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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 28.6% |
| Our one-year growth estimate | diamond | -13.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 42.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 17 industry peers
MYE — divestiture
Dated 2026-08-31
Entry into a Material Definitive Agreement. On August 31, 2026, Myers Industries, Inc. (the “Company”) entered into a Membership Interest Purchase Agreement (the “Purchase Agreement”) among the Company, as seller, Myers Tire Supply, LLC, a Delaware limited liability company (“MTS”), and TAPS Holdings, LLC, a Delaware limited liability company, as buyer (“Buyer”), pursuant to which Buyer purchased all of the issued and outstanding membership interests of MTS (the “Sale”) from the Company. As a…
Why it matters: The earnings report will show how Myers Industries is performing amid sector challenges. It will provide insight into future growth.
Watch forEarnings report shows revenue growth or improved margins compared to last year.
Also watch forEarnings report shows declining revenue or margins compared to last year.
Why it matters: These savings would help margins and make more money.
Supportive ifOperating costs go down, showing good control of expenses.
Worry ifOperating costs go up or stay the same.
Why it matters: Strong free cash flow helps fund growth projects and keeps finances stable.
Supportive ifFree cash flow exceeds $30 million in Q3.
Worry ifFree cash flow falls below $20 million in Q3.
Why it matters: Growth in this segment is important for the company. It shows market demand.
Supportive ifIndustrial segment revenue growth exceeds 5% year over year in Q3 2026.
Worry ifIndustrial segment revenue growth falls below 2% year over year in Q3 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$191 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $321 loss on $10,000 · 3.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,603 loss on $10,000 · 16.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Strong growth in Infrastructure is key to Myers' overall performance. It shows if the transformation is working.
Supportive ifQ3 Infrastructure segment revenue grows year over year by more than 50%.
Worry ifInfrastructure segment revenue growth falls below 20% year over year.
Why it matters: Earnings results will show if the company keeps growing and making money.
Supportive ifQ3 earnings show adjusted EPS growth of at least 50% year over year.
Worry ifQ3 earnings show adjusted EPS growth below 30% year over year.
Why it matters: Cost savings affect profits. Progress shows if the changes are working.
Supportive ifManagement confirms achieving at least $20 million in cost savings by the end of 2025.
Worry ifNo updates or confirmation on achieving the cost savings target by the end of 2025.