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MTMTRN

Materion Corporation

$MTRN·$6.2B·Industrial Materials·Basic Materials
$278.26-6.3%
Mentions · last 7 days
2026-07-30: 3 posts2026-07-31: 6 posts2026-08-01: 1 posts2026-08-02: 2 posts2026-08-03: 2 posts2026-08-04: 3 posts2026-08-05: 63 posts81
Price updated 1m ago·X counts updated 22h ago
MTMTRN
$MTRNMaterion Corporation
$278.26-6.33%81 posts
AI analysisFundamentalsVoices on X
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What it does

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

Materion Corporation, originally founded in 1931 as Brush Engineered Materials Inc. before adopting its current name in 2011, is an Ohio-based company headquartered in Mayfield Heights. Through its various subsidiaries, the company is a global manufacturer of highly specialized engineered materials. These materials are crucial for numerous high-tech sectors, including semiconductor fabrication, general industrial applications, aerospace and defense, the automotive industry, energy production, consumer electronics, and telecom and data center infrastructure, with its reach extending across the United States, Asia, Europe, and other international regions. The company's operations are divided into three core segments: Performance Alloys and Composites, Advanced Materials, and Precision Optics. The Performance Alloys and Composites division offers sophisticated engineered solutions, which include both beryllium-based and non-beryllium alloy systems, as well as custom-fabricated parts. These components are supplied in diverse forms such as strips, bulk materials, rods, plates, bars, tubes, and other tailored shapes. This segment strategically operates a bertrandite ore mine and refinery in Utah, ensuring a reliable supply of feedstock hydroxide for its beryllium businesses and for external sale. Materion's Advanced Materials segment is responsible for creating a variety of specialized chemicals, microelectronics packaging, and an extensive selection of precious, non-precious, and specialty metal products. Key offerings from this segment encompass items like vapor deposition targets, frame lid assemblies, clad and precious metal pre-forms, high-temperature braze materials, and ultra-pure wire. Products from this division are distributed directly from the company's facilities, as well as through its direct sales offices and a network of independent sales representatives. Lastly, the Precision Optics segment specializes in the development and manufacturing of highly accurate thin film coatings, optical filters, and integrated assemblies. Similar to the Advanced Materials segment, its offerings are sold worldwide directly from its production sites, through dedicated sales offices, and by independent sales representatives.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial Materials sits in its cycle right now — and what that implies for $MTRN.

Industrial Materials · Basic Materials

No material change from last week — MP Materials and USARE (US Rare Earths) benefit from the US domestic rare earth supply chain buildout as defense and EV applications require secure non-Chinese..

Industry benchmark

17-name peer basket
+10.1%YTD
+61.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
68.5How 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
7.6%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
6.2%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
0.6%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
2.9Same 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
9.4%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
15.6%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
0.5Total 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 5, 2026$1.90$1.52+25.0%
Q1 2026Apr 29, 2026$1.27$1.24+2.4%
Q4 2025Feb 12, 2026$1.53$1.51+1.3%
Q3 2025Oct 29, 2025$1.41$1.410.0%
Next earningsWed, Nov 4·consensus EPS $1.75

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$613.9M+42.2%17.0%8.4%$1.86$60.3M
Q1 FY26$549.8M+30.8%14.4%5.5%$0.93$-19.6M
Q4 FY25$489.8M+12.1%12.5%2.5%$0.32$-1.4M
Q3 FY25$444.8M+1.9%18.8%8.0%$1.23$-5.2M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.2B$2.0B – $2.4B$6.43$6.30 – $6.604
FY27$2.4B$2.2B – $2.6B$7.57$6.84 – $8.384
FY28$2.4B$2.2B – $2.6B$0.00$0.00 – $0.001

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.2.3×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.96%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.+20.7%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.+73.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 20.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.5% 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.β1.035-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

SellMay 29Robert J PhillippyDirector3.5K sh$765KSellMay 13Vinod M KhilnaniDirector2.5K sh$517KSellMay 8Chadwick Shelly MarieCFO1.2K sh$237K
+ 31 other (19 awards · 10 exempts · 2 inkinds) in window

See when $MTRN 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
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Recent news

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

Materion Corporation (MTRN) Q2 2026 Earnings Call Transcriptseekingalpha.com·1d agoDow Extends Record Run With Over 400-Point Popschaeffersresearch.com·1d agoMaterion (MTRN) Q2 Earnings and Revenues Beat Estimateszacks.com·1d agoMaterion Corporation Reports Record Second-Quarter 2026 Financial Results and Raises Full-Year Outlookbusinesswire.com·2d agoMaterion To Report Q2 Earnings: What's in Store for the Stock?zacks.com·7d ago

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Voices on X · last 7 days

No standout posts about $MTRN on X in the last 7 days.

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