Minerals Technologies

MTX

Market cap $1.84B

Minerals Technologies Inc. (NYSE:MTX ) Q3 2025 Earnings Call October 24, 2025 11:00 AM EDT Company Participants Lydia Kopylova Douglas Dietrich - Chairman & CEO Erik Aldag - Senior VP of Finance & Treasury and CFO D. J. Monagle - Group President of Consumer & Specialties Conference Call Participants Dan Moore - CJS Securities, Inc. Michael Harrison - Seaport Research Partners Peter Osterland - Truist Securities, Inc., Research Division Presentation Operator Good morning, and welcome to the Minerals Technologies Third Quarter 2025 Earnings Conference Call.

While the top- and bottom-line numbers for Minerals Technologies (MTX) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Minerals Technologies (MTX) came out with quarterly earnings of $1.55 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $1.51 per share a year ago.

-- Earnings per Share of $1.37, or $1.55 Excluding Special Items, Setting a Third Quarter Record -- -- Operating Income of $71 Million, or $78 Million Excluding Special Items --

Investment solidifies MTI's leadership in natural oil purification products for renewable fuels and edible oils Investment solidifies MTI's leadership in natural oil purification products for renewable fuels and edible oils

NEW YORK, Oct. 15, 2025 (GLOBE NEWSWIRE) -- Minerals Technologies Inc. (NYSE: MTX) (“MTI”), a leading, technology-driven specialty minerals company, today announced a 9% increase of its regular quarterly dividend on the company's common stock to $0.12 per share. The dividend is payable on December 4, 2025, to stockholders of record at the close of business on October 30, 2025.

--- Announces capex investments in pet care facilities  in the United States, Canada, and China --- --- Investments will increase capacity and address key customer requirements, including innovation and best-of-class quality ---

NEW YORK, Sept. 25, 2025 (GLOBE NEWSWIRE) -- Minerals Technologies Inc. (NYSE: MTX) (“MTI”), a leading, technology-driven specialty minerals company, today announced that it will release results for its third quarter ended September 28, 2025, on Thursday, October 23, 2025, after the market close. MTI will host a conference call on Friday, October 24 at 11 a.m. Eastern Time (ET) to discuss these results.

NEW YORK, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Minerals Technologies Inc. (NYSE: MTX) (“MTI”) today announced its participation at Gabelli's third annual PFAS Symposium, which will be held in New York City on Wednesday, September 17, 2025. MTI leaders Barry Shadrix, Global Director of Water, Wastewater, and Remediation at MTI subsidiary CETCO, and Michael Kozak, CETCO's Business Unit President, are scheduled to present at 11:00am ET at The Harvard Club.

There are investments coming online for the businesses towards the end of the year that should bump up Minerals Technologies Inc.'s sales by a decent degree and help growth in higher margin areas. While the FCFY on a forward basis is decent in the mid single-digits, it's not enough to compensate for some macro wobble, competitive pressures and the legal overhang for us. We think that while the investments coming online are a positive, and execution in avoiding tariffs is strong, there are other threats to MTX as well that offset some of those benefits.