Eastern (EML)
Market Price (5/26/2026): $20.96 | Market Cap: $126.6 MilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Eastern (EML)
Market Price (5/26/2026): $20.96Market Cap: $126.6 MilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.7%, Dividend Yield is 2.1%, FCF Yield is 7.7% Low stock price volatilityVol 12M is 37% Megatrend and thematic driversMegatrends include Water Infrastructure, Automation & Robotics, and Smart Buildings & Proptech. Themes include Water Treatment & Delivery, Show more. | Weak multi-year price returns2Y Excs Rtn is -67%, 3Y Excs Rtn is -47% Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 11.09 | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.7%, Rev Chg QQuarterly Revenue Change % is -5.7% Key risksEML key risks include [1] geopolitical and trade instability impacting its global operations and [2] dependence on the commercial transportation and heavy-duty truck markets. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.7%, Dividend Yield is 2.1%, FCF Yield is 7.7% |
| Low stock price volatilityVol 12M is 37% |
| Megatrend and thematic driversMegatrends include Water Infrastructure, Automation & Robotics, and Smart Buildings & Proptech. Themes include Water Treatment & Delivery, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -67%, 3Y Excs Rtn is -47% |
| Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 11.09 |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.7%, Rev Chg QQuarterly Revenue Change % is -5.7% |
| Key risksEML key risks include [1] geopolitical and trade instability impacting its global operations and [2] dependence on the commercial transportation and heavy-duty truck markets. |
Qualitative Assessment
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1. Sequential Growth in Sales and Backlog
The company experienced sequential net sales improvement of 4% from the fourth quarter of 2025, indicating better order execution and an improving demand environment. Additionally, backlog increased sequentially to $82.2 million from $81.1 million at January 3, 2026, demonstrating strengthening order conversion.
2. Improved Operating Cash Flow and Balance Sheet Strength
Eastern delivered a $5.4 million year-over-year improvement in cash flow from operations, reversing a $1.9 million usage in the first quarter of 2025, partly due to inventory reductions. The company also continued to reduce its total debt to $33 million, improving its total debt-to-equity ratio to 26.6% from 34.3% in the prior year's first quarter, signaling a conservative and strengthened financial position.
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Stock Movement Drivers
Fundamental Drivers
The 13.8% change in EML stock from 1/31/2026 to 5/25/2026 was primarily driven by a 41.2% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5252026 | Change |
|---|---|---|---|
| Stock Price ($) | 18.49 | 21.04 | 13.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 255 | 243 | -5.0% |
| Net Income Margin (%) | 2.8% | 2.4% | -15.7% |
| P/E Multiple | 15.4 | 21.8 | 41.2% |
| Shares Outstanding (Mil) | 6 | 6 | 0.6% |
| Cumulative Contribution | 13.8% |
Market Drivers
1/31/2026 to 5/25/2026| Return | Correlation | |
|---|---|---|
| EML | 13.8% | |
| Market (SPY) | 8.1% | 17.2% |
| Sector (XLI) | 4.1% | 14.8% |
Fundamental Drivers
The 0.2% change in EML stock from 10/31/2025 to 5/25/2026 was primarily driven by a 10.7% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5252026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.99 | 21.04 | 0.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 271 | 243 | -10.6% |
| P/S Multiple | 0.5 | 0.5 | 10.7% |
| Shares Outstanding (Mil) | 6 | 6 | 1.2% |
| Cumulative Contribution | 0.2% |
Market Drivers
10/31/2025 to 5/25/2026| Return | Correlation | |
|---|---|---|
| EML | 0.2% | |
| Market (SPY) | 9.9% | 13.3% |
| Sector (XLI) | 11.5% | 15.7% |
Fundamental Drivers
The 2.9% change in EML stock from 4/30/2025 to 5/25/2026 was primarily driven by a 14.0% change in the company's P/S Multiple.| (LTM values as of) | 4302025 | 5252026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.45 | 21.04 | 2.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 275 | 243 | -11.8% |
| P/S Multiple | 0.5 | 0.5 | 14.0% |
| Shares Outstanding (Mil) | 6 | 6 | 2.3% |
| Cumulative Contribution | 2.9% |
Market Drivers
4/30/2025 to 5/25/2026| Return | Correlation | |
|---|---|---|
| EML | 2.9% | |
| Market (SPY) | 36.0% | 22.7% |
| Sector (XLI) | 32.7% | 23.6% |
Fundamental Drivers
The 27.1% change in EML stock from 4/30/2023 to 5/25/2026 was primarily driven by a 160.6% change in the company's P/E Multiple.| (LTM values as of) | 4302023 | 5252026 | Change |
|---|---|---|---|
| Stock Price ($) | 16.55 | 21.04 | 27.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 279 | 243 | -13.1% |
| Net Income Margin (%) | 4.4% | 2.4% | -45.5% |
| P/E Multiple | 8.4 | 21.8 | 160.6% |
| Shares Outstanding (Mil) | 6 | 6 | 2.9% |
| Cumulative Contribution | 27.1% |
Market Drivers
4/30/2023 to 5/25/2026| Return | Correlation | |
|---|---|---|
| EML | 27.1% | |
| Market (SPY) | 86.3% | 25.1% |
| Sector (XLI) | 79.6% | 25.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EML Return | 6% | -22% | 17% | 23% | -24% | 8% | -3% |
| Peers Return | -7% | -17% | 12% | 3% | 48% | 5% | 38% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 98% |
Monthly Win Rates [3] | |||||||
| EML Win Rate | 42% | 33% | 50% | 50% | 58% | 40% | |
| Peers Win Rate | 50% | 39% | 44% | 42% | 64% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| EML Max Drawdown | -29% | -37% | -32% | -31% | -35% | -11% | |
| Peers Max Drawdown | -29% | -41% | -29% | -32% | -31% | -20% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: STRT, GNTX, MYE.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/22/2026 (YTD)
How Low Can It Go
| Event | EML | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.8% | -9.5% |
| % Gain to Breakeven | 12.1% | 10.5% |
| Time to Breakeven | 13 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -27.4% | -6.7% |
| % Gain to Breakeven | 37.7% | 7.1% |
| Time to Breakeven | 273 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -31.2% | -24.5% |
| % Gain to Breakeven | 45.3% | 32.4% |
| Time to Breakeven | 436 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -40.1% | -33.7% |
| % Gain to Breakeven | 67.0% | 50.9% |
| Time to Breakeven | 347 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -18.8% | -19.2% |
| % Gain to Breakeven | 23.2% | 23.8% |
| Time to Breakeven | 68 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -11.7% | -12.2% |
| % Gain to Breakeven | 13.2% | 13.9% |
| Time to Breakeven | 145 days | 62 days |
In The Past
Eastern's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | EML | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -27.4% | -6.7% |
| % Gain to Breakeven | 37.7% | 7.1% |
| Time to Breakeven | 273 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -31.2% | -24.5% |
| % Gain to Breakeven | 45.3% | 32.4% |
| Time to Breakeven | 436 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -40.1% | -33.7% |
| % Gain to Breakeven | 67.0% | 50.9% |
| Time to Breakeven | 347 days | 140 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -54.1% | -53.4% |
| % Gain to Breakeven | 117.7% | 114.4% |
| Time to Breakeven | 179 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -37.3% | -8.6% |
| % Gain to Breakeven | 59.6% | 9.5% |
| Time to Breakeven | 1710 days | 47 days |
In The Past
Eastern's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Eastern (EML)
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Here are 1-3 brief analogies to describe The Eastern Company (EML):
- Eastern is like a smaller, more focused Dover Corporation (DOV), manufacturing a range of specialized industrial components, custom hardware, and equipment for diverse industrial markets, from automotive to food packaging.
- Alternatively, for its reusable packaging segment, think of it as a highly specialized, engineered version of CHEP (Brambles Limited), providing custom returnable containers for industrial manufacturing and assembly lines.
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- Packaging Solutions: Provides turnkey returnable packaging used in various industrial assembly and production processes.
- Blow Mold Tooling: Designs and manufactures blow mold tools, injection blow mold tooling products, and supplies related components to various industries.
- Access Hardware: Offers a range of rotary latches, compression latches, draw latches, hinges, camlocks, key switches, padlocks, and handles.
- Custom Systems Development: Delivers development and program management services for custom electromechanical and mechanical systems.
- Vision Technology: Designs and manufactures proprietary vision technology for original equipment manufacturers and aftermarket applications.
- Heavy-Duty Truck Components: Supplies aftermarket components specifically to the heavy-duty truck market.
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The Eastern Company (EML) primarily sells its engineered solutions to other companies in industrial markets (B2B).
Based on the provided company description, specific customer company names are not disclosed. However, the description outlines the major types of companies and industries that utilize Eastern Company's products and services, acting as its major customers:
- Heavy Industry Manufacturers: This includes companies involved in the assembly process of vehicles, aircraft, and other durable goods, utilizing Eastern's turnkey returnable packaging solutions.
- Packaging and Consumer Goods Producers: Companies involved in the production of plastic packaging products, packaged consumer goods, and pharmaceuticals, for which Eastern provides specialized blow mold tooling and packaging solutions.
- Food, Beverage, Healthcare, and Chemical Industries: Customers in these sectors receive blow molds and change parts for their production processes.
- Original Equipment Manufacturers (OEMs): Eastern designs and manufactures proprietary vision technology for various OEMs and supplies custom electromechanical and mechanical systems, including a range of latches, hinges, and other components.
- Heavy-Duty Truck Market: Eastern provides aftermarket components to companies operating within this segment.
In summary, Eastern Company's customer base consists of a wide range of industrial manufacturers and OEMs across diverse sectors requiring specialized engineered components, tooling, and packaging solutions.
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Ryan Schroeder, President & Chief Executive Officer
Ryan Schroeder joined The Eastern Company in 2024. Prior to his current role, he served as CEO of Plaskolite LLC, a manufacturer of engineering thermoplastics, from 2020 through 2023. From 2016 to 2020, Schroeder was the President, Americas for IMI Norgren, a manufacturer of motion and fluid control products. Before that, he held various leadership positions at Parker Hannifin, a diversified manufacturer of motion and control technologies and systems, from 2004 to 2016, including general manager of the hydraulic valve division, general manager of the hydraulic pump motor division, business unit manager, plant manager, and supply chain manager of the hydraulic cylinder division. He holds an MBA from the Carlson School of Management and a BA from Michigan State University.
Nicholas Vlahos, Vice President & Chief Financial Officer
Nicholas Vlahos has been with The Eastern Company since 2017 and has served as the Chief Financial Officer since February 2023. Before becoming CFO, he held a senior leadership role as Vice President of Finance, Treasurer, and Secretary, overseeing financial reporting, tax, insurance, and benefit plans. During his tenure, Mr. Vlahos also provided support to division operations and Mergers, Acquisitions, and Divestitures activities. He initially joined the company as Treasurer in 2017.
Zachary Gorny, President, Eberhard Manufacturing
Zachary Gorny has been the President of Eberhard Manufacturing since December 2024. Before joining The Eastern Company, he was the Vice President & General Manager at IMI Plc, a position he held since 2017.
Dan McGrew, President & CEO, Velvac
Dan McGrew serves as the President & CEO of Velvac.
Emilio Ruffolo, President, Big 3 Precision Products
Emilio Ruffolo has been the President of Big 3 Precision Products since January 2025. Prior to joining The Eastern Company, he gained manufacturing leadership experience at DaimlerChrysler, CNHindustrial, Metalex, and Eberhard Manufacturing. His roles have included Production Supervision, Sr. Financial Analyst, Project and Continuous Improvement Management, Multisite and Plant Complex Manager, and Sr. Director of Global Operations with Eberhard. Emilio holds a BS in Business Management and an MBA from the University of Wisconsin-Parkside.
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The key risks to The Eastern Company's (EML) business operations are primarily linked to external market forces and global economic factors.
- Demand Weakness and Cyclical Downturns in Core Industrial Markets: The Eastern Company faces significant risk from ongoing pressure and cyclical downturns in its primary heavy-duty truck and automotive end markets. This has led to declining net sales and reduced demand for its core products, such as returnable transport packaging products and truck mirror assemblies. The company's financial performance, including revenue and earnings, has been directly impacted by this market softness.
- Global Economic and Geopolitical Risks, including Supply Chain Disruptions, Raw Material Cost Volatility, and Tariffs: The company is exposed to global economic cycles, geopolitical instability, and potential restrictions on international operations. Specifically, vulnerability to tariffs and trade sanctions, along with fluctuating raw material costs, has impacted gross margins and overall profitability. Supply chain disruptions also pose a risk to their manufacturing and delivery capabilities.
- Competition and Technological Change: Operating in engineered solutions markets, The Eastern Company is subject to risks associated with intense competition and the need to adapt to technological advancements. This risk is particularly relevant given its involvement in proprietary vision technology for OEMs and other specialized industrial solutions.
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Electrification of heavy-duty trucks, which could reduce demand for aftermarket components specific to internal combustion engines and traditional powertrains that The Eastern Company supplies to that market.
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Addressable Markets for The Eastern Company (EML)
- Turnkey Returnable Packaging Solutions: The global returnable packaging market was valued at approximately USD 130.3 billion in 2025 and is projected to reach USD 244.7 billion by 2035.
- Blow Mold Tools and Tooling Products: The global blow molding tools market was valued at USD 16.90 billion in 2025 and is projected to expand to USD 27.02 billion by 2032.
-
Industrial Hardware (Latches, Hinges, Camlocks, Key Switches, Padlocks, Handles):
- The global industrial latches market size reached USD 2.48 billion in 2024 and is forecasted to attain a value of USD 4.07 billion by 2033.
- The global hinges market size was USD 12.51 billion in 2024, with projections to boost sales to USD 23.17 billion by 2031.
- The broader global hardware market, which includes components like hinges, handles, and locks, was valued at USD 114.87 billion in 2025 and is expected to grow to USD 143.99 billion in 2030.
- Proprietary Vision Technology for OEMs and Aftermarket Applications: The global industrial machine vision market size was valued at USD 13.2 billion in 2024 and is poised to grow to USD 27.97 billion by 2033.
- Aftermarket Components to the Heavy-Duty Truck Market: The global heavy-duty automotive aftermarket industry size was valued at USD 149.75 billion in 2024 and is projected to reach USD 204.26 billion by 2033.
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The Eastern Company (EML) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives:
- USPS Vehicle Program Ramp-up: The company anticipates a significant and stable revenue stream from the ramp-up of the United States Postal Service (USPS) vehicle program within its Eberhard division.
- Market Diversification: Management is actively diversifying its customer base and expanding into new end markets, specifically identifying military and heavy equipment sectors. This strategy aims to reduce reliance on cyclical heavy-duty truck and automotive markets.
- Growth in Returnable Transport Packaging Products: Increased demand for returnable transport packaging products has already contributed to sales growth, and this trend is expected to continue, driven by new vehicle launches, including electric vehicles, and the increasing need for integrated material handling systems due to manufacturing automation.
- Strategic Mergers and Acquisitions (M&A): The Eastern Company is prioritizing mergers and acquisitions to acquire businesses that are less exposed to the heavy-duty truck cycle, supported by a new $100 million revolving credit facility.
- Expansion in Asia Business: The company has observed strong year-over-year growth in its Asia business, indicating a potential for continued revenue expansion from this region.
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Share Repurchases
- In fiscal year 2025, The Eastern Company repurchased 153,663 shares of common stock, totaling approximately $3.7 million.
- The Board of Directors authorized a new share repurchase program in April 2025.
Share Issuance
- During fiscal years 2022 and 2021, the company did not sell any securities that were not registered under the Securities Act of 1933.
- As of December 31, 2022, equity compensation plans consisted of the 2020 Executive Stock Incentive Plan.
Outbound Investments
- In the fourth quarter of fiscal 2021, The Eastern Company sold Greenwald and Frazer & Jones.
- The company divested Argo in the fourth quarter of 2022.
- The Centralia Mold division of Big 3 was divested due to its negative impact on earnings.
Capital Expenditures
- Product development costs for the full year 2025 were 1.6% of sales, demonstrating a disciplined investment in new products.
- The company undertook restructuring and footprint optimization initiatives in 2025, which were framed as investments to enhance future earnings power and generate approximately $4 million in annual savings.
- The Big 3 Precision segment generally operates with low fixed costs and maintenance capital expenditure requirements.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Eastern Earnings Notes | 12/16/2025 | |
| With Eastern Stock Surging, Have You Considered The Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to EML.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.3% | 0.3% | -1.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 23.07 |
| Mkt Cap | 0.6 |
| Rev LTM | 682 |
| Op Inc LTM | 55 |
| FCF LTM | 73 |
| FCF 3Y Avg | 48 |
| CFO LTM | 85 |
| CFO 3Y Avg | 63 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.7% |
| Rev Chg 3Y Avg | 1.1% |
| Rev Chg Q | -1.3% |
| QoQ Delta Rev Chg LTM | -0.4% |
| Op Inc Chg LTM | 11.4% |
| Op Inc Chg 3Y Avg | 7.0% |
| Op Mgn LTM | 7.7% |
| Op Mgn 3Y Avg | 7.5% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 12.3% |
| CFO/Rev 3Y Avg | 8.9% |
| FCF/Rev LTM | 10.6% |
| FCF/Rev 3Y Avg | 6.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.6 |
| P/S | 0.8 |
| P/Op Inc | 10.4 |
| P/EBIT | 10.1 |
| P/E | 17.4 |
| P/CFO | 8.4 |
| Total Yield | 7.6% |
| Dividend Yield | 2.0% |
| FCF Yield 3Y Avg | 8.2% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -2.0% |
| 3M Rtn | 1.3% |
| 6M Rtn | 9.6% |
| 12M Rtn | 26.2% |
| 3Y Rtn | 31.0% |
| 1M Excs Rtn | -5.3% |
| 3M Excs Rtn | -8.0% |
| 6M Excs Rtn | 0.3% |
| 12M Excs Rtn | -5.0% |
| 3Y Excs Rtn | -49.7% |
Price Behavior
| Market Price | $21.04 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 03/17/1992 | |
| Distance from 52W High | -20.1% | |
| 50 Days | 200 Days | |
| DMA Price | $21.15 | $20.63 |
| DMA Trend | indeterminate | up |
| Distance from DMA | -0.5% | 2.0% |
| 3M | 1YR | |
| Volatility | 31.1% | 37.1% |
| Downside Capture | -54.07 | 55.23 |
| Upside Capture | 22.55 | 32.01 |
| Correlation (SPY) | 9.8% | 26.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.61 | 0.19 | 0.52 | 0.43 | 0.76 | 0.72 |
| Up Beta | 0.31 | 0.60 | 1.15 | 0.98 | 1.28 | 0.78 |
| Down Beta | 0.15 | -0.07 | 0.34 | 0.25 | 0.74 | 0.88 |
| Up Capture | 85% | 57% | 73% | 29% | 42% | 28% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 15 | 27 | 36 | 62 | 129 | 364 |
| Down Capture | 140% | -55% | -23% | 27% | 60% | 82% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 7 | 16 | 28 | 63 | 122 | 381 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EML | |
|---|---|---|---|---|
| EML | -7.2% | 37.1% | -0.13 | - |
| Sector ETF (XLI) | 23.3% | 15.4% | 1.16 | 27.1% |
| Equity (SPY) | 29.5% | 12.0% | 1.86 | 26.1% |
| Gold (GLD) | 35.5% | 26.8% | 1.11 | -15.7% |
| Commodities (DBC) | 42.9% | 18.7% | 1.77 | -7.7% |
| Real Estate (VNQ) | 15.2% | 13.1% | 0.82 | 21.6% |
| Bitcoin (BTCUSD) | -31.3% | 41.8% | -0.78 | 22.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EML | |
|---|---|---|---|---|
| EML | -5.7% | 40.6% | -0.03 | - |
| Sector ETF (XLI) | 12.2% | 17.4% | 0.54 | 26.3% |
| Equity (SPY) | 14.0% | 17.0% | 0.64 | 24.8% |
| Gold (GLD) | 18.8% | 18.0% | 0.85 | 1.2% |
| Commodities (DBC) | 10.4% | 19.4% | 0.42 | 7.5% |
| Real Estate (VNQ) | 3.8% | 18.8% | 0.10 | 20.6% |
| Bitcoin (BTCUSD) | 11.6% | 55.3% | 0.41 | 10.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EML | |
|---|---|---|---|---|
| EML | 4.8% | 42.6% | 0.26 | - |
| Sector ETF (XLI) | 14.0% | 20.0% | 0.62 | 43.3% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 41.6% |
| Gold (GLD) | 13.0% | 16.0% | 0.67 | 1.1% |
| Commodities (DBC) | 7.8% | 17.9% | 0.35 | 16.7% |
| Real Estate (VNQ) | 5.5% | 20.7% | 0.23 | 35.8% |
| Bitcoin (BTCUSD) | 66.7% | 66.9% | 1.06 | 12.8% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/12/2026 | -6.7% | -7.6% | |
| 3/3/2026 | -0.2% | 2.8% | 9.6% |
| 11/4/2025 | -1.9% | -9.6% | -9.8% |
| 8/5/2025 | -1.0% | 5.8% | 7.5% |
| 3/11/2025 | -1.6% | -3.0% | -14.2% |
| 11/5/2024 | -2.9% | -15.1% | -7.0% |
| 8/6/2024 | -1.7% | 6.1% | 9.5% |
| 3/12/2024 | 2.1% | 13.9% | 30.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 5 | 10 | 8 |
| # Negative | 13 | 8 | 9 |
| Median Positive | 4.5% | 4.7% | 9.5% |
| Median Negative | -1.6% | -8.6% | -8.8% |
| Max Positive | 6.0% | 13.9% | 36.4% |
| Max Negative | -24.6% | -15.1% | -18.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/12/2026 | 10-Q |
| 12/31/2025 | 03/03/2026 | 10-K |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 03/11/2025 | 10-K |
| 09/30/2024 | 11/05/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/06/2024 | 10-Q |
| 12/31/2023 | 03/12/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/14/2023 | 10-K |
| 09/30/2022 | 11/07/2022 | 10-Q |
| 06/30/2022 | 08/08/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Mitarotonda, James A | by Barington Companies Equity Partners L.P. | Buy | 3202026 | 20.11 | 2,000 | 40,217 | 12,956,880 | Form | |
| 2 | Scott, Peggy | Direct | Buy | 3172026 | 20.93 | 1,064 | 22,270 | 525,050 | Form | |
| 3 | Henry, Charles W | Direct | Buy | 3172026 | 20.93 | 989 | 20,700 | 1,657,530 | Form | |
| 4 | Mitarotonda, James A | Direct | Buy | 3172026 | 20.93 | 1,717 | 35,937 | 931,615 | Form | |
| 5 | Mardy, Michael J | Direct | Buy | 3172026 | 20.93 | 1,099 | 23,002 | 378,100 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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