Earnings Releases·Oct 29, 2026, 5:04 PM ET

Minerals Technologies Inc. — Third Quarter 2026 Earnings Summary

Consolidated net sales reached $555 million for the quarter, up 4% year-over-year and 1% sequentially, with year-to-date sales of $1.7 billion (up 6% YoY); reported EPS was $1.37 versus $1.53 non-GAAP, while operating income was $65 million ($72 million excluding special items).
Management reaffirmed guidance for mid-single-digit full-year 2026 revenue growth, citing strong performance in the Engineered Solutions segment (up 9% YoY) which offset margin pressure in Consumer & Specialties due to unrecovered cost increases.
The company announced an 8% dividend increase to $0.13 per share, marking the fourth consecutive year of increases, and identified two new rare earth/critical mineral opportunities projected to generate over $200 million in revenue over the next five years.
Strategic capital management included a $400 million debt refinancing to extend maturities to 2032 and a credit facility increase to $500 million, resulting in adjusted net leverage of 1.5x as of October 4, 2026.