Key factsItemDetailCompanyCarpenter Technology CorporationListingNew York Stock Exchange (NYSE: CRS)SectorBasic materials / specialty alloys and metalsFY2026 guidanceOperating Incomeraised to roughly US$680m–US$700mQ3 FY2026 (to 31 March 2026)Operating income about US$186.5m; diluted EPS about US$2.77Specialty AlloysMarginReported record adjustedOperating Marginaround 35.6%DividendQuarterlyCash Dividendof US$0.20 per share (payable June 2026)BuybackActivity …
Key factsItemDetailCompanyGold Fields LimitedUS tickerGFI (NYSE ADR); primary listing JohannesburgSectorGoldMiningQ1 2026 productionAbout 633,000 gold-equivalent ounces (up ~15% y/y)Q1 2026 AISCAbout US$1,829/oz (up ~13% y/y)Recent ADR priceAround US$45 (mid-May 2026)52-week range (ADR)Roughly US$19–US$62NetDebtReduced to about US$1.3bn at end-Q1 2026CapitalreturnsBumper FY2025 dividends andBuybacksreportedOpeningGold Fields Limited (NYSE: …
Key factsItemDetailCompanyInternational Flavors & Fragrances IncTickerIFF (NYSE)SectorUS chemicals stocks / specialty ingredientsCore segmentsTaste, Scent, Health & Biosciences, plus Food Ingredients (in sale process)Recent share priceAround US$72–73 in mid-20262026 sales guidanceRoughly US$10.5bn–US$10.8bn2026 adjusted EBITDA guidanceRoughly US$2.05bn–US$2.15bnDividendQuarterly dividend held at US$0.40 per shareBuy ratings arrive as …
Key factsItemDetailCompanyHudbay Minerals IncTickerHBM (NYSE / TSX)SectorUS-listedMining/ copperQ1 2026RevenueReported around $757m, up about 27% year on yearQ1 2026Net IncomeReported around $190m2026 copper guidanceRoughly 110,000-138,000 tonnesMajor dealAgreedAcquisitionof Arizona Sonoran Copper (around US$1.48bnEquity)HeadlineBuy / Strong Buy-style ratings amid copper strengthA copper miner gaining attentionHudbay Minerals stock …
Key factsItemDetailCompanyEquinox Gold CorpTickerEQX (NYSE American; also TSX)SectorGoldMining/ US mining stocksRecent share priceAround US$14 to US$15 (roughly C$18.80, early June 2026)Average analyst ratingBroadly Buy across covering analystsKey 2025 milestoneCompletedBusinesscombination with Calibre MiningFlagshipAssetsGreenstone (Ontario) and Valentine (Newfoundland and Labrador)Greenstone productionMore than 70,000 ounces in a …
Key factsItemDetailCompanyCelanese CorporationTickerCE (NYSE)SectorUS chemicals stocks (acetyls and engineered materials)Q1 2026 adjusted EPSAbout US$0.85Q2 2026 EPS guidanceAbout US$2.00 to US$2.40H2 2026 EPS indicationAround US$3.00 of adjusted EPSEngineered Materials (Q1 2026)About US$1.3bn net sales; operating EBITDA around US$324m (Margin~25%)Acetyl Chain (Q1 2026)About US$1.0bn net sales; …
Key factsItemDetailCompanyCentury Aluminum CompanyTickerCENX (Nasdaq)SectorUS basic materials stocks (primary aluminium)Recent share price levelAround US$59 in early May 202652-week rangeRoughly US$13 to US$64Q1 2026 adjusted EBITDAGuided/expected in the US$215m to US$235m rangePrior quarter EBITDAAbout US$128m (Q4 2025)Key growth projectPlanned new US primary aluminium smelter (Inola, …
Key factsItemDetailCompanyCoeurMiningIncTickerCDE (NYSE)SectorUS basic materials stocks / precious metals miningPrimary metalsSilver and gold (with growing copper exposure)Recent share priceAround US$19 in late May 20262026 production guidance680,000–815,000 oz gold; 18.7–21.9 million oz silver; 50–65 million lb copperRecent quarterly resultsQ1 2026Revenueof roughly US$856m;Net Incomenear US$247mDividendCoeur has …
Key factsItemDetailCompanyAir Products and Chemicals IncTickerAPD (NYSE)SectorBasic materials / industrial gases and chemicalsHeadquartersAllentown, Pennsylvania, United StatesFY2026 guidanceRoughly 8% to 10% adjusted EPS growth at the midpointQ3 FY2026 adjusted EPS guidance$3.25 to $3.35Capital ExpenditureApproximately $4.0 billion for full-year fiscal 2026Analyst consensusBuy rating reported across covering …
Key factsItemDetail (as of mid-2026)CompanyCommercial Metals CompanyTicker / exchangeCMC (NYSE)HeadquartersIrving, Texas, United StatesSectorSteel stocks / US basic materials stocksApproximateMarket ValueRoughly $8bn52-week share price rangeAround $45.50 to $84.87QuarterlyDividend$0.20 per share (recently raised about 11%)Dividend recordAmong the longest unbroken quarterly payout streaks in the sectorNext resultsReporting …