[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4482 followers Created: 2025-07-20 17:20:23 UTC $IIIN Insteel Industries, Inc. Earnings Call Key Highlights: 📈 Strong Earnings and Margin Expansion Q3 FY2025 net earnings rose to $XXXX million or $XXXX per share, more than doubling from $XXX million or $XXXX per share in the prior year period. Adjusted EPS was $0.81, excluding $XXXXXXX in restructuring charges tied to welded wire manufacturing consolidation. Gross margin expanded by XXX basis points year-over-year to 17.1%, driven by higher selling prices and favorable raw material spreads. Gross profit increased $XXXX million YoY to $XXXX million as price increases outpaced wire rod cost inflation and benefited from lower-cost inventory under FIFO accounting. 🚛 Volume Growth and Demand Momentum Shipments increased XXXX% YoY and XXX% sequentially, supported by contributions from recent acquisitions and improving construction demand. Demand growth continued despite broader macroeconomic indicators suggesting construction sector weakness. Backlogs increased due to raw material constraints, causing production disruptions and elongated lead times at certain facilities. Positive seasonal trends and strong customer engagement support expectations for robust performance through year-end. 💰 Pricing Actions and Raw Material Strategy Average selling prices rose XXXX% YoY and XXX% sequentially, driven by multiple pricing adjustments throughout FY2025 to offset rising input costs. Steel wire rod prices have risen approximately $190/ton since January, creating tight supply conditions amid reduced domestic capacity. Offshore sourcing expanded significantly to address domestic supply limitations, with wire rod imports expected to represent 25–30% of total steel consumption. Current inventory levels at XXX months forward coverage reflect aggressive restocking to support Q4 production and maintain service levels. 🏭 Restructuring and Acquisition Integration Restructuring charges were tied to ongoing consolidation of welded wire operations following the acquisitions of Engineered Wire Products (EWP) and O'Brien Wire Products. Integration of EWP’s Ohio facility has proceeded smoothly, contributing operational benefits and freight savings; Texas acquisition also performing in line with expectations. Most restructuring activities will conclude in Q4, though some related expenses may extend into Q1 FY2026. Capital investment plans were revised downward to $XX million for FY2025 (from $XX million), reflecting acquisition integration focus; all deferred projects remain active.  XXX engagements  **Related Topics** [chapter 11](/topic/chapter-11) [eps](/topic/eps) [quarterly earnings](/topic/quarterly-earnings) [$iiin](/topic/$iiin) [Post Link](https://x.com/LongYield/status/1946983536700924119)
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LongYield @LongYield on x 4482 followers
Created: 2025-07-20 17:20:23 UTC
$IIIN Insteel Industries, Inc. Earnings Call Key Highlights:
📈 Strong Earnings and Margin Expansion
Q3 FY2025 net earnings rose to $XXXX million or $XXXX per share, more than doubling from $XXX million or $XXXX per share in the prior year period.
Adjusted EPS was $0.81, excluding $XXXXXXX in restructuring charges tied to welded wire manufacturing consolidation.
Gross margin expanded by XXX basis points year-over-year to 17.1%, driven by higher selling prices and favorable raw material spreads.
Gross profit increased $XXXX million YoY to $XXXX million as price increases outpaced wire rod cost inflation and benefited from lower-cost inventory under FIFO accounting.
🚛 Volume Growth and Demand Momentum
Shipments increased XXXX% YoY and XXX% sequentially, supported by contributions from recent acquisitions and improving construction demand.
Demand growth continued despite broader macroeconomic indicators suggesting construction sector weakness.
Backlogs increased due to raw material constraints, causing production disruptions and elongated lead times at certain facilities.
Positive seasonal trends and strong customer engagement support expectations for robust performance through year-end.
💰 Pricing Actions and Raw Material Strategy
Average selling prices rose XXXX% YoY and XXX% sequentially, driven by multiple pricing adjustments throughout FY2025 to offset rising input costs.
Steel wire rod prices have risen approximately $190/ton since January, creating tight supply conditions amid reduced domestic capacity.
Offshore sourcing expanded significantly to address domestic supply limitations, with wire rod imports expected to represent 25–30% of total steel consumption.
Current inventory levels at XXX months forward coverage reflect aggressive restocking to support Q4 production and maintain service levels.
🏭 Restructuring and Acquisition Integration
Restructuring charges were tied to ongoing consolidation of welded wire operations following the acquisitions of Engineered Wire Products (EWP) and O'Brien Wire Products.
Integration of EWP’s Ohio facility has proceeded smoothly, contributing operational benefits and freight savings; Texas acquisition also performing in line with expectations.
Most restructuring activities will conclude in Q4, though some related expenses may extend into Q1 FY2026.
Capital investment plans were revised downward to $XX million for FY2025 (from $XX million), reflecting acquisition integration focus; all deferred projects remain active.
XXX engagements
Related Topics chapter 11 eps quarterly earnings $iiin