Matthews International Corporation (MATW)
NASDAQConsumer DiscretionaryConglomeratesSnapshot 2026-09-04
$21.13+0.14%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryConglomeratesSnapshot 2026-09-04
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.
Focus on increasing sales and adjusted EBITDA in Memorialization through acquisitions, cost synergies, and productivity initiatives despite volume headwinds.
Stated as a priority in 3 of last 3 quarters. Memorialization segment sales grew modestly from $204.2M in 2025-Q4 to $208.1M in 2026-Q3, with adjusted EBITDA increasing from $38.9M to $42.2M. Despite volume headwinds and inflationary cost pressures, management is delivering growth and operational efficiency in this segment.
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=6943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Sales for the Memorialization segment for the fiscal 2026 third quarter were higher than a year ago primarily reflecting the recent acquisition of The Dodge Company.”
“Sales for the Memorialization segment for the fiscal 2026 second quarter were higher than a year ago primarily reflecting the recent acquisition of The Dodge Company.”
“Sales for the Memorialization segment for the fiscal 2026 first quarter were higher than a year ago primarily reflecting the recent acquisition of The Dodge Company.”
Continue executing and realizing cost synergies from the Propelis joint venture, targeting $60 million in synergies with improving margin contributions.
Stated as a priority in 3 of last 3 quarters. Propelis adjusted EBITDA contribution increased from approximately $9.5M in 2026-Q2 to $10M in 2026-Q3, with management reaffirming progress toward $60 million in synergy realization. The trajectory shows steady delivery of synergy benefits.
“Propelis joint venture remains on track to deliver a significant portion of the estimated $60 million of identified synergy opportunities.”
“Propelis successfully converted to a new business system platform activating a significant portion of the estimated $60 million of targeted cost synergies.”
“Propelis management has made good progress towards achieving its projected cost synergy estimate of approximately $60 million.”
Implement restructuring and cost reduction programs, including $10 million annualized savings in Engineering and scaling cost structure post-divestitures.
Stated as a priority in 3 of last 3 quarters. Management announced a $10 million annualized cost reduction in Engineering in 2026-Q3 and ongoing cost reduction plans post-divestitures. Operating expenses declined slightly by 1.2% in 2026-Q3 vs 2025-Q3, indicating limited but consistent progress on cost initiatives.
“Restructuring actions announced in the Engineering business that will deliver $10 million annualized savings.”
“We continue to work on additional cost reduction plans to scale our structure as post-divestiture support obligations expire.”
“The earnings impact of productivity initiatives were significant factors in the segment's improved operating margins.”
Advance commercialization and customer adoption of MPERIA Axian Inkjet systems with strategic partnerships and supply chain buildout.
Stated as a priority in 3 of last 3 quarters. Management reported first commercial sales of MPERIA Axian Inkjet systems in 2026-Q2 and ongoing strong customer interest through 2026-Q3, supported by a strategic partnership. Progress is evident though commercial scale and revenue impact remain limited so far.
“Product Identification business continues to receive significant customer interest in the MPERIA Axian Inkjet systems.”
“Product Identification business achieved a major milestone by recording its first commercial sales of the MPERIA Axian Inkjet systems.”
“Initial beta installations of the MPERIA Axian Inkjet systems are performing well with significant customer interest.”
Sustain and modestly increase quarterly dividend payments to shareholders.
Stated as a priority in 3 of last 3 quarters. The company has consistently declared quarterly dividends of $0.255 per share in 2026-Q1 through 2026-Q3, a modest increase from $0.25 in 2025-Q3. This reflects steady maintenance and slight growth in dividend payments.
“Dividends declared per share $0.255, up from $0.25 in prior quarters.”
“Dividends declared per share $0.255, up from $0.25 in prior quarters.”
“Dividends declared per share $0.255, up from $0.25 in prior quarters.”
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=3652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
31 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated volatile grew net income 59% of the time over the next year (vs 48% for the rest of the cohort, n=1937).
Not investment advice. As of 2026-09-04.