Materion’s Q2 2026 earnings call drew the CEO, the CFO, the investor relations director, and analysts from Seaport, Freedom, Stonegate, and CJS.
Record value-added sales of $308.2 million; adjusted EPS of $1.9; adjusted EBITDA of $71.8 million, margin 23.3%.
Raised full-year adjusted EPS outlook to $6.8-$7.2; now targets mid-teens sales growth on record backlog up about 30%.
Electronic Materials posted a 32% adjusted EBITDA margin; management flagged favorable mix and cost actions, cautioning the quarter is not a new floor.
Space orders doubled year-over-year; launch and satellites cited as largest areas; new $15 million commercial-space engine-materials program runs about 1-1.5 years.