TWITITAN INTERNATIONAL INC
Steel Works, Blast Furnaces & Rolling Mills (coke Ovens)
- Revenue
- $1.8B
- 0.9% YoY
- Operating margin
- 1.1%
- 37% YoY
- EBITDA
- $88M
- 6.4% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 4.7×
- $415M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowFired108% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear2% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.8B | $2.2B | $1.8B | $1.8B | $1.8B | 0.9% |
| Operating income | $85M | $206M | $149M | $33M | $21M | 37% |
| Net income | $50M | $179M | $84M | −$4M | −$61M | 1604% |
| Operating cash flow | $11M | $161M | $179M | $141M | $30M | 79% |
| Capex | $39M | $47M | $61M | $66M | $55M | 17% |
| Stock-based comp | $3M | $4M | $5M | $5M | $3M | 39% |
| Buybacks | $0 | $25M | $33M | — | — | |
| Dividends | $0 | $0 | — | — | — |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $2M | $3M | 161 | 291 |
| FY2024 | $3M | −$502K | 140 | 218 |
| FY2023 | $3M | $3M | 306 | 163 |
| FY2022 | $3M | $5M | 315 | 122 |
| FY2021 | $5M | $5M | 226 | 126 |