Metallus マネジメント
マネジメント 基準チェック /34
Metallusの CEO はMike Williamsで、 Jan2021年に任命され、 の在任期間は 5.5年です。 の年間総報酬は$ 5.86Mで、 15.4%給与と84.6%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の1.2%を直接所有しており、その価値は$ 9.60M 。経営陣と取締役会の平均在任期間はそれぞれ3.3年と4.9年です。
主要情報
Mike Williams
最高経営責任者
US$5.9m
報酬総額
| CEO給与比率 | 15.40% |
| CEO在任期間 | 5.5yrs |
| CEOの所有権 | 1.2% |
| 経営陣の平均在職期間 | 3.3yrs |
| 取締役会の平均在任期間 | 4.9yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Jul 09
MTUS: Higher Profit Outlook And Completed Buyback Will Support Future Upside
Analysts have raised their price target on Metallus from $18.00 to $22.50, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for Metallus Metallus reported repurchasing 277,178 shares for US$4.31 million between January 1, 2026 and March 31, 2026 under its existing buyback program.
ナラティブ更新 • Jun 25
MTUS: Future Returns Will Reflect Buybacks And Updated Margin Assumptions
Analysts have maintained their $21.00 price target on Metallus, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E that they view as supportive of the current valuation framework. What’s in the News for Metallus From January 1, 2026 to March 31, 2026, Metallus repurchased 277,178 shares for US$4.31 million, representing 0.67% of its shares, under its existing buyback program (source: Key Developments).ナラティブ更新 • Jun 05
MTUS: Future Returns Will Reflect Sector Weighting Assumption And Ongoing Share Repurchases
Analysts have increased Metallus's fair value estimate from $20 to $21, citing updated assumptions on discount rates, revenue growth, profit margins, and forward P/E in light of recent sector level coverage. What's in the News From January 1, 2026 to March 31, 2026, Metallus repurchased 277,178 shares for US$4.31 million, representing 0.67% of shares, under its existing buyback program.分析記事 • May 13
Statutory Profit Doesn't Reflect How Good Metallus' (NYSE:MTUS) Earnings Are
The subdued stock price reaction suggests that Metallus Inc.'s ( NYSE:MTUS ) strong earnings didn't offer any...ナラティブ更新 • Apr 25
MTUS: Sector Weight View Will Rely On Steady Execution And Buyback Discipline
Analysts have kept Metallus' fair value estimate essentially unchanged at $18.00 per share, citing recent Street research that assigns the stock a Sector Weight rating as the primary support for maintaining this price target. Analyst Commentary Recent Street research initiating coverage with a Sector Weight stance gives investors a neutral reference point around the US$18.00 fair value estimate.ナラティブ更新 • Apr 10
MTUS: Buybacks And Labor Agreement Progress Will Support Sector Weight View
Analysts have revised their price target on Metallus to $18.00, aligning with prior fair value estimates. The new target reflects updated views on discount rates, future P/E assumptions, and the recent Sector Weight rating initiation from KeyBanc coverage.ナラティブ更新 • Mar 27
MTUS: Buybacks And Labor Progress Will Support Sector Weight Case Into 2026
Analysts have adjusted their outlook on Metallus with a modestly refined price target of about $18.00, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E following the latest sector weight initiation from Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the sector weight stance as consistent with an $18.00 target, suggesting the stock is roughly aligned with peers on risk and return expectations.ナラティブ更新 • Mar 13
MTUS: Buybacks And New Labor Agreement Will Support Upside Into 2026
Analysts have modestly lifted their price target on Metallus to $18.00, reflecting small adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E that leave their fair value view unchanged at $18.00. What's in the News From October 1, 2025 to December 31, 2025, Metallus repurchased 70,701 shares, representing 0.17% of shares, for US$1.21 million under its existing buyback program (company disclosure).ナラティブ更新 • Feb 25
MTUS: Tentative Labor Agreement And Buybacks Will Underpin Balanced 2026 Outlook
Analysts have revised their price target on Metallus from $20.50 to $18.00, reflecting updated assumptions on revenue growth, profit margins, and future P/E multiples that point to a more reserved outlook for the shares. What's in the News From October 1, 2025 to December 31, 2025, Metallus repurchased 70,701 shares, representing 0.17% of shares, for $1.21 million under its existing buyback program.Seeking Alpha • Feb 25
Metallus Share Price Pullback Bring New Opportunity For Long-Term Investors
Summary Metallus upgraded to Strong Buy with a $32/share price target, reflecting optimism on 2026 growth drivers and undervaluation. MTUS is positioned for volume and pricing tailwinds as new production ramps up, supported by robust aerospace & defense demand and DoD munitions contracts. Operational enhancements, including automation and new furnaces, are set to boost melt utilization and cash flow positive status by e2h26. Risks include potential steel tariff rollbacks impacting pricing power. Read the full article on Seeking Alphaナラティブ更新 • Feb 08
MTUS: Future Returns Will Reflect Canton Labor Deal Progress And Steady Buybacks
Analysts have kept their Metallus fair value target steady at $20.00 while fine tuning assumptions around discount rate, revenue growth, profit margin, and forward P/E to reflect updated views on the company’s risk profile and earnings power. What's in the News Metallus and United Steelworkers (USW) Local 1123 reached a new tentative four year labor agreement after earlier proposals were rejected on October 30 and December 18, 2025.ナラティブ更新 • Jan 24
MTUS: Future Returns Will Balance Canton Labor Deal Uncertainty And Ongoing Buybacks
Analysts have nudged their Metallus price target to US$20.00, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E that collectively fine tune their outlook rather than overhaul it. What's in the News Metallus and United Steelworkers (USW) Local 1123 reached a new tentative four year labor agreement after earlier proposals were rejected on October 30 and December 18, 2025.ナラティブ更新 • Jan 09
MTUS: Future Returns Will Balance Labor Contract Uncertainty And Measured Buyback Support
Analysts have raised their fair value estimate for Metallus from $17.00 to $20.00 per share, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What's in the News Members of United Steelworkers Local 1123 voted not to ratify a second tentative labor agreement reached on December 4, 2025.ナラティブ更新 • Dec 25
MTUS: Future Returns Will Balance Labor Uncertainty And Modest Profit Expectations
Analysts have trimmed their price target on Metallus from 18.00 dollars to 17.00 dollars, reflecting a more cautious view on revenue growth and profit margins. This is partly offset by a higher assumed future earnings multiple.ナラティブ更新 • Dec 11
MTUS: Labor Agreement Progress Will Support Share Upside Into 2026
Analysts have nudged their price target on Metallus modestly higher to approximately $20.50 per share, citing slightly increased discount rate and valuation multiple assumptions, while leaving core growth and margin expectations effectively unchanged. What's in the News Metallus and United Steelworkers (USW) Local 1123 reached a new tentative four year labor agreement after members rejected the prior proposal on October 30, 2025, with a second vote date to be announced and the current contract extended to January 29, 2026 (company filing).ナラティブ更新 • Nov 27
MTUS: Labor Contract Extension Will Support Positive Momentum Into 2026
Analysts have maintained Metallus's price target at $20.50, citing small revisions to growth and profitability estimates. These changes offset each other and support continued confidence in the company's fair value.ナラティブ更新 • Nov 13
MTUS: Ongoing Labor Negotiations Will Drive Momentum After Contract Extension
Narrative Update on Metallus Analysts have lowered their price target for Metallus from $21.00 to $20.50, citing more conservative growth and profit margin forecasts for the company. What's in the News Members of United Steelworkers (USW) Local 1123 voted not to ratify the tentative labor agreement with Metallus.分析記事 • Oct 24
Metallus Inc.'s (NYSE:MTUS) Price Is Right But Growth Is Lacking
With a price-to-sales (or "P/S") ratio of 0.7x Metallus Inc. ( NYSE:MTUS ) may be sending very bullish signals at the...分析記事 • Jul 03
Estimating The Fair Value Of Metallus Inc. (NYSE:MTUS)
Key Insights Metallus' estimated fair value is US$16.95 based on 2 Stage Free Cash Flow to Equity Metallus' US$16.58...分析記事 • May 10
Market Cool On Metallus Inc.'s (NYSE:MTUS) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.5x Metallus Inc. ( NYSE:MTUS ) is a stock worth checking...分析記事 • Apr 04
Metallus (NYSE:MTUS) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Mar 06
We Think You Can Look Beyond Metallus' (NYSE:MTUS) Lackluster Earnings
Investors were disappointed with the weak earnings posted by Metallus Inc. ( NYSE:MTUS ). However, our analysis...分析記事 • Mar 04
Metallus (NYSE:MTUS) Is Experiencing Growth In Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Dec 19
Is Metallus (NYSE:MTUS) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 07
Metallus (NYSE:MTUS) Is Doing The Right Things To Multiply Its Share Price
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
新しいナラティブ • Sep 18
Decisive Investments In Safety And Tech Set To Sharpen Competitive Edge In Aerospace And Defense
Strategic investments in safety and technology aim to enhance operational efficiencies and employee productivity, reducing costs and improving net margins.分析記事 • Aug 15
The Market Doesn't Like What It Sees From Metallus Inc.'s (NYSE:MTUS) Revenues Yet As Shares Tumble 29%
Metallus Inc. ( NYSE:MTUS ) shareholders that were waiting for something to happen have been dealt a blow with a 29...分析記事 • Aug 03
Is Metallus (NYSE:MTUS) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jul 16
Investors Will Want Metallus' (NYSE:MTUS) Growth In ROCE To Persist
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Apr 17
Do Metallus' (NYSE:MTUS) Earnings Warrant Your Attention?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Dec 15
Investors Will Want TimkenSteel's (NYSE:TMST) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...分析記事 • Oct 19
Calculating The Fair Value Of TimkenSteel Corporation (NYSE:TMST)
Key Insights TimkenSteel's estimated fair value is US$18.13 based on 2 Stage Free Cash Flow to Equity Current share...Seeking Alpha • Oct 17
Additional Headwinds Lie Ahead For TimkenSteel
Summary TimkenSteel stock receives a Hold rating due to uncertain short-term outlook for the company and the steel producers in general. The company's profitability has underperformed with lower sales and decreased EBITDA margins. Adverse macroeconomic and operational factors are expected to push the share price lower in the near future. Read the full article on Seeking Alpha分析記事 • Aug 27
TimkenSteel's (NYSE:TMST) Returns On Capital Are Heading Higher
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...分析記事 • Aug 05
Here's Why TimkenSteel (NYSE:TMST) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jul 09
TimkenSteel Corporation - Looks Like A Buy Despite Recent Run-Up
Summary TimkenSteel Corporation (TMST) has seen a rebound in its share price after a low point of $15.7 per share, with net sales increasing by 32% sequentially to $323 million. The company returned over $28 million to shareholders, more than its net income for the quarter, with strong shareholder incentives from management making TMST a recommended buy. Despite the cyclical nature of the steel industry and potential risks, TMST's strong financial position, zero debt, and ability to support strong yearly buybacks make it a good investment for exposure to the steel industry. Read the full article on Seeking Alpha分析記事 • Jun 07
Calculating The Fair Value Of TimkenSteel Corporation (NYSE:TMST)
Key Insights TimkenSteel's estimated fair value is US$16.99 based on 2 Stage Free Cash Flow to Equity TimkenSteel's...分析記事 • Mar 13
TimkenSteel (NYSE:TMST) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Feb 22
TimkenSteel Q4 2022 Earnings Preview
TimkenSteel (NYSE:TMST) is scheduled to announce Q4 earnings results on Wednesday, February 22nd, after market close. The consensus EPS Estimate is -$0.26 and the consensus Revenue Estimate is $321.4M (-5.0% Y/Y). Over the last 2 years, TMST has beaten EPS estimates 63% of the time and has beaten revenue estimates 75% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 2 downward.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$3m |
| Dec 31 2025 | US$6m | US$903k | -US$1m |
| Sep 30 2025 | n/a | n/a | -US$8m |
| Jun 30 2025 | n/a | n/a | -US$22m |
| Mar 31 2025 | n/a | n/a | -US$21m |
| Dec 31 2024 | US$4m | US$867k | US$1m |
| Sep 30 2024 | n/a | n/a | US$24m |
| Jun 30 2024 | n/a | n/a | US$55m |
| Mar 31 2024 | n/a | n/a | US$79m |
| Dec 31 2023 | US$7m | US$828k | US$69m |
| Sep 30 2023 | n/a | n/a | US$35m |
| Jun 30 2023 | n/a | n/a | -US$3m |
| Mar 31 2023 | n/a | n/a | US$42m |
| Dec 31 2022 | US$5m | US$800k | US$65m |
| Sep 30 2022 | n/a | n/a | US$155m |
| Jun 30 2022 | n/a | n/a | US$219m |
| Mar 31 2022 | n/a | n/a | US$198m |
| Dec 31 2021 | US$7m | US$800k | US$171m |
報酬と市場: Mikeの 総報酬 ($USD 5.86M ) は、 US市場 ($USD 3.54M ) の同規模の企業の平均を上回っています。
報酬と収益: Mikeの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Mike Williams (66 yo)
5.5yrs
在職期間
US$5,863,348
報酬
Mr. Michael S. Williams, B.Sc. (Information Science), also known as Mike, serves as the Chief Executive Officer of Metallus Inc. (formerly known as TimkenSteel Corporation) since January 1, 2021 and also s...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 5.5yrs | US$5.86m | 1.2% $ 9.6m | |
| President & COO | 1.1yrs | US$2.14m | 0.33% $ 2.6m | |
| Executive VP & CFO | 1.1yrs | US$1.01m | 0.016% $ 124.6k | |
| Executive VP | 5.5yrs | US$1.51m | 0.12% $ 999.5k | |
| Executive Vice President | less than a year | US$1.43m | 0.18% $ 1.4m | |
| Corporate Controller | 7.5yrs | データなし | 0.028% $ 224.3k | |
| Director of Communications & Investor Relations | no data | データなし | データなし |
3.3yrs
平均在職期間
52.5yo
平均年齢
経験豊富な経営陣: MTUSの経営陣は 経験豊富 であると考えられます ( 3.3年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 5.5yrs | US$5.86m | 1.2% $ 9.6m | |
| Independent Chairman of the Board | 11.5yrs | US$299.94k | 0.33% $ 2.6m | |
| Independent Director | 4.9yrs | US$224.94k | 0.13% $ 1.0m | |
| Independent Director | 12.5yrs | US$224.94k | 0.18% $ 1.5m | |
| Independent Director | 12.5yrs | US$229.94k | 0.0014% $ 11.6k | |
| Independent Director | 11.5yrs | US$209.94k | 0.25% $ 2.0m | |
| Independent Director | 3.7yrs | US$209.94k | 0.048% $ 381.6k | |
| Independent Director | 3.7yrs | US$209.94k | 0.048% $ 381.6k | |
| Independent Director | 2.2yrs | US$209.94k | 0% $ 0 | |
| Independent Director | 2.9yrs | US$209.94k | データなし | |
| Independent Director | 4.9yrs | US$209.94k | データなし |
4.9yrs
平均在職期間
66yo
平均年齢
経験豊富なボード: MTUSの 取締役会 は 経験豊富 であると考えられます ( 4.9年の平均在任期間)。
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 | 2026/07/15 17:00 |
| 終値 | 2026/07/15 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 Rosenfeld | BNP Paribas |
| Martin Englert | Jefferies LLC |
| Michael Gambardella | J.P. Morgan |