CoverageForm 410-K10-Q8-K13D13G13F

TMST · Timkensteel Corp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$1.16B$1.08B$1.36B$1.33B$1.28B$830.70M
Cost of Revenue$1.06B$986.30M$1.18B$1.20B$1.06B$815.10M
Gross Profit$95.10M$97.70M$186.50M$126.70M$220.00M$15.60M
R&D---$800.0K$1.70M$1.80M
SG&A$94.00M$87.70M$84.60M$73.80M$77.20M$76.70M
Total Operating Expenses------
D&A$56.60M$54.10M$56.90M$58.30M$63.10M$70.00M
Operating Income$1.90M$4.60M$96.40M$97.10M$176.70M($60.70M)
Interest Expense--$2.70M$3.90M$5.90M$12.20M
Income Tax$3.10M$3.30M$27.00M$32.00M$5.70M$1.20M
Net Income($1.20M)$1.30M$69.40M$65.10M$171.00M($61.90M)
EPS - Basic($0.03)$0.03$1.58$1.42$3.73($1.38)
EPS - Diluted($0.03)$0.03$1.47$1.30$3.18($1.38)

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$156.70M$240.70M$280.60M$257.20M$259.60M$102.80M
Accounts Receivable$126.00M$90.80M$113.20M$79.40M$100.50M$63.30M
Inventory$243.20M$219.80M$228.00M$192.40M$210.90M$178.40M
Accounts Payable$151.10M$119.20M$133.30M$113.20M$141.90M$89.50M
Current Assets$553.20M$587.30M$656.80M$556.60M$582.30M$357.60M
Total Assets$1.14B$1.12B$1.18B$1.08B$1.16B$994.00M
Current Liabilities$314.90M$281.50M$248.40M$186.70M$250.80M$181.00M
Long-term Debt-$0$0$0$0$168.60M
Total Liabilities$454.20M$426.20M$443.70M$395.50M$494.30M$486.50M
Stockholders' Equity$686.00M$690.50M$731.60M$686.50M$664.60M$616.70M
Retained Earnings($53.60M)($52.40M)($53.70M)($123.10M)($188.20M)($363.40M)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$16.00M$40.30M$125.30M$134.50M$196.90M$173.50M
Investing Cash Flow($75.20M)($10.80M)($49.90M)($21.70M)($4.80M)($6.00M)
Financing Cash Flow($25.20M)($68.90M)($51.90M)($114.60M)($35.30M)($91.80M)
CapEx------
Free Cash Flow------

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin8.2%9.0%13.7%9.5%17.1%1.9%
Operating margin0.2%0.4%7.1%7.3%13.8%-7.3%
EBITDA margin5.1%5.4%11.3%11.7%18.7%1.1%
Net margin-0.1%0.1%5.1%4.9%13.3%-7.5%
Free cash flow margin------
FCF / Net income------
R&D / Revenue---0.1%0.1%0.2%
SG&A / Revenue8.1%8.1%6.2%5.5%6.0%9.2%
Effective tax rate163.2%71.7%28.0%33.0%3.2%-
Return on assets-0.1%0.1%5.9%6.0%14.8%-6.2%
Return on equity-0.2%0.2%9.5%9.5%25.7%-10.0%
Return on invested capital-0.3%9.5%9.5%25.7%-6.1%
Liquidity
Current ratio1.762.092.642.982.321.98
Quick ratio0.981.311.731.951.480.99
Cash ratio0.500.861.131.381.040.57
Leverage
Debt / Equity-0.000.000.000.000.27
Debt / Assets-0.000.000.000.000.17
Debt / EBITDA-0.000.000.000.0018.13
Interest coverage--35.7x24.9x29.9x-5.0x
Equity multiplier1.661.621.611.581.741.61
Liabilities / Assets0.400.380.380.370.430.49
Efficiency
Asset turnover1.020.971.161.231.110.84
Inventory turnover4.374.495.166.255.044.57
Days sales outstanding40d31d30d22d29d28d
Days inventory outstanding83d81d71d58d72d80d
Days payable outstanding52d44d41d34d49d40d
Cash conversion cycle71d68d60d46d52d68d
Valuation
P / E------
P / B------
P / S------
EV / EBITDA------
Growth
Revenue growth (YoY)6.9%-20.4%2.4%3.7%54.4%-31.3%
Revenue CAGR (3y)-4.5%-5.5%17.9%3.2%13.8%-
Revenue CAGR (5y)6.9%-2.2%9.4%---
Gross profit growth (YoY)-2.7%-47.6%47.2%-42.4%1310.3%-31.0%
Operating income growth (YoY)-58.7%-95.2%-0.7%-45.0%-51.9%
Net income growth (YoY)--98.1%6.6%-61.9%-43.7%
EPS growth (YoY)--98.0%13.1%-59.1%-43.9%
EPS CAGR (3y)--78.9%----
EPS CAGR (5y)------
FCF growth (YoY)------
FCF CAGR (5y)------
Book value growth (YoY)-0.7%-5.6%6.6%3.3%7.8%9.5%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$1.16B total
Special Bar Quality Bars$702.60M · 60.7%
Manufactured Components$312.20M · 27.0%
Seamless Mechanical Tubing$126.40M · 10.9%
Other Products$17.10M · 1.5%

Geographic

$1.16B total
US$1.04B · 89.7%
Non Us$118.80M · 10.3%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

1.76
Grey zone

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

4/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens)

CompanyRevenue (last FY)Net marginROE
STLD$18.18B6.5%13.2%
NUE$32.49B5.4%8.3%
CMC---
X---
CRS$2.88B13.1%19.9%

Comparing TimkenSteel Corp against the 5 most active filers in the same SIC group.