Miller Industries : First Quarter 2026 Results Webcast
MLR
Published on 05/07/2026 at 08:52 am EDT
Q1 2026 INVESTOR PRESENTATION
THE WORLD'S LARGEST MANUFACTURER OF TOWING AND RECOVERY EQUIPMENT
COMPANY PROFILE
OVERVIEW
MILLER INDUSTRIES
THE WORLD'S LARGEST MANUFACTURER OF TOWING AND RECOVERY EQUIPMENT
LIGHT-DUTY RECOVERY
CAR CARRIER
SPECIALTY TRANSPORT
MEDIUM- & HEAVY-DUTY RECOVERY
NYSE: MLR FOUNDED IN 1990
HEADQUARTERS - OOLTEWAH, TN
OPERATIONS IN TN, PA, ENGLAND, FRANCE, AND ITALY
~1,500 EMPLOYEES GLOBALLY
ROTATORS
MILITARY RECOVERY
OVERVIEW
MILLER INDUSTRIES
MIDDLE EAST CONFLICT
Texas
DIMINISHED CONSUMER CONFIDENCE
GEOPOLITICAL TENSIONS
INCREASED GLOBAL DIESEL PRICE ~35-40%
REDUCED WEEKLY RETAIL DELIVERIES
INCREASING DISTRIBUTOR INVENTORY LEVELS
PAUSED NORTH AMERICAN PRODUCTION RAMP-UP
California
UK
MILLER INDUSTRIES CORE PHILOSOPHY
- BILL MILLER - 1990
OUR TEAM
MILLER INDUSTRIES
THANK YOU TO OUR GLOBAL TEAM
"
FIRST QUARTER 2026
MILLER INDUSTRIES
QUARTERLY KEY METRICS
$180.9M $25.7M
REVENUE GROSS PROFIT - 14.2%
$0.56M
NET INCOME - 0.3%
Q1 YOY - Decreased 19.9%
Q1 '26 vs Q4 '25 - Increased 5.7%
Q1 YOY - Decreased 24.3%
Q1 '26 vs Q4 '25 - Decreased 3.2%
Q1 YOY - Decreased 93.1%
Q1 '26 vs Q4 '25 - Decreased 83.7%
$0.05 $4.6M
0.1%
EPS, DILUTED
Q1 YOY - Decreased 93.1%
Q1 '26 vs Q4 '25 - Decreased 83.7%
CASH RETURNED TO SHAREHOLDERS
DIVIDEND + SHARE REPURCHASE
RETURN ON EQUITY (TTM)
BASED ON AVERAGE EQUITY
MARKET OVERVIEW
MILLER INDUSTRIES
2026 DOMESTIC MARKET OUTLOOK
POTENTIAL EASING OF GEOPOLITICAL TENSIONS
RETAIL ACTIVITY
PRODUCTION LEVELS
PRICE INCREASE
CHASSIS SALES
EXPORT OVERVIEW
MILLER INDUSTRIES
2026 EXPORT OUTLOOK
STRONG BACKLOG
JIGE EXPANSION UPDATE
BONIFACE FACILITY EFFICIENCY IMPROVEMENTS
OMARS INTEGRATION
EXPORT
MILLER INDUSTRIES
MILITARY ACTIVITY
PREPARING FOR CONTRACT COMMITMENTS TO BE MANUFACTURED THROUGHOUT 2027-2029
SIGNIFICANT VALUE OF OUTSTANDING RFQS IN PROCESS
EXPANSION
MILLER INDUSTRIES
OOLTEWAH EXPANSION UPDATE
SITE WORK SCHEDULED TO BE COMPLETED IN JULY OF 2026
PURPOSE-BUILT MANUFACTURING FACILITY IN FINAL ENGINEERING PHASE
BUILDING CONSTRUCTION TO BEGIN LATE SUMMER 2026
CAPITAL EXPENDITURES TO INCREASE THROUGHOUT 2026 & 2027, VAST MAJORITY FUNDED THROUGH OPERATING CASH FLOW
CAPITAL ALLOCATION
MILLER INDUSTRIES
CAPITAL ALLOCATION STRATEGY
QUARTERLY DIVIDEND
DEBT REDUCTION
SHARE REPURCHASE
M&A OPPORTUNITIES
INNOVATION
AUTOMATION
HUMAN CAPITAL
CAPACITY EXPANSION
GUIDANCE
MILLER INDUSTRIES
2026 GUIDANCE
REVENUE $850 - $900M FOR FY 2026
REVENUE INCREASING TOWARDS
$250M PER QUARTER FOR Q3 AND Q4 IN 2026
FY2026 EPS IN LINE WITH FY2025
FY2026 GROSS MARGIN MID-13%
INVESTOR RELATIONS
MILLER INDUSTRIES
INVESTOR RELATIONS SCHEDULE 2026
THREE PART ADVISORS IDEAS CONFERENCES (NY, CHI, AND DAL)
D.A. DAVIDSON INDUSTRIALS CONFERENCE
ROADSHOWS TBD
REACH OUT TO [email protected] FOR MORE INFORMATION
THE WORLD'S LARGEST MANUFACTURER OF TOWING AND RECOVERY EQUIPMENT
Q1 2026 EARNINGS PRESENTATION
MILLER INDUSTRIES
Disclaimer
Miller Industries Inc. published this content on May 06, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 07, 2026 at 12:51 UTC.