Myers Industries (DE:MJF)
FRANKFURT:MJF
Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.27Last Year’s EPS
0.27Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights material operational and financial progress — including a 57.1% increase in adjusted EPS, a 27% rise in adjusted EBITDA, strong free cash flow, reduced net debt and improving margins — supported by a clear transformation plan (portfolio simplification, footprint optimization, recycled material investments and targeted CapEx). Headwinds include modest reported revenue growth (1.8%), near-term margin pressure from recent resin price spikes, some soft end markets (vehicle and food & beverage), and timing uncertainty around the MTS divestiture. Overall, positive execution and cash generation outweigh the short-term cost and revenue headwinds, with management reiterating the outlook and steps to mitigate cost pressures.Company Guidance
Strong Adjusted EPS Growth
Adjusted EPS of $0.44, an increase of 57.1% year-over-year, driven by margin expansion and cost actions.
Improved EBITDA and Margins
Adjusted EBITDA increased 27% year-over-year and adjusted EBITDA margin improved to 21.3% (up 420 basis points). Adjusted gross margin rose to 34.7% and adjusted operating margin improved to 15.7%.
Healthy Free Cash Flow and Liquidity
Free cash flow of $23.9 million (operating cash flow $26.7 million, CapEx $2.8 million). Free cash flow up 28.5% versus the prior quarter. Cash balance of $44.6 million and total liquidity of $289.3 million.
Debt Reduction and Leverage in Target Range
Net debt reduced by $18.3 million in the quarter with a net leverage ratio of 2.2x, inside the stated target range of 1.5x–2.5x.
Revenue Growth and Pro Forma Performance
Net sales increased 1.8% year-over-year. Excluding the decision to exit low-margin products and idle two rotational molding facilities (approx. $5 million of revenue per quarter), net sales would have increased ~5% year-over-year.
Commercial Wins and Order Strength
Infrastructure momentum: new customers accounted for 24% of Infrastructure revenue; orders for MegaDeck are up over 130% compared to this point last year; Signature turf protection to be used at multiple FIFA World Cup venues.
Operational and Strategic Progress
Continued focused transformation actions: portfolio simplification via planned sale of MTS, manufacturing footprint optimization (e.g., moving stadium products, adding capacity in Orlando), increased use of recycled materials and targeted capital allocation (FY CapEx guide ~3.5% of sales).
Enhanced Financial Reporting and Transparency
Reporting changes include presenting MTS as discontinued operations, reclassifying ~$5 million per quarter of shipping/handling into cost of sales (no operating income impact), and updating non-GAAP EPS to exclude intangible amortization to improve comparability.
DE:MJF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:MJF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | €17.10 | €17.40 | +1.75% |
Mar 05, 2026 | €18.18 | €18.38 | +1.09% |
Oct 30, 2025 | €14.40 | €14.59 | +1.37% |
Jul 31, 2025 | €12.61 | €12.42 | -1.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Myers Industries (DE:MJF) report earnings?
Myers Industries (DE:MJF) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Myers Industries (DE:MJF) earnings time?
Myers Industries (DE:MJF) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Myers Industries stock?
The P/E ratio of Myers Industries is N/A.
What is DE:MJF EPS forecast?
DE:MJF EPS forecast for the fiscal quarter 2026 (Q2) is 0.27.