Industry intelligence

Materials

Public companies in Belvedere's materials universe, with source-linked financials. Valuation multiples are shown only when licensed market data exists.

Does Belvedere mark input costs to spot prices?

No. Cost commentary comes from filings. Spot prices are not used as unsourced substitutes.

Are these the top materials stocks?

No. The table is the mapped universe, not a quality ranking.

Materials issuers include chemicals, metals, and related manufacturing codes. Input-cost commentary is taken from filings, not from unsourced spot-price guesses. Capacity and utilization are omitted unless the issuer discloses them.

Companies7
Published research0
GeographyUnited States SEC registrants in this extract

Companies

Public companies in the Belvedere universe
CompanyTickerIndustryRevenueGrowthBelvedere FCFLatest filingResearch
CENTURY ALUMINUM CONasdaq: CENXCENXPrimary Production of Aluminum$752.1M+19.7%10-Q · Aug 6, 2026Universe
OCEANEERING INTERNATIONAL INCNYSE: OIIOIIOil & Gas Field Services, NEC$456M-$59.4M10-Q · Jul 23, 2026Universe
ProPetro Holding Corp.NYSE: PUMPPUMPOil & Gas Field Services, NEC$305.8M-6.2%10-Q · Jul 30, 2026Universe
RPC INCNYSE: RESRESOil & Gas Field Services, NEC$334.7M-23.3%$14.9M10-Q · Jul 30, 2026Universe
Select Water Solutions, Inc.NYSE: WTTRWTTROil & Gas Field Services, NEC$395.8M+8.7%10-Q · Aug 5, 2026Universe
SMITH & WESSON BRANDS, INC.Nasdaq: SWBISWBIOrdnance & Accessories, (No Vehicles/Guided Missiles)$112.6M+32.3%-$20.8M10-Q · Sep 3, 2026Universe
STURM RUGER & CO INCNYSE: RGRRGROrdnance & Accessories, (No Vehicles/Guided Missiles)$158.1M+19.3%10-Q · Jul 29, 2026Universe

Research

No Belvedere reports are currently published in this sector.

Research Radar (subset)

  • SMITH & WESSON BRANDS, INC. (SWBI) — Revenue: +32.3% · Revenue increased +32.3% ($85.1M to $112.6M; Q3 2025 vs Q3 2026).
  • SMITH & WESSON BRANDS, INC. (SWBI) — Margin change: $0.287 · Reported gross margin was +28.7% in the latest comparable period.
  • SMITH & WESSON BRANDS, INC. (SWBI) — Cash generation: $-8.8M · Net cash used in operating activities was -$8.8M.
  • SMITH & WESSON BRANDS, INC. (SWBI) — Cash: $18.7M · Cash and cash equivalents were $18.7M as of the latest reported balance-sheet date.
  • SMITH & WESSON BRANDS, INC. (SWBI) — Share count: $44.8M · Shares outstanding were 44,839,680 as of the latest reported date.
  • CENTURY ALUMINUM CO (CENX) — Revenue: +19.7% · Revenue increased +19.7% ($628.1M to $752.1M; Q2 2025 vs Q2 2026).
  • CENTURY ALUMINUM CO (CENX) — Revenue acceleration: +17.3 pp · Quarterly revenue YoY growth moved from +2.4% to +19.7% (+17.3 percentage points).
  • CENTURY ALUMINUM CO (CENX) — Margin change: $0.303 · Reported gross margin was +30.3% in the latest comparable period.

Related rankings

Frequently asked questions

Does Belvedere mark input costs to spot prices?
No. Cost commentary comes from filings. Spot prices are not used as unsourced substitutes.
Are these the top materials stocks?
No. The table is the mapped universe, not a quality ranking.
How is free cash flow defined?
Belvedere FCF is operating cash flow minus capex when both are tagged. It may differ from company-defined non-GAAP FCF.