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.
Citable fact
As of the current SEC extract, Belvedere maps 7 issuers to Materials. 6 have a comparable year-ago quarterly revenue fact, of which 4 show higher latest-quarter revenue than the year-ago quarter. Median tagged quarterly revenue is $334.7M. Positive Belvedere FCF: 1 of 3 issuers with operating cash flow and capex tagged.
Belvedere Research, “SEC-Derived Universe Statistics,” data as of 2026-09-21, SEC EDGAR. https://belvedereresearch.com/universe-facts/ This statement is the Materials SIC mapping inside that extract, not a complete sector census.
Companies 7
Published research 0
Geography United States SEC registrants in this extract
Companies Public companies in the Belvedere universe Company Ticker Industry Revenue Growth Belvedere FCF Latest filing Research CENTURY ALUMINUM CO Nasdaq: CENX CENX Primary Production of Aluminum $752.1M +19.7% — 10-Q · Aug 6, 2026 Universe OCEANEERING INTERNATIONAL INC NYSE: OII OII Oil & Gas Field Services, NEC $456M — -$59.4M 10-Q · Jul 23, 2026 Universe ProPetro Holding Corp. NYSE: PUMP PUMP Oil & Gas Field Services, NEC $305.8M -6.2% — 10-Q · Jul 30, 2026 Universe RPC INC NYSE: RES RES Oil & Gas Field Services, NEC $334.7M -23.3% $14.9M 10-Q · Jul 30, 2026 Universe Select Water Solutions, Inc. NYSE: WTTR WTTR Oil & Gas Field Services, NEC $395.8M +8.7% — 10-Q · Aug 5, 2026 Universe SMITH & WESSON BRANDS, INC. Nasdaq: SWBI SWBI Ordnance & Accessories, (No Vehicles/Guided Missiles) $112.6M +32.3% -$20.8M 10-Q · Sep 3, 2026 Universe STURM RUGER & CO INC NYSE: RGR RGR Ordnance & Accessories, (No Vehicles/Guided Missiles) $158.1M +19.3% — 10-Q · Jul 29, 2026 Universe
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.