Matthews International Corporation (MATW)
NASDAQConsumer DiscretionaryConglomeratesSnapshot 2026-11-04
$20.32+3.41%
Close 2026-11-04 · 1-day change
NASDAQConsumer DiscretionaryConglomeratesSnapshot 2026-11-04
QuarterlyIQ Insights · MATW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
During the third quarter, we initiated a restructuring program in our European engineering operations that will yield $10 million annual cost savings.
Stated in 3 of 3 supplied quarters. Management reported: “During the third quarter, we initiated a restructuring program in our European engineering operations that will yield $10 million annual cost savings.” “We continue to work on additional cost reduction plans to scale our structure as post-divestiture support obligations expire over the coming quarters.”” Operating income was $-13.221 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6999).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“During the third quarter, we initiated a restructuring program in our European engineering operations that will yield $10 million annual cost savings.”
“We continue to work on additional cost reduction plans to scale our structure as post-divestiture support obligations expire over the coming quarters.””
“The new management team has made good progress towards achieving its projected cost synergy estimate of approximately $60 million, much of which is expected to be realized in calendar 2026.”
The joint venture remains on track to deliver a significant portion of the estimated $60 million of identified synergy opportunities over the coming quarters.
Stated in 3 of 3 supplied quarters. Management reported: “The joint venture remains on track to deliver a significant portion of the estimated $60 million of identified synergy opportunities over the coming quarters.” “During the quarter, Propelis successfully converted to a new business system platform that is expected to enable the integration of graphic Matthews International Reports Results for Fiscal 2026 Second Quarter Page 2 of 11 April 30, 2026 production work across the global enterprise, activating a significant portion of the estimated $60 million of targeted cost synergies for realization in the second half of calendar 2026.”
“The joint venture remains on track to deliver a significant portion of the estimated $60 million of identified synergy opportunities over the coming quarters.”
“During the quarter, Propelis successfully converted to a new business system platform that is expected to enable the integration of graphic Matthews International Reports Results for Fiscal 2026 Seco…”
“The new management team has made good progress towards achieving its projected cost synergy estimate of approximately $60 million, much of which is expected to be realized in calendar 2026.”
Our Product Identification business continues to receive significant customer interest in the MPERIA® Axian Inkjet (XIJ) systems and we are pleased to announce a strategic partnership with Linx Print…
Stated in 3 of 3 supplied quarters. Management reported: “Our Product Identification business continues to receive significant customer interest in the MPERIA® Axian Inkjet (XIJ) systems and we are pleased to announce a strategic partnership with Linx Printing Technologies designed to broaden customer access to each company’s product portfolio in key markets, opening the opportunity for our products to reach consumer packaged goods customers in the UK and France.” “We have received significant customer interest in the new product, and buildout of the supply chain to meet anticipated market demand is ongoing.””
“Our Product Identification business continues to receive significant customer interest in the MPERIA® Axian Inkjet (XIJ) systems and we are pleased to announce a strategic partnership with Linx Print…”
“We have received significant customer interest in the new product, and buildout of the supply chain to meet anticipated market demand is ongoing.””
“Initial beta installations of the MPERIA® Axian Inkjet (XIJ) systems are performing well and we’ve received significant customer interest in the new product.”
The divestitures of SGK in 2025, and the warehouse automation and European packaging businesses in the first quarter of 2026 are all outcomes of this effort to simplify Matthews’ business structure a…
Stated in 3 of 3 supplied quarters. Management reported: “The divestitures of SGK in 2025, and the warehouse automation and European packaging businesses in the first quarter of 2026 are all outcomes of this effort to simplify Matthews’ business structure and enhance shareholder value.” “The divestitures of SGK in 2025, and the warehouse automation and European packaging businesses in the first quarter are all outcomes of this effort to simplify Matthews’ business structure and enhance shareholder value.” Revenue was $246.016 million in 2026-Q3.
“The divestitures of SGK in 2025, and the warehouse automation and European packaging businesses in the first quarter of 2026 are all outcomes of this effort to simplify Matthews’ business structure a…”
“The divestitures of SGK in 2025, and the warehouse automation and European packaging businesses in the first quarter are all outcomes of this effort to simplify Matthews’ business structure and enhan…”
“The divestitures of SGK in 2025, and the warehouse automation and European packaging businesses this quarter are all outcomes of this effort to simplify Matthews’ business structure and enhance share…”
Focus on increasing sales and adjusted EBITDA in Memorialization through acquisitions, cost synergies, and productivity initiatives.
Over the trailing year it converted -1.83x of net income into operating cash flow. Historically, Consumer Discretionary names rated fragile grew net income 40% of the time over the next year (vs 53% for the rest of the cohort, n=3629).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
30 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated volatile grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=4931).
Not investment advice. As of 2026-11-04.