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Jun 30, 2025
Ryerson Q2 2025 Earnings Report
Ryerson reported its second quarter 2025 financial results, showing an increase in revenue and a return to net income, driven by market share gains and growth in transactional business.
Key Takeaways
Ryerson Holding Corporation reported a revenue of $1.17 billion for the second quarter of 2025, in line with guidance, and achieved a net income of $1.9 million, a significant improvement from the prior quarter's loss. The company saw an increase in average selling prices and tons shipped, alongside strong Adjusted EBITDA, excluding LIFO, at the top of its guidance range.
Revenue for Q2 2025 reached $1.17 billion, a 3.0% increase quarter-over-quarter, aligning with company guidance.
The company returned to profitability with a net income of $1.9 million, or $0.06 diluted EPS, compared to a net loss in the previous quarter.
Adjusted EBITDA, excluding LIFO, was $45.0 million, exceeding the prior quarter's $32.8 million and at the high end of guidance.
Ryerson gained market share and increased its transactional business mix for the fifth consecutive quarter, partially offsetting recessed contractual business.
Revenue by Segment
Forward Guidance
For the third quarter of 2025, Ryerson anticipates a slight decrease in customer shipments due to normal seasonality and cautious customer behavior, with net sales expected to be between $1.14 billion and $1.18 billion. Average selling prices are projected to increase, and Adjusted EBITDA, excluding LIFO, is expected to be in the range of $40 million to $45 million.
Positive Outlook
- Anticipated increase in average selling prices by 1% to 3% quarter-over-quarter.
- Expected Adjusted EBITDA, excluding LIFO, in the range of $40 million to $45 million.
- Continued focus on self-help and execution amidst recessed demand conditions.
- Stabilization of falling stainless and carbon prices, with aluminum prices trending higher.
- Operationalization of capex and systems projects expected to continue benefiting the business.
Challenges Ahead
- Expected decrease in customer shipments by 2% to 4% quarter-over-quarter.
- Normal seasonality patterns contributing to the anticipated decline in shipments.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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