Miller Industries Reaffirms 2026 Outlook, Eyes $200M-Plus Military Production Pipeline
Miller Industries NYSE: MLR said it is maintaining its 2026 revenue outlook of approximately $850 million to $900 million, with earnings per share expected to be in line with 2025 and gross margins projected in the mid-13% range.
Miller Industries Q2 Earnings Call Highlights
Miller Industries NYSE: MLR reported second-quarter 2026 revenue of $240 million, up 12.1% from a year earlier and 32.7% sequentially, as steady production rates supported retail activity and order intake. The towing and recovery equipment maker said it expects similar quarterly revenue of about $250 million for the remainder of the year and reaffirmed its full-year revenue outlook of $850 million to $900 million.
Veeva Acquires Copli & Launches Falcon MLR for Faster Content Reviews
VEEV expands its AI push with Copli acquisition and Falcon MLR launch, aiming to speed life sciences content reviews and boost Commercial Cloud.
Miller Industries: Even With Growth On The Horizon, Conditions Justify Caution
Miller Industries remains rated 'hold' as its valuation aligns with fair value amid ongoing operational challenges. MLR's Q1 2026 saw a 19.8% revenue decline and sharp profit contraction due to weak demand and inventory buildup. Despite a strong balance sheet and a $100M facility expansion, near-term profitability and growth remain pressured by supply chain and macro headwinds.
Miller Industries Q1 Earnings Call Highlights
Miller Industries NYSE: MLR said first-quarter 2026 results reflected lower production levels put in place last year, while management pointed to improving order activity, a first full-quarter contribution from Omars and a growing military pipeline as drivers for the remainder of the year.
Miller Industries, Inc. (MLR) Q1 2026 Earnings Call Transcript
Miller Industries, Inc. (MLR) Q1 2026 Earnings Call Transcript
Miller Industries: This Surprise Doesn't Change Things
Miller Industries reported weaker FY2025 revenue and profitability, though results beat analyst expectations and management guided to higher FY2026 revenue. MLR faces ongoing supply chain, inflation, and geopolitical headwinds, with 2025 revenue dropping to $790.3 million and net profit falling to $3.4 million in Q4. Management expects FY2026 sales of $850–$900 million, with gross margins returning to the mid-13% range, but margin compression is possible versus 2025.
Miller Industries, Inc. (MLR) Q4 2025 Earnings Call Transcript
Miller Industries, Inc. (MLR) Q4 2025 Earnings Call Transcript
Are Investors Undervaluing Miller Industries (MLR) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Is Miller Industries (MLR) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Is Miller Industries (MLR) a Great Value Stock Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Wall Street Got Oscar All Wrong
Oscar's Q2 revenue rose 29% YoY to $2.86 billion, with membership growing 28% to over 2 million. The reported 91.1% MLR was distorted by a $692 million retroactive risk adjustment; normalized MLR was ~85.1%. SG&A dropped to 18.7% of revenue, driven by automation, AI, and vendor optimization, unlocking $60 million in annualized savings.
