TimkenSteel Corp: insider trades · United States · SEC (Form 4)

About TimkenSteel Corp

TimkenSteel Corp. (ticker: TMST) is a U.S.-listed industrial materials company traded on the NYSE/NASDAQ universe in the United States, aimed at investors seeking exposure to specialty steel rather than commodity-grade steel. The company traces its roots to The Timken Company’s steel business and became an independent public company through a spin-off completed on June 30, 2014. It was incorporated in 2013 and is headquartered in Canton, Ohio, placing it in one of the United States’ historic steelmaking regions. In early 2024, the company announced and completed a corporate rebrand to Metallus Inc., but its operating heritage, manufacturing footprint, and investor identity remain closely associated with TimkenSteel. The business manufactures high-performance specialty metals, with a portfolio centered on special bar quality (SBQ) steel bars, seamless mechanical tubing, billets, and value-added manufactured components. Its production model relies on recycled scrap metal and electric arc furnace technology, which supports a vertically integrated, domestic supply chain geared toward demanding applications. These products are engineered for customers that require tight metallurgical control, consistency, and mechanical performance. End uses include gears, axles, crankshafts, drive shafts, bearing components, oil and gas drilling equipment, rail, mining, heavy truck, agriculture, and selected defense and energy applications. From a competitive standpoint, TimkenSteel is best viewed as a niche specialist rather than a broad-based mill. Its differentiation is based on product quality, technical collaboration with customers, and the ability to tailor steel solutions for mission-critical applications. The company’s industrial base is heavily concentrated in the United States, with core manufacturing operations in Canton, Ohio, and downstream value-added capabilities supporting customer-specific solutions. This domestic focus can be a strategic advantage for supply chain resilience and customer proximity, but it also ties results to U.S. industrial activity, raw-material pricing, energy costs, and broader cyclical demand conditions. Recent developments suggest a company leaning into its higher-value end markets. In 2025, management highlighted solid demand, improving operating performance, and particularly strong aerospace and defense shipment activity. The company also indicated that it remains on schedule with new asset installations designed to enhance operational capabilities and support future growth. TimkenSteel has additionally emphasized market-share gains and a stronger order book, pointing to a business that is refining its mix toward more attractive applications and end markets. For French-speaking investors, TMST offers a cyclical but strategically positioned U.S. specialty materials story, with a focus on engineered steel products, domestic manufacturing, and exposure to industrial, energy, and defense demand.