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Russel Metals
Russel Metals (RUS) investor relations material
Russel Metals Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Revenues grew 9% in 2025 to $4.64 billion, with gross margins up 90 basis points and EBITDA up 13% to $337 million, driven by acquisitions and internal investments, notably the Kloeckner acquisition, which closed December 31, 2025.
U.S. revenue share rose to 44% in 2025, expected to exceed 50% post-Kloeckner, and specialty metals comprised 11% of revenues.
Net income for 2025 was $168.8 million, with EPS of $3.01 and return on invested capital at 15%, averaging 18% over three years.
Capital returned to shareholders in 2025 included $86 million in buybacks (2.1 million shares) and $96 million in dividends, with total capital deployed reaching $1.8 billion.
The company maintained a strong capital structure, investment grade ratings, and robust liquidity of $515 million at year-end.
Financial highlights
2025 revenues were $4.64 billion, up 9% year-over-year; EBITDA was $337 million (7.3% margin), up 13%; gross margin improved to 21.8%.
Q4 EBITDA was $69 million, up from Q4 2024 but down from Q3 2025 due to seasonality; Q4 revenues were $1.1 billion, up 5% year-over-year.
EPS was $0.55 in Q4 and $3.01 for the year, both up from 2024.
Free cash flow in 2025 was $247.1 million, with capital expenditures of $74.4 million.
Book value per share at year-end was $28.86.
Outlook and guidance
CapEx is expected to rise to around $100 million annually over the next few years, focused on modernization and value-add projects.
Optimism for Q1 2026 with strong demand signals, rising mill capacity utilization, and robust end markets except for agriculture.
Service center margins expected to improve on a same-store basis in Q1, though overall margins may be flat due to Kloeckner integration.
Dividend of $0.43 per share declared for Q1 2026.
Liquidity remains strong at $515 million, supporting future growth and flexibility.
What specific value-added initiatives boost margins?
How does investment grade rating impact future strategy?
Details on Western Canada operations rationalization
Kloeckner integration: timeline for margin uplift?
CapEx: growth areas beyond maintenance?
How does peer M&A impact your strategy?
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Next Russel Metals earnings date
Q1 20265 May, 2026
Russel Metals
Next Russel Metals earnings date
Q1 20265 May, 2026
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Frequently asked questions
Russel Metals Inc is a metals distribution company offering steel and other metal products to industrial customers across North America. The company operates through service centers, energy product distribution, and steel distributors, supplying sectors such as construction, manufacturing, and oil and gas. Russel Metals provides a range of value-added processing services alongside distribution. The company is headquartered in Mississauga, Canada, and its shares are listed on the TSX.
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