Mayville Engineering Company, Inc. (MEC)
Mayville Engineering Company Needs A Downgrade After A Historic Run
Mayville Engineering Company has delivered significant outperformance, rising 90.8% since its original ‘strong buy' rating, but is now downgraded to ‘buy.'. MEC's Q1 2026 revenue grew 6.8% to $144.8 million, driven by data centers, critical power markets, and the Accu-Fab acquisition. Despite revenue growth, MEC's profitability declined due to one-off impairment charges and higher interest expense from increased net debt.
Mayville Engineering Q1 Earnings Call Highlights
Mayville Engineering NYSE: MEC reported first-quarter 2026 results that topped management's expectations, as rapid growth in its data center and critical power business offset continued softness across several legacy end markets.
Mayville Engineering Company, Inc. (MEC) Q1 2026 Earnings Call Transcript
Mayville Engineering Company, Inc. (MEC) Q1 2026 Earnings Call Transcript
Mayville Engineering (MEC) Reports Q1 Loss, Beats Revenue Estimates
Mayville Engineering (MEC) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.28. This compares to earnings of $0.04 per share a year ago.
Mayville Engineering Company, Inc. $MEC Shares Acquired by 22NW LP
22NW LP increased its stake in Mayville Engineering Company, Inc. (NYSE: MEC) by 157.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 399,890 shares of the company's stock after purchasing an additional 244,440 shares during the quarter. Mayville Engineering accounts
Mayville Engineering's Tumble Represents A Buying Opportunity
Mayville Engineering Company, Inc. remains a Strong Buy despite a disappointing 2025, with shares up 46.9% since the May 2024 upgrade. MEC's 2025 results were mixed: revenue grew 10.7% to $134.3M, but profitability declined due to acquisition costs and end-market headwinds. 2026 guidance is robust, with revenue expected at $580–$620M and EBITDA at $50–$60M, driven by data center and critical power market strength.
Mayville Engineering Company, Inc. (MEC) Q4 2025 Earnings Call Transcript
Mayville Engineering Company, Inc. (MEC) Q4 2025 Earnings Call Transcript
Mayville Engineering (MEC) Reports Q4 Loss, Beats Revenue Estimates
Mayville Engineering (MEC) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of a loss of $0.16. This compares to earnings of $0.76 per share a year ago.
Mayville Engineering's Surge Has Been Well Justified
Mayville Engineering Company remains a strong buy, with shares up 14.3% since August, outperforming the S&P 500. Despite near-term challenges and a weaker 2025 outlook, MEC's revenue growth is driven by the Accu-Fab acquisition and expanding data center operations. MEC trades at single-digit multiples, significantly undervalued compared to peers, offering substantial upside potential even with stagnant growth.
Mayville Engineering (MEC) Tops Q3 Earnings and Revenue Estimates
Mayville Engineering (MEC) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.14 per share a year ago.
Mayville Engineering Company: A Strong Prospect Even In Light Of Recent Pain
Despite recent revenue and profit declines, Mayville Engineering remains deeply undervalued compared to peers, supporting my continued "Strong Buy" rating. Management's major acquisition of Accu-Fab brings high-margin EBITDA, offsetting some of the legacy business's current weakness and boosting long-term prospects. Short-term headwinds include soft end-market demand, high interest rates, and geopolitical factors, but these are likely to reverse by mid-next year.
Mayville Engineering Company, Inc. (MEC) Q2 2025 Earnings Call Transcript
Mayville Engineering Company, Inc. (NYSE:MEC ) Q2 2025 Earnings Conference Call August 6, 2025 10:00 AM ET Company Participants Jagadeesh A. Reddy - President, CEO & Director Rachele Marie Lehr - Chief Financial Officer Conference Call Participants Edward Randolph Jackson - Northland Capital Markets, Research Division Michael Shlisky - D.A.
