Minerals Technologies publishes transcript of Q2 2026 earnings call
MTX•Third-quarter outlook
For Q3, management guided to:
- sales of about $550 million
- operating income of about $75 million
- EPS of $1.55-$1.60
Both segments were seen up 3%-5% year over year.
Cost inflation and pricing
CFO flagged $16 million of cost inflation in Q2. Consumer & Specialties pricing lag left it about 90 days from catching up, with margin recovery expected in Q4.
BMI OldCo Chapter 11 charge
Management recorded a $290 million charge tied to the BMI OldCo Chapter 11 plan. Cases were abated pending a district court talc causation proceeding.
Q2 results and balance sheet
Minerals Technologies posted the transcript of its Q2 2026 earnings call attended by CEO Douglas Dietrich, CFO Erik Aldag, IR head Lydia Kopylova, and segment presidents D.J. Monagle III and Brett Argirakis.
