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Added to YB: 2026-08-13

Pitch date: 2026-08-11

MLR [neutral]

Miller Industries, Inc.

+3.45%

current return

Author Info

No bio for this author

Company Info

Miller Industries, Inc., together with its subsidiaries, manufactures and sells towing and recovery equipment.

Market Cap

$606.0M

Pitch Price

$54.71

Price Target

N/A

Dividend

1.57%

EV/EBITDA

14.20

P/E

43.06

EV/Sales

0.72

Sector

Machinery

Category

growth

Show full summary:
Weekly #16: Most Interesting D-Sheets from the Past Week (Aug 3 – Aug 10, 2026) - Miller Industries, Inc.

MLR (update): World's largest towing/recovery equipment maker diversifying into military. Q2 rev +12.1% ($240M) but EPS -13.7% ($0.63) on Omars acquisition charges rolling off ($0.24 H1 to $0.04-0.05 H2), inflection missed by GAAP screens. Guidance sandbag: ~$921M vs $850-900M official. Military backlog $150M→$200M. Risks: flat domestic demand, defense rev not until 2028-29, new TN facility execution.

Read full article (2 min)