Materion (MTRN)
Market Price (4/23/2026): $179.28 | Market Cap: $3.7 BilSector: Materials | Industry: Diversified Metals & Mining
Materion (MTRN)
Market Price (4/23/2026): $179.28Market Cap: $3.7 BilSector: MaterialsIndustry: Diversified Metals & Mining
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 43% Megatrend and thematic driversMegatrends include Advanced Materials. Themes include Lightweight Composites, Nanomaterials, and Specialty Chemicals for Performance. | Trading close to highsDist 52W High is -1.5%, Dist 3Y High is -1.5% Weak multi-year price returns3Y Excs Rtn is -13% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 33x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 36x, P/EPrice/Earnings or Price/(Net Income) is 50x Stock price has recently run up significantly12M Rtn12 month market price return is 125% Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.7% Key risksMTRN key risks include [1] the price volatility and availability of key raw materials such as beryllium, Show more. |
| Low stock price volatilityVol 12M is 43% |
| Megatrend and thematic driversMegatrends include Advanced Materials. Themes include Lightweight Composites, Nanomaterials, and Specialty Chemicals for Performance. |
| Trading close to highsDist 52W High is -1.5%, Dist 3Y High is -1.5% |
| Weak multi-year price returns3Y Excs Rtn is -13% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 33x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 36x, P/EPrice/Earnings or Price/(Net Income) is 50x |
| Stock price has recently run up significantly12M Rtn12 month market price return is 125% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.7% |
| Key risksMTRN key risks include [1] the price volatility and availability of key raw materials such as beryllium, Show more. |
Qualitative Assessment
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Materion (MTRN) stock has gained about 45% since 12/31/2025 because of the following key factors:
1. Exceeding Q4 2025 Expectations and Strong 2026 Outlook.
Materion reported robust fourth-quarter 2025 results, with revenue reaching $489.75 million, surpassing analyst consensus estimates by 5.93% to 12.1%. The company also posted an earnings per share (EPS) of $1.53, exceeding estimates. Furthermore, Materion provided an optimistic outlook for fiscal year 2026, guiding for an EPS of $6.00-$6.50, significantly above analyst forecasts of approximately $5.5, and projecting approximately 15% earnings growth.
2. Robust Growth in Key Markets and Strategic Investments.
Materion experienced strong performance in its Electronic Materials and Precision Optics segments, fueled by demand from the semiconductor industry and artificial intelligence (AI) applications. The Electronic Materials segment saw a 20% increase in Value Added sales and a 50% rise in EBITDA. The company also secured a $65 million customer investment to expand its beryllium capacity to support US defense initiatives and pursued strategic acquisitions in the semiconductor and energy markets, enhancing future growth prospects.
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1. Exceeding Q4 2025 Expectations and Strong 2026 Outlook.
Materion reported robust fourth-quarter 2025 results, with revenue reaching $489.75 million, surpassing analyst consensus estimates by 5.93% to 12.1%. The company also posted an earnings per share (EPS) of $1.53, exceeding estimates. Furthermore, Materion provided an optimistic outlook for fiscal year 2026, guiding for an EPS of $6.00-$6.50, significantly above analyst forecasts of approximately $5.5, and projecting approximately 15% earnings growth.
2. Robust Growth in Key Markets and Strategic Investments.
Materion experienced strong performance in its Electronic Materials and Precision Optics segments, fueled by demand from the semiconductor industry and artificial intelligence (AI) applications. The Electronic Materials segment saw a 20% increase in Value Added sales and a 50% rise in EBITDA. The company also secured a $65 million customer investment to expand its beryllium capacity to support US defense initiatives and pursued strategic acquisitions in the semiconductor and energy markets, enhancing future growth prospects.
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Stock Movement Drivers
Fundamental Drivers
The 44.4% change in MTRN stock from 12/31/2025 to 4/22/2026 was primarily driven by a 274.3% change in the company's Net Income Margin (%).| (LTM values as of) | 12312025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 124.21 | 179.31 | 44.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,734 | 1,787 | 3.1% |
| Net Income Margin (%) | 1.1% | 4.2% | 274.3% |
| P/E Multiple | 132.7 | 49.7 | -62.6% |
| Shares Outstanding (Mil) | 21 | 21 | 0.0% |
| Cumulative Contribution | 44.4% |
Market Drivers
12/31/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| MTRN | 44.4% | |
| Market (SPY) | -5.4% | 45.8% |
| Sector (XLB) | 14.3% | 62.7% |
Fundamental Drivers
The 48.7% change in MTRN stock from 9/30/2025 to 4/22/2026 was primarily driven by a 343.9% change in the company's Net Income Margin (%).| (LTM values as of) | 9302025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 120.56 | 179.31 | 48.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,726 | 1,787 | 3.5% |
| Net Income Margin (%) | 0.9% | 4.2% | 343.9% |
| P/E Multiple | 153.9 | 49.7 | -67.7% |
| Shares Outstanding (Mil) | 21 | 21 | 0.2% |
| Cumulative Contribution | 48.7% |
Market Drivers
9/30/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| MTRN | 48.7% | |
| Market (SPY) | -2.9% | 48.7% |
| Sector (XLB) | 16.3% | 65.4% |
Fundamental Drivers
The 120.9% change in MTRN stock from 3/31/2025 to 4/22/2026 was primarily driven by a 1098.4% change in the company's Net Income Margin (%).| (LTM values as of) | 3312025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 81.18 | 179.31 | 120.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,685 | 1,787 | 6.0% |
| Net Income Margin (%) | 0.3% | 4.2% | 1098.4% |
| P/E Multiple | 286.2 | 49.7 | -82.6% |
| Shares Outstanding (Mil) | 21 | 21 | 0.1% |
| Cumulative Contribution | 120.9% |
Market Drivers
3/31/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| MTRN | 120.9% | |
| Market (SPY) | 16.3% | 47.2% |
| Sector (XLB) | 22.4% | 58.8% |
Fundamental Drivers
The 56.8% change in MTRN stock from 3/31/2023 to 4/22/2026 was primarily driven by a 81.9% change in the company's P/E Multiple.| (LTM values as of) | 3312023 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 114.33 | 179.31 | 56.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,757 | 1,787 | 1.7% |
| Net Income Margin (%) | 4.9% | 4.2% | -14.4% |
| P/E Multiple | 27.3 | 49.7 | 81.9% |
| Shares Outstanding (Mil) | 21 | 21 | -0.9% |
| Cumulative Contribution | 56.8% |
Market Drivers
3/31/2023 to 4/22/2026| Return | Correlation | |
|---|---|---|
| MTRN | 56.8% | |
| Market (SPY) | 63.3% | 50.0% |
| Sector (XLB) | 35.7% | 59.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| MTRN Return | 45% | -4% | 49% | -24% | 26% | 44% | 188% |
| Peers Return | 29% | -41% | 16% | 78% | 39% | 54% | 234% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 3% | 88% |
Monthly Win Rates [3] | |||||||
| MTRN Win Rate | 67% | 50% | 58% | 25% | 67% | 75% | |
| Peers Win Rate | 60% | 32% | 53% | 65% | 57% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| MTRN Max Drawdown | -2% | -26% | -3% | -25% | -27% | 0% | |
| Peers Max Drawdown | -12% | -55% | -20% | -11% | -45% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ROG, EME, COHR, MKSI, SMTC.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/22/2026 (YTD)
How Low Can It Go
| Event | MTRN | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -31.1% | -25.4% |
| % Gain to Breakeven | 45.1% | 34.1% |
| Time to Breakeven | 106 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -56.4% | -33.9% |
| % Gain to Breakeven | 129.6% | 51.3% |
| Time to Breakeven | 82 days | 148 days |
| 2018 Correction | ||
| % Loss | -34.0% | -19.8% |
| % Gain to Breakeven | 51.4% | 24.7% |
| Time to Breakeven | 119 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -87.5% | -56.8% |
| % Gain to Breakeven | 701.8% | 131.3% |
| Time to Breakeven | 3,539 days | 1,480 days |
Compare to ROG, EME, COHR, MKSI, SMTC
In The Past
Materion's stock fell -31.1% during the 2022 Inflation Shock from a high on 8/12/2022. A -31.1% loss requires a 45.1% gain to breakeven.
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About Materion (MTRN)
Materion Corporation, through with its subsidiaries, produces advanced engineered materials used in semiconductor, industrial, aerospace and defense, automotive, energy, consumer electronics, and telecom and data center in the United States, Asia, Europe, and internationally. It operates through Performance Alloys and Composites, Advanced Materials, and Precision Optics segments. The Performance Alloys and Composites segment offers advanced engineered solutions comprising beryllium and non-beryllium containing alloy systems and custom engineered parts in strip, bulk, rod, plate, bar, tube, and other customized shapes. This segment operates the bertrandite ore mine and refinery located in Utah that provides feedstock hydroxide for its beryllium businesses and external sale. The Advances Materials segment produces advanced chemicals, microelectronics packaging, precious metal, non-precious metal, and specialty metal products, including vapor deposition targets, frame lid assemblies, clad and precious metal pre-forms, high temperature braze materials, and ultra-pure wire. This segment offers its products from its facilities, as well as through direct sales offices and independent sales representatives. The Precision Optics segment designs and produces precision thin film coatings, optical filters, and assemblies. This segment sells its directly from its facilities, as well as through direct sales offices and independent sales representatives throughout the world. The company was formerly known as Brush Engineered Materials Inc. and changed its name to Materion Corporation in 2011. Materion Corporation was incorporated in 1931 and is headquartered in Mayfield Heights, Ohio.
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1. Materion is like DuPont for advanced engineered materials.
2. Materion is like 3M for high-performance industrial materials and components.
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- Engineered Alloys and Custom Parts: Materion provides advanced beryllium and non-beryllium alloy systems, alongside custom-engineered parts in various shapes and forms.
- Advanced Chemicals and Specialty Metal Products: The company offers advanced chemicals, microelectronics packaging, precious and non-precious metal products, and specialty metals such as vapor deposition targets and ultra-pure wire.
- Precision Optics: Materion designs and produces precision thin film coatings, optical filters, and optical assemblies.
- Beryllium Feedstock Hydroxide: From its bertrandite ore mine, Materion supplies feedstock hydroxide for its beryllium businesses and for external sale.
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Materion (MTRN) primarily sells its advanced engineered materials and solutions to other companies, operating on a business-to-business (B2B) model.
The provided company description does not list specific customer company names. However, Materion's major customers are companies operating within the following key industries that utilize its products in their manufacturing and operations:
- Semiconductor
- Industrial
- Aerospace and Defense
- Automotive
- Energy
- Consumer Electronics
- Telecom and Data Center
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Jugal K. Vijayvargiya, President and Chief Executive Officer
Jugal K. Vijayvargiya has served as Materion's President and CEO and a company Director since March 2017. Prior to joining Materion, Mr. Vijayvargiya had an extensive 26-year international career with Delphi Automotive PLC, a global technology solutions provider to the automotive and transportation sectors. He led Delphi's Automotive Electronics & Safety segment, a $3 billion global business based in Germany, and served as an officer and a member of its Executive Committee. He held progressively responsible positions in Europe and North America in product and manufacturing engineering, sales, product line management, acquisition integration, and general management. He also serves on the board of directors of Sensata Technologies.
Shelly Chadwick, Vice President, Finance and Chief Financial Officer
Shelly Chadwick was appointed Materion's Vice President, Finance and Chief Financial Officer in 2020. In this role, she leads all financial activities for the company, including global accounting, financial reporting and analysis, global procurement, internal audit, tax and treasury, as well as investor relations. Prior to joining Materion, she served as Vice President, Finance and Chief Accounting Officer of the Timken Company. Before Timken, Ms. Chadwick was Vice President of Finance and Chief Financial Officer with Eckart America, a subsidiary of Altana AG, and held financial leadership roles of increasing responsibility with Noveon Inc. She serves on the board of directors of Applied Industrial Technologies.
Gregory R. Chemnitz, Vice President, General Counsel and Secretary
Gregory R. Chemnitz serves as Materion's Vice President, General Counsel and Secretary. He has held the position of Vice President and General Counsel at Materion Corporation since July 2008.
Allen F. Reid, Chief Human Resources Officer
Allen F. Reid is the Chief Human Resources Officer for Materion.
Jason Moore, President, Precision Optics
Jason Moore was appointed President of Materion's Precision Optics business segment in September 2024, having joined the company in August of the same year. His prior experience includes positions such as Vice President of Global Sales and Marketing, and other roles at Macromatic Industrial Controls and Eaton Corporation.
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The key risks to Materion Corporation's business include:
- Regulatory Compliance and Environmental Concerns: Materion, as a manufacturer of specialty materials, particularly those involving beryllium, faces stringent regulatory requirements and environmental concerns. Compliance with these regulations may necessitate significant investments and could potentially impact profitability. The company's reliance on beryllium, a material associated with health risks, also exposes it to potential legal proceedings and reputational damage.
- Operational Risks and Raw Material Volatility: The company's operations are subject to various risks, including fluctuations in raw material costs (both base and precious metals) and potential supply chain disruptions. Efforts to mitigate these risks through hedging and fixed-price agreements may not always be effective, leaving Materion vulnerable to unexpected cost increases. Additionally, manufacturing quality issues can lead to temporary facility idlings and significant charges, impacting margins and profitability.
- Market Competition and Demand Fluctuations: Materion operates in a highly competitive advanced materials industry, where numerous players vie for market share. This competition, coupled with price sensitivity among customers, can exert pressure on the company's margins. Furthermore, Materion is exposed to demand fluctuations in its key end markets, such as semiconductors and consumer electronics, which can adversely affect volumes, margins, and earnings per share. A relatively short order book can also contribute to increased earnings volatility.
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Materion Corporation (MTRN) operates in several key markets for advanced engineered materials. The addressable market sizes for their main products and services are as follows:
- Beryllium Alloys: The global beryllium copper alloy market was valued at approximately USD 506.35 million in 2025 and is projected to reach about USD 999.69 million by 2034. Materion holds a dominant market share exceeding 46% in this global market. A broader global beryllium market was valued at USD 176.54 million in 2024 and is estimated to grow to USD 263.26 million by 2033. Additionally, the global beryllium aluminum alloy market was valued at USD 117.59 million in 2024 and is projected to reach USD 182.70 million by 2030.
- Advanced Materials for Semiconductor: The global market for advanced materials for semiconductors was estimated at USD 53,624.1 million in 2025 and is expected to grow to USD 143,569.1 million by 2033. North America represented over 37% of this global revenue in 2025, with a market size of USD 19,840.92 million. Another estimate places the global advanced semiconductor materials market size at USD 50.55 billion in 2023, expected to reach USD 140.38 billion by 2032.
- Microelectronics Packaging Materials: The global semiconductor IC packaging materials market size was valued at USD 49.12 billion in 2025 and is projected to reach USD 118.48 billion by 2034. Asia-Pacific accounts for 46% of this market, with North America holding 22%. Another source indicates the global semiconductor packaging market size is valued at USD 54.93 billion in 2026 and is projected to reach USD 89.44 billion by 2031.
- Vapor Deposition Targets: Materion produces vapor deposition targets, which are part of the larger vapor deposition market. The global physical vapor deposition (PVD) market size was USD 24.61 billion in 2025 and is projected to increase to approximately USD 46.35 billion by 2035. The overall global vapor deposition market, which includes both physical and chemical vapor deposition, generated revenue of USD 44.4 billion in 2023 and is projected to reach USD 85.1 billion by 2030.
- Precision Thin Film Coatings and Optical Filters: The global thin-film optical filters market was valued at USD 215 million in 2024 and is projected to grow to USD 323 million by 2032. North America and Europe together hold over 50% of the thin-film optical filter market. More broadly, the global optical coatings market was valued at USD 14.51 billion in 2024 and is projected to reach USD 25.36 billion by 2030. Another report estimates the global optical coatings market size at USD 23.54 billion in 2025, growing to USD 33.71 billion by 2031.
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Materion Corporation (MTRN) is positioned for future revenue growth over the next 2-3 years, driven by its strategic involvement in several high-growth markets and successful operational initiatives. Key drivers of this anticipated growth include:
- Strong Demand in the Semiconductor Market: Materion anticipates continued robust demand from the semiconductor industry, particularly for advanced chemical solutions, Atomic Layer Deposition (ALD) materials, and tantalum targets. The company has actively expanded its manufacturing footprint and capabilities in Asia to better serve global semiconductor customers, including those in high-performance computing and artificial intelligence applications. Semiconductor incoming orders were up approximately 6% year-over-year in Q4 2025, suggesting ongoing momentum in this sector.
- Expansion in the Aerospace and Defense Sector: Materion expects sustained revenue growth from its aerospace and defense segment, backed by increasing global defense budgets and record backlogs. The company secured a significant $65 million investment from a major U.S. defense prime contractor to expand its beryllium capacity, specifically to support long-term defense growth initiatives. Order rates in space and defense have been increasing, positioning Materion as a key beneficiary of geopolitical trends leading to increased defense spending.
- Growth in the Clean Energy and Electric Vehicle Markets: The company is strategically expanding its presence in the new energy sector, which includes both fusion energy and electric vehicles (EVs). Materion has a multi-year supply agreement with Commonwealth Fusion Systems to provide materials for fusion energy technologies, and its "new energy" business saw order rates increase by over 50% and doubled year-over-year in Q4 2025. Additionally, Materion is developing advanced chemicals for next-generation EV battery technology, aiming to enable longer range, faster charging, and enhanced safety.
- New Business Wins and Operational Improvements in Precision Optics: The Precision Optics segment is expected to continue its strong growth trajectory, driven by successful business transformation initiatives and new business acquisitions. This segment demonstrated robust performance in Q4 2025, with value-added sales up 26% year-over-year, reflecting its ability to secure new opportunities and improve operational efficiency.
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Share Repurchases
- Materion announced a share repurchase program on October 29, 2025, authorizing the buyback of up to $50 million of its shares.
- As of December 31, 2025, no shares had been repurchased under the $50 million program announced in October 2025.
Share Issuance
- The number of common shares outstanding increased slightly from 20,608,704 at March 31, 2023, to 20,747,039 at June 28, 2024.
- As of December 2025, Materion reported $20.74 million in Ordinary Share Capital.
Inbound Investments
- Materion secured a $65 million investment from a major U.S. defense prime to expand its beryllium capacity, supporting U.S. defense initiatives. This investment aims to enhance capacity and strengthen strategic partnerships for long-term defense growth.
Outbound Investments
- Materion agreed to acquire manufacturing assets for tantalum solutions in Dangjin City, South Korea, from Konasol, a Korean manufacturer, on May 29, 2025. This acquisition was completed by July 9, 2025, expanding Materion's global footprint in Asia to better serve semiconductor customers.
- The company completed the sale of its non-core large area targets business in Albuquerque, New Mexico, in February 2025 as part of portfolio optimization.
Capital Expenditures
- For the full year 2023, Materion expected payments for property, plant, and equipment to be approximately $100 million.
- Capital expenditures are primarily focused on new product development, equipment replacement and upgrades, infrastructure investments, and information technology initiatives.
- Materion is positioned to fund future capital spending requirements, with a net debt position and leverage ratio well below its target, indicating considerable financial flexibility.
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 228.88 |
| Mkt Cap | 14.2 |
| Rev LTM | 2,858 |
| Op Inc LTM | 344 |
| FCF LTM | 118 |
| FCF 3Y Avg | 100 |
| CFO LTM | 289 |
| CFO 3Y Avg | 309 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 12.5% |
| Rev Chg 3Y Avg | 7.6% |
| Rev Chg Q | 11.4% |
| QoQ Delta Rev Chg LTM | 2.8% |
| Op Inc Chg LTM | 13.0% |
| Op Inc Chg 3Y Avg | 0.4% |
| Op Mgn LTM | 9.9% |
| Op Mgn 3Y Avg | 7.1% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 10.1% |
| CFO/Rev 3Y Avg | 9.2% |
| FCF/Rev LTM | 7.9% |
| FCF/Rev 3Y Avg | 5.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 14.2 |
| P/S | 3.7 |
| P/Op Inc | 37.3 |
| P/EBIT | 27.6 |
| P/E | 39.9 |
| P/CFO | 32.8 |
| Total Yield | 1.2% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | 2.7% |
| D/E | 0.1 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 24.2% |
| 3M Rtn | 23.8% |
| 6M Rtn | 50.8% |
| 12M Rtn | 225.0% |
| 3Y Rtn | 317.7% |
| 1M Excs Rtn | 15.8% |
| 3M Excs Rtn | 20.0% |
| 6M Excs Rtn | 39.8% |
| 12M Excs Rtn | 193.0% |
| 3Y Excs Rtn | 228.7% |
Price Behavior
Price Behavior
| Market Price | $179.31 | |
| Market Cap ($ Bil) | 3.7 | |
| First Trading Date | 09/07/1984 | |
| Distance from 52W High | -1.5% | |
| 50 Days | 200 Days | |
| DMA Price | $153.38 | $127.92 |
| DMA Trend | up | up |
| Distance from DMA | 16.9% | 40.2% |
| 3M | 1YR | |
| Volatility | 53.6% | 43.0% |
| Downside Capture | -0.05 | 0.22 |
| Upside Capture | 138.42 | 138.63 |
| Correlation (SPY) | 42.8% | 40.5% |
MTRN Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.85 | 2.16 | 1.83 | 1.76 | 1.08 | 1.32 |
| Up Beta | 2.72 | 3.10 | 3.76 | 3.05 | 1.05 | 1.25 |
| Down Beta | 1.57 | 2.11 | 1.93 | 1.72 | 1.15 | 1.21 |
| Up Capture | 407% | 278% | 212% | 205% | 147% | 247% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 10 | 21 | 34 | 70 | 134 | 365 |
| Down Capture | 271% | 148% | 92% | 116% | 90% | 109% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 12 | 21 | 29 | 55 | 116 | 383 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MTRN | |
|---|---|---|---|---|
| MTRN | 126.6% | 42.9% | 2.02 | - |
| Sector ETF (XLB) | 32.5% | 16.6% | 1.52 | 56.9% |
| Equity (SPY) | 26.7% | 12.5% | 1.77 | 42.9% |
| Gold (GLD) | 38.9% | 27.4% | 1.19 | 19.3% |
| Commodities (DBC) | 23.5% | 16.2% | 1.32 | 5.8% |
| Real Estate (VNQ) | 15.6% | 13.6% | 0.82 | 36.9% |
| Bitcoin (BTCUSD) | -12.8% | 42.6% | -0.21 | 28.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MTRN | |
|---|---|---|---|---|
| MTRN | 21.8% | 40.9% | 0.60 | - |
| Sector ETF (XLB) | 6.9% | 18.9% | 0.26 | 58.3% |
| Equity (SPY) | 10.5% | 17.1% | 0.48 | 50.7% |
| Gold (GLD) | 21.5% | 17.8% | 0.99 | 16.1% |
| Commodities (DBC) | 10.7% | 18.8% | 0.47 | 14.7% |
| Real Estate (VNQ) | 3.6% | 18.8% | 0.09 | 41.6% |
| Bitcoin (BTCUSD) | 3.8% | 56.4% | 0.29 | 21.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MTRN | |
|---|---|---|---|---|
| MTRN | 21.5% | 40.1% | 0.62 | - |
| Sector ETF (XLB) | 10.7% | 20.6% | 0.46 | 59.1% |
| Equity (SPY) | 13.8% | 17.9% | 0.66 | 53.1% |
| Gold (GLD) | 13.9% | 15.9% | 0.73 | 10.5% |
| Commodities (DBC) | 8.1% | 17.6% | 0.38 | 22.6% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 42.4% |
| Bitcoin (BTCUSD) | 68.1% | 66.9% | 1.07 | 17.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/12/2026 | 1.3% | -3.9% | -13.4% |
| 10/29/2025 | -13.3% | -16.7% | -9.7% |
| 7/30/2025 | 10.4% | 17.9% | 20.1% |
| 5/1/2025 | 1.5% | -12.5% | -6.6% |
| 2/19/2025 | 4.0% | -7.6% | -13.7% |
| 10/30/2024 | -1.2% | 1.8% | 8.6% |
| 8/5/2024 | 10.9% | 6.4% | 3.8% |
| 5/2/2024 | -2.4% | 2.9% | 3.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 16 | 14 | 15 |
| # Negative | 8 | 10 | 9 |
| Median Positive | 9.6% | 8.8% | 8.3% |
| Median Negative | -2.7% | -8.0% | -6.6% |
| Max Positive | 24.1% | 27.5% | 21.4% |
| Max Negative | -21.5% | -16.7% | -13.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/12/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/30/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/19/2025 | 10-K |
| 09/30/2024 | 10/30/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/15/2024 | 10-K |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 02/16/2023 | 10-K |
| 09/30/2022 | 11/02/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 04/28/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 2/12/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EPS | 6 | 6.25 | 6.5 | 13.6% | Higher New | Guidance: 5.5 for 2025 | |
| 2026 Revenue Growth | 5.0% | ||||||
| 2026 Adjusted EBITDA Margin | 23.0% | ||||||
Prior: Q3 2025 Earnings Reported 10/29/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Adjusted EPS | 5.3 | 5.5 | 5.7 | 0.0% | Affirmed | Guidance: 5.5 for 2025 | |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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