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Miller Industries MLR Q2 2026 earnings

Reported August 5, 2026 · After market close

Revenue$240.0MBeat by $29.2M
EPS$0.63Beat by $0.27
Revenue estimate$210.8M
EPS estimate$0.37
In the second quarter we were extremely pleased to deliver strong sequential and year-over-year revenue growth, even in a inconsistent macro environment. Our pragmatic approach to maintaining steady production and healthy inventory levels in our distribution channel is beginning to pay off. As we move into the second half of the year, we believe these current production levels are sustainable. I also want to recognize our dedicated operations team for their outstanding execution in controlling labor costs and implementing manufacturing efficiencies. We are carrying those operational improvements forward, positioning the Company for higher levels of profitability in more favorable demand conditions.
William G. Miller II

Next report

Nov 4, 2026 (in 2 months)
Revenue estimate$246.2M
EPS estimate$0.64

Financials

Q2 2026

Income statement

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Revenue$240.0M+12.1%
Gross profit$35.9M+3.9%
Net income$7.3M-14.1%
EPS (diluted)$0.63-13.7%

Balance sheet

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Cash & equivalents$55.6M+74.8%
Total debt$5.7M-89.7%
Total assets$609.1M-2.2%

Cash flow

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Operating cash flow$32.2M+18.3%
CapEx$4.2M+150%
Free cash flow$28.0M+9.7%

Valuation & ratios

Valuation

as of 09/16/26
See full
Market cap$620.96M+37.7%
Enterprise value$571.04M+20.3%
P/E43.4×+32.8×
P/S0.8×+0.3×

Profitability

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Gross margin14.7%0.0pp
Net margin1.9%-2.5pp
FCF margin14.6%

Returns & leverage

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Current ratio2.5×-0.9×

Segments

By geography

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North America$193.5M+10.0%
Geographic Distribution Foreign$46.5M+22.1%

By segment

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Single Reporting$240.0M+12.1%

FAQ

When did Miller Industries report Q2 2026 earnings?
Miller Industries (MLR) reported Q2 2026 earnings on August 5, 2026 after market close.
What were Miller Industries's Q2 2026 revenue and EPS?
Miller Industries reported revenue of $240.0M and eps of $0.63 for Q2 2026.
Did Miller Industries beat estimates in Q2 2026?
Revenue beat the consensus estimate of $210.8M by $29.2M. EPS beat the consensus estimate of $0.36 by $0.27.
How did Miller Industries's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 12.1% from $214.0M a year earlier and eps declined 13.7% from $0.73.
Where can I find Miller Industries's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001104659-26-091137) and the 10-Q periodic report (0001104659-26-091141) directly on SEC EDGAR. The filing index links above go to sec.gov.