ATI makes specialty metals and components for uses where ordinary materials may not withstand the heat, stress or corrosion involved. Its largest markets are aerospace and defense: its products go into jet engines, aircraft structures, military equipment and naval nuclear applications.
Carpenter Technology manufactures, fabricates and distributes specialty metals. Founded in 1889 and headquartered in Reading, the company is led by Chairman and Chief Executive Officer Tony Thene.
Mueller Industries manufactures copper, brass and aluminum products used in buildings, industrial equipment, vehicles and electrical infrastructure. Its products include copper tube and fittings, brass rod, valves, wire and cable, and flexible air ducts.
Commercial Metals Company, or CMC, supplies materials and services used in the early stages of construction. Founded in 1915, the company is headquartered in Irving, Texas, and led by President and Chief Executive Officer Peter R. Matt.
ESAB Corporation (ESAB) is a global leader in welding and cutting technologies, with a rich history dating back to its founding in 1904 in Gothenburg, Sweden. The company was established by Oscar Kjellberg, who invented the coated welding electrode, a groundbreaking innovation that laid the foundation for modern welding techniques.
Market cap$4.9B
Revenue growth (Q)+13.3%
EPS growth (Q)−28.1%
FCF growth (Q)−22.0%
Revenue growth (next yr)+7.51%
Net margin4.92%
ROE6.63%
P/E31.1×
Forward P/E18.2×
P/FCF26.8×
Dividend yield0.56%
Insider ownership6.58%
Insider buys / sells (12M)—/$8.9M
Reported
FY2022
FY2023
FY2024
FY2025
TTM
Revenue
$2.6B
$2.8B
$2.7B
$2.8B
$3.1B
EPS
$3.69
$3.36
$4.31
$3.67
$2.54
Free cash flow
$179.0M
$286.9M
$307.4M
$219.8M
$183.3M
Net debt
$1.2B
$916.1M
$826.4M
$1.0B
$2.1B
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