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Materion
Materion (MTRN) investor relations material
Materion Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Fourth quarter and full-year 2025 results were strong, with significant improvements in profitability and margin expansion, led by Electronic Materials and Precision Optics; organic growth was 7% year-over-year excluding the quality event.
Electronic Materials had its strongest sales quarter in nearly three years, driven by semiconductor market growth and AI demand, with 8% organic value-added sales growth and ~300 bps margin expansion year-over-year.
Precision Optics delivered a 26% sales increase in Q4 and ~800 bps margin expansion year-over-year.
Performance Materials was affected by the quality event but maintained strong margins and improved profitability due to cost actions.
Backlog increased 7% year-over-year, with a 12% improvement in the second half versus the first half.
Financial highlights
Q4 2025 value-added sales were $253.9 million, up 7% organically excluding precision clad strip; all-in VAS down 14% due to the quality event.
Q4 adjusted EBITDA was $57.0 million (22.5% of VAS), up 170 basis points in margin year-over-year.
Q4 adjusted EPS was $1.53, up 9% sequentially; full-year adjusted EPS was $5.44, up 2% year-over-year.
Full-year VAS was $1.05 billion, up 4% organically excluding precision clad strip; adjusted EBITDA was $217 million (20.7% of VAS), slightly down from $221.2 million (20.2%).
Q4 net income was $6.6 million ($0.31/share) vs. a net loss of $48.8 million prior year; full-year net income was $74.8 million ($3.58/share) vs. $5.9 million prior year.
Outlook and guidance
2026 adjusted EPS guidance is $6.00–$6.50, a 15% increase at midpoint over 2025, with mid-single-digit+ sales growth and continued margin expansion toward a 23% EBITDA margin target.
Free cash flow performance expected to improve with higher cash earnings and better working capital management.
Q1 2026 will be seasonally slower with additional costs from ramping clad strip production, but earnings expected to be about 10% higher than Q1 2025.
Capital expenditures planned at $75 million, with a balanced approach to capital allocation.
Timeline for beryllium capacity expansion benefits
Status of precision clad strip quality issue resolution
Key drivers of sustained EBITDA margin expansion
Clad strip recovery impact on 2026 margins
EM margin leverage in 2026 growth environment
Beryllium capacity expansion's long-term impact
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Next Materion earnings date
Q1 202630 Apr, 2026
Materion
Next Materion earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Materion Corporation manufactures advanced engineered materials including alloys, beryllium products, precision coatings, and ceramics. The company serves sectors such as aerospace, semiconductor, automotive, and energy with high-performance materials and components. The company is headquartered in Mayfield Heights, Ohio, and its shares are listed on the NYSE.
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