Myers Industries, Inc. (MYE)
NYSEConsumer DiscretionaryPackaging & ContainersSnapshot 2026-09-04
$31.81+2.75%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryPackaging & ContainersSnapshot 2026-09-04
QuarterlyIQ Insights · MYE
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.
Continue executing Focused Transformation initiatives to improve commercial excellence, operational efficiency, and financial metrics.
Stated as a priority in 2 of last 2 quarters. Revenue grew 9.8% year-over-year to $179.2M in 2026-Q2 from $163.2M in 2025-Q2. Operating income margin expanded 520 basis points to 17.4% in 2026-Q2. Management's statements and financial results show delivering progress on Focused Transformation initiatives.
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 3 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 63% of the time over the next year (vs 50% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Continued execution against our Focused Transformation initiatives and disciplined actions to improve business quality.”
“We benefited from recent actions to improve margins from our Focused Transformation program.”
Continue cost savings program targeting $20 million primarily in SG&A by end of 2025 to improve profitability.
Stated as a priority in 3 of last 3 quarters. Management committed to $20 million in cost savings by end of 2025, primarily in SG&A. Financials show improved gross profit and operating income partly due to lower manufacturing costs from transformation efforts. Trajectory shows progress but no explicit final milestone reported yet.
“Improved volume and mix, price, and lower manufacturing costs from our Focused Transformation program.”
“Gross profit and Operating income increased due to favorable mix, lower material costs, and lower manufacturing costs from our Focused Transformation program.”
“The Company is on track to deliver on its commitment to achieve $20 million in cost savings by the end of 2025.”
Focus on achieving strong growth in the Infrastructure end market segment as a key growth driver.
Stated as a priority in 2 of last 2 quarters. Infrastructure segment revenue grew 52% year-over-year to $48.6M in 2026-Q2 from $32.0M in 2025-Q2. Management's outlook calls for strong growth in this segment. The trajectory is delivering strong growth as stated.
“Infrastructure grew 52% year-over-year, a key driver of revenue growth.”
“Infrastructure grew 26% year-over-year, supporting positive segment outlook.”
Leverage simplified portfolio and growth investments to sustain momentum and deliver consistent financial performance.
Stated as a priority in 2 of last 2 quarters. Management highlights simplified portfolio and growth investments as key to sustaining momentum. Financials show revenue growth and improved margins, supporting consistent performance. Trajectory is delivering consistent financial performance aligned with stated priorities.
“Simplified portfolio, operational improvements and growth investments position us to sustain momentum.”
“Decision to sell Myers Tire Supply better positions us to focus on our mission and growth investments.”
Complete divestiture of Myers Tire Supply to sharpen focus on core specialty engineered products and strengthen balance sheet.
Newly stated in 2026-08-31. Myers Industries completed the sale of Myers Tire Supply for $30 million, advancing its Focused Transformation and strengthening the balance sheet. This divestiture aligns with management's stated goal to focus on core businesses and growth platforms.
Over the trailing year it converted 3.43x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% 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).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 53% for the rest of the cohort, n=2538).
Not investment advice. As of 2026-09-04.