The stock is likely to react negatively due to the steep decline in profitability and revenue, despite strong cash returns. Traders should monitor incoming order rates, which are up in low double digits, as a potential leading indicator of recovery.
Price Chart
Executive Summary
Virco Mfg. Corporation reported a challenging fiscal year 2026 with revenue of $199.7 million and net income of $2.6 million, a sharp decline from $266.2 million in revenue and $21.6 million in net income the prior year. The company cited the end of pandemic-era subsidies and backlog fulfillment as key headwinds, resulting in an 8.1% year-over-year revenue drop in Q4 and a significant earnings miss.
Key Financial Metrics
Key Facts
- Fiscal 2026 revenue: $199.7 million, down from $266.2 million in fiscal 2025
- Net income: $2.6 million vs. $21.6 million in the prior year
- Q4 revenue: $26.2 million, down 8.1% YoY
- Operating loss in Q4: $9.9 million vs. $8.1 million loss in prior-year quarter
- EPS: $0.16 (basic), down from $1.32 in the prior year
- Cash balance declined to $14.4 million from $26.9 million
- No consensus estimates provided; reported EPS of $-0.08 for Q3 2026 implies significant miss
- Company distributed $5.6 million to shareholders via dividends and buybacks
Financial Impact
Revenue down 25%, net income down 88% YoY; EPS of $0.16 missed expectations by over 100%
Risk Factors
- Continued weakness in school furniture demand post-pandemic
- Low cash balance and declining liquidity
- Lack of formal guidance increases uncertainty
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3270099 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 15, 2026 19w ago | Insider Cluster | $6.30 $6.20 | ▼ −1.59% | ▼ −0.99% | $6.20 (−1.59%) |
Jun 15, 2026 19w ago | Insider Cluster | $6.30 $6.20 | ▼ −1.59% | ▼ −0.99% | $6.20 (−1.59%) |
Jun 3, 2026 20w ago | 8-K | $5.44 $5.69 | ▼ −4.60% | ▼ −4.20% | $6.20 (−13.97%) |
Jun 3, 2026 20w ago | Press Release | $5.44 $5.69 | ▼ −4.60% | ▼ −4.20% | $6.20 (−13.97%) |
Apr 13, 2026 28w ago | Insider Cluster | $6.01 $6.04 | ▲ +0.49% | ▼ −0.29% | $6.20 (+3.14%) |
Apr 13, 2026 28w ago | Insider Cluster | $6.01 $6.04 | ▲ +0.49% | ▼ −0.29% | $6.20 (+3.14%) |
Apr 13, 2026 28w ago | Insider Cluster | $6.01 $6.04 | ▲ +0.49% | ▼ −0.29% | $6.20 (+3.14%) |
Apr 10, 2026 28w ago | Insider Cluster | $5.62 $5.85 | ▲ +4.09% | ▲ +3.12% | $6.20 (+10.32%) |
Apr 8, 2026 28w ago | 8-K | $5.68 $5.52 | ▲ +2.82% | ▲ +3.39% | $6.20 (−9.15%) |
Apr 8, 2026 28w ago | Press Release | $5.68 $5.52 | ▲ +2.82% | ▲ +3.39% | $6.20 (−9.15%) |
US Market Status
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