Metallus

Q2 FY2026 EarningsQ2 FY26 results beat consensus across top and bottom-line metrics: revenue $341.0M vs. $331.7M expected, and diluted EPS $0.21 vs. $0.24 mean (though notably exceeding the $0.09 YoY). Operating performance was driven by a 12% YoY revenue increase, led by Aerospace & Defense volume and higher surcharges. Gross margin of 10.0% slightly missed the 10.47% mean due to energy and maintenance costs, while the effective tax rate of 25.2% was more favorable than the 28.0% consensus, supporting the net income beat.