What is Minerals's latest dividend and current dividend yield?

What is the revenue and EPS growth rate for Minerals year over year?

What were the key takeaways from Minerals's earnings call?

What does Minerals do and what are its main business segments?

What is Minerals's gross profit margin?

What guidance did Minerals's management provide for the next earnings period?

What is the market's earnings forecast for Minerals next quarter?

Did Minerals beat or miss consensus estimates last quarter?

- **Record Q3 Performance**: $532M revenue, $1.55 EPS, 18.8% EBITDA margin. Strong cash flow and balance sheet (1.7x net leverage).
- **Growth Investments Paying Off**: $100M in upgrades to drive $100M+ revenue by mid-2026. China foundry up 10% YoY, MINSCAN targeting 130+ furnaces.
- **Margin Recovery Expected**: Consumer & Specialties to return to 15% margin as logistics costs ease. Engineered Solutions at record 17.6% margin.
- **Key Risks**: Talc litigation expenses ~$3-4M/Q4, softness in residential construction and Europe.

**【CEO Summary Section】**
- Q3 2025 revenue reached $532 million, up 1% YoY and sequentially, driven by Household & Personal Care and Environmental & Infrastructure segments. EPS hit a record $1.55, with strong cash flow of $44 million.
- Despite softness in residential construction and European steel markets, investments in high-growth areas like pet care (North America +2%, China expansion) and natural oil purification (+18% YoY) offset challenges. China foundry volumes up 10% YoY.
- Key investments: $100 million in capacity upgrades (e.g., Dyersburg, China cat litter plants) expected to generate $100 million incremental revenue by mid-2026. MINSCAN installations targeting 130+ electric arc furnaces.

**【CFO Financial Commentary】**
- Q3 operating income $78 million (14.7% margin), EBITDA $100 million (18.8% margin). Offset $10 million cost increases via productivity and pricing. Q4 guidance: sales $510-525 million (-2% to -4% QoQ), EPS $1.20-1.30.
- Segment performance: Consumer & Specialties flat YoY, Engineered Solutions +4% YoY. Environmental & Infrastructure up 5% QoQ due to offshore services.
- Balance sheet strong: net leverage 1.7x EBITDA, $20 million returned to shareholders via dividend and buybacks.

**【Q&A Highlights】**
- **Pet Care Growth**: $30 million new contracts starting Q2 2026, targeting 3-4% North America growth and 6-8% China expansion. New China plant to support 10+ year growth.
- **Margins**: Consumer & Specialties margin expected to recover to 15% as logistics costs subside. Engineered Solutions at record 17.6% margin.
- **Investments**: $9-10 million expansion in Turkey for Bleaching Earth, targeting $75 million renewable fuels revenue by 2027. Talc litigation expenses ~$3-4 million/Q4.
- **2026 Outlook**: Positive momentum in cat litter, edible oil purification, and MINSCAN installations. Watch for interest rate-driven commercial construction recovery.

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