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Minerals Technologies Earnings Calls
| Release date | Oct 23, 2025 |
| EPS estimate | $1.47 |
| EPS actual | $1.55 |
| EPS Surprise | 5.44% |
| Revenue estimate | 517.967M |
| Revenue actual | 532.4M |
| Revenue Surprise | 2.79% |
| Release date | Jul 24, 2025 |
| EPS estimate | $1.43 |
| EPS actual | $1.55 |
| EPS Surprise | 8.39% |
| Revenue estimate | 531.2M |
| Revenue actual | 528.9M |
| Revenue Surprise | -0.433% |
| Release date | Apr 24, 2025 |
| EPS estimate | $1.16 |
| EPS actual | $1.14 |
| EPS Surprise | -1.72% |
| Revenue estimate | 492M |
| Revenue actual | 491.8M |
| Revenue Surprise | -0.0407% |
| Release date | Feb 06, 2025 |
| EPS estimate | $1.39 |
| EPS actual | $1.50 |
| EPS Surprise | 7.91% |
| Revenue estimate | 522.925M |
| Revenue actual | 518.1M |
| Revenue Surprise | -0.92% |
Last 4 Quarters for Minerals Technologies
Below you can see how MTX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 06, 2025 |
| Price on release | $76.20 |
| EPS estimate | $1.39 |
| EPS actual | $1.50 |
| EPS surprise | 7.91% |
| Date | Price |
|---|---|
| Jan 31, 2025 | $76.69 |
| Feb 03, 2025 | $75.26 |
| Feb 04, 2025 | $75.90 |
| Feb 05, 2025 | $75.82 |
| Feb 06, 2025 | $76.20 |
| Feb 07, 2025 | $73.87 |
| Feb 10, 2025 | $72.42 |
| Feb 11, 2025 | $73.63 |
| Feb 12, 2025 | $73.19 |
| 4 days before | -0.639% |
| 4 days after | -3.95% |
| On release day | -3.06% |
| Change in period | -4.56% |
| Release date | Apr 24, 2025 |
| Price on release | $58.80 |
| EPS estimate | $1.16 |
| EPS actual | $1.14 |
| EPS surprise | -1.72% |
| Date | Price |
|---|---|
| Apr 17, 2025 | $56.71 |
| Apr 21, 2025 | $55.98 |
| Apr 22, 2025 | $57.23 |
| Apr 23, 2025 | $57.55 |
| Apr 24, 2025 | $58.80 |
| Apr 25, 2025 | $52.98 |
| Apr 28, 2025 | $50.93 |
| Apr 29, 2025 | $51.05 |
| Apr 30, 2025 | $51.59 |
| 4 days before | 3.69% |
| 4 days after | -12.26% |
| On release day | -9.90% |
| Change in period | -9.03% |
| Release date | Jul 24, 2025 |
| Price on release | $59.20 |
| EPS estimate | $1.43 |
| EPS actual | $1.55 |
| EPS surprise | 8.39% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $57.01 |
| Jul 21, 2025 | $59.01 |
| Jul 22, 2025 | $59.94 |
| Jul 23, 2025 | $60.12 |
| Jul 24, 2025 | $59.20 |
| Jul 25, 2025 | $65.45 |
| Jul 28, 2025 | $61.28 |
| Jul 29, 2025 | $59.93 |
| Jul 30, 2025 | $58.47 |
| 4 days before | 3.84% |
| 4 days after | -1.23% |
| On release day | 10.56% |
| Change in period | 2.56% |
| Release date | Oct 23, 2025 |
| Price on release | $61.50 |
| EPS estimate | $1.47 |
| EPS actual | $1.55 |
| EPS surprise | 5.44% |
| Date | Price |
|---|---|
| Oct 17, 2025 | $59.27 |
| Oct 20, 2025 | $60.78 |
| Oct 21, 2025 | $62.00 |
| Oct 22, 2025 | $60.51 |
| Oct 23, 2025 | $61.50 |
| Oct 24, 2025 | $59.71 |
| Oct 27, 2025 | $56.86 |
| Oct 28, 2025 | $56.59 |
| Oct 29, 2025 | $55.09 |
| 4 days before | 3.76% |
| 4 days after | -10.42% |
| On release day | -2.91% |
| Change in period | -7.05% |
Minerals Technologies Earnings Call Transcript Summary of Q3 2025
Minerals Technologies reported a solid Q3 2025 despite mixed end-market conditions. Key financials: sales $532M (+1% YoY, +1% sequential), operating income $78M, EBITDA $100M, adjusted EPS $1.55 (record Q3), free cash flow $44M, cash flow +24% YoY, capex on pace for ~$100M in 2025, net leverage 1.7x, and $20M returned to shareholders in the quarter; the regular quarterly dividend was increased by 9%. The company faces softness in residential and commercial construction, heavy truck and agricultural equipment markets, and weaker steel demand in Europe, which has weighed on growth this year. Offsetting this are structurally growing businesses and targeted investments: pet care (cat litter) showing momentum in Asia/China and promotional adjustments in North America; bleaching earth (Rafinol) benefiting from edible oils and rapidly growing renewable fuels / sustainable aviation fuel (SAF) demand; continued expansion of MINSCAN and refractories; and strength in infrastructure drilling and offshore water/PFAS remediation. Management highlighted several recent capacity/capability investments (Dyersburg TN; Branford ON; Chaoyang City, China; and an expansion in Turkey for bleaching earth) that they expect to drive ~ $100M incremental revenue over the next 12–18 months, including roughly $25–30M of new pet-care contracts that begin ramping in 1H 2026. Q4 2025 guidance: sales down ~2–4% sequentially (sales range $510M–$525M), operating income $65M–$70M, adjusted EPS $1.20–$1.30. Talc-related litigation expense was $7.5M in Q3 (above the more typical ~$3–4M quarterly run rate); management says existing reserves remain sufficient while they pursue a 524(g) trust resolution. Overall, the company emphasizes disciplined capital deployment, margin management (offsetting ~$10M of higher costs year-over-year through productivity, pricing and cost programs), and positioning for multi-year organic growth as cyclical end markets recover.
