Company Performance - Allegheny Technologies (ATI) closed at $89.31, with a daily increase of +1.43%, outperforming the S&P 500, which fell by 0.33% [1] - Over the last month, ATI shares increased by 4.66%, surpassing the Basic Materials sector's gain of 1.87% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - The upcoming earnings report for Allegheny Technologies is scheduled for July 31, 2025, with an expected EPS of $0.71, reflecting an 18.33% increase from the prior-year quarter [2] - Revenue is projected to be $1.14 billion, up 3.68% from the prior-year quarter [2] Full Year Estimates - For the full year, earnings are projected at $3.02 per share and revenue at $4.63 billion, indicating increases of +22.76% and +6.08% respectively from the previous year [3] - Recent revisions to analyst forecasts are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3] Zacks Rank and Valuation - Allegheny Technologies currently holds a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate having increased by 0.35% over the last 30 days [5] - The company is trading at a Forward P/E ratio of 29.19, which is a premium compared to the industry average Forward P/E of 20.17 [6] - The PEG ratio for ATI is currently 1.18, aligning with the average PEG ratio for the Steel - Specialty industry [6] Industry Overview - The Steel - Specialty industry is part of the Basic Materials sector and holds a Zacks Industry Rank of 28, placing it in the top 12% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1, indicating a strong industry performance [7]

Core Insights - Allegheny Technologies (ATI) has consistently beaten earnings estimates, particularly in the last two quarters with an average surprise of 27.90% [1] - The company reported earnings of $0.72 per share against a consensus estimate of $0.58, resulting in a surprise of 24.14% for the last quarter [2] - For the previous quarter, ATI's earnings were $0.79 per share compared to an expected $0.60, delivering a surprise of 31.67% [2] Earnings Estimates and Predictions - Recent estimates for Allegheny Technologies have been increasing, indicating positive sentiment among analysts [5] - The Zacks Earnings ESP for the company is currently positive at +3.38%, suggesting a strong potential for an earnings beat [8] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] Zacks Rank and Earnings Release - Allegheny Technologies holds a Zacks Rank of 2 (Buy), which, combined with its positive Earnings ESP, indicates a high likelihood of another earnings beat [8] - The next earnings report for the company is anticipated to be released on July 31, 2025 [8]

July 8, 2025 04:11 AM GMT M Foundation Investor Presentation | Asia Pacific China Materials Updates We expect copper, aluminum and gold will remain at elevated levels, and we see supply cuts in steel and cement in the 2H. Morgan Stanley Asia Limited+ Rachel L Zhang Equity Analyst Rachel.Zhang@morganstanley.com +852 2239-1520 Hannah Yang, CFA Equity Analyst Hannah.Yang1@morganstanley.com +852 2239-7079 Chris Jiang Equity Analyst Chris.Jiang@morganstanley.com +852 3963-1593 Davven Xu, CFA Research Associate D ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The Trump administration's recent tariff increases are expected to significantly impact consumer prices, similar to the effects observed during the 2018-2019 trade war [2][5] - Preliminary data indicates that the effective tariff rate has increased by approximately 7.2 percentage points (pp) as of May, with expectations of a total increase to about 14pp with additional sectoral tariffs [14][29] - The analysis suggests that foreign exporters have absorbed about 20% of the tariff costs, while the remaining costs are split between US businesses and consumers [29][34] Summary by Sections Tariff Implementation and Effects - Tariff hikes began in early February, with significant increases taking effect in April, leading to delayed impacts on consumer prices due to shipping and payment delays [2][8][10] - The effective tariff rate is estimated to have risen by 9pp, with customs revenue indicating a lower increase of 7.2pp due to various delays [14][18] Cost Absorption and Price Changes - Price data through May shows that a 1pp increase in product-level tariff rates has led to a 0.2% decline in import prices, primarily driven by China [21][27] - The share of tariff costs passed onto consumers increased from 0% in the first month to 10% after two months, and to 40% after three months [3][46] Core PCE Inflation Forecast - Tariffs have raised core PCE prices by approximately 6 basis points (bp) this year, suggesting that without tariffs, the current core PCE inflation rate of 2.7% would be 2.6% [52] - The report maintains an unchanged inflation forecast, expecting tariff effects to boost core PCE inflation by about 1pp this year, leading to a year-over-year rate of around 3.3% in December [53][58]

MONTREAL, July 10, 2025 (GLOBE NEWSWIRE) -- Stella-Jones Inc. (TSX:SJ). OPEN TO:Investors, analysts and all interested parties DATE:Thursday, August 7, 2025 TIME:10:00 AM Eastern Daylight TimeLIVE WEBCAST:https://meetings.lumiconnect.com/400-675-688-704 CALL:1-800-206-4400 THE PRESS RELEASE WILL BE PUBLISHED BEFORE MARKET OPENS THE DAY OF THE CONFERENCE CALL THROUGH GLOBE NEWSWIRE. Please log on or dial in 15 minutes before the conference begins. If you are unable to attend at this time, you may access ...

Tariffs - The company is announcing tariffs on pharmaceuticals, chips, and other big items [1] - Tariffs of 50% were imposed on steel and aluminum [1] - Lumber tariffs were recently announced [1] - The company is implementing a 50% tariff on copper [1]

Key Takeaways MT shares jumped 41.9% over the past year, outperforming its industry's 23.6% decline. ArcelorMittal expects 2025 EPS of $4.23, indicating 43.4% year-over-year growth. MT is expanding premium steel and boosting shareholder returns via buybacks and a higher dividend.ArcelorMittal S.A. (MT) shares have rallied roughly 39.1% over the past three months. We are optimistic about MT’s prospects and believe that the time is right for you to add the stock to your portfolio, as it looks promising and ...

🗒️越南针对中国热轧钢反倾销关税的文件最早是在今年2月流出，原本预计3月7日起生效，有效期120天。越南政府曾表示，去年1月至9月期间，越南进口了近880万吨热轧钢，其中72％来自中国。 ...

Core Viewpoint - The article discusses the renewed focus on "Made in America" as a significant investment theme, driven by geopolitical tensions and a push for domestic manufacturing and energy independence [2]. Group 1: Companies Highlighted - Cleveland-Cliffs Inc. is North America's largest flat-rolled steel producer, operating fully integrated steelmaking facilities in the U.S. and supplying steel to various domestic sectors [5][6]. - Newell Brands Inc. produces iconic American household products and maintains substantial U.S. manufacturing despite some global sourcing. The company is focusing on streamlining operations and has a forecasted 19% earnings growth in the next 12 months [10][11]. - Energy Transfer LP operates over 125,000 miles of pipelines for transporting crude oil and natural gas, positioning itself as a key player in U.S. energy security. The stock has a consensus price target of $22.64, indicating a 26% upside potential [13][15]. Group 2: Stock Performance and Market Indicators - Cleveland-Cliffs stock is trading around $8.71, showing a strong rebound and surpassing key moving averages, with a potential upside target of $10 [7][8]. - Newell Brands stock has seen a decline of over 40% in 2025 but has recently increased by about 17% in the last 30 days, nearing its 100-day moving average [12]. - Energy Transfer stock is currently at $17.91, just below its 100-day moving average, with analysts predicting a bullish trend and a dividend yield of 7.31% [16].

Asia Pacific Equity Research 03 July 2025 Source: NDRC, MIIT, State Council, MOHRSS, Xinhuanet, J.P. Morgan See page 3 for analyst certification and important disclosures, including non-US analyst disclosures. China Steel J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in ...