Materion Enters Supply Agreement with Commonwealth Fusion Systems for Beryllium Fluoride in Fusion Energy Applications
Agreement Overview: Materion Corporation has entered into an agreement with Commonwealth Fusion Systems (CFS) to supply beryllium fluoride for use in fusion power plants, specifically for the production of FLiBE molten salt in CFS' ARC power plants.
Significance of Beryllium Fluoride: Beryllium fluoride is a critical component for advancing fusion technologies, and Materion's commitment to providing this material supports CFS's goal of developing a robust supply chain for fusion energy.
Future Plans: CFS is planning to build the world's first grid-scale fusion plant, ARC, in Chesterfield County, Virginia, aiming to deliver power to the grid by the early 2030s.
Company Backgrounds: Materion is a leader in advanced materials solutions with nearly 100 years of experience, while CFS is the largest private fusion company, having raised almost $3 billion since its founding in 2018.
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Materion Declares Q1 2026 Dividend of $0.14
- Dividend Declaration: Materion Corporation's Board of Directors has declared a Q1 2026 dividend of $0.14 per share, payable on March 6, 2026, reflecting the company's commitment to returning value to shareholders.
- Record Date for Shareholders: The dividend will be paid to shareholders on record as of February 19, 2026, ensuring that investors holding shares by this date can benefit from the payout, thereby enhancing investor confidence in the stock.
- Company Overview: Materion is a global leader in advanced materials solutions, focusing on high-performance industries such as semiconductor, industrial, aerospace & defense, energy, and automotive, with nearly 100 years of expertise, showcasing its strong competitive position in the market.
- Global Reach: Headquartered in Mayfield Heights, Ohio, the company employs over 3,000 people worldwide, serving customers in more than 60 countries, demonstrating its extensive market influence and business expansion capabilities.

Materion (MTRN) Lowers Q4 EPS Guidance to $1.50-$1.55 Amid Quality Issues
- EPS Guidance Cut: Materion expects adjusted Q4 EPS to be in the range of $1.50-$1.55, falling short of the analyst estimate of $1.60, indicating that while the company shows strength in electronic materials and precision optics, it faces significant challenges.
- Full-Year Outlook: The company anticipates full-year 2025 adjusted EPS of $5.40-$5.45, below the market estimate of $5.51, reflecting a cautious stance amid quality issues that could impact investor confidence.
- Production Issue Resolved: Materion reported a quality issue with a large precision clad strip customer that temporarily idled production, but the issue is now fully resolved and shipments have resumed, indicating the company's ability to respond quickly to crises without significant long-term impacts on 2026 volumes.
- Non-Recurring Charge Forecast: The company expects to record a non-recurring charge of approximately $20M-$25M related to quality claims, scrap, and temporary plant idling, which will be excluded from non-GAAP results, potentially affecting short-term financial performance.






