View Future GrowthMetallus 過去の業績過去 基準チェック /26Metallusの収益は年間平均-40.9%の割合で減少していますが、 Metals and Mining業界の収益は年間 減少しています。収益は年間1.1% 0.7%割合で 減少しています。 Metallusの自己資本利益率は0.4%であり、純利益率は0.2%です。主要情報-40.88%収益成長率-40.29%EPS成長率Metals and Mining 業界の成長29.18%収益成長率-0.74%株主資本利益率0.42%ネット・マージン0.24%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Apr 15Metallus Inc. to Report Q1, 2026 Results on May 04, 2026Metallus Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026お知らせ • Jan 30Metallus Inc. to Report Q4, 2025 Results on Feb 19, 2026Metallus Inc. announced that they will report Q4, 2025 results on Feb 19, 2026お知らせ • Oct 18Metallus Inc. to Report Q3, 2025 Results on Nov 06, 2025Metallus Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 06, 2025お知らせ • Jul 18Metallus Inc. to Report Q2, 2025 Results on Aug 07, 2025Metallus Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025お知らせ • Apr 18Metallus Inc. to Report Q1, 2025 Results on May 08, 2025Metallus Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025お知らせ • Feb 06Metallus Inc. to Report Q4, 2024 Results on Feb 27, 2025Metallus Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025すべての更新を表示Recent updatesお知らせ • Apr 15Metallus Inc. to Report Q1, 2026 Results on May 04, 2026Metallus Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026お知らせ • Mar 13Metallus Inc., Annual General Meeting, Apr 30, 2026Metallus Inc., Annual General Meeting, Apr 30, 2026.お知らせ • Jan 30Metallus Inc. to Report Q4, 2025 Results on Feb 19, 2026Metallus Inc. announced that they will report Q4, 2025 results on Feb 19, 2026お知らせ • Oct 18Metallus Inc. to Report Q3, 2025 Results on Nov 06, 2025Metallus Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 06, 2025お知らせ • Jul 18Metallus Inc. to Report Q2, 2025 Results on Aug 07, 2025Metallus Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025お知らせ • May 21+ 1 more updateMetallus Inc. Announces CFO Changes, June 16, 2025Metallus Inc. announced that Kristopher R. Westbrooks has been promoted to the newly created role of president and chief operating officer and John M. Zaranec III has been appointed as the company's executive vice president and chief financial officer, effective June 16, 2025. Both executives will report directly to Mike Williams, Metallus' chief executive officer. Zaranec brings over 20 years of financial experience and skills in the manufacturing and industrial sectors. Most recently, he served as division chief financial officer at Materion Corporation, leading the finance strategy and function for the Performance Materials segment. Before that, he held various leadership roles at Materion, including chief accounting officer, corporate controller, and head of investor relations. His experience also includes finance leadership at The Timken Company. Prior to transitioning into industry, he spent nearly a decade in public accounting. Zaranec holds a bachelor's degree in business and a master's degree in accountancy from Miami University.お知らせ • Apr 18Metallus Inc. to Report Q1, 2025 Results on May 08, 2025Metallus Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025お知らせ • Feb 28Metallus Inc., Annual General Meeting, May 07, 2025Metallus Inc., Annual General Meeting, May 07, 2025.お知らせ • Feb 06Metallus Inc. to Report Q4, 2024 Results on Feb 27, 2025Metallus Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025Reported Earnings • Nov 08Third quarter 2024 earnings released: US$0.13 loss per share (vs US$0.56 profit in 3Q 2023)Third quarter 2024 results: US$0.13 loss per share (down from US$0.56 profit in 3Q 2023). Revenue: US$227.2m (down 36% from 3Q 2023). Net loss: US$5.90m (down 124% from profit in 3Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €14.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 16% over the past three years.お知らせ • Oct 18Metallus Inc. to Report Q3, 2024 Results on Nov 07, 2024Metallus Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €14.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 22% over the past three years.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$0.10 (vs US$0.66 in 2Q 2023)Second quarter 2024 results: EPS: US$0.10 (down from US$0.66 in 2Q 2023). Revenue: US$294.7m (down 17% from 2Q 2023). Net income: US$4.60m (down 84% from 2Q 2023). Profit margin: 1.6% (down from 8.1% in 2Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Jul 19Metallus Inc. to Report Q2, 2024 Results on Aug 08, 2024Metallus Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €20.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.87 per share.Reported Earnings • May 10First quarter 2024 earnings released: EPS: US$0.55 (vs US$0.33 in 1Q 2023)First quarter 2024 results: EPS: US$0.55 (up from US$0.33 in 1Q 2023). Revenue: US$321.6m (flat on 1Q 2023). Net income: US$24.0m (up 67% from 1Q 2023). Profit margin: 7.5% (up from 4.5% in 1Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.お知らせ • May 10Metallus Inc. (NYSE:MTUS) announces an Equity Buyback for $100 million worth of its shares.Metallus Inc. (NYSE:MTUS) announces a share repurchase program. Under the program, the company will repurchase $100 million of its shares. The repurchase program does not have an expiration date.Buy Or Sell Opportunity • May 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to €18.80. The fair value is estimated to be €23.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.5% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.お知らせ • May 08Metallus Elects Melissa M. Miller to Its Board of DirectorsAt the 2024 Annual Meeting of Shareholders of Metallus Inc. held on May 7, 2024 the shareholders elected Melissa M. Miller, Executive Vice President and Chief Human Resources Officer at Arconic Corporation, as a new independent director. Miller was elected to serve an initial term of one year and fills the vacancy resulting from the retirement of Diane Creel from Metallus' Board of Directors. Additionally, shareholders have re-elected for a three-year term independent directors Mary Ellen Baker, Jamy Rankin and Ron Rice, as well as Mike Williams, Metallus' President and Chief Executive Officer. Eleven directors now serve on the Metallus board. Miller is currently Arconic's Executive Vice President and Chief Human Resources Officer, a role she has held since the company launched in April 2020, when Arconic Corporation separated from Arconic Inc. now known as Howmet Aerospace. In 2022, Melissa was part of the negotiations that resulted in a 4-year contract with the United Steel Workers. Miller joined Arconic's predecessor company, Alcoa, in 2005 and has held multiple leadership roles with a broad spectrum of progressive HR responsibilities, including HR strategy development and implementation, talent management, workforce planning, succession planning, employee engagement, campus partnerships, HR technology, growth in emerging markets (Brazil, China, Middle East & India), merger integrations, turnarounds and employee/labor relations. Melissa holds a Bachelor of Science degree in Psychology from Pennsylvania State University.お知らせ • Apr 20Metallus Inc. to Report Q1, 2024 Results on May 09, 2024Metallus Inc. announced that they will report Q1, 2024 results After-Market on May 09, 2024お知らせ • Mar 13Metallus Inc., Annual General Meeting, May 07, 2024Metallus Inc., Annual General Meeting, May 07, 2024, at 10:00 US Eastern Standard Time. Agenda: To consider the election of four Class I directors, each to hold office for a three-year term expiring at the 2027 annual meeting, and election of one Class II director to hold office for a one-year term expiring at the 2025 annual meeting; to consider Ratification of the selection of Ernst & Young LLP as the company's independent auditor for the fiscal year ending December 31, 2024; and to consider the Approval, on an advisory basis, of the compensation of the company's named executive officers Admission to the meeting.New Risk • Mar 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: US$1.58 (vs US$1.42 in FY 2022)Full year 2023 results: EPS: US$1.58 (up from US$1.42 in FY 2022). Revenue: US$1.36b (up 2.4% from FY 2022). Net income: US$69.4m (up 6.6% from FY 2022). Profit margin: 5.1% (up from 4.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 14TimkenSteel Corporation to Report Q4, 2023 Results on Feb 27, 2024TimkenSteel Corporation announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2024お知らせ • Feb 03Diane C. Creel to Retire as Director of TimkenSteel CorporationTimkenSteel Corporation announced that on January 30, 2024 Diane C. Creel notified the Company’s Board of Directors that she intends to retire from her position as a Director of the company immediately prior to the Annual Meeting of Shareholders on May 7, 2024. Ms. Creel’s anticipated retirement is in accordance with the provisions of company's Governance Guidelines regarding Retirement Age.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.56 (vs US$0.29 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.56 (up from US$0.29 loss in 3Q 2022). Revenue: US$354.2m (up 12% from 3Q 2022). Net income: US$24.8m (up US$38.1m from 3Q 2022). Profit margin: 7.0% (up from net loss in 3Q 2022). Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 19TimkenSteel Corporation to Report Q3, 2023 Results on Nov 02, 2023TimkenSteel Corporation announced that they will report Q3, 2023 results After-Market on Nov 02, 2023Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jamy Rankin was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$0.66 (vs US$1.60 in 2Q 2022)Second quarter 2023 results: EPS: US$0.66 (down from US$1.60 in 2Q 2022). Revenue: US$356.6m (down 14% from 2Q 2022). Net income: US$28.9m (down 61% from 2Q 2022). Profit margin: 8.1% (down from 18% in 2Q 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 03TimkenSteel Corporation Elects Jamy P. Rankin as Board of DirectorsTimkenSteel Corporation elected Jamy P. Rankin, retired president and chief executive officer of Ford Component Sales, LLC, as a new independent director. She joins ten directors currently serving on the TimkenSteel board. During her tenure as president and chief executive officer of Ford Component Sales, LLC, Rankin played a pivotal role in expanding the company's market presence and product offerings. Under her leadership, the company experienced substantial growth through collaboration, market penetration, and strategic expansion. She also spearheaded international growth initiatives and effectively managed four operational divisions and supporting functions, including finance, engineering, information technology, and human resources. Prior to her time at Ford, she held influential positions in marketing and sales organizations at Case New Holland and Navistar. Rankin currently serves on the board of Motorcar Parts of America, a remanufacturer, manufacturer and distributor of automotive aftermarket parts, and Bronner Brothers Inc., one of the larger private African American hair and skin care product producers in the United States. Additionally, she was previously a member of The Executive Leadership Council and the National Black MBA Association, where she holds a life membership, and was a long-time member of the board of visitors at the Howard University School of Business. Rankin holds a bachelor of science degree in industrial engineering from the University of Pittsburgh and a master of business administration degree in marketing and strategy from the University of Chicago. The University of Pittsburgh recognized her accomplishments with the Distinguished Alu millioni award in 2014, and she currently serves on the board of visitors for the School of Industrial Engineering. Her contributions to the automotive industry have been recognized by On-Wheels magazine, which named her one of the top women in the field, and she is also the proud recipient of the National Women of Color Technology award.お知らせ • Jul 23TimkenSteel Corporation to Report Q2, 2023 Results on Aug 03, 2023TimkenSteel Corporation announced that they will report Q2, 2023 results After-Market on Aug 03, 2023Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.33 (vs US$0.80 in 1Q 2022)First quarter 2023 results: EPS: US$0.33 (down from US$0.80 in 1Q 2022). Revenue: US$323.5m (down 8.1% from 1Q 2022). Net income: US$14.4m (down 61% from 1Q 2022). Profit margin: 4.5% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 1.0% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year whereas the company’s share price has increased by 85% per year.Reported Earnings • Feb 26Full year 2022 earnings released: EPS: US$1.42 (vs US$3.73 in FY 2021)Full year 2022 results: EPS: US$1.42 (down from US$3.73 in FY 2021). Revenue: US$1.33b (up 3.7% from FY 2021). Net income: US$65.1m (down 62% from FY 2021). Profit margin: 4.9% (down from 13% in FY 2021). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 09TimkenSteel Corporation to Report Q4, 2022 Results on Feb 23, 2023TimkenSteel Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023お知らせ • Jan 28Timkensteel Corporation Announces Resignation of Leila L. Vespoli as DirectorTimkenSteel Corporation announced resignation of Leila L. Vespoli as a director. Leila L. Vespoli notified the Board of Directors of TimkenSteel Corporation of her decision not to stand for re-election as a director at the Company’s 2023 Annual Meeting of Shareholders. Ms. Vespoli’s decision was for personal reasons and not due to any disagreement with the Company. Ms. Vespoli will continue to serve as a member of the Board of Directors until her current term expires at the 2023 Annual Meeting of Shareholders.Board Change • Dec 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mary Baker was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Third quarter 2022 earnings released: US$0.29 loss per share (vs US$1.08 profit in 3Q 2021)Third quarter 2022 results: US$0.29 loss per share (down from US$1.08 profit in 3Q 2021). Revenue: US$316.8m (down 7.8% from 3Q 2021). Net loss: US$13.3m (down 126% from profit in 3Q 2021). Revenue is expected to fall by 2.4% p.a. on average during the next 2 years compared to a 3.4% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04TimkenSteel Corporation (NYSE:TMST) announces an Equity Buyback for $75 million worth of its shares.TimkenSteel Corporation (NYSE:TMST) announces a share repurchase program. Under the program, the company will repurchase $75 million of its shares. The purpose of the program is to generate sustainable through-cycle profitability while maintaining a strong balance sheet and cash flow.お知らせ • Nov 03TimkenSteel Corporation Announces Board ChangesThe board of directors of TimkenSteel Corporation elected Mary Ellen Baker, retired executive vice president and head of business services for Citizens Bank, and Nick Chirekos, retired managing director, North America head of mining for J.P. Morgan, as new independent directors. They join nine directors currently serving on the TimkenSteel board. Baker is a retired banking executive with deep experience in leading technology and operations teams as well as managing major organizational change. She has successfully facilitated large-scale technology transformations, merger integrations, and her knowledge of operations, cybersecurity, data & analytics has supported corporate growth. She most recently served as executive vice president and head of business services for Citizens Bank, where she was recognized by American Banker's Most Powerful Women as a standout in her field. Previously, Baker was executive vice president of enterprise services at PNC Financial Services Group Inc. She holds a bachelor's degree in business administration from Western Michigan University. Chirekos has an extensive background in investment banking and capital markets, with a focus on the mining industry. He served in various investment banking roles at J.P. Morgan Securities Inc., most recently as the managing director, North America head of mining. Prior to that, he served as the global head of mining and metals. Chirekos has established himself as a trusted strategic advisor to senior leadership and brings extensive expertise in mergers and acquisitions as well as equity and debt transactions. He received a master of business administration in finance and international business from New York University'sStern School of Business and a bachelor's degree in business administration from the University of Denver.お知らせ • Oct 13TimkenSteel Corporation to Report Q3, 2022 Results on Nov 03, 2022TimkenSteel Corporation announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2022Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$1.60 (vs US$1.18 in 2Q 2021)Second quarter 2022 results: EPS: US$1.60 (up from US$1.18 in 2Q 2021). Revenue: US$415.7m (up 27% from 2Q 2021). Net income: US$74.5m (up 38% from 2Q 2021). Profit margin: 18% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 25% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €15.80, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 179% over the past three years.お知らせ • Jul 22TimkenSteel Corporation to Report Q2, 2022 Results on Aug 04, 2022TimkenSteel Corporation announced that they will report Q2, 2022 results After-Market on Aug 04, 2022Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €20.20, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 215% over the past three years.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to €19.30, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 171% over the past three years.Recent Insider Transactions • May 14Independent Director recently bought €450k worth of stockOn the 12th of May, Kenneth Garcia bought around 26k shares on-market at roughly €17.11 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €638k more in shares than they have sold in the last 12 months.Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$0.80 (vs US$0.22 in 1Q 2021)First quarter 2022 results: EPS: US$0.80 (up from US$0.22 in 1Q 2021). Revenue: US$352.0m (up 29% from 1Q 2021). Net income: US$37.1m (up 279% from 1Q 2021). Profit margin: 11% (up from 3.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 33% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 21TimkenSteel Corporation to Report Q1, 2022 Results on May 04, 2022TimkenSteel Corporation announced that they will report Q1, 2022 results After-Market on May 04, 2022Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to €21.40, the stock trades at a trailing P/E ratio of 6.1x. Average forward P/E is 6x in the Metals and Mining industry in Germany. Total returns to shareholders of 127% over the past three years.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to €20.20, the stock trades at a trailing P/E ratio of 6.2x. Average forward P/E is 5x in the Metals and Mining industry in Germany. Total returns to shareholders of 104% over the past three years.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to €15.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 56% over the past three years.Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$3.73 (up from US$1.38 loss in FY 2020). Revenue: US$1.28b (up 54% from FY 2020). Net income: US$171.0m (up US$232.9m from FY 2020). Profit margin: 13% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 9.5%, compared to a 12% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25+ 1 more updateTimkenSteel Corporation Provides Earnings Guidance for the First Quarter of 2022TimkenSteel Corporation provided earnings guidance for the first quarter of 2022. Surcharge revenue per ton is expected to decline in the first-quarter of 2022 as a result of a lower No. 1 busheling scrap index compared with the fourth-quarter of 2021. Inflationary pressure is anticipated on commodities and consumables. Operating cash flow is expected to be near breakeven in the first-quarter of 2022 primarily driven by higher working capital and the cash payment of approximately $19 million of variable compensation earned in 2021. Capital expenditures are expected to be approximately $40 million in 2022.お知らせ • Feb 10TimkenSteel Corporation to Report Q4, 2021 Results on Feb 24, 2022TimkenSteel Corporation announced that they will report Q4, 2021 results After-Market on Feb 24, 2022Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €11.70, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 14% over the past three years.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to €14.10, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 89% over the past three years.お知らせ • Dec 21TimkenSteel Corporation (NYSE:TMST) announces an Equity Buyback for $50 million worth of its shares.TimkenSteel Corporation (NYSE:TMST) announces a share repurchase program. Under the program, the company will repurchase $50 million of its outstanding common shares.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to €15.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 60% over the past three years.Recent Insider Transactions • Nov 18Independent Director recently bought €350k worth of stockOn the 16th of November, Kenneth Garcia bought around 27k shares on-market at roughly €13.13 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €187k more in shares than they have sold in the last 12 months.Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS US$1.08 (vs US$0.31 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$343.7m (up 67% from 3Q 2020). Net income: US$50.1m (up US$64.0m from 3Q 2020). Profit margin: 15% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 31% share price gain to US$14.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 29% over the past three years.Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS US$1.18 (vs US$0.34 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$327.3m (up 113% from 2Q 2020). Net income: US$54.0m (up US$69.3m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Recent Insider Transactions • May 26Executive Vice President of Sales recently sold €117k worth of stockOn the 24th of May, Kevin Raketich sold around 10k shares on-market at roughly €11.66 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €163k more than they bought in the last 12 months.お知らせ • May 07Timkensteel Corporation Reports Impairment Charges of $8.2 Million for the Quarter Ended March 31, 2021TimkenSteel Corporation reported impairment charges for the quarter ended March 31, 2021. For the quarter, the company reported impairment of $8.2 million.お知らせ • Apr 27DAIDO STEEL (SHANGHAI) CO., LTD agreed to acquire TimkenSteel (Shanghai) Corporation Limited from TimkenSteel Corporation (NYSE:TMST).DAIDO STEEL (SHANGHAI) CO., LTD agreed to acquire TimkenSteel (Shanghai) Corporation Limited from TimkenSteel Corporation (NYSE:TMST) on March 31, 2021. After the acquisition, TimkenSteel (Shanghai) Corporation Limited name will be changed to TimkenSteel Shanghai Corporation Ltd. The transaction is expected to close on July 8, 2021.お知らせ • Mar 19TimkenSteel Corporation, Annual General Meeting, May 05, 2021TimkenSteel Corporation, Annual General Meeting, May 05, 2021, at 10:00 US Eastern Standard Time. Agenda: To consider election of the following directors to serve a three-year term expiring at the 2024 annual meeting: Terry L. Dunlap, Ronald A. Rice and Michael S. Williams; to consider ratification of the selection of Ernst & Young LLP as the company’s independent auditor for the fiscal year ending December 31, 2021; to consider Approval, on an advisory basis, of the compensation of the company’s named executive officers; to consider approval, on an advisory basis, of the frequency of advisory votes on named executive officer compensation; and to consider approval of the company amended and Restated 2020 Equity and Incentive Compensation Plan.Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 36%, compared to a 22% growth forecast for the Metals and Mining industry in Germany.Reported Earnings • Feb 27Full year 2020 earnings released: US$1.38 loss per share (vs US$2.46 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: US$830.7m (down 31% from FY 2019). Net loss: US$61.9m (loss narrowed 44% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 23New 90-day high: €5.15The company is up 19% from its price of €4.32 on 24 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 58% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €39.97 per share.お知らせ • Feb 17Joseph A. Carrabba Not to Stand for Re-Election of TimkenSteel Corporation as DirectorOn February 10, 2021, Joseph A. Carrabba notified TimkenSteel Corporation’s Board of Directors of his decision not to stand for re-election as a director at the Company’s 2021 Annual Meeting of Shareholders. Mr. Carrabba further notified the Board that his decision was for personal reasons and not due to any disagreement with the Company. Mr. Carrabba will continue to serve as a member of the Board of Directors until his current term expires at the 2021 Annual Meeting of Shareholders.お知らせ • Feb 11TimkenSteel Corporation to Report Q4, 2020 Results on Feb 25, 2021TimkenSteel Corporation announced that they will report Q4, 2020 results After-Market on Feb 25, 2021お知らせ • Dec 20+ 1 more updateTimkenSteel Announces Executive Leadership Changes, Effective January 1, 2021TimkenSteel announced its Board of Directors has approved several important executive leadership changes. Michael S. Williams has been named president of the company and has also been elected to the board of directors effective January 1, 2021. Terry L. Dunlap, who has served as the company's interim chief executive officer and president since October 2019, will remain on the board and resume his role as an independent director of the company, effective January 1, 2021. Terry L. Dunlap, who has served as the company's interim chief executive officer and president since October 2019, will remain on the board and resume his role as an independent director of the company, effective January 1, 2021. Williams was most recently the chief executive officer of Bayou Steel Group, a U.S. producer of structural steel and merchant bar. Prior to joining Bayou, Williams served as President Outokumpu Americas for Outokumpu Oyj, a global leader in the stainless steel industry. Additionally, Frank A. DiPiero will step down as executive vice president, general counsel and secretary of the company, effective December 31, 2020. DiPiero has served in this role since 2014. To succeed DiPiero, the Board named Kristine C. Syrvalin as executive vice president, general counsel and secretary effective January 1, 2021. Syrvalin is currently the assistant general counsel and vice president of ethics and compliance at TimkenSteel. Prior to joining the company in 2014, she was vice president, assistant general counsel and corporate secretary for OMNOVA Solutions Inc.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$133.7m, with losses widening by 321% from the prior year. Total revenue was US$846.4m over the last 12 months, down 39% from the prior year.お知らせ • Oct 17TimkenSteel Corporation to Report Q3, 2020 Results on Oct 29, 2020TimkenSteel Corporation announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Oct 29, 2020お知らせ • Jul 24TimkenSteel Corporation to Report Q2, 2020 Results on Aug 06, 2020TimkenSteel Corporation announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 06, 2020収支内訳Metallus の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:ZS2 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 261,186389031 Dec 251,158-195030 Sep 251,132-895030 Jun 251,053-2293031 Mar 251,043-2192031 Dec 241,084192030 Sep 241,17224126030 Jun 241,29955123031 Mar 241,36179122031 Dec 231,36269121030 Sep 231,2803579030 Jun 231,242-378031 Mar 231,3014237031 Dec 221,3306518030 Sep 221,423155-15030 Jun 221,450219-20031 Mar 221,36119813031 Dec 211,28317120030 Sep 211,15610156230 Jun 211,0183749231 Mar 21845-3247231 Dec 20831-6265030 Sep 20846-134105430 Jun 20915-137114431 Mar 201,098-133126431 Dec 191,209-110111430 Sep 191,388-43109830 Jun 191,524-25110831 Mar 191,601-5109831 Dec 181,611-10108830 Sep 181,546-2684830 Jun 181,475-3379831 Mar 181,401-4082831 Dec 171,329-3187830 Sep 171,203-7773830 Jun 171,077-9382831 Mar 17961-10183831 Dec 16870-105149830 Sep 16861-3578930 Jun 16880-4483931 Mar 16935-6290931 Dec 151,106-4599930 Sep 151,308-32108930 Jun 151,509251129質の高い収益: ZS2には$6.7M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: ZS2過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ZS2過去 5 年間で収益を上げており、収益は年間-40.9%増加しています。成長の加速: ZS2は昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: ZS2昨年収益を上げたため、昨年の収益成長をMetals and Mining業界 ( 32.5% ) と比較することは困難です。株主資本利益率高いROE: ZS2の 自己資本利益率 ( 0.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 21:45終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Metallus Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Seth RosenfeldBNP ParibasMartin EnglertJefferies LLCMichael GambardellaJ.P. Morgan8 その他のアナリストを表示
お知らせ • Apr 15Metallus Inc. to Report Q1, 2026 Results on May 04, 2026Metallus Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026
お知らせ • Jan 30Metallus Inc. to Report Q4, 2025 Results on Feb 19, 2026Metallus Inc. announced that they will report Q4, 2025 results on Feb 19, 2026
お知らせ • Oct 18Metallus Inc. to Report Q3, 2025 Results on Nov 06, 2025Metallus Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 06, 2025
お知らせ • Jul 18Metallus Inc. to Report Q2, 2025 Results on Aug 07, 2025Metallus Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
お知らせ • Apr 18Metallus Inc. to Report Q1, 2025 Results on May 08, 2025Metallus Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025
お知らせ • Feb 06Metallus Inc. to Report Q4, 2024 Results on Feb 27, 2025Metallus Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
お知らせ • Apr 15Metallus Inc. to Report Q1, 2026 Results on May 04, 2026Metallus Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026
お知らせ • Mar 13Metallus Inc., Annual General Meeting, Apr 30, 2026Metallus Inc., Annual General Meeting, Apr 30, 2026.
お知らせ • Jan 30Metallus Inc. to Report Q4, 2025 Results on Feb 19, 2026Metallus Inc. announced that they will report Q4, 2025 results on Feb 19, 2026
お知らせ • Oct 18Metallus Inc. to Report Q3, 2025 Results on Nov 06, 2025Metallus Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 06, 2025
お知らせ • Jul 18Metallus Inc. to Report Q2, 2025 Results on Aug 07, 2025Metallus Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
お知らせ • May 21+ 1 more updateMetallus Inc. Announces CFO Changes, June 16, 2025Metallus Inc. announced that Kristopher R. Westbrooks has been promoted to the newly created role of president and chief operating officer and John M. Zaranec III has been appointed as the company's executive vice president and chief financial officer, effective June 16, 2025. Both executives will report directly to Mike Williams, Metallus' chief executive officer. Zaranec brings over 20 years of financial experience and skills in the manufacturing and industrial sectors. Most recently, he served as division chief financial officer at Materion Corporation, leading the finance strategy and function for the Performance Materials segment. Before that, he held various leadership roles at Materion, including chief accounting officer, corporate controller, and head of investor relations. His experience also includes finance leadership at The Timken Company. Prior to transitioning into industry, he spent nearly a decade in public accounting. Zaranec holds a bachelor's degree in business and a master's degree in accountancy from Miami University.
お知らせ • Apr 18Metallus Inc. to Report Q1, 2025 Results on May 08, 2025Metallus Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025
お知らせ • Feb 28Metallus Inc., Annual General Meeting, May 07, 2025Metallus Inc., Annual General Meeting, May 07, 2025.
お知らせ • Feb 06Metallus Inc. to Report Q4, 2024 Results on Feb 27, 2025Metallus Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
Reported Earnings • Nov 08Third quarter 2024 earnings released: US$0.13 loss per share (vs US$0.56 profit in 3Q 2023)Third quarter 2024 results: US$0.13 loss per share (down from US$0.56 profit in 3Q 2023). Revenue: US$227.2m (down 36% from 3Q 2023). Net loss: US$5.90m (down 124% from profit in 3Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €14.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 16% over the past three years.
お知らせ • Oct 18Metallus Inc. to Report Q3, 2024 Results on Nov 07, 2024Metallus Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €14.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 22% over the past three years.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$0.10 (vs US$0.66 in 2Q 2023)Second quarter 2024 results: EPS: US$0.10 (down from US$0.66 in 2Q 2023). Revenue: US$294.7m (down 17% from 2Q 2023). Net income: US$4.60m (down 84% from 2Q 2023). Profit margin: 1.6% (down from 8.1% in 2Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Jul 19Metallus Inc. to Report Q2, 2024 Results on Aug 08, 2024Metallus Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €20.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.87 per share.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: US$0.55 (vs US$0.33 in 1Q 2023)First quarter 2024 results: EPS: US$0.55 (up from US$0.33 in 1Q 2023). Revenue: US$321.6m (flat on 1Q 2023). Net income: US$24.0m (up 67% from 1Q 2023). Profit margin: 7.5% (up from 4.5% in 1Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
お知らせ • May 10Metallus Inc. (NYSE:MTUS) announces an Equity Buyback for $100 million worth of its shares.Metallus Inc. (NYSE:MTUS) announces a share repurchase program. Under the program, the company will repurchase $100 million of its shares. The repurchase program does not have an expiration date.
Buy Or Sell Opportunity • May 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to €18.80. The fair value is estimated to be €23.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.5% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
お知らせ • May 08Metallus Elects Melissa M. Miller to Its Board of DirectorsAt the 2024 Annual Meeting of Shareholders of Metallus Inc. held on May 7, 2024 the shareholders elected Melissa M. Miller, Executive Vice President and Chief Human Resources Officer at Arconic Corporation, as a new independent director. Miller was elected to serve an initial term of one year and fills the vacancy resulting from the retirement of Diane Creel from Metallus' Board of Directors. Additionally, shareholders have re-elected for a three-year term independent directors Mary Ellen Baker, Jamy Rankin and Ron Rice, as well as Mike Williams, Metallus' President and Chief Executive Officer. Eleven directors now serve on the Metallus board. Miller is currently Arconic's Executive Vice President and Chief Human Resources Officer, a role she has held since the company launched in April 2020, when Arconic Corporation separated from Arconic Inc. now known as Howmet Aerospace. In 2022, Melissa was part of the negotiations that resulted in a 4-year contract with the United Steel Workers. Miller joined Arconic's predecessor company, Alcoa, in 2005 and has held multiple leadership roles with a broad spectrum of progressive HR responsibilities, including HR strategy development and implementation, talent management, workforce planning, succession planning, employee engagement, campus partnerships, HR technology, growth in emerging markets (Brazil, China, Middle East & India), merger integrations, turnarounds and employee/labor relations. Melissa holds a Bachelor of Science degree in Psychology from Pennsylvania State University.
お知らせ • Apr 20Metallus Inc. to Report Q1, 2024 Results on May 09, 2024Metallus Inc. announced that they will report Q1, 2024 results After-Market on May 09, 2024
お知らせ • Mar 13Metallus Inc., Annual General Meeting, May 07, 2024Metallus Inc., Annual General Meeting, May 07, 2024, at 10:00 US Eastern Standard Time. Agenda: To consider the election of four Class I directors, each to hold office for a three-year term expiring at the 2027 annual meeting, and election of one Class II director to hold office for a one-year term expiring at the 2025 annual meeting; to consider Ratification of the selection of Ernst & Young LLP as the company's independent auditor for the fiscal year ending December 31, 2024; and to consider the Approval, on an advisory basis, of the compensation of the company's named executive officers Admission to the meeting.
New Risk • Mar 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: US$1.58 (vs US$1.42 in FY 2022)Full year 2023 results: EPS: US$1.58 (up from US$1.42 in FY 2022). Revenue: US$1.36b (up 2.4% from FY 2022). Net income: US$69.4m (up 6.6% from FY 2022). Profit margin: 5.1% (up from 4.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 14TimkenSteel Corporation to Report Q4, 2023 Results on Feb 27, 2024TimkenSteel Corporation announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2024
お知らせ • Feb 03Diane C. Creel to Retire as Director of TimkenSteel CorporationTimkenSteel Corporation announced that on January 30, 2024 Diane C. Creel notified the Company’s Board of Directors that she intends to retire from her position as a Director of the company immediately prior to the Annual Meeting of Shareholders on May 7, 2024. Ms. Creel’s anticipated retirement is in accordance with the provisions of company's Governance Guidelines regarding Retirement Age.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.56 (vs US$0.29 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.56 (up from US$0.29 loss in 3Q 2022). Revenue: US$354.2m (up 12% from 3Q 2022). Net income: US$24.8m (up US$38.1m from 3Q 2022). Profit margin: 7.0% (up from net loss in 3Q 2022). Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 19TimkenSteel Corporation to Report Q3, 2023 Results on Nov 02, 2023TimkenSteel Corporation announced that they will report Q3, 2023 results After-Market on Nov 02, 2023
Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jamy Rankin was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$0.66 (vs US$1.60 in 2Q 2022)Second quarter 2023 results: EPS: US$0.66 (down from US$1.60 in 2Q 2022). Revenue: US$356.6m (down 14% from 2Q 2022). Net income: US$28.9m (down 61% from 2Q 2022). Profit margin: 8.1% (down from 18% in 2Q 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 03TimkenSteel Corporation Elects Jamy P. Rankin as Board of DirectorsTimkenSteel Corporation elected Jamy P. Rankin, retired president and chief executive officer of Ford Component Sales, LLC, as a new independent director. She joins ten directors currently serving on the TimkenSteel board. During her tenure as president and chief executive officer of Ford Component Sales, LLC, Rankin played a pivotal role in expanding the company's market presence and product offerings. Under her leadership, the company experienced substantial growth through collaboration, market penetration, and strategic expansion. She also spearheaded international growth initiatives and effectively managed four operational divisions and supporting functions, including finance, engineering, information technology, and human resources. Prior to her time at Ford, she held influential positions in marketing and sales organizations at Case New Holland and Navistar. Rankin currently serves on the board of Motorcar Parts of America, a remanufacturer, manufacturer and distributor of automotive aftermarket parts, and Bronner Brothers Inc., one of the larger private African American hair and skin care product producers in the United States. Additionally, she was previously a member of The Executive Leadership Council and the National Black MBA Association, where she holds a life membership, and was a long-time member of the board of visitors at the Howard University School of Business. Rankin holds a bachelor of science degree in industrial engineering from the University of Pittsburgh and a master of business administration degree in marketing and strategy from the University of Chicago. The University of Pittsburgh recognized her accomplishments with the Distinguished Alu millioni award in 2014, and she currently serves on the board of visitors for the School of Industrial Engineering. Her contributions to the automotive industry have been recognized by On-Wheels magazine, which named her one of the top women in the field, and she is also the proud recipient of the National Women of Color Technology award.
お知らせ • Jul 23TimkenSteel Corporation to Report Q2, 2023 Results on Aug 03, 2023TimkenSteel Corporation announced that they will report Q2, 2023 results After-Market on Aug 03, 2023
Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.33 (vs US$0.80 in 1Q 2022)First quarter 2023 results: EPS: US$0.33 (down from US$0.80 in 1Q 2022). Revenue: US$323.5m (down 8.1% from 1Q 2022). Net income: US$14.4m (down 61% from 1Q 2022). Profit margin: 4.5% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 1.0% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year whereas the company’s share price has increased by 85% per year.
Reported Earnings • Feb 26Full year 2022 earnings released: EPS: US$1.42 (vs US$3.73 in FY 2021)Full year 2022 results: EPS: US$1.42 (down from US$3.73 in FY 2021). Revenue: US$1.33b (up 3.7% from FY 2021). Net income: US$65.1m (down 62% from FY 2021). Profit margin: 4.9% (down from 13% in FY 2021). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 09TimkenSteel Corporation to Report Q4, 2022 Results on Feb 23, 2023TimkenSteel Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023
お知らせ • Jan 28Timkensteel Corporation Announces Resignation of Leila L. Vespoli as DirectorTimkenSteel Corporation announced resignation of Leila L. Vespoli as a director. Leila L. Vespoli notified the Board of Directors of TimkenSteel Corporation of her decision not to stand for re-election as a director at the Company’s 2023 Annual Meeting of Shareholders. Ms. Vespoli’s decision was for personal reasons and not due to any disagreement with the Company. Ms. Vespoli will continue to serve as a member of the Board of Directors until her current term expires at the 2023 Annual Meeting of Shareholders.
Board Change • Dec 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mary Baker was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Third quarter 2022 earnings released: US$0.29 loss per share (vs US$1.08 profit in 3Q 2021)Third quarter 2022 results: US$0.29 loss per share (down from US$1.08 profit in 3Q 2021). Revenue: US$316.8m (down 7.8% from 3Q 2021). Net loss: US$13.3m (down 126% from profit in 3Q 2021). Revenue is expected to fall by 2.4% p.a. on average during the next 2 years compared to a 3.4% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04TimkenSteel Corporation (NYSE:TMST) announces an Equity Buyback for $75 million worth of its shares.TimkenSteel Corporation (NYSE:TMST) announces a share repurchase program. Under the program, the company will repurchase $75 million of its shares. The purpose of the program is to generate sustainable through-cycle profitability while maintaining a strong balance sheet and cash flow.
お知らせ • Nov 03TimkenSteel Corporation Announces Board ChangesThe board of directors of TimkenSteel Corporation elected Mary Ellen Baker, retired executive vice president and head of business services for Citizens Bank, and Nick Chirekos, retired managing director, North America head of mining for J.P. Morgan, as new independent directors. They join nine directors currently serving on the TimkenSteel board. Baker is a retired banking executive with deep experience in leading technology and operations teams as well as managing major organizational change. She has successfully facilitated large-scale technology transformations, merger integrations, and her knowledge of operations, cybersecurity, data & analytics has supported corporate growth. She most recently served as executive vice president and head of business services for Citizens Bank, where she was recognized by American Banker's Most Powerful Women as a standout in her field. Previously, Baker was executive vice president of enterprise services at PNC Financial Services Group Inc. She holds a bachelor's degree in business administration from Western Michigan University. Chirekos has an extensive background in investment banking and capital markets, with a focus on the mining industry. He served in various investment banking roles at J.P. Morgan Securities Inc., most recently as the managing director, North America head of mining. Prior to that, he served as the global head of mining and metals. Chirekos has established himself as a trusted strategic advisor to senior leadership and brings extensive expertise in mergers and acquisitions as well as equity and debt transactions. He received a master of business administration in finance and international business from New York University'sStern School of Business and a bachelor's degree in business administration from the University of Denver.
お知らせ • Oct 13TimkenSteel Corporation to Report Q3, 2022 Results on Nov 03, 2022TimkenSteel Corporation announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2022
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$1.60 (vs US$1.18 in 2Q 2021)Second quarter 2022 results: EPS: US$1.60 (up from US$1.18 in 2Q 2021). Revenue: US$415.7m (up 27% from 2Q 2021). Net income: US$74.5m (up 38% from 2Q 2021). Profit margin: 18% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 25% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €15.80, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 179% over the past three years.
お知らせ • Jul 22TimkenSteel Corporation to Report Q2, 2022 Results on Aug 04, 2022TimkenSteel Corporation announced that they will report Q2, 2022 results After-Market on Aug 04, 2022
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €20.20, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 215% over the past three years.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to €19.30, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 171% over the past three years.
Recent Insider Transactions • May 14Independent Director recently bought €450k worth of stockOn the 12th of May, Kenneth Garcia bought around 26k shares on-market at roughly €17.11 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €638k more in shares than they have sold in the last 12 months.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$0.80 (vs US$0.22 in 1Q 2021)First quarter 2022 results: EPS: US$0.80 (up from US$0.22 in 1Q 2021). Revenue: US$352.0m (up 29% from 1Q 2021). Net income: US$37.1m (up 279% from 1Q 2021). Profit margin: 11% (up from 3.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 33% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 21TimkenSteel Corporation to Report Q1, 2022 Results on May 04, 2022TimkenSteel Corporation announced that they will report Q1, 2022 results After-Market on May 04, 2022
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to €21.40, the stock trades at a trailing P/E ratio of 6.1x. Average forward P/E is 6x in the Metals and Mining industry in Germany. Total returns to shareholders of 127% over the past three years.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to €20.20, the stock trades at a trailing P/E ratio of 6.2x. Average forward P/E is 5x in the Metals and Mining industry in Germany. Total returns to shareholders of 104% over the past three years.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to €15.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 56% over the past three years.
Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$3.73 (up from US$1.38 loss in FY 2020). Revenue: US$1.28b (up 54% from FY 2020). Net income: US$171.0m (up US$232.9m from FY 2020). Profit margin: 13% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 9.5%, compared to a 12% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25+ 1 more updateTimkenSteel Corporation Provides Earnings Guidance for the First Quarter of 2022TimkenSteel Corporation provided earnings guidance for the first quarter of 2022. Surcharge revenue per ton is expected to decline in the first-quarter of 2022 as a result of a lower No. 1 busheling scrap index compared with the fourth-quarter of 2021. Inflationary pressure is anticipated on commodities and consumables. Operating cash flow is expected to be near breakeven in the first-quarter of 2022 primarily driven by higher working capital and the cash payment of approximately $19 million of variable compensation earned in 2021. Capital expenditures are expected to be approximately $40 million in 2022.
お知らせ • Feb 10TimkenSteel Corporation to Report Q4, 2021 Results on Feb 24, 2022TimkenSteel Corporation announced that they will report Q4, 2021 results After-Market on Feb 24, 2022
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €11.70, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 14% over the past three years.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to €14.10, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 89% over the past three years.
お知らせ • Dec 21TimkenSteel Corporation (NYSE:TMST) announces an Equity Buyback for $50 million worth of its shares.TimkenSteel Corporation (NYSE:TMST) announces a share repurchase program. Under the program, the company will repurchase $50 million of its outstanding common shares.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to €15.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 60% over the past three years.
Recent Insider Transactions • Nov 18Independent Director recently bought €350k worth of stockOn the 16th of November, Kenneth Garcia bought around 27k shares on-market at roughly €13.13 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €187k more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS US$1.08 (vs US$0.31 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$343.7m (up 67% from 3Q 2020). Net income: US$50.1m (up US$64.0m from 3Q 2020). Profit margin: 15% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 31% share price gain to US$14.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 29% over the past three years.
Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS US$1.18 (vs US$0.34 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$327.3m (up 113% from 2Q 2020). Net income: US$54.0m (up US$69.3m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Recent Insider Transactions • May 26Executive Vice President of Sales recently sold €117k worth of stockOn the 24th of May, Kevin Raketich sold around 10k shares on-market at roughly €11.66 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €163k more than they bought in the last 12 months.
お知らせ • May 07Timkensteel Corporation Reports Impairment Charges of $8.2 Million for the Quarter Ended March 31, 2021TimkenSteel Corporation reported impairment charges for the quarter ended March 31, 2021. For the quarter, the company reported impairment of $8.2 million.
お知らせ • Apr 27DAIDO STEEL (SHANGHAI) CO., LTD agreed to acquire TimkenSteel (Shanghai) Corporation Limited from TimkenSteel Corporation (NYSE:TMST).DAIDO STEEL (SHANGHAI) CO., LTD agreed to acquire TimkenSteel (Shanghai) Corporation Limited from TimkenSteel Corporation (NYSE:TMST) on March 31, 2021. After the acquisition, TimkenSteel (Shanghai) Corporation Limited name will be changed to TimkenSteel Shanghai Corporation Ltd. The transaction is expected to close on July 8, 2021.
お知らせ • Mar 19TimkenSteel Corporation, Annual General Meeting, May 05, 2021TimkenSteel Corporation, Annual General Meeting, May 05, 2021, at 10:00 US Eastern Standard Time. Agenda: To consider election of the following directors to serve a three-year term expiring at the 2024 annual meeting: Terry L. Dunlap, Ronald A. Rice and Michael S. Williams; to consider ratification of the selection of Ernst & Young LLP as the company’s independent auditor for the fiscal year ending December 31, 2021; to consider Approval, on an advisory basis, of the compensation of the company’s named executive officers; to consider approval, on an advisory basis, of the frequency of advisory votes on named executive officer compensation; and to consider approval of the company amended and Restated 2020 Equity and Incentive Compensation Plan.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 36%, compared to a 22% growth forecast for the Metals and Mining industry in Germany.
Reported Earnings • Feb 27Full year 2020 earnings released: US$1.38 loss per share (vs US$2.46 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: US$830.7m (down 31% from FY 2019). Net loss: US$61.9m (loss narrowed 44% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 23New 90-day high: €5.15The company is up 19% from its price of €4.32 on 24 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 58% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €39.97 per share.
お知らせ • Feb 17Joseph A. Carrabba Not to Stand for Re-Election of TimkenSteel Corporation as DirectorOn February 10, 2021, Joseph A. Carrabba notified TimkenSteel Corporation’s Board of Directors of his decision not to stand for re-election as a director at the Company’s 2021 Annual Meeting of Shareholders. Mr. Carrabba further notified the Board that his decision was for personal reasons and not due to any disagreement with the Company. Mr. Carrabba will continue to serve as a member of the Board of Directors until his current term expires at the 2021 Annual Meeting of Shareholders.
お知らせ • Feb 11TimkenSteel Corporation to Report Q4, 2020 Results on Feb 25, 2021TimkenSteel Corporation announced that they will report Q4, 2020 results After-Market on Feb 25, 2021
お知らせ • Dec 20+ 1 more updateTimkenSteel Announces Executive Leadership Changes, Effective January 1, 2021TimkenSteel announced its Board of Directors has approved several important executive leadership changes. Michael S. Williams has been named president of the company and has also been elected to the board of directors effective January 1, 2021. Terry L. Dunlap, who has served as the company's interim chief executive officer and president since October 2019, will remain on the board and resume his role as an independent director of the company, effective January 1, 2021. Terry L. Dunlap, who has served as the company's interim chief executive officer and president since October 2019, will remain on the board and resume his role as an independent director of the company, effective January 1, 2021. Williams was most recently the chief executive officer of Bayou Steel Group, a U.S. producer of structural steel and merchant bar. Prior to joining Bayou, Williams served as President Outokumpu Americas for Outokumpu Oyj, a global leader in the stainless steel industry. Additionally, Frank A. DiPiero will step down as executive vice president, general counsel and secretary of the company, effective December 31, 2020. DiPiero has served in this role since 2014. To succeed DiPiero, the Board named Kristine C. Syrvalin as executive vice president, general counsel and secretary effective January 1, 2021. Syrvalin is currently the assistant general counsel and vice president of ethics and compliance at TimkenSteel. Prior to joining the company in 2014, she was vice president, assistant general counsel and corporate secretary for OMNOVA Solutions Inc.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$133.7m, with losses widening by 321% from the prior year. Total revenue was US$846.4m over the last 12 months, down 39% from the prior year.
お知らせ • Oct 17TimkenSteel Corporation to Report Q3, 2020 Results on Oct 29, 2020TimkenSteel Corporation announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Oct 29, 2020
お知らせ • Jul 24TimkenSteel Corporation to Report Q2, 2020 Results on Aug 06, 2020TimkenSteel Corporation announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 06, 2020