
Overview
Canada metals distributor's Q4 revenue missed analyst expectations
Q4 EBITDA rose 12% yr/yr to C$69 mln
Company completed Kloeckner acquisition, boosting U.S. revenue contribution
Outlook
Russel Metals expects improved margins in Q1 2026 due to rising steel prices
Company anticipates seasonal recovery in shipments in Q1 2026
Russel Metals to benefit from U.S. industrial growth and infrastructure investments
Result Drivers
ACQUISITIONS DRIVE REVENUE - Q4 2025 revenue increased 5% year-over-year, primarily due to acquisitions completed in 2024
IMPROVED EBITDA - Q4 2025 EBITDA rose 12% year-over-year, aided by improved market conditions and value-added initiatives
KLOECKNER ACQUISITION - Completed acquisition expected to increase U.S. revenue contribution to over 50%
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | C$1.10 bln | C$1.13 bln (6 Analysts) |
Q4 EPS |
| C$0.55 |
|
Q4 Net Income |
| C$30.40 mln |
|
Q4 EBIT |
| C$45.20 mln |
|
Q4 EBITDA |
| C$68.60 mln |
|
Press Release: ID:nCNW2dPHFa
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