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股票池

MTRN

状态日期：2026-05-27

积极观察
中高高正常
概览观点时间线信号证据AI行业

Serenity观点

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推文立场

价格动量

总览股票跟踪推文AI关注我

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60D / 252D

信号分数

50

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

6.0%

稳定

概览

核心结论

作者立场：看多；价格动量：看多。最新证据：$MTRN is probably the most stable one up there with decently high upside given it owns the mountain for ~65% of the world's Beryllium. 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 3 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

看多

价格动量

看多

首次提出

2026-01-19 02:38

来源

llm

更新时间

2026-03-23 15:37

作者立场：看多；价格动量：看多。最新证据：$MTRN is probably the most stable one up there with decently high upside given it owns the mountain for ~65% of the world's Beryllium.

当前观点证据

2026-01-19 02:52看多

$MTRN is probably the most stable one up there with decently high upside given it owns the mountain for ~65% of the world's Beryllium.

Serenity 变化

时间线

首次提出2026-01-19 02:38看多
原推

$MTRN - Beryllium (Spor Mountain) ... Western supply chain bottlenecks

  1. 2026-03-23 15:37看多上下文更新

    Normally this goes in shower thoughts but will post main timeline today. $ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps $NB - Scandium, lightweight metal frames for server r...

  2. 2026-01-24 06:49看多事实更新

    $MTRN for CuW (Copper-Tungsten).

  3. 2026-01-19 02:52看多观点延续

    $MTRN is probably the most stable one up there with decently high upside given it owns the mountain for ~65% of the world's Beryllium.

  4. 2026-01-19 02:38看多初始观点

    $MTRN - Beryllium (Spor Mountain) ... Western supply chain bottlenecks

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 3

复核时间：2026-06-03

证据

证据摘要

最新期 2025营收 2BBeta 1.03披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

2B

营收同比

6.0%

毛利率

16.7%

2022

营收 2BYoY 16.3%经营 6.8%净利 4.9%

2023

营收 2BYoY -5.2%经营 8.2%净利 5.7%

2024

营收 2BYoY 1.2%经营 2.8%净利 0.3%

2025

营收 2BYoY 6.0%经营 6.5%净利 4.2%

简读 + 重点消息

消息面

0 条 7日新闻，压力 低。

2026-05-19 19:40gurufocus.com
Materion Corp (MTRN) Shares Fall 4.1% -- GF Value Says Still Overvalued
2026-05-15 16:30businesswire.com
Materion Corporation to Participate in KeyBanc's Industrials & Basic Materials Conference on May 28
2026-05-07 16:30businesswire.com
Materion Corporation Increases Quarterly Cash Dividend for 14th Consecutive Year

近期披露

披露信息

最新披露为 2026-05-07 的 8-K；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

2026-05-078-K
mtrn-20260507.htm
2026-04-2910-Q
mtrn-20260403.htm
2026-04-298-K
mtrn-20260429.htm

近期推文

作者立场

立场

看多

价格动量

看多

2026-01-19 02:52看多

$MTRN is probably the most stable one up there with decently high upside given it owns the mountain for ~65% of the world's Beryllium.

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

1.03

敏感度

高关注高 beta

情绪风险

高

估值风险

正常

背景

行业与主题

basic-materials-industrial-materials

ai-infrastructureenergy-power

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to MTRN, not only Industrial Materials

背景

行业背景

basic-materials-industrial-materials

提及 1新闻 6股票 16
股票池

MTRN

积极观察中高高正常

状态日期：2026-05-27

复核时间：2026-06-03

作者立场

看多

llm

价格动量

看多

60D / 252D

信号分数

50

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

3

8-K

收入同比

6.0%

稳定

Beta

1.03

高关注高 beta

llm · 2026-03-23 15:37

Serenity 时间线

首次提出2026-01-19 02:38看多
原推

$MTRN - Beryllium (Spor Mountain) ... Western supply chain bottlenecks

  1. 2026-03-23 15:37看多上下文更新

    Normally this goes in shower thoughts but will post main timeline today. $ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps $NB - Scandium, lightweight metal frames for server r...

  2. 2026-01-24 06:49看多事实更新

    $MTRN for CuW (Copper-Tungsten).

  3. 2026-01-19 02:52看多观点延续

    $MTRN is probably the most stable one up there with decently high upside given it owns the mountain for ~65% of the world's Beryllium.

  4. 2026-01-19 02:38看多初始观点

    $MTRN - Beryllium (Spor Mountain) ... Western supply chain bottlenecks

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

2B

营收同比

6.0%

毛利率

16.7%

营收趋势

营收趋势线
2B1B0

需要继续工作的地方

研究问题

  • GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to MTRN, not only Industrial Materials

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

basic-materials-industrial-materials

提及 1新闻 6股票 16
2021 营收: 2B2022 营收: 2B2023 营收: 2B2024 营收: 2B2025 营收: 2B2021 趋势线: 2B2022 趋势线: 2B2023 趋势线: 2B2024 趋势线: 2B2025 趋势线: 2B20212022202320242025

利润趋势

净利润毛利营业利润
398M199M02021 净利润: 72M2022 净利润: 86M2023 净利润: 96M2024 净利润: 6M2025 净利润: 75M2021 毛利: 284M2022 毛利: 344M2023 毛利: 349M2024 毛利: 326M2025 毛利: 298M2021 营业利润: 77M2022 营业利润: 120M2023 营业利润: 136M2024 营业利润: 47M2025 营业利润: 116M20212022202320242025

利润率趋势

毛利率营业利润率净利率
23.9%11.9%0.0%2021 毛利率: 18.8%2022 毛利率: 19.6%2023 毛利率: 21.0%2024 毛利率: 19.3%2025 毛利率: 16.7%2021 营业利润率: 5.1%2022 营业利润率: 6.8%2023 营业利润率: 8.2%2024 营业利润率: 2.8%2025 营业利润率: 6.5%2021 净利率: 4.8%2022 净利率: 4.9%2023 净利率: 5.7%2024 净利率: 0.3%2025 净利率: 4.2%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
20212B-18.8%5.1%4.8%
20222B16.3%19.6%6.8%4.9%
20232B-5.2%21.0%8.2%5.7%
20242B1.2%19.3%2.8%0.3%
20252B6.0%16.7%6.5%4.2%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 高 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻，压力 低。

重点消息

2026-05-19 19:40gurufocus.com
Materion Corp (MTRN) Shares Fall 4.1% -- GF Value Says Still Overvalued
2026-05-15 16:30businesswire.com
Materion Corporation to Participate in KeyBanc's Industrials & Basic Materials Conference on May 28
2026-05-07 16:30businesswire.com
Materion Corporation Increases Quarterly Cash Dividend for 14th Consecutive Year
2026-05-06 10:41zacks.com
Has Materion (MTRN) Outpaced Other Basic Materials Stocks This Year?
2026-05-01 20:31seekingalpha.com
Materion Corporation (MTRN) Q1 2026 Earnings Call Transcript
2026-04-29 09:30zacks.com
Materion (MTRN) Q1 Earnings and Revenues Top Estimates
2026-04-29 06:47businesswire.com
Materion Corporation Reports Strong First Quarter 2026 Financial Results and Improves Full-Year Outlook
2026-04-28 09:50zacks.com
Nucor Q1 Earnings and Revenues Top on Higher Volumes and Prices
2026-04-22 07:00businesswire.com
Materion Earns EcoVadis Silver Rating for 2026
2026-04-15 16:30businesswire.com
Materion Corporation to Announce First Quarter 2026 Financial Results on April 29

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-07 的 8-K；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

近期披露

2026-05-078-K
mtrn-20260507.htm
2026-04-2910-Q
mtrn-20260403.htm
2026-04-298-K
mtrn-20260429.htm
2026-02-1210-K
mtrn-20251231.htm
2026-02-128-K
mtrn-20260212.htm
2026-01-238-K
mtrn-20260123.htm
2025-12-118-K
mtrn-20251209.htm
2025-10-3010-Q
mtrn-20250926.htm
2025-10-298-K
mtrn-20251029.htm
2025-08-218-K
mtrn-20250820.htm

beta / 动量 / 主题

大盘敏感度

Beta

1.03

状态

高关注高 beta

立场

看多

动量

看多

积极观察 · 正常

板块定位

行业

basic-materials-industrial-materials

ai-infrastructureenergy-power