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Production Margin by Segment
Tracks the profit left after production costs for each segment, indicating operational efficiency, pricing power, and sensitivity to raw material or energy costs — useful for judging which businesses are most profitable and resilient.Engineered Solutions’ production margin has remained relatively resilient and rebounded into early‑2026, reflecting the segment’s operating‑income gains and contribution from recent product ramps; Consumer & Specialties hit a trough across 2025 with only a partial recovery in Q1 2026, signaling mix pressure from soft end markets and timing lags on pricing. Management’s pricing actions and capacity ramps (cat litter, FLUORO‑SORB, SAF/oil purification) support H2 margin upside, but near‑term Q2 inflationary costs and ~90‑day pass‑throughs are the main execution risks to watch.
Date | Consumer & Specialities | Engineered Solutions |
|---|---|---|
Jul 05, 2026 | $50.00M | $83.80M |
Mar 30, 2026 | $55.80M | $75.30M |
Dec 31, 2025 | $50.90M | $73.60M |
Sep 28, 2025 | $59.40M | $77.60M |
Jun 29, 2025 | $59.60M | $77.30M |
Mar 30, 2025 | $52.50M | $67.10M |
Dec 31, 2024 | $59.00M | $73.70M |
Sep 29, 2024 | $62.50M | $72.70M |
Jun 30, 2024 | $64.70M | $79.20M |
Mar 31, 2024 | $63.60M | $72.30M |