Minerals Technologies 3Q 2026: Revenue $554.9M, Net income $43.8M, EPS $1.37— 10-Q Summary

What happened

Minerals Technologies reported third-quarter 2026 revenue of $554.9 million, up 4.2% from a year earlier. Net income was $43.8 million versus $44.2 million, and diluted earnings per share was unchanged at $1.37.

Confirmed

Global impact / market context

Sales grew but profit fell slightly because higher energy, transportation and raw material costs cut production margin, which means profit per sale, to 23.3% from 25.7%. That squeeze means the company kept less cash from each sale even as revenue rose.

Analyst inference

Nine-month sales rose 6% to $1.65 billion on international demand, while the Consumer & Specialties unit saw lower operating income from higher input costs and temporary maintenance downtime at a major U.S. facility. Tariff and geopolitical cost pressures remain uncertain.

Analyst inference

What to watch

1. Watch whether the production margin, which means profit per sale, recovers from 23.3%, since it fell from 25.7% on higher energy, transportation and raw material costs. Confirmed
2. Track the Consumer & Specialties unit, where operating income declined, and whether temporary maintenance downtime at a major U.S. facility ends and restores output. Confirmed
3. Watch whether Engineered Solutions' 9% sales growth in steel, foundry, environmental and infrastructure markets continues, offsetting flat Consumer & Specialties sales and cost pressure. Analyst inference

Evidence

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