Miller Industries (MLR)
Market Price (6/12/2026): $48.88 | Market Cap: $556.6 MilSector: Consumer Discretionary | Industry: Automotive Parts & Equipment
Miller Industries (MLR)
Market Price (6/12/2026): $48.88Market Cap: $556.6 MilSector: Consumer DiscretionaryIndustry: Automotive Parts & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15% Attractive yieldFCF Yield is 20% Low stock price volatilityVol 12M is 29% Megatrend and thematic driversMegatrends include Future of Freight. Themes include Freight Technology. | Trading close to highsDist 52W High is -1.4% Weak multi-year price returns2Y Excs Rtn is -51%, 3Y Excs Rtn is -28% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -34%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.7%, Rev Chg QQuarterly Revenue Change % is -20% Key risksMLR key risks include [1] production disruptions stemming from its dependence on outside suppliers for critical chassis and components, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15% |
| Attractive yieldFCF Yield is 20% |
| Low stock price volatilityVol 12M is 29% |
| Megatrend and thematic driversMegatrends include Future of Freight. Themes include Freight Technology. |
| Trading close to highsDist 52W High is -1.4% |
| Weak multi-year price returns2Y Excs Rtn is -51%, 3Y Excs Rtn is -28% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -34%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.7%, Rev Chg QQuarterly Revenue Change % is -20% |
| Key risksMLR key risks include [1] production disruptions stemming from its dependence on outside suppliers for critical chassis and components, Show more. |
Qualitative Assessment
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Updated on 6/1/2026
Miller Industries (MLR) stock has gained about 15% since 2/28/2026 because of the following key factors:
1. Reaffirmed Full-Year 2026 Guidance Despite Q1 Earnings Miss.
Despite reporting a significant miss on Q1 2026 earnings with diluted EPS of $0.05, a 92.8% decrease year-over-year, and revenue of $180.9 million, Miller Industries reaffirmed its full-year 2026 revenue guidance of $850 million to $900 million. The company also projected that full-year earnings per share would be generally in line with 2025 results. This forward-looking confidence, coupled with expectations for production volumes to be weighted toward the second half of 2026 and revenue approaching $250 million per quarter by that time, likely provided a positive outlook for investors despite the weak quarterly performance.
2. Strategic Capacity Expansion Initiatives.
Miller Industries is actively investing in its long-term growth through a significant capacity expansion project. The company is advancing site preparation for a new 200,000+ square foot facility at its Ooltewah, Tennessee headquarters, involving an investment of approximately $100 million. This expansion aims to substantially increase North American production capacity, support manufacturing for European and military operations, and reduce lead times, signaling future operational efficiencies and market share growth.
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Miller Industries (MLR) stock has gained about 15% since 2/28/2026 because of the following key factors:
1. Reaffirmed Full-Year 2026 Guidance Despite Q1 Earnings Miss.
Despite reporting a significant miss on Q1 2026 earnings with diluted EPS of $0.05, a 92.8% decrease year-over-year, and revenue of $180.9 million, Miller Industries reaffirmed its full-year 2026 revenue guidance of $850 million to $900 million. The company also projected that full-year earnings per share would be generally in line with 2025 results. This forward-looking confidence, coupled with expectations for production volumes to be weighted toward the second half of 2026 and revenue approaching $250 million per quarter by that time, likely provided a positive outlook for investors despite the weak quarterly performance.
2. Strategic Capacity Expansion Initiatives.
Miller Industries is actively investing in its long-term growth through a significant capacity expansion project. The company is advancing site preparation for a new 200,000+ square foot facility at its Ooltewah, Tennessee headquarters, involving an investment of approximately $100 million. This expansion aims to substantially increase North American production capacity, support manufacturing for European and military operations, and reduce lead times, signaling future operational efficiencies and market share growth.
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Stock Movement Drivers
Fundamental Drivers
The 17.1% change in MLR stock from 2/28/2026 to 6/11/2026 was primarily driven by a 126.5% change in the company's P/E Multiple.| (LTM values as of) | 2282026 | 6112026 | Change |
|---|---|---|---|
| Stock Price ($) | 41.65 | 48.77 | 17.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 840 | 745 | -11.3% |
| Net Income Margin (%) | 3.6% | 2.1% | -42.0% |
| P/E Multiple | 15.8 | 35.8 | 126.5% |
| Shares Outstanding (Mil) | 11 | 11 | 0.5% |
| Cumulative Contribution | 17.1% |
Market Drivers
2/28/2026 to 6/11/2026| Return | Correlation | |
|---|---|---|
| MLR | 17.1% | |
| Market (SPY) | 7.8% | 29.0% |
| Sector (XLY) | -0.3% | 38.6% |
Fundamental Drivers
The 27.7% change in MLR stock from 11/30/2025 to 6/11/2026 was primarily driven by a 147.0% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 6112026 | Change |
|---|---|---|---|
| Stock Price ($) | 38.18 | 48.77 | 27.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 840 | 745 | -11.3% |
| Net Income Margin (%) | 3.6% | 2.1% | -42.0% |
| P/E Multiple | 14.5 | 35.8 | 147.0% |
| Shares Outstanding (Mil) | 11 | 11 | 0.5% |
| Cumulative Contribution | 27.7% |
Market Drivers
11/30/2025 to 6/11/2026| Return | Correlation | |
|---|---|---|
| MLR | 27.7% | |
| Market (SPY) | 8.6% | 31.4% |
| Sector (XLY) | -1.2% | 41.2% |
Fundamental Drivers
The 10.2% change in MLR stock from 5/31/2025 to 6/11/2026 was primarily driven by a 285.4% change in the company's P/E Multiple.| (LTM values as of) | 5312025 | 6112026 | Change |
|---|---|---|---|
| Stock Price ($) | 44.27 | 48.77 | 10.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,133 | 745 | -34.2% |
| Net Income Margin (%) | 4.8% | 2.1% | -56.8% |
| P/E Multiple | 9.3 | 35.8 | 285.4% |
| Shares Outstanding (Mil) | 11 | 11 | 0.6% |
| Cumulative Contribution | 10.2% |
Market Drivers
5/31/2025 to 6/11/2026| Return | Correlation | |
|---|---|---|
| MLR | 10.2% | |
| Market (SPY) | 26.6% | 34.8% |
| Sector (XLY) | 9.7% | 37.5% |
Fundamental Drivers
The 56.9% change in MLR stock from 5/31/2023 to 6/11/2026 was primarily driven by a 177.4% change in the company's P/E Multiple.| (LTM values as of) | 5312023 | 6112026 | Change |
|---|---|---|---|
| Stock Price ($) | 31.08 | 48.77 | 56.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 915 | 745 | -18.5% |
| Net Income Margin (%) | 3.0% | 2.1% | -30.8% |
| P/E Multiple | 12.9 | 35.8 | 177.4% |
| Shares Outstanding (Mil) | 11 | 11 | 0.3% |
| Cumulative Contribution | 56.9% |
Market Drivers
5/31/2023 to 6/11/2026| Return | Correlation | |
|---|---|---|
| MLR | 56.9% | |
| Market (SPY) | 83.5% | 46.1% |
| Sector (XLY) | 57.2% | 43.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| MLR Return | -11% | -18% | 62% | 57% | -42% | 29% | 40% |
| Peers Return | 16% | -0% | 28% | -10% | 8% | 7% | 54% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 6% | 93% |
Monthly Win Rates [3] | |||||||
| MLR Win Rate | 33% | 25% | 67% | 58% | 25% | 83% | |
| Peers Win Rate | 52% | 42% | 53% | 40% | 48% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| MLR Max Drawdown | -32% | -37% | -12% | -17% | -48% | -9% | |
| Peers Max Drawdown | -25% | -34% | -27% | -28% | -35% | -28% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: OSK, FSS, PLOW, ALG, WNC.
[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 6/11/2026 (YTD)
How Low Can It Go
| Event | MLR | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -34.9% | -24.5% |
| % Gain to Breakeven | 53.7% | 32.4% |
| Time to Breakeven | 165 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -23.3% | -33.7% |
| % Gain to Breakeven | 30.4% | 50.9% |
| Time to Breakeven | 245 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -16.2% | -19.2% |
| % Gain to Breakeven | 19.3% | 23.8% |
| Time to Breakeven | 14 days | 105 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -11.4% | -6.8% |
| % Gain to Breakeven | 12.8% | 7.3% |
| Time to Breakeven | 15 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -11.6% | -17.9% |
| % Gain to Breakeven | 13.2% | 21.8% |
| Time to Breakeven | 7 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -14.5% | -15.4% |
| % Gain to Breakeven | 16.9% | 18.2% |
| Time to Breakeven | 34 days | 125 days |
In The Past
Miller Industries's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% gain to breakeven.
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Asset Allocation
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| Event | MLR | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -34.9% | -24.5% |
| % Gain to Breakeven | 53.7% | 32.4% |
| Time to Breakeven | 165 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -23.3% | -33.7% |
| % Gain to Breakeven | 30.4% | 50.9% |
| Time to Breakeven | 245 days | 140 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -65.9% | -53.4% |
| % Gain to Breakeven | 193.6% | 114.4% |
| Time to Breakeven | 560 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -41.7% | -8.6% |
| % Gain to Breakeven | 71.4% | 9.5% |
| Time to Breakeven | 2742 days | 47 days |
In The Past
Miller Industries'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 Miller Industries (MLR)
Miller Industries, Inc., together with its subsidiaries, manufactures and sells towing and recovery equipment. The company offers wreckers that are used to recover and tow disabled vehicles and other equipment; and car carriers, which are specialized flatbed vehicles with hydraulic tilt mechanisms, which are used to transport new or disabled vehicles and other equipment. It also provides transport trailers for moving various vehicles for auto auctions, car dealerships, leasing companies, and other related applications. The company markets its products under the Century, Challenger, Holmes, Champion, Eagle, Titan, Jige, Boniface, Vulcan, and Chevron brands. Miller Industries, Inc. sells its products through independent distributors in the United States, Canada, Mexico, Europe, the Pacific Rim, the Middle East, South America, and Africa; and through prime contractors to governmental entities. The company was incorporated in 1990 and is based in Ooltewah, Tennessee.
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Here are 1-2 brief analogies for Miller Industries (MLR):
The Caterpillar of the towing and recovery industry.
The Oshkosh of specialized vehicle recovery and transport equipment.
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- Wreckers: Equipment used to recover and tow disabled vehicles and other machinery.
- Car Carriers: Specialized flatbed vehicles featuring hydraulic tilt mechanisms for transporting new or disabled vehicles and equipment.
- Transport Trailers: Trailers designed for moving various vehicles for auctions, dealerships, and leasing companies.
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Based on the provided information, Miller Industries (MLR) sells primarily to other companies rather than individuals. The major customers are not listed as specific named public companies, but rather described by their role in the distribution channel:
- Independent distributors that then sell to end-users such as towing companies, auto auctions, car dealerships, and leasing companies.
- Prime contractors that supply governmental entities, including various municipal, state, and federal agencies.
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William G. Miller II, President and Chief Executive Officer Mr. Miller II joined Miller Industries Towing Equipment Inc. as a Sales Representative in 2002. He served as Light-Duty General Manager from November 2004 to October 2007, Vice President of Strategic Planning from October 2007 to November 2009, and Southeast Regional Vice President of Sales of Miller Industries Towing Equipment Inc. from November 2009 to February 2011. Mr. Miller II was appointed President in March 2011 and served as Co-Chief Executive Officer from December 2013 to March 2022. He assumed the role of Chief Executive Officer in March 2022. He is the son of William G. Miller, the founder and Executive Chairman of the Board. Deborah Whitmire, Executive Vice President, Chief Financial Officer, and Treasurer Ms. Whitmire has been employed by Miller Industries since 1996. She held various finance and accounting positions with Miller Industries Towing Equipment Inc. from October 1996 to January 2014, including Vice President and Corporate Controller from January 2014 to December 2016. In January 2017, she was appointed Executive Vice President, Chief Financial Officer, and Treasurer. Ms. Whitmire was elected to the Board of Directors in February 2020. William G. Miller, Executive Chairman of the Board Mr. Miller founded Miller Industries, Inc. in 1990 after acquiring three wrecker and towing equipment manufacturers: Holmes, Century, and Challenger. He also acquired the Champion, Eagle, Vulcan, and Chevron brands. He served as Chairman and President of Miller Group from 1990 to 1993, and as Chairman and CEO from 1993 to 1994. For Miller Industries, he served as President from April 1994 to June 1996, Chief Executive Officer from April 1994 to June 1997, and Co-Chief Executive Officer from October 2003 to March 2011. Prior to 1987, he held various management positions at Bendix Corporation, Neptune International Corporation, Wheelabrator-Frye Inc., and The Signal Companies, Inc. He also served as president of Flow Measurement from February 1987 to April 1994, retaining 80 percent ownership after his departure. Jeffrey I. Badgley, President of International & Military Mr. Badgley began his career in the towing and recovery industry with Challenger Wrecker Mfg., Inc. in 1981, serving as VP of Sales until 1988, then as VP of Sales and Marketing at Century Wrecker Corporation. He was instrumental in merging the sales and marketing of Challenger, Century, and Holmes when they were consolidated into Miller Industries. He became President of Miller Industries Towing Equipment, Inc. in 1996 and CEO in 1997. Mr. Badgley served as President of Miller Industries from June 1996 to March 2011, and held various CEO and Co-CEO roles from November 1997 to March 2022. He transitioned to his current role as President of International & Military in March 2022. Frank Madonia, Executive Vice President, General Counsel and Secretary Mr. Madonia served as Secretary and General Counsel to Miller Industries Towing Equipment Inc. since its acquisition by Miller Group in 1990. From July 1987 through April 1994, he was Vice President, General Counsel and Secretary of Flow Measurement. He joined Miller Industries in April 1994 as Vice President, General Counsel and Secretary, and has served as Executive Vice President, Secretary and General Counsel since September 1998. Before 1987, he held various legal and management positions at United States Steel Corporation, Neptune International Corporation, Wheelabrator-Frye Inc., and The Signal Companies, Inc.AI Analysis | Feedback
Key Risks for Miller Industries (MLR):
- Disruptive Impact of Autonomous Vehicles: The widespread adoption of autonomous vehicles has the potential to significantly reduce traffic accidents and breakdowns over the long term. As Miller Industries manufactures towing and recovery equipment used for disabled and damaged vehicles, a substantial decline in such incidents could fundamentally reduce demand for their core products.
- Sensitivity to Economic Cycles: As a manufacturer of capital equipment such as wreckers, car carriers, and transport trailers, Miller Industries' sales are highly dependent on the capital expenditure decisions of its customers, including independent distributors, auto dealerships, and leasing companies. During economic downturns or periods of uncertainty, these customers may defer or reduce purchases of new equipment, leading to decreased sales and profitability.
- Evolving Automotive Technology (e.g., Electric Vehicles): The rapid evolution of automotive technology, particularly the increasing prevalence of electric vehicles (EVs), presents both challenges and opportunities. EVs often have different weight characteristics, battery configurations, and recovery protocols compared to traditional internal combustion engine vehicles. If Miller Industries cannot adapt its product lines quickly and cost-effectively to meet the specialized needs for towing and recovering these new vehicle types, it could face risks of product obsolescence or increased competition.
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The addressable markets for Miller Industries' main products and services are as follows:
- Towing and Recovery Equipment (including Wreckers): The global vehicle towing equipment market size was valued at approximately USD 5.87 billion in 2024 and is projected to grow to USD 9.2 billion by 2035, exhibiting a compound annual growth rate (CAGR) of 4.1% during the forecast period. This market encompasses heavy-duty tow trucks, flatbed towing equipment, and wheel lifts. North America currently dominates this market, while Asia-Pacific is expected to show significant growth. More specifically, the global wrecker market size was valued at approximately USD 3.5 billion in 2023 and is projected to reach around USD 5.8 billion by 2032. North America holds the largest share of the global wrecker market.
- Car Carriers: The global car carrier market size was valued at approximately USD 13.2 billion in 2022 and is estimated to reach USD 26.9 billion by 2032, growing at a CAGR of 7.5% from 2023 to 2032. This market is driven by increasing vehicle production and the demand for efficient transportation solutions.
- Transport Trailers (Automotive Trailers): The global automotive trailer market size was valued at USD 25.21 billion in 2025 and is projected to grow to USD 35.86 billion by 2034, exhibiting a CAGR of 3.95%. Asia-Pacific is the largest regional market for automotive trailers.
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For Miller Industries (MLR), several key drivers are expected to contribute to future revenue growth over the next 2-3 years:
- Increased Demand and Normalized Distributor Inventory: The company anticipates continued strong demand for its towing and recovery equipment across all geographies. This is supported by normalized distributor inventory levels, leading to steadier retail demand and improved sales order entry.
- Global Military Programs and Contracts: Miller Industries expects significant growth opportunities from a resurgence in military contracts, which are projected to return to pre-COVID levels in 2026-2027. The company has a robust pipeline of global military requests for quotations (RFQs) and has already secured over $150 million in military commitments.
- International Market Expansion: Consistent demand from Europe and growing demand in other international markets such as Australia, Japan, Mexico, and Indonesia are expected to drive revenue. The acquisition of Omars also contributes to the company's European strategy.
- Improved Chassis Availability and Supply Chain Efficiencies: Increases in chassis shipments and overall supply chain improvements have enabled higher production volumes. This allows Miller Industries to better meet the strong customer demand for its products.
- Manufacturing Capacity Expansion: Miller Industries is undertaking a significant expansion project, adding over 200,000 square feet to its Ooltewah, Tennessee facility with an estimated investment of $100 million. This expansion is designed to unlock new capacity, streamline heavy-duty workflow, and enhance manufacturing efficiencies, supporting increased production for global military and export markets, as well as its North American customer base.
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Share Repurchases
- Miller Industries instituted a $25 million share repurchase program early in 2024.
- Approximately $2.2 million of stock was repurchased during the fourth quarter of 2025.
- In 2025, the company returned approximately $15.1 million to shareholders through dividends and share repurchases.
Share Issuance
- The number of common shares outstanding was 11,439,292 as of December 31, 2024, and 11,371,730 as of December 31, 2025.
Outbound Investments
- During fiscal 2023, the Company acquired substantially all of the assets and assumed certain liabilities of Southern Hydraulic Cylinder, Inc., to strengthen its supply chain.
- In December 2025, Miller Industries completed the acquisition of Omars—S.p.A., an Italian manufacturer of light-duty, medium-duty, and heavy-duty recovery vehicles and car carriers, which is expected to expand its European footprint and contribute approximately $27 million in annual revenue.
- The company is investing €8 million in expanding production at its Jige facility in France, aiming to double its heavy-duty integration capacity by mid-2027.
Capital Expenditures
- Since 2017, Miller Industries has invested over $100 million in property, plant, and equipment projects to increase manufacturing production capacity, install robotics, and implement advanced technologies.
- The company approved a new 200,000+ square foot manufacturing facility at its Ooltewah, Tennessee headquarters, with an estimated cost of approximately $100 million, expected to be production-ready in late 2027 to enhance North American production capacity and support European operations and military production.
- Capital expenditures have been focused on automation and productivity improvements within its facilities.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 79.54 |
| Mkt Cap | 1.5 |
| Rev LTM | 1,548 |
| Op Inc LTM | 115 |
| FCF LTM | 110 |
| FCF 3Y Avg | 97 |
| CFO LTM | 133 |
| CFO 3Y Avg | 140 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 0.8% |
| Rev Chg 3Y Avg | 3.2% |
| Rev Chg Q | 3.5% |
| QoQ Delta Rev Chg LTM | 0.8% |
| Op Inc Chg LTM | 13.1% |
| Op Inc Chg 3Y Avg | 16.6% |
| Op Mgn LTM | 8.7% |
| Op Mgn 3Y Avg | 9.6% |
| QoQ Delta Op Mgn LTM | -0.6% |
| CFO/Rev LTM | 10.4% |
| CFO/Rev 3Y Avg | 8.3% |
| FCF/Rev LTM | 8.6% |
| FCF/Rev 3Y Avg | 6.7% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.5 |
| P/S | 1.0 |
| P/Op Inc | 13.0 |
| P/EBIT | 12.8 |
| P/E | 19.4 |
| P/CFO | 10.8 |
| Total Yield | 5.4% |
| Dividend Yield | 1.6% |
| FCF Yield 3Y Avg | 5.5% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.3% |
| 3M Rtn | 6.7% |
| 6M Rtn | -0.2% |
| 12M Rtn | 8.9% |
| 3Y Rtn | 54.7% |
| 1M Excs Rtn | 3.4% |
| 3M Excs Rtn | -4.2% |
| 6M Excs Rtn | -4.0% |
| 12M Excs Rtn | -13.5% |
| 3Y Excs Rtn | -15.7% |
Price Behavior
Price Behavior
| Market Price | $48.77 | |
| Market Cap ($ Bil) | 0.6 | |
| First Trading Date | 08/02/1994 | |
| Distance from 52W High | -1.4% | |
| 50 Days | 200 Days | |
| DMA Price | $47.36 | $42.03 |
| DMA Trend | up | up |
| Distance from DMA | 3.0% | 16.0% |
| 3M | 1YR | |
| Volatility | 26.2% | 29.5% |
| Downside Capture | 58.17 | 98.47 |
| Upside Capture | 71.68 | 82.59 |
| Correlation (SPY) | 32.5% | 33.9% |
MLR Betas & Captures as of 5/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.91 | 0.85 | 0.43 | 0.59 | 0.81 | 0.98 |
| Up Beta | 0.29 | 0.78 | 0.33 | 0.41 | 0.83 | 0.85 |
| Down Beta | 1.38 | 1.88 | 0.48 | 0.65 | 0.57 | 0.89 |
| Up Capture | 56% | 51% | 63% | 81% | 72% | 120% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 10 | 21 | 33 | 64 | 122 | 385 |
| Down Capture | 167% | 120% | 27% | 47% | 101% | 104% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 10 | 20 | 30 | 59 | 127 | 362 |
[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 MLR | |
|---|---|---|---|---|
| MLR | 7.9% | 29.5% | 0.26 | - |
| Sector ETF (XLY) | 8.4% | 18.3% | 0.30 | 37.4% |
| Equity (SPY) | 23.8% | 12.3% | 1.45 | 34.4% |
| Gold (GLD) | 26.1% | 27.4% | 0.83 | 9.4% |
| Commodities (DBC) | 33.6% | 19.1% | 1.39 | -11.7% |
| Real Estate (VNQ) | 11.9% | 13.5% | 0.58 | 38.2% |
| Bitcoin (BTCUSD) | -43.8% | 42.1% | -1.25 | 16.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MLR | |
|---|---|---|---|---|
| MLR | 5.4% | 30.6% | 0.21 | - |
| Sector ETF (XLY) | 7.2% | 23.8% | 0.26 | 40.1% |
| Equity (SPY) | 13.3% | 17.1% | 0.61 | 44.1% |
| Gold (GLD) | 16.9% | 18.2% | 0.75 | 8.1% |
| Commodities (DBC) | 8.6% | 19.4% | 0.34 | 8.8% |
| Real Estate (VNQ) | 2.9% | 18.8% | 0.05 | 38.3% |
| Bitcoin (BTCUSD) | 11.0% | 54.5% | 0.40 | 19.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MLR | |
|---|---|---|---|---|
| MLR | 10.9% | 30.9% | 0.40 | - |
| Sector ETF (XLY) | 12.5% | 22.1% | 0.52 | 42.3% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 46.2% |
| Gold (GLD) | 12.8% | 16.1% | 0.66 | 1.2% |
| Commodities (DBC) | 6.8% | 18.0% | 0.30 | 15.5% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 39.0% |
| Bitcoin (BTCUSD) | 60.8% | 66.8% | 1.00 | 14.3% |
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Returns Analyses
Earnings Returns History
Updated 6/9/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/6/2026 | -2.4% | -3.9% | -2.4% |
| 3/4/2026 | 6.4% | -1.6% | 2.1% |
| 11/5/2025 | -4.4% | -5.1% | -7.2% |
| 8/6/2025 | -4.3% | 4.7% | 0.6% |
| 5/7/2025 | 6.6% | 8.7% | 8.4% |
| 3/6/2025 | -15.3% | -17.0% | -26.0% |
| 11/12/2024 | -10.4% | -11.3% | -6.2% |
| 8/7/2024 | -2.6% | -8.3% | -6.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 7 | 12 | 14 |
| # Negative | 17 | 12 | 10 |
| Median Positive | 6.4% | 5.9% | 7.6% |
| Median Negative | -2.6% | -4.8% | -6.8% |
| Max Positive | 10.8% | 11.4% | 17.6% |
| Max Negative | -15.3% | -17.0% | -26.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 03/04/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 03/05/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 03/06/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 03/08/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
Recent Forward Guidance
Updated 6/1/2026Latest: Q1 2026 Earnings Reported 5/6/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 Revenue | 250.00 Mil | ||||||
| Q4 2026 Revenue | 250.00 Mil | ||||||
| 2026 Revenue | 850.00 Mil | 875.00 Mil | 900.00 Mil | 0 | Affirmed | Guidance: 875.00 Mil for 2026 | |
| 2026 Operating Margin | 13.1% | 13.5% | 13.9% | 0 | 0 | Affirmed | Guidance: 13.5% for 2026 |
Prior: Q4 2025 Earnings Reported 3/4/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 850.00 Mil | 875.00 Mil | 900.00 Mil | 12.9% | Higher New | Guidance: 775.00 Mil for 2025 | |
| 2026 Gross Margin | 13.5% | ||||||
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Automotive Parts & Equipment Resources |
| AftermarketNews |
| Tire Review |
| Motor Age |
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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Core Cache Last Updated: 6/11/2026