Virco Mfg. Corp. (VIRC)
NASDAQConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-04
$6.52+7.77%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-04
QuarterlyIQ Insights · VIRC
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.
Met or beat guidance 50% of the last 2 guided quarters · -5.2% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue paying a quarterly cash dividend of $0.025 per share to shareholders as a key capital allocation priority.
Stated as a priority in 4 of last 4 quarters. The Company consistently declared and paid a quarterly dividend of $0.025 per share from 2025-Q4 through 2026-Q3. This steady dividend payment reflects management's commitment to maintaining shareholder distributions, delivering on this capital allocation priority.
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 weak grew net income 56% of the time over the next year (vs 53% 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.
“Board declares quarterly dividend of $0.025 per share, payable October 9, 2026.”
“Board declared a cash dividend for the second fiscal quarter of $0.025 per share.”
“Board declared a cash dividend for the first fiscal quarter of $0.025 per share.”
“Board declared a cash dividend of $0.025 per share for the fourth quarter.”
Focus on improving operating income through cost control and operational efficiency amid market challenges.
Stated as a priority in 4 of last 4 quarters. Operating income was negative in 2026-Q1 (-$9.9M) and 2026-Q2 (-$3.7M) but improved to $10.5M in 2026-Q3, remaining above the long-term average. This shows management is delivering improvement in operating income after earlier losses, consistent with their stated focus.
“Operating income of $10.5 million for second quarter remains above long-term average.”
“Operating loss of $3.7 million in first quarter due to slowing demand and lower factory output.”
“Operating loss of $9.9 million in fourth quarter reflects market downturn and backlog completion.”
“Operating income was $15.3 million in second quarter last year, higher than current periods.”
Drive revenue growth by capitalizing on market recovery and expanding customer base in education and adjacent markets.
Stated as a priority in 4 of last 4 quarters. Revenue declined from $92.1M in 2025-Q3 to $87.5M in 2026-Q3, reflecting market challenges. However, management reports recent improving demand trends following new school budgets and is investing in new customers, indicating progress toward revenue growth.
“Net sales for second quarter totaled $87.5 million, slightly below prior year but with improving demand trends.”
“Net sales were $30.7 million in first quarter, a 9.1% decline from prior year due to slowing demand.”
“Full year revenue declined to $199.7 million from $266.2 million prior year amid market headwinds.”
“Management expects improved order rates and market recovery to support revenue growth.”
Continue investing within $4-6 million annual capex budget in new products and major operating systems to expand market reach.
Stated as a priority in 3 of last 4 quarters. Management consistently mentions investing in new products and platform processes within a $4-6 million annual capex budget. This recurring focus aligns with their strategy to expand market reach, showing ongoing commitment though specific financial impact is not quantified.
“Management expects new investments to fall within $4 to $6 million annual capital expenditures budget.”
“Company continues to invest in major platform processes expanding operations and bridging product lines.”
“Investments in new technologies allow rapid prototyping and development of U.S.-made alternatives to imports.”
Over the trailing year it converted 33.04x of net income into operating cash flow.
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).
12 material management or governance events in the past 24 months, led by capital-allocation actions. 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.