TimkenSteel Corp
NYSE:MTUS
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TimkenSteel Corp
TimkenSteel Corp. engages in the manufacture of alloy, carbon and micro-alloy steel products. The company is headquartered in Canton, Ohio and currently employs 1,850 full-time employees. The company went IPO on 2014-06-19. The Company’s portfolio includes special bar quality (SBQ) bars, seamless mechanical tubing (tubes), manufactured components, such as precision steel components, and billets. In addition, it supplies machining and thermal treatment services, and it manages raw material recycling programs, which are also used as a feeder system for its melting operations. The Company’s products and services are used in a various range of demanding applications in the various market sectors, including automotive, oil and gas, industrial equipment, mining, construction, rail, defense, heavy truck, agriculture, power generation, and oil country tubular goods (OCTG). Its production of manufactured components takes place at two downstream manufacturing facilities: Tryon Peak (Columbus, North Carolina) and St. Clair (Eaton, Ohio).
TimkenSteel Corp. engages in the manufacture of alloy, carbon and micro-alloy steel products. The company is headquartered in Canton, Ohio and currently employs 1,850 full-time employees. The company went IPO on 2014-06-19. The Company’s portfolio includes special bar quality (SBQ) bars, seamless mechanical tubing (tubes), manufactured components, such as precision steel components, and billets. In addition, it supplies machining and thermal treatment services, and it manages raw material recycling programs, which are also used as a feeder system for its melting operations. The Company’s products and services are used in a various range of demanding applications in the various market sectors, including automotive, oil and gas, industrial equipment, mining, construction, rail, defense, heavy truck, agriculture, power generation, and oil country tubular goods (OCTG). Its production of manufactured components takes place at two downstream manufacturing facilities: Tryon Peak (Columbus, North Carolina) and St. Clair (Eaton, Ohio).
Order Book: Metallus' order book is up more than 50% year-over-year, signaling strong demand, especially in aerospace and defense (A&D).
Q4 Results: Net sales were $267.3 million, with adjusted EBITDA of $2.4 million, both below expectations due to seasonality and operational issues.
A&D Growth: VAR steel sales nearly doubled to $28 million in 2025, and management expects to hit a $250 million annual A&D sales run rate by mid-2026.
Operational Improvements: The company completed major capital projects and expects further efficiency gains as new assets are commissioned in 2026.
Labor Agreement: A new four-year contract with the United Steelworkers includes 5% annual wage increases and a $2 million one-time payment in Q1 2026.
Cash Flow & Liquidity: Strong balance sheet with $156.7 million in cash and $389 million in total liquidity at year-end, and positive free cash flow expected after Q1 2026.
Guidance: Management expects shipments to increase about 10% sequentially in Q1 2026 and adjusted EBITDA to be above Q4 levels, with growth anticipated each quarter in 2026.
