secwatch / observer

8-K filed February 6, 2026, 6:59 PM ET ticker RYZ CIK 0001481582

earnings confidence high sentiment negative materiality 0.80

Ryerson Q4 net loss $37.9M vs expected $9-7M loss; merger on track for Q1 2026

Ryerson Holding Corp

2025-FY EPS reported -$1.76 revenue$4,571,300,000

Q4 revenue $1.10B, tons shipped -4.9% QoQ, net loss $37.9M ($1.18/sh) vs expected loss of $9-7M.
Gross margin fell to 15.3% from 17.2% QoQ; LIFO expense $22.5M above guidance of $10-14M.
Adjusted EBITDA ex-LIFO $20.4M, below guidance range of $33-37M.
Q1 2026 guidance: revenue $1.26-1.30B, net income $10-12M, adjusted EBITDA ex-LIFO $51-54M.
Merger with Olympic Steel on track for Q1 2026; pro forma Q1 rev $1.52-1.58B, Adj EBITDA $63-67M; shareholder lawsuits filed.

item 2.02 item 8.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0001193125-26-040024
form_type: 8-K
ticker: RYZ
cik: 0001481582
company_name: Ryerson Holding Corp
filed_at: 2026-02-06T23:59:59+00:00
discovered_at: 2026-05-14T18:02:35.171723+00:00
generated_at: 2026-05-16T04:04:46.493367+00:00
sec_items: ["2.02", "8.01"]
event_type: earnings
sentiment: negative
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: high
secwatch_canonical_url: https://secwatch.observer/filing/0001193125-26-040024
json_url: https://secwatch.observer/filing/0001193125-26-040024.json
markdown_url: https://secwatch.observer/filing/0001193125-26-040024.md
text_url: https://secwatch.observer/filing/0001193125-26-040024.txt
edgar_index_url: https://www.sec.gov/Archives/edgar/data/1481582/000119312526040024/0001193125-26-040024-index.htm
edgar_primary_document_url: https://www.sec.gov/Archives/edgar/data/1481582/000119312526040024/d72538d8k.htm
generated_by_model: deepseek-v4-flash:cloud@v2
review_status: machine_generated
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