MTUS Earnings
Monday, May 04 2026
EPS Estimate
$0.16
$0.13 – $0.19
Revenue Estimate
$302M
Current Price
$18.53
Our Position
bullishMetallus posts 7% revenue growth; defense segment surges 19%
est. revisions rising
(+6.2pp / 30d)
The defense ramp is the real story here. A 19% jump in aerospace and defense revenue — now 14% of total sales — signals Metallus is capturing momentum in a structurally strong segment. Despite near-term Q4 losses, the cash generation and guidance for Q1 EBITDA growth suggest the company's turning the corner operationally.
Watch: Watch Q1 results for confirmation of the guided EBITDA expansion and any updates on defense order book momentum. Melt utilization trending above 69% would signal pricing and volume traction in aerospace and defense, which is where the margin upside lives.
Data Signal Summary
0 bullish
4 bearish
Estimates down -20%
Insider selling cluster
Put/call 3.8 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
-20.0% 0up/2dn
Analyst Target (mean)
$18 $18–$18 -3%
Options P/C Ratio
3.76
Est. Dispersion
38% 2 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, Two Sigma, Citadel
Recent Activity
insider trades
77 transactions
Award
·
YACOBOZZI NICHOLAS A. (Officer)
·6,500 shares
Award
·
RAKETICH KEVIN A. (Officer)
·20,100 shares
Award
·
ZARANEC JOHN M (Chief Financial Officer)
·16,100 shares
Award
·
SYRVALIN KRISTINE C (General Counsel)
·20,100 shares
Award
·
WILLIAMS MICHAEL S (Chief Executive Officer)
·78,100 shares
72 more
Award
·
WESTBROOKS KRISTOPHER R
·29,100 shr
Award
·
YACOBOZZI NICHOLAS A.
·3,032 shr
Award
·
RAKETICH KEVIN A.
·7,111 shr
Award
·
SYRVALIN KRISTINE C
·6,700 shr
Award
·
WILLIAMS MICHAEL S
·40,278 shr
Award
·
WESTBROOKS KRISTOPHER R
·7,563 shr
Sell
·
WILLIAMS MICHAEL S
·32,730 shr
·$691,740
Sell
·
WESTBROOKS KRISTOPHER R
·5,079 shr
·$107,343
Exercise
·
WESTBROOKS KRISTOPHER R
·5,079 shr
·$63,234
Sell
·
WILLIAMS MICHAEL S
·603 shr
·$12,663
Sell
·
WESTBROOKS KRISTOPHER R
·93 shr
·$1,953
Exercise
·
WESTBROOKS KRISTOPHER R
·93 shr
·$1,158
Sell
·
WESTBROOKS KRISTOPHER R
·10,932 shr
·$219,296
Exercise
·
WESTBROOKS KRISTOPHER R
·6,932 shr
·$89,630
Sell
·
WILLIAMS MICHAEL S
·19,297 shr
·$368,621
Exercise
·
RAKETICH KEVIN A.
·8,200 shr
·$61,172
Sell
·
WILLIAMS MICHAEL S
·14,037 shr
·$267,433
Sell
·
YACOBOZZI NICHOLAS A.
·21,974 shr
·$395,532
Sell
·
SYRVALIN KRISTINE C
·7,500 shr
·$135,000
Sell
·
WESTBROOKS KRISTOPHER R
·4,000 shr
·$72,000
Sell
·
SYRVALIN KRISTINE C
·7,500 shr
·$120,000
Sell
·
WESTBROOKS KRISTOPHER R
·4,000 shr
·$64,000
Award
·
ZARANEC JOHN M
·34,960 shr
Award
·
YACOBOZZI NICHOLAS A.
·22,520 shr
Award
·
BAKER MARY ELLEN
·9,305 shr
Award
·
CHIREKOS NICHOLAS J.
·9,305 shr
Award
·
MILLER MELISSA M
·9,305 shr
Award
·
RANKIN JAMY P.
·9,305 shr
Award
·
JONES ELLIS ALLEN
·9,305 shr
Award
·
GARCIA KENNETH V
·9,305 shr
Award
·
RICE RONALD A
·9,305 shr
Award
·
WOTRING RANDALL A
·9,305 shr
Award
·
MISHEFF DONALD T
·9,305 shr
Award
·
EDWARDS RANDALL H
·9,305 shr
Award
·
YACOBOZZI NICHOLAS A.
·8,000 shr
Award
·
RAKETICH KEVIN A.
·24,700 shr
Award
·
SYRVALIN KRISTINE C
·24,700 shr
Award
·
WILLIAMS MICHAEL S
·95,900 shr
Award
·
WESTBROOKS KRISTOPHER R
·32,200 shr
Award
·
YACOBOZZI NICHOLAS A.
·6,100 shr
Award
·
RAKETICH KEVIN A.
·10,560 shr
Award
·
SYRVALIN KRISTINE C
·10,880 shr
Award
·
WILLIAMS MICHAEL S
·59,120 shr
Award
·
WESTBROOKS KRISTOPHER R
·19,200 shr
Sell
·
RAKETICH KEVIN A.
·1,000 shr
·$16,660
Sell
·
RAKETICH KEVIN A.
·2,000 shr
·$46,000
Sell
·
WESTBROOKS KRISTOPHER R
·16,247 shr
·$374,111
Exercise
·
WESTBROOKS KRISTOPHER R
·7,968 shr
·$102,528
Sell
·
RAKETICH KEVIN A.
·1,000 shr
·$21,060
Sell
·
RAKETICH KEVIN A.
·1,000 shr
·$21,140
Sell
·
SYRVALIN KRISTINE C
·4,505 shr
·$108,120
Sell
·
WILLIAMS MICHAEL S
·28,907 shr
·$696,433
Sell
·
WILLIAMS MICHAEL S
·16,355 shr
·$376,165
Sell
·
WESTBROOKS KRISTOPHER R
·3,321 shr
·$76,383
Sell
·
RAKETICH KEVIN A.
·1,000 shr
·$23,000
Sell
·
WILLIAMS MICHAEL S
·5,919 shr
·$136,249
Sell
·
WESTBROOKS KRISTOPHER R
·2,310 shr
·$53,181
Sell
·
RAKETICH KEVIN A.
·1,000 shr
·$22,040
Sell
·
WILLIAMS MICHAEL S
·6,633 shr
·$152,992
Sell
·
WESTBROOKS KRISTOPHER R
·10,922 shr
·$251,440
Exercise
·
WESTBROOKS KRISTOPHER R
·8,274 shr
·$103,011
Award
·
BAKER MARY ELLEN
·5,770 shr
Award
·
CHIREKOS NICHOLAS J.
·5,770 shr
Award
·
MILLER MELISSA M
·5,770 shr
Award
·
RANKIN JAMY P.
·5,770 shr
Award
·
JONES ELLIS ALLEN
·5,770 shr
Award
·
GARCIA KENNETH V
·5,770 shr
Award
·
RICE RONALD A
·5,770 shr
Award
·
WOTRING RANDALL A
·5,770 shr
Award
·
MISHEFF DONALD T
·5,770 shr
Award
·
EDWARDS RANDALL H
·5,770 shr
Sell
·
RAKETICH KEVIN A.
·1,000 shr
·$21,730
Explore more
