MLR · Miller Industries Inc /Tn/
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Miller Industries delivered 12.1% YoY revenue growth to $240.0M and a sharp sequential net income rebound to $7.3M, while reaffirming full-year 2026 revenue guidance of $850–$900M and EPS roughly in line with 2025; military commitments surpassed $200M and the Ooltewah expansion remains on track.
- + Q2 revenue grew 12.1% YoY to $240.0M and 32.7% sequentially, driven by steady production. new
- + Net income rebounded sharply sequentially to $7.3M from $0.6M, supported by production efficiencies. new
- + Reduced debt by $20M since end of Q1 with no outstanding balance on the credit facility, returning $4.9M to shareholders. new
- + Military commitments surpassed $200M with production scheduled to begin in 2027 and majority revenue recognized in 2028–2029.
- + Reaffirmed full-year 2026 revenue guidance of $850–$900M with quarterly revenue of approximately $250M expected for the remainder of the year. new
- − Q2 net income declined 14.1% YoY to $7.3M and diluted EPS fell 13.7% to $0.63. new
- − Q2 gross margin contracted 120 basis points YoY to 15.0%, with full-year guidance of mid-13% range. new
- − EPS guidance is only in line with 2025, with Omars transaction-related expenses ($0.11 in Q2) continuing to weigh on results. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Mentioned in fund letters
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MLR
this stock
Miller Industries Inc /Tn/
|
$613.47M | +45.5% | -37.2% | 43.6 | 3.6% |
|
ORLY
O Reilly Automotive Inc
|
$69.66B | -6.9% | +6.4% | 27.3 | 3.2% |
|
AZO
Autozone Inc
|
$46.95B | -17.7% | +2.4% | — | 3.0% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$43.43B | — | — | — | 0.0% |
|
HSAI
Hesai Group
|
$20.43B | -31.3% | +52.1% | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MLR | +0.7% | -1.5% | +11.5% | +3.4% | +45.5% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +0.9% | -1.0% | -0.7% | +2.5% | +32.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.