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Myers Industries Inc

Myers Industries Inc

MYE
$30.01USD↓-0.60%-0.18 today

MARKET CAP

1.1B

P/E (TTM)

19.1x

FWD P/E

15.6x

DAY RANGE

$30 – $31

52W RANGE

$16
$37

AI Summary

Stalk
StalkMedium

Although the recent support failure and lower highs signal continued downside pressure, extreme oversold conditions across RSI and Options Score support a medium-term bullish mean-reversion stance. Under a momentum-oriented strategy, patient entries should be staged on pullbacks into key moving averages or the 200 DMA rather than chased. The secular uptrend remains intact above the 200 DMA, but further downside needs to be absorbed before committing.

  • ↑Q2 revenue rose 9.8% YoY, with infrastructure up 52% and food & beverage up 48%
  • ↑Divested low-margin operations to concentrate on higher-margin products
  • ↓Weak profitability factors signal challenges converting sales to profit
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The case for & against

Bull & Bear analysis

Bullish

Myers Industries, Inc. (NYSE: MYE) is a leading diversified manufacturer of polymer products, with a primary focus on providing asset protection solutions across various sectors, including military, automotive aftermarket, and infrastructure. The company is undergoing a focused transformation strategy, shifting away from less profitable legacy operations to enhance operational efficiencies and capitalize on higher-margin opportunities. With strong demand in infrastructure and military applications, Myers is strategically positioned to leverage growth in these critical markets.

Bull says

  • ↑Q2 revenue rose 9.8% YoY, with infrastructure up 52% and food & beverage up 48%
  • ↑Divested low-margin operations to concentrate on higher-margin products
  • ↑Adjusted gross margin improved 310bps to 34.6% via mix shift and cost controls
  • ↑Generated $26.5M free cash flow (+10.5% QoQ), funding growth initiatives
  • ↑High earnings yield, positive analyst revisions, and strong momentum signal confidence
  • ↑Net debt cut by $21.2M, bolstering financial flexibility

Bear says

  • ↓Weak profitability factors signal challenges converting sales to profit
  • ↓Resin and raw material inflation expected to pressure margins further
  • ↓Heavy reliance on automotive aftermarket creates cyclicality risk
  • ↓Dependence on military contracts exposes revenue to defense‐budget shifts
  • ↓Smaller size and low institutional ownership suggest limited market support
  • ↓Strong momentum may falter amid mixed macroeconomic conditions

Investment themes with MYE

Others↑ +0.32%

Miscellaneous or uncategorized companies

ATAI · SVIX · SVXY

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-04-2026neutral

Transcript signals

Bull points

  • Our outlook for the second half of the year is positive, backed by our substantial backlog, primarily in industrial markets, especially military, as well as infrastructure projects.
  • We demonstrated progress against our goal to reduce SG&A, bringing those expenses down year over year and keeping us on pace to achieve our targeted $20 million cost reduction, primarily SG&A by the end of this year.
  • We are proud to report strong free cashflow generation of 25 million in the quarter. This allows us to continue investing in organic growth with capex of around 3% of sales and focusing on high growth opportunities that deliver superior returns.

Bear points

  • Second quarter revenue was lower year over year.
  • While these actions will not complete our transformation, they bring us much closer to our goal.
  • While these actions will not complete our transformation, they bring us much closer to our goal.
Read full transcript analysis ›