across automotive, industrial, energy, and growing aerospace and defense segments.
Recent performance and financial highlights
2023 was a low point for the industry, but shipments in the first half of 2024 increased 28% over the previous half, with $1.1B in sales last year.
Q2 2024 saw net sales over $300M, a 9% sequential increase, and the highest quarterly adjusted EBITDA in over a year.
Operating cash flow was 1.3x EBITDA in Q2, maintaining a strong balance sheet.
Q3 shipments expected to match Q2, with steady base prices and a 7–8% spot price increase for seamless mechanical tubing effective November 1.
Facing higher electricity costs ($2–3M per quarter) and one-time labor agreement costs ($3–5M) in the second half of 2024.
Growth initiatives and strategic investments
Awarded a $100M U.S. Army contract to expand capacity for 155mm shell steel, with $80M received and the remainder expected by early 2026.
Targeting $250M in annual sales to defense by 2026, more than double historical levels.
Investing in vacuum arc remelt steel for aerospace and defense, aiming for $30M in sales in 2025 and further growth.
Operational efficiency initiatives expected to yield $10M in annual savings, ramping up through 2026.
Actively pursuing new commercial opportunities and potential government funding for further expansion.
Electricity cost impact on Q3/Q4 margins?
VAR steel market entry strategy?
Army contract benefits for non-defense customers?
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Q3 20257 Nov, 2025
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Frequently asked questions
Metallus Inc manufactures and markets specialty steel products, including bar, rod, and wire forms, for a range of industrial applications. The company serves sectors such as automotive, aerospace, energy, and heavy equipment by supplying custom-engineered steel solutions. Metallus operates production and distribution facilities primarily in North America. The company is headquartered in Canton, Ohio, and its shares are listed on the NYSE.
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