RYERSON HOLDING CORPORATION (RYZ)
NYSEIndustrialsManufacturing - Metal FabricationSnapshot 2026-11-04
$31.71-0.94%
Close 2026-11-04 · 1-day change
NYSEIndustrialsManufacturing - Metal FabricationSnapshot 2026-11-04
QuarterlyIQ Insights · RYZ
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 0% of the last 1 guided quarters · -200.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
• Realized approximately $13 million in third quarter synergy benefits, representing $52 million on an annualized, run-rate basis and substantially exceeding the $40 million first-year target months…
Stated in 3 of 3 supplied quarters. Management reported: “• Realized approximately $13 million in third quarter synergy benefits, representing $52 million on an annualized, run-rate basis and substantially exceeding the $40 million first-year target months ahead of schedule.” “Olympic Steel contributed $602.1 million of revenue and $30.2 million of Adjusted EBITDA, excluding LIFO to Ryerson’s third quarter results, exceeding management’s expectations of $21 million to $23 million in Adjusted EBITDA, excluding LIFO.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“• Realized approximately $13 million in third quarter synergy benefits, representing $52 million on an annualized, run-rate basis and substantially exceeding the $40 million first-year target months…”
“• Realized approximately $5 million in second quarter synergy attainment and expects to realize $13 to $14 million in third quarter synergies, or $52 to $56 million on an annualized run-rate basis, p…”
“Olympic Steel Integration & Financial Results Despite closing on the Olympic Steel merger only six weeks before quarter-end, management achieved meaningful progress on integration and operational syn…”
Commercial synergies continue to exceed our expectations, and progress across our four synergy pillars reinforces our confidence in achieving our two-year target of $120 million in annual run-rate sy…
Stated in 3 of 3 supplied quarters. Management reported: “Commercial synergies continue to exceed our expectations, and progress across our four synergy pillars reinforces our confidence in achieving our two-year target of $120 million in annual run-rate synergies.” “Given the early attainment of the Company's first-year synergy target and the momentum building across all four of its synergy pillars, management remains confident in achieving its $120 million two-year annualized run-rate synergy target.”
“Commercial synergies continue to exceed our expectations, and progress across our four synergy pillars reinforces our confidence in achieving our two-year target of $120 million in annual run-rate sy…”
“This projected realization is expected to position Ryerson to exceed its $40 million first-year annualized run-rate synergy target ahead of schedule, and the Company continues to track toward its $12…”
“• Initiated integration of Olympic Steel by aligning enterprise leadership, establishing dedicated integration teams, and building early synergy momentum, positioning the organization to attain the p…”
Rick Marabito, Ryerson’s President, Chief Operating Officer & Director added, “Resilient customer demand and strong execution across our expanded network drove our highest same-store quarterly shipme…
Stated in 3 of 3 supplied quarters. Management reported: “Rick Marabito, Ryerson’s President, Chief Operating Officer & Director added, “Resilient customer demand and strong execution across our expanded network drove our highest same-store quarterly shipments in more than five years.” “With industry inventories low and mill lead times extended, our greater scale and improving inventory visibility are helping our teams locate and share material, coordinate processing resources and meet customer needs across the combined enterprise.”
“Rick Marabito, Ryerson’s President, Chief Operating Officer & Director added, “Resilient customer demand and strong execution across our expanded network drove our highest same-store quarterly shipme…”
“In this market environment, customers are increasingly valuing product availability, reliability, processing capability, and speed of response, and we believe our expanded scale positions us better t…”
“We gained market share on a same-store and combined-company basis while seeing more and more of the benefits from the growth capex investments we have discussed with stakeholders over the past severa…”
On October 28, 2026, the Board of Directors declared a quarterly cash dividend of $0.1875 per share of common stock, payable on December 17, 2026, to stockholders of record as of December 3, 2026.
Stated in 3 of 3 supplied quarters. Management reported: “On October 28, 2026, the Board of Directors declared a quarterly cash dividend of $0.1875 per share of common stock, payable on December 17, 2026, to stockholders of record as of December 3, 2026.” “Ryerson returned $3.8 million to stockholders during the third quarter through the opportunistic repurchase of approximately 159,000 shares in the open market at an average price of $23.85 per share.”
“On October 28, 2026, the Board of Directors declared a quarterly cash dividend of $0.1875 per share of common stock, payable on December 17, 2026, to stockholders of record as of December 3, 2026.”
“Exhibit 99.1 Ryerson Reports Second Quarter 2026 Results Exceeded top line guidance, improved profitability, and grew book value of equity while delivering targeted second-quarter synergies and build…”
“Exhibit 99.1 Ryerson Reports First Quarter 2026 Results Began integration of Olympic Steel and building early synergy momentum while generating our strongest same-store shipments in nearly four years…”
Continue integration across procurement, efficiency, network optimization, and commercial enhancement, with a two-year annualized run-rate synergy goal of $120 million.
Over the trailing year it converted -10.42x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
19 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-04.