Maiden报告第四季度初步利润低于预期;股价下跌

2026-01-24 00:13

Materion (MTRN) expects adjusted Q4 EPS to be $1.50–$1.55, compared with analyst estimate of $1.60.
MTRN expects full-year 2025 adjusted EPS $5.40–$5.45, compared with estimate of $5.51, reflecting strength in electronic materials and precision optics.
Preliminary, unaudited results are slightly below the midpoint of full-year guidance, with final results to be reported on February 12, 2026.
MTRN reported Q4 quality issue with a large precision clad strip customer that temporarily idled production, but says the issue is now fully resolved and shipments have resumed.
The company expects to record a non-recurring charge of ~$20M–$25M related to quality claims, scrap, and temporary plant idling, excluded from non-GAAP results.
Production assets are back online and ramping through Q1 2026, with no anticipated material impact to 2026 volume for the affected customer.
MTRN shares down 9.8%.

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