The strong earnings growth, margin expansion in core Material Handling business, and significant free cash flow generation suggest operational improvement is translating to bottom-line results. The planned divestiture of the underperforming Distribution segment (Myers Tire Supply) will further streamline operations. Traders should monitor 2026 execution against the positive outlook, particularly in the Infrastructure and Industrial segments. The share repurchase program and debt reduction indicate capital discipline.
Price Chart
Executive Summary
Myers Industries reported strong 2025 fourth quarter and full-year results, with Q4 EPS up 173% YoY and full-year net income up 385% YoY, driven by margin expansion in Material Handling and $20M in annualized cost reductions. Free cash flow increased 23% to $67M, and the company reduced debt by $31M while repurchasing $2.5M in shares. The company is on track to divest Myers Tire Supply and projects strong growth in Infrastructure and moderate growth in Industrial end markets for 2026.
Key Financial Metrics
Key Facts
- Q4 2025 EPS of $0.30, up 173% YoY; Adjusted EPS of $0.31, up 63% YoY
- Full-year 2025 net income of $34.9M, up 385% YoY; Adjusted EPS of $1.10, up 5.8% YoY
- Full-year revenue of $825.7M, down 1.3% YoY, but up 0.6% excluding divestiture impacts
- Material Handling segment drove margin expansion: operating income up 44.5% YoY to $112.4M
- Distribution segment declined: operating loss of $0.9M vs. $3.4M profit in 2024
- Achieved $20M in annualized cost reductions, primarily in SG&A
- Free cash flow of $67.2M, up 23% YoY; reduced debt by $31M in 2025
- Repurchased $2.5M in shares under 2025 buyback program
- Myers Tire Supply divestiture on track, expected to qualify for discontinued operations in Q1 2026
- 2026 outlook: Strong growth in Infrastructure, moderate growth in Industrial, stable in Vehicle and Consumer
Financial Impact
Net income increased by $27.7M (385%) YoY to $34.9M; free cash flow increased by $12.3M (23%) YoY to $67.2M
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Material Handling | $622.1M | +0.1% |
| Distribution | $203.9M | -5.1% |
Risk Factors
- Distribution segment continues to deteriorate, with operating loss of $0.9M in 2025 vs. $3.4M profit in 2024
- Full-year revenue declined 1.3% YoY, indicating top-line challenges despite strong profitability growth
- 2026 outlook for Food & Beverage is slightly down, which could pressure growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-092509 |
| Document: mye-20260305.htm | 0001193125-26-092509 |
| Document: 0001193125-26-092509-index-headers.html | 0001193125-26-092509 |
| Document: 0001193125-26-092509-index.html | 0001193125-26-092509 |
| Document: 0001193125-26-092509.txt | 0001193125-26-092509 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 31, 2026 4w ago | 8-K | $31.20 $30.77 | ▼ −1.38% | ▼ −1.70% | $31.63 (+1.38%) |
Jul 30, 2026 9w ago | 8-K | $32.97 $33.29 | ▲ +0.97% | ▼ −2.99% | $31.63 (−4.06%) |
May 7, 2026 21w ago | 8-K | $22.40 $23.08 | ▲ +3.04% | ▼ −0.10% | $31.63 (+41.21%) |
Mar 5, 2026 30w ago | 8-K | $22.63 $21.09 | ▼ −6.82% | ▼ −3.03% | $31.63 (+39.75%) |
US Market Status
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