Legal and regulatory exposuremixed · 4 filings
“The rate was primarily higher due to the provision for litigation accrual recorded in the first quarter of 2025.”10-Q · May 1, 2026 ↗
Minerals Technologies Inc.
MTX
Market read
Minerals Technologies Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Company-0.8% todayVolume comparison unavailable
Market group0 of 1 activeSpecialty Chemicals · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Higher energy, transportation and raw material costs were not fully recovered within the quarter due to the timing of contractual pricing adjustments.
- Amended Credit Agreement requires maintaining a maximum Net Leverage Ratio of 4.00 to 1.00 (can increase to 5.00 to 1.00 for four quarters with certain acquisitions).
Invalidation: The isolated read changes if MTX's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Higher energy, transportation and raw material costs were not fully recovered within the quarter due to the timing of contractual pricing adjustments.
- Amended Credit Agreement requires maintaining a maximum Net Leverage Ratio of 4.00 to 1.00 (can increase to 5.00 to 1.00 for four quarters with certain acquisitions).
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements56
Verified relationships0
Evidence supporting the case
No qualifying supportive evidence was identified.
Evidence challenging the case
- Latest annual revenue changed -2.2% year over year.
- Operating margin changed -11.2 percentage points in the latest annual period.
- Net margin changed -8.8 percentage points in the latest annual period.
Questions before a position
- EV/sales is 45% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 11, 2026
68.796m+1.4%12m+9.1%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.9B+16.5%$4.86-1.2%
2022-12-31$2.1B+14.4%$3.73-3.0%
2023-12-31$2.2B+2.1%$2.58-0.6%
2024-12-31$2.1B-2.4%$5.17-0.9%
2025-12-31$2.1B-2.2%$-0.59-2.8%
What management says matters
Persistent and emerging business drivers
Demand and volumemixed · 3 filings
“This decrease was driven by softer demand in certain industrial end markets, offset by strong growth in the Asia foundry business.”10-K · Feb 20, 2026 ↗
Credit and interest ratesmixed · 1 filings
“Fair Value of Financial Instruments The recorded amounts of cash and cash equivalents, receivables, short-term borrowings, accounts payable, accrued interest, and variable-rate long-term debt approximate fair value because of the short maturity of those instr…”10-K · Feb 20, 2026 ↗
Foreign exchangemixed · 1 filings
“The net change in goodwill since December 31, 2025 was attributable to the effects of foreign exchange.”10-K · Feb 20, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.0× · EV/sales 1.3×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
68.79-0.8% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for MTX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for MTX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind MTX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
MTX is currently a Leader in the organic co-movement group Specialty Chemicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for MTX; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.