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Minerals Technologies Inc. (MTX) Fundamental Analysis & AI Grade 2026

MTX NYSE Industrial Inorganic Chemicals DE CIK: 0000891014
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-04-05
Combined AI Grade
C
72% Confidence
AGREEMENT
C
78% Conf
B
66% Conf

📊 MTX Key Takeaways

Revenue: $546.9M
Net Margin: 6.6%
Free Cash Flow: $9.0M
Current Ratio: 2.13x
Debt/Equity: 0.56x
EPS: $1.17
AI Grade: C with 78% confidence
Minerals Technologies Inc. (MTX) receives a C fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $546.9M, net profit margin of 6.6%, and return on equity (ROE) of 2.1%, Minerals Technologies Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete MTX stock analysis for 2026.

Is Minerals Technologies Inc. (MTX) a Good Investment?

Claude

MTX faces severe profitability deterioration with net income declining 31.4% YoY despite only 2.2% revenue contraction, indicating operational deleverage and cost structure misalignment. Critically weak free cash flow of just $9.0M (1.6% FCF margin) on $547M revenue signals the business cannot adequately fund operations and debt service, with $960M long-term debt appearing burdensome relative to cash generation capacity.

ChatGPT

MTX shows pressured profitability with a slight revenue decline, thin operating margin, and a small net loss, indicating near‑term operational headwinds. However, liquidity is strong, leverage is moderate, and free cash flow remains positive, providing balance sheet flexibility to execute improvements. A turnaround hinges on margin recovery and stabilizing demand.

Minerals Technologies Inc. Key Strengths (MTX)

Claude
  • + Adequate liquidity position with 2.13x current ratio and $315.9M cash reserves
  • + Moderate leverage at 0.56x debt-to-equity, preventing immediate solvency concerns
  • + Gross margin of 24% demonstrates some pricing power in industrial chemicals sector
ChatGPT
  • + Solid liquidity (2.08x current, 1.45x quick)
  • + Consistently positive free cash flow despite GAAP loss
  • + Moderate leverage (0.56x D/E) with adequate cash balance

MTX Stock Risks: Minerals Technologies Inc. Investment Risks

Claude
  • ! Severe profitability collapse: 31.4% net income decline on 2.2% revenue decline indicates cost structure not scaling appropriately with demand
  • ! Critically weak cash generation: $9.0M FCF on $547M revenue (1.6% margin) leaves minimal flexibility for debt reduction or investments
  • ! Extremely poor capital efficiency: ROE of 2.1% and ROA of 1.0% indicate shareholders' capital is generating negligible returns
  • ! Revenue contraction suggests softening demand in core markets with potential further deterioration ahead
ChatGPT
  • ! Sustained margin compression and negative net income
  • ! Top‑line softness (-2.2% YoY) may signal demand weakness
  • ! Interest coverage only 3.2x leaves limited cushion if earnings soften

Key Metrics to Watch

Claude
  • * Operating margin trend - currently 10.7% but must improve to restore profitability
  • * Free cash flow generation and sustainability above $9M
  • * Debt service coverage and ability to reduce $960M long-term debt burden
ChatGPT
  • * Operating margin
  • * Revenue growth (YoY)

Minerals Technologies Inc. (MTX) Financial Metrics & Key Ratios

Revenue
$546.9M
Net Income
$36.2M
EPS (Diluted)
$1.17
Free Cash Flow
$9.0M
Total Assets
$3.5B
Cash Position
$315.9M

💡 AI Analyst Insight

The relatively thin 1.6% FCF margin may limit capital allocation flexibility. Strong liquidity with a 2.13x current ratio provides a solid financial cushion.

MTX Profit Margin, ROE & Profitability Analysis

Gross Margin 24.0%
Operating Margin 10.7%
Net Margin 6.6%
ROE 2.1%
ROA 1.0%
FCF Margin 1.6%

MTX vs Materials Sector: How Minerals Technologies Inc. Compares

How Minerals Technologies Inc. compares to Materials sector averages

Net Margin
MTX 6.6%
vs
Sector Avg 10.0%
MTX Sector
ROE
MTX 2.1%
vs
Sector Avg 14.0%
MTX Sector
Current Ratio
MTX 2.1x
vs
Sector Avg 1.6x
MTX Sector
Debt/Equity
MTX 0.6x
vs
Sector Avg 0.6x
MTX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Minerals Technologies Inc. Stock Overvalued? MTX Valuation Analysis 2026

Based on fundamental analysis, Minerals Technologies Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
2.1%
Sector avg: 14%
Net Profit Margin
6.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.56x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Minerals Technologies Inc. Balance Sheet: MTX Debt, Cash & Liquidity

Current Ratio
2.13x
Quick Ratio
1.47x
Debt/Equity
0.56x
Debt/Assets
49.2%
Interest Coverage
3.94x
Long-term Debt
$960.2M

MTX Revenue & Earnings Growth: 5-Year Financial Trend

MTX 5-year financial data: Year 2021: Revenue $1.9B, Net Income $132.7M, EPS $3.78. Year 2022: Revenue $2.1B, Net Income $112.4M, EPS $3.29. Year 2023: Revenue $2.2B, Net Income $164.4M, EPS $4.86. Year 2024: Revenue $2.2B, Net Income $122.2M, EPS $3.73. Year 2025: Revenue $2.2B, Net Income $84.1M, EPS $2.58.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Minerals Technologies Inc.'s revenue has grown significantly by 17% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.58 reflects profitable operations.

MTX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
1.6%
Free cash flow / Revenue

MTX Quarterly Earnings & Performance

Quarterly financial performance data for Minerals Technologies Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $491.8M $36.2M $1.17
Q3 2025 $524.7M $43.0M $1.37
Q2 2025 $528.9M $19.7M $0.61
Q1 2025 $491.8M $46.7M $1.44
Q3 2024 $524.7M -$19.2M $-0.59
Q2 2024 $541.2M $19.7M $0.61
Q1 2024 $534.5M $37.0M $1.14
Q3 2023 $541.9M $13.4M $0.41

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Minerals Technologies Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$32.1M
Cash generated from operations
Stock Buybacks
$5.4M
Shares repurchased (TTM)
Capital Expenditures
$23.1M
Investment in assets
Dividends Paid
$3.7M
Returned to shareholders

MTX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Minerals Technologies Inc. (CIK: 0000891014)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 4 xslF345X06/form4.xml View →
May 21, 2026 4 xslF345X06/form4.xml View →
May 21, 2026 4 xslF345X06/form4.xml View →
May 21, 2026 4 xslF345X06/form4.xml View →
May 21, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about MTX

What is the AI rating for MTX?

Minerals Technologies Inc. (MTX) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MTX's key strengths?

Claude: Adequate liquidity position with 2.13x current ratio and $315.9M cash reserves. Moderate leverage at 0.56x debt-to-equity, preventing immediate solvency concerns. ChatGPT: Solid liquidity (2.08x current, 1.45x quick). Consistently positive free cash flow despite GAAP loss.

What are the risks of investing in MTX?

Claude: Severe profitability collapse: 31.4% net income decline on 2.2% revenue decline indicates cost structure not scaling appropriately with demand. Critically weak cash generation: $9.0M FCF on $547M revenue (1.6% margin) leaves minimal flexibility for debt reduction or investments. ChatGPT: Sustained margin compression and negative net income. Top‑line softness (-2.2% YoY) may signal demand weakness.

What is MTX's revenue and growth?

Minerals Technologies Inc. reported revenue of $546.9M.

Does MTX pay dividends?

Minerals Technologies Inc. pays dividends, with $3.7M distributed to shareholders in the trailing twelve months.

Where can I find MTX SEC filings?

Official SEC filings for Minerals Technologies Inc. (CIK: 0000891014) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MTX's EPS?

Minerals Technologies Inc. has a diluted EPS of $1.17.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is MTX's fundamental grade?

Based on our AI fundamental analysis in May 2026, Minerals Technologies Inc. has a C grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is MTX stock overvalued or undervalued?

Valuation metrics for MTX: ROE of 2.1% (sector avg: 14%), net margin of 6.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is MTX's AI grade for 2026?

Our dual AI analysis gives Minerals Technologies Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is MTX's free cash flow?

Minerals Technologies Inc.'s operating cash flow is $32.1M, with capital expenditures of $23.1M. FCF margin is 1.6%.

How does MTX compare to other Materials stocks?

Vs Materials sector averages: Net margin 6.6% (avg: 10%), ROE 2.1% (avg: 14%), current ratio 2.13 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-04-05 | Powered by Claude AI