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ELELMT

Elmet Group Co.

$ELMT·$505M·Aerospace & Defense·Industrials
$16.52-0.7%1Y-7.1%
Mentions · last 7 days
2026-08-21: 15 posts2026-08-22: 6 posts2026-08-23: 10 posts2026-08-24: 4 posts44+24%
Price updated 12m ago·X counts updated 7d ago
ELELMT
$ELMTElmet Group Co.
$16.53-0.69%44 posts+24%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ELMT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-25

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Refractory-metals/tungsten play framed as an Elon Musk 'secret metal supplier' — up 19% today but a large insider unlock is coming.

Elmet Group is a $505M small-cap in high-precision engineered components across aerospace, defense, industrial, medical, semi, and energy — with meaningful exposure to refractory metals (tungsten). The stock is down 1% over the trailing year but is up 19% today on X promotion around tungsten sector momentum.

  • Q1 2026 revenue was $56M — the topline is growing sequentially ($47M in Q1 25, $55M in Q4 25, now $56M in Q1 26 fiscal year), and gross margin is expanding from 18% to 21%
  • The last two earnings surprises (only two disclosed): +217% and +228% — huge beats on small numbers, suggesting consensus was set very low
  • Q2 FY26 EPS was $0.18 versus $0.057 expected (+218%) on revenue $66M versus $58M expected — meaningful operational beat
  • Analyst 2026 revenue estimate is $234M on $0.42 EPS growing to $260M / $0.54 EPS in 2027 — the stock at $17.66 is 42x forward, expensive for the growth math
  • Float is only 9.6M shares — this is a tiny-float name where moves happen fast
  • Ray Blanco's X promotion framing ELMT as Elon Musk's 'secret metal supplier' SpaceX play is speculative content, not a confirmed relationship
  • Beta is -2.3 (very unusual, likely thin-data artifact) — treat with caution
  • X notes a large insider unlock coming — that's a specific dilutive event that would compress the momentum
  • Aurelix Research positioning ELMT well vs refractory-metals industry

At 42x forward with insider unlock pending and X-promotion tailwinds, this is a momentum trade rather than a fundamentals-driven position.

Agrees with X sentimentX is bullish framing tungsten/refractory momentum and the SpaceX supplier narrative. Fair on the momentum; the insider unlock reference in X posts is a specific near-term risk that would test the multi-quarter setup.

What to watch: The specific insider-unlock date and terms — if the lock-up expiry hits during a period of soft ELMT price action, the supply pressure resets the multiple back to fundamentals.

On the calendar: TBD — next earnings not scheduled

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-28

Element chatter is thin but bullish on tungsten momentum after a +19% top-mover print and Ray Blanco flagging ELMT as a rumored SpaceX 'secret metal supplier'. Traders note a large insider unlock ahead and one holder took profits. Tone is opportunistic rather than deeply analyzed.

Read the AI verdict + X sentiment for $ELMT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Precision-engineered components manufacturer serving aerospace, defense, semiconductor, and medical sectors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $ELMT.

Aerospace & Defense · Industrials

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $ELMT

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Elmet Group Co.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+16.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2084.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-2.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-0.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
19.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.18$0.06+217.6%
Q1 2026May 29, 2026$0.23$-0.18+227.8%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$56.0M—20.6%3.3%$-0.01$4.6M
Q4 FY25$55.0M—20.3%-18.3%$0.00$7.8M
Q1 FY25$46.4M—17.9%6.3%$0.04$2.6M
Q4 FY24$46.9M—19.3%5.0%$0.00$4.3M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$234.3M$229.3M – $238.3M$0.42$0.31 – $0.532
FY27$260.4M$254.8M – $264.8M$0.54$0.50 – $0.563
FY28$291.8M$283.9M – $300.0M$0.73$0.68 – $0.763
FY29$331.0M$323.9M – $336.6M$0.85$0.83 – $0.872
FY30$363.0M$355.3M – $369.2M$1.11$1.08 – $1.131

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 9.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-2.315-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyApr 22Leonard Kathie MerrillDirector5.0K sh$70KBuyApr 22Anania Kimberly MonzeglioDirector7.0K sh$98K
+ 16 other (14 awards · 1 exempt · 1 return) in window

See when $ELMT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 13
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ELMT securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ELMT.

8-KCharter amendmentMay 268-K — Item 5.03: Charter amendment
AI summary

ELMT (ELMT) disclosed an amendment to its articles of incorporation or bylaws under 8-K Item 5.03. Such amendments may involve changes to authorized share count, governance procedures, director election standards, or other structural corporate provisions. Bylaw and charter amendments require board approval and, depending on the nature of the change, may require shareholder approval. These filings are material because they modify the foundational legal documents governing the company's structure and shareholder rights.

3New insider — initial holdingsMay 43
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ELMT securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ELMT.

8-KMaterial agreementApr 248-K — Item 1.01: Material agreement · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

ELMT (ELMT) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $0. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

424B4Prospectus supplement (offering)Apr 23424B4
AI summary

ELMT (ELMT) filed a 424B4 final prospectus for a firm-commitment underwritten public offering of common stock. The offering covers 8,571,428 Shares at $0.001 per share for gross proceeds of approximately $0. Unlike ATM programs, a firm-commitment offering involves underwriters who purchase all offered shares at a set price, providing immediate capital certainty. Net proceeds will be used for general corporate purposes, which may include expansion, acquisitions, or debt repayment.

3New insider — initial holdingsApr 223
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ELMT securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ELMT.

3New insider — initial holdingsApr 223
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ELMT securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ELMT.

3New insider — initial holdingsApr 223
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ELMT securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ELMT.

+ 29 other (11 3s · 6 13Gs · 2 earnings 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

The Elmet Group Co. (ELMT) Q2 2026 Earnings Call Transcriptseekingalpha.com·18d agoElmet Group Q2 Earnings Call Highlightsmarketbeat.com·18d agoThe Elmet Group Co. Reports Second Quarter 2026 Resultsglobenewswire.com·18d agoComparing Elmet Group (NASDAQ:ELMT) & Nisun International Enterprise Development Group (NASDAQ:AIOS)defenseworld.net·33d agoContrasting Elmet Group (NASDAQ:ELMT) & Nisun International Enterprise Development Group (NASDAQ:AIOS)defenseworld.net·33d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 1 · last 7 days

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