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Miller Industries, Inc.

Miller Industries, Inc.

NYSE•MLR
CEO: Mr. William G. Miller
セクター: Consumer Cyclical
業種: Auto - Parts
上場日: 1994-08-02
Miller Industries, Inc., together with its subsidiaries, manufactures and sells towing and recovery equipment. The company offers wreckers that are used to recover and tow disabled vehicles and other equipment; and car carriers, which are specialized flat-bed vehicles with hydraulic tilt mechanisms, which are used to transport new or disabled vehicles and other equipment. It also provides transport trailers for moving various vehicles for auto auctions, car dealerships, leasing companies, and other similar operations. The company markets its products under the Century, Vulcan, Challenger, Holmes, Champion, Chevron, Eagle, Titan, Jige, and Boniface brands. Miller Industries, Inc. sells its products through independent distributors in North America, and Canada, Mexico; and through prime contractors to governmental entities. Miller Industries, Inc. was incorporated in 1990 and is headquartered in Ooltewah, Tennessee.
連絡先情報
8503 Hilltop Drive, Ooltewah, TN, 37363, United States
423-238-4171
www.millerind.com
時価総額
$503.81M
PER (TTM)
16.7
43.4
配当利回り
1.8%
52週高値
$64.70
52週安値
$33.81
52週レンジ
33%
順位46Top 59.5%
3.5
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$178.67M-43.15%
直近4四半期の推移

EPS

$0.27-80.00%
直近4四半期の推移

フリーCF

$18.11M-24.57%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Gross Margin Expansion Gross margin expanded 14.5% to 15.2% for nine months, driven by favorable product mix shift away from chassis deliveries.
Strong Operating Cash Flow Operating cash flow provided $49.9M, a 74.4% increase, reflecting strong working capital management during sales decline.
Sales Volume Reduction Net sales fell 40.3% to $618.4M for nine months due to production cuts mitigating distribution channel inventory buildup.
Credit Facility Paydown Outstanding credit facility borrowings reduced by $20.0M to $45.0M as of September 30, 2025 period end.

リスク要因

Demand Headwinds Persist Demand headwinds noted from reduced retail sales and lower order intake due to high equipment ownership costs.
Tariff and Trade Uncertainty Uncertainty remains regarding new or increased U.S. tariffs impacting costs for component parts and raw materials.
SG&A Cost Pressure SG&A expenses as percentage of sales increased to 11.0% (9M 2025) from 6.4% (2024) due to compensation.
Distributor Inventory Levels Distributors are working through high inventory levels stemming from inconsistent supplier delivery schedules experienced throughout 2024.

見通し

Inventory Normalization Expected Expect inventory levels to normalize as manufactured equipment and chassis deliveries align during the remainder of 2025.
Workforce Cost Reduction Implemented workforce reduction of approximately 150 positions across three U.S. facilities as part of cost savings plan.
France Expansion Authorized Board authorized $9.1M expansion in France; construction expected to commence in the first quarter of fiscal 2026.
Shareholder Dividend Maintained Declared $0.20 quarterly dividend payable December 2025, signaling continued commitment to shareholder capital return.

同業比較

売上高 (TTM)

Cooper-Standard Holdings Inc.CPS
$2.73B
-0.5%
Caleres, Inc.CAL
$2.70B
-2.8%
Polestar Automotive Holding UK PLCPSNY
$2.55B
+23.5%

粗利益率 (最新四半期)

Holley Inc.HLLY
43.2%
+4.2pp
Legacy Housing CorporationLEGH
41.8%
-9.9pp
Caleres, Inc.CAL
41.8%
-2.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
PSNY$1.26B-0.659.8%155.0%
MNRO$707.86M-56.5-2.1%30.9%
CPS$602.30M18.6-29.7%63.9%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-7.0%
成長鈍化
4四半期純利益CAGR
-33.6%
収益性の低下
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年3月4日
|
EPS:$0.03
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月5日|
    売上高: $178.67M-43.1%
    |
    EPS: $0.27-80.0%
    予想を上回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月6日|
    売上高: $214.03M-42.4%
    |
    EPS: $0.74-58.7%
    予想通り

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月7日|
    売上高: $225.65M-35.5%
    |
    EPS: $0.70-53.0%
    予想を上回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月5日|
    売上高: $1.26B+9.0%
    |
    EPS: $5.55+8.8%
    予想を上回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月12日|
    売上高: $314.27M+14.5%
    |
    EPS: $1.35-11.8%
    予想通り

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月7日|
    売上高: $371.45M+23.7%
    |
    EPS: $1.79+37.7%
    予想を上回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月8日|
    売上高: $349.87M+23.9%
    |
    EPS: $1.49+84.0%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月6日|
    売上高: $1.15B+35.9%
    |
    EPS: $5.10+186.5%
    予想を上回る