Metallus (MTUS) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, February 20, 2026 astatine 9:21 AM CST 24 min read

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Friday, Feb. 20, 2026 astatine 9 a.m. ET

• President and Chief Executive Officer — Michael S. Williams

• Chief Financial Officer — John M. Zaranec

• Vice President, Investor Relations — Jennifer K. Beeman

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Michael S. Williams: Good morning, and convey you for joining america today. In 2025, our specialty alloy and multimetal solutions saw commercialized betterment aft marketplace headwinds successful the anterior year. Demand improved crossed our extremity markets, and a supportive just commercialized situation reinforced the value of domestically produced steel. On a year-over-year basis, shipments improved by 14%. Throughout the year, we expanded our aerospace and defence presence, including aggregate caller merchandise offerings and beardown maturation successful vacuum arc remelt, oregon VAR, steel. On downstream processing, with an accrued absorption and the enactment of supplier partnerships, we met higher VAR request and secured caller A&D and concern customers. Bar income totaled astir $28,000,000 past year, astir doubling from 2024.

Additionally, we maintained our aggravated absorption connected safety, with initiatives similar zero-incident planning, unit information meetings, and our Stand Up for Safety programme actively involving much than 1,000 employees. Results included zero superior injuries, a 35% simplification successful days-away oregon restricted cases, and our wounded frequence improved 11% twelvemonth implicit year. A absorption connected beardown starring indicators underscores a much proactive, prevention-focused information culture. Furthermore, we received manufacture designation for our committedness to safety, earning the Safety Culture Improvement Award from the Metals Service Center Institute. We volition proceed investing successful information training, prioritizing wounded prevention done targeted programs specified arsenic cranes, riggings, and autumn protection.

We besides proceed to put successful our radical by gathering the skills we request for a changing industry. Over the year, we strengthened some jobs-specific and enactment skills, and expanded our co-op and apprenticeship programs. To conscionable accrued demand, we are actively expanding hourly staffing levels successful targeted areas specified arsenic seamless mechanical conduit production. In parallel, we made organizational enactment changes to amended align strategical priorities and enactment our increasing bid publication crossed our Canton-based assets. In February, we reached a caller four-year declaration with our section United Steelworkers Union. This declaration reflects our shared committedness to safety, innovation, and semipermanent competitiveness.