Metallus Inc.

Hello everyone. Thank you for joining us and welcome to the 3Q2026 Metallus Inc. earnings call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star 1 to raise your hand. To withdraw your question, press star 1 again. I will now hand the conference over to Jenna Johnson. Please go ahead.

Good morning and welcome to Metallus' third quarter 2026 conference call. I'm Jenna Johnson, Senior Manager, Finance and Investor Relations for Metallus. Joining me today are Mike Williams, Chief Executive Officer, Chris Westbrooks, President and Chief Operating Officer, and John Zaranec, Executive Vice President and Chief Financial Officer. You should have received a copy of our press release, which was issued last night. During today's conference call, we may make forward-looking statements as defined by the SEC. Actual results may differ materially from those projected or implied due to a variety of factors, which we describe in greater detail in yesterday's release. Please refer to our SEC filings, including our most recent Form 10-Q, which will be filed later today, as well as the risk factors included in our earnings release, all of which are available on the Metallus website. Where non-GAAP financial information is referenced, additional details and reconciliations to its GAAP equivalent are included in the earnings release and the earnings presentation available on the investor page at metallus.com. Now, I'll turn the call over to Mike Williams for his remarks.

Thank you, Jenna, and good morning, everyone. Our third quarter results reflect strong execution across the organization. Through a continued focus on operational excellence, commercial discipline, and strategic initiatives, we increased profitability both sequentially and year over year for the third consecutive quarter. Additionally, we achieved our $250 million annualized aerospace and defense run rate sales target. This milestone was made possible by our dedicated teams working across the organization and expanding partnerships with customers in this market. During the quarter, we also reached several milestones that support our long-term growth strategy. In August, we commissioned the new strategic manufacturing assets supporting critical defense materials, a significant milestone in our long-term growth strategy. We were honored to host representatives from the U.S. Army, regional economic development organizations, customers, and government leaders as we showcased investments that strengthen the domestic munitions supply chain and support U.S. national security. In late September, we were awarded a contract by the U.S. Defense Logistics Agency, or DLA, to supply steel for critical defense applications. The contract includes an initial delivery order valued at approximately $125 million and a ceiling of up to $995 million over a five-year ordering period. The award reflects Metallus' ability to produce specialty steel products that meet the rigorous performance, quality, and traceability requirements of critical defense applications. It also highlights our team's metallurgical expertise in partnering with our customers to find critical solutions for their evolving needs. Additionally, we continue to gain traction with new participants in the defense market. We recently secured a $10 million purchase order from a new prime contractor for finished, fully assembled components supporting a growing munitions program. This order is another sign that our capabilities and reputation are helping us provide solutions for new customers. Together, the customer momentum and recently achieved AS9100 certification provides external validation that our focus and investment in aerospace and defense is working. These wins are not isolated events. They reflect the sustained, deliberate effort we have made to grow and deepen our presence in this expanding market. Finally, as previously announced, I plan to retire as Chief Executive Officer at the end of the year. Chris Westbrooks, our President and Chief Operating Officer, will succeed me. This planned transition reflects the Board of Directors commitment to a well-planned and Seamless Succession and positions Metallus to build on its established momentum into the future. With that, I'll turn the call over to Chris to walk through our third quarter highlights and end market performance in more detail.