View ValuationMueller Industries 将来の成長Future 基準チェック /26Mueller Industriesは、6.5%と8.5%でそれぞれ年率6.5%で利益と収益が成長すると予測される一方、EPSはgrowで6.7%年率。主要情報6.5%収益成長率6.68%EPS成長率Machinery 収益成長24.8%収益成長率8.5%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日21 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBuy Or Sell Opportunity • May 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €113. The fair value is estimated to be €93.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. Independent Director Bill Drummond was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 11Mueller Industries, Inc. Declares A Regular Quarterly Cash Dividend on Common Stock, Payable June 19, 2026Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 35 cents per share. The dividend will be payable June 19, 2026 to shareholders of record on June 5, 2026.お知らせ • Mar 31Mueller Industries, Inc. (NYSE:MLI) acquired Bison Metals Technologies LLC.Mueller Industries, Inc. (NYSE:MLI) acquired Bison Metals Technologies LLC on March 30, 2026. Mueller Industries, Inc. (NYSE:MLI) completed the acquisition of Bison Metals Technologies LLC on March 30, 2026.お知らせ • Mar 27Mueller Industries, Inc., Annual General Meeting, May 07, 2026Mueller Industries, Inc., Annual General Meeting, May 07, 2026. Location: 150 schi ling boulevard, tennessee 38017, colierville United Statesお知らせ • Feb 20Mueller Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 27, 2026The Board of Directors of Mueller Industries, Inc. has declared a regular quarterly cash dividend of $0.35 per share, to be paid on March 27, 2026 to stockholders of record as of the close of business on March 13, 2026. This represents a 40 percent increase over the 2025 quarterly dividend.お知らせ • Jan 13Control Devices, LLC acquired Sherwood Valve Products, Inc. from Mueller Industries, Inc. (NYSE:MLI).Control Devices, LLC acquired Sherwood Valve Products, Inc. from Mueller Industries, Inc. (NYSE:MLI) on January 12, 2026. As part of the transaction, HBM Holdings and Control Devices will welcome approximately 75 employees from Sherwood Valve. This acquisition unites complementary product portfolios and strengthens our ability to serve customers, expand in key markets, and build on Sherwood's proud tradition. Control Devices, LLC completed the acquisition of Sherwood Valve Products, Inc. from Mueller Industries, Inc. (NYSE:MLI) on January 12, 2026.お知らせ • Nov 08Mueller Industries, Inc. Declares Quarterly Cash Dividend, Payable on December 19, 2025Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable December 19, 2025 to shareholders of record on December 5, 2025.お知らせ • Aug 01Mueller Industries, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 19, 2025Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable September 19, 2025 to shareholders of record on September 5, 2025.お知らせ • Jun 30+ 8 more updatesMueller Industries, Inc.(NYSE:MLI) dropped from Russell 2500 Growth IndexMueller Industries, Inc.(NYSE:MLI) dropped from Russell 2500 Growth Indexお知らせ • May 10Mueller Industries, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 20, 2025Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable June 20, 2025 to shareholders of record on June 6, 2025.お知らせ • Mar 28Mueller Industries, Inc., Annual General Meeting, May 08, 2025Mueller Industries, Inc., Annual General Meeting, May 08, 2025. Location: 150 schilling boulevard, tennessee 38017, collierville United Statesお知らせ • Feb 21Mueller Industries, Inc. Increases Regular Quarterly Cash Dividend, Payable on March 28, 2025The Board of Directors of Mueller Industries, Inc. has declared a regular quarterly cash dividend of $0.25 per share, to be paid on March 28, 2025 to stockholders of record as of the close of business on March 14, 2025. This represents a 25% increase over the 2024 quarterly dividend.お知らせ • Nov 09Mueller Industries, Inc. Declares Regular Cash Dividend for the Fourth Quarter, Payable on December 20, 2024Mueller Industries, Inc. announced that its board of directors has declared a regular cash dividend on its common stock of 20 cents per share. The dividend will be paid on December 20, 2024 to shareholders of record on December 6, 2024.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €88.50, the stock trades at a trailing P/E ratio of 18.4x. Average forward P/E is 10x in the Machinery industry in Germany. Total returns to shareholders of 243% over the past three years.Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: US$1,515 (vs US$1.19 in 3Q 2023)Third quarter 2024 results: EPS: US$1,515 (up from US$1.19 in 3Q 2023). Revenue: US$997.8m (up 22% from 3Q 2023). Net income: US$168.7m (up 27% from 3Q 2023). Profit margin: 17% (in line with 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Significant insider selling over the past 3 months (€13m sold).Recent Insider Transactions • Aug 28Chairman of the Board & CEO recently sold €6.3m worth of stockOn the 23rd of August, Gregory Christopher sold around 100k shares on-market at roughly €62.75 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by €12m.Recent Insider Transactions • Aug 13Independent Director recently sold €615k worth of stockOn the 9th of August, John Hansen sold around 10k shares on-market at roughly €61.54 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.3m more than they bought in the last 12 months.お知らせ • Aug 07Mueller Industries, Inc. (NYSE:MLI) acquired Elkhart Products Corporation.Mueller Industries, Inc. (NYSE:MLI) acquired Elkhart Products Corporation on August 6, 2024. Mueller Industries, Inc. (NYSE:MLI) completed the acquisition of Elkhart Products Corporation on August 6, 2024.Declared Dividend • Aug 05Second quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 6th September 2024 Payment date: 20th September 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 02Mueller Industries, Inc. Declares Cash Dividend for Third Quarter of 2024, Payable on September 20, 2024Mueller Industries, Inc. announced that its Board of Directors has declared a regular cash dividend on its common stock of 20 cents per share. The dividend will be paid on September 20, 2024 to shareholders of record on September 6, 2024.Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$1.44 (vs US$1.60 in 2Q 2023)Second quarter 2024 results: EPS: US$1.44 (down from US$1.60 in 2Q 2023). Revenue: US$997.7m (up 11% from 2Q 2023). Net income: US$160.2m (down 9.9% from 2Q 2023). Profit margin: 16% (down from 20% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 29Mueller Industries, Inc. (NYSE:MLI) completed the acquisition to acquire Nehring Electrical Works Company from group of sellers for approximately $600 million.Mueller Industries, Inc. (NYSE:MLI) entered into a definitive agreement to acquire Nehring Electrical Works Company from group of sellers for approximately $600 million on April 19, 2024. As part of consideration $575 million paid in cash in immediately available funds and additional $25 million earn out. The Subject to regulatory approval and customary closing conditions and Transaction expected to close during the second quarter of 2024. The HSR Clearance shall have been received. The Escrow Agreement, duly executed by Buyer. For the twelve months ended December 31, 2023, Nehring’s annual net sales were approximately $400 million. Serge Benchetrit, Sean Ewen and Jeffrey Daniel of William Blair & Company, L.L.C. acted as financial advisor to Nehring Electrical Works Company. Matt Stevens and Katie Mariani of Winston & Strawn LLP acted as legal advisor to group of sellers. Serge Benchetrit of Willkie advised Mueller Industries, Inc.Mueller Industries, Inc. (NYSE:MLI) completed the acquisition to acquire Nehring Electrical Works Company from group of sellers on May 28, 2024. The current Nehring team, including management, will remain in place.Declared Dividend • May 20First quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 7th June 2024 Payment date: 21st June 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 11Mueller Industries, Inc. Declares Cash Dividend for Second Quarter, Payable on June 21, 202Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 20 cents per share. The dividend will be payable June 21, 2024 to shareholders of record on June 7, 2024.Recent Insider Transactions • Apr 30Executive VP recently sold €2.8m worth of stockOn the 26th of April, Jeffrey Martin sold around 52k shares on-market at roughly €53.63 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €5.0m.お知らせ • Apr 24Mueller Industries, Inc. (NYSE:MLI) entered into a definitive agreement to acquire Nehring Electrical Works Company from group of sellers for approximately $600 million.Mueller Industries, Inc. (NYSE:MLI) entered into a definitive agreement to acquire Nehring Electrical Works Company from group of sellers for approximately $600 million on April 19, 2024. As part of consideration $575 million paid in cash in immediately available funds and additional $25 million earn out. The Subject to regulatory approval and customary closing conditions and Transaction expected to close during the second quarter of 2024. The HSR Clearance shall have been received. The Escrow Agreement, duly executed by Buyer. For the twelve months ended December 31, 2023, Nehring’s annual net sales were approximately $400 million. Serge Benchetrit, Sean Ewen and Jeffrey Daniel of William Blair & Company, L.L.C. acted as financial advisor to Nehring Electrical Works Company. Matt Stevens and Katie Mariani of Winston & Strawn LLP acted as legal advisor to group of sellers.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$1.24 (vs US$1.56 in 1Q 2023)First quarter 2024 results: EPS: US$1.24 (down from US$1.56 in 1Q 2023). Revenue: US$849.7m (down 13% from 1Q 2023). Net income: US$138.4m (down 20% from 1Q 2023). Profit margin: 16% (down from 18% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 29Mueller Industries, Inc., Annual General Meeting, May 09, 2024Mueller Industries, Inc., Annual General Meeting, May 09, 2024, at 08:00 Central Standard Time. Location: 150 Schilling Boulevard Collierville Tennessee United States Agenda: To elect eight directors, each to serve on the Company’s Board of Directors (the “Board”), until the next annual meeting of stockholders (tentatively scheduled for May 8, 2025), or until his or her successor is elected and qualified; to consider and act upon a proposal to approve the appointment of Ernst & Young LLP, independent registered public accountants, as auditors of the Company for the fiscal year ending December 28, 2024; to conduct an advisory vote on the compensation of the Company’s named executive officers; to approve the Company’s 2024 Incentive Plan; and to conduct and transact such other business as may properly be brought before the Annual Meeting and any adjournment thereof.Upcoming Dividend • Mar 07Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.9%).Declared Dividend • Mar 04Fourth quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 04Full year 2023 earnings released: EPS: US$5.41 (vs US$5.90 in FY 2022)Full year 2023 results: EPS: US$5.41 (down from US$5.90 in FY 2022). Revenue: US$3.42b (down 14% from FY 2022). Net income: US$602.9m (down 8.4% from FY 2022). Profit margin: 18% (up from 17% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 3.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 39% per year.お知らせ • Feb 24Mueller Industries, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 29, 2024Mueller Industries, Inc. Board of Directors has declared a regular quarterly cash dividend of $0.20 per share, to be paid on March 29, 2024 to stockholders of record as of the close of business on March 15, 2024. This represents a 33% increase over the 2023 quarterly dividend.Recent Insider Transactions • Feb 11Executive VP recently sold €2.2m worth of stockOn the 8th of February, Jeffrey Martin sold around 47k shares on-market at roughly €45.75 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jeffrey's only on-market trade for the last 12 months.Reported Earnings • Feb 07Full year 2023 earnings released: EPS: US$5.41 (vs US$5.90 in FY 2022)Full year 2023 results: EPS: US$5.41 (down from US$5.90 in FY 2022). Revenue: US$3.42b (down 14% from FY 2022). Net income: US$602.9m (down 8.4% from FY 2022). Profit margin: 18% (up from 17% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 3.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Nov 23Upcoming dividend of US$0.15 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.0%).Recent Insider Transactions • Nov 08Independent Director recently sold €370k worth of stockOn the 6th of November, John Hansen sold around 10k shares on-market at roughly €36.44 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.5m more than they bought in the last 12 months.お知らせ • Oct 25An unknown buyer acquired an unknown majority stake in PEX plastic piping business of Mueller Industries, Inc. from Mueller Industries, Inc. (NYSE:MLI).An unknown buyer acquired an unknown majority stake in PEX plastic piping business of Mueller Industries, Inc. from Mueller Industries, Inc. (NYSE:MLI) on July 3, 2023.An unknown buyer completed the acquisition of an unknown majority stake in PEX plastic piping business of Mueller Industries, Inc. from Mueller Industries, Inc. (NYSE:MLI) on July 3, 2023.Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: US$1.19 (vs US$1.39 in 3Q 2022)Third quarter 2023 results: EPS: US$1.19 (down from US$1.39 in 3Q 2022). Revenue: US$819.8m (down 13% from 3Q 2022). Net income: US$132.7m (down 14% from 3Q 2022). Profit margin: 16% (in line with 3Q 2022). Revenue is expected to decline by 4.0% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 3.5%. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 40% per year.Upcoming Dividend • Aug 24Upcoming dividend of US$0.30 per share at 1.6% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 9.5% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.8%).お知らせ • Jul 29Mueller Industries, Inc. Declares Cash Dividend for Third Quarter, Payable on September 15, 2023Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 30 cents per share. The dividend will be payable September 15, 2023 to shareholders of record on September 1, 2023.Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: US$3.19 (vs US$3.70 in 2Q 2022)Second quarter 2023 results: EPS: US$3.19 (down from US$3.70 in 2Q 2022). Revenue: US$897.0m (down 22% from 2Q 2022). Net income: US$177.7m (down 14% from 2Q 2022). Profit margin: 20% (up from 18% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.2% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €80.00, the stock trades at a trailing P/E ratio of 7.3x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 283% over the past three years.Upcoming Dividend • May 25Upcoming dividend of US$0.30 per share at 1.6% yieldEligible shareholders must have bought the stock before 01 June 2023. Payment date: 16 June 2023. Payout ratio is a comfortable 8.7% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.0%).Recent Insider Transactions • May 25Chairman of the Board & CEO recently sold €2.5m worth of stockOn the 23rd of May, Gregory Christopher sold around 34k shares on-market at roughly €73.86 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by €2.8m.お知らせ • May 10Mueller Industries, Inc. Declares Quarterly Dividend, Payable on June 16, 2023Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly dividend of 30 cents per share on its common stock. The dividend will be payable June 16, 2023, to shareholders of record on June 2, 2023.Recent Insider Transactions • May 06Independent Director recently sold €198k worth of stockOn the 3rd of May, Scott Goldman sold around 3k shares on-market at roughly €66.04 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €327k. Insiders have been net sellers, collectively disposing of €3.3m more than they bought in the last 12 months.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: US$3.11 (vs US$2.82 in 1Q 2022)First quarter 2023 results: EPS: US$3.11 (up from US$2.82 in 1Q 2022). Revenue: US$971.2m (down 3.8% from 1Q 2022). Net income: US$173.2m (up 9.4% from 1Q 2022). Profit margin: 18% (up from 16% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 5.8% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 09Upcoming dividend of US$0.30 per share at 1.6% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 8.5% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.1%).Recent Insider Transactions • Mar 08Chairman of the Board & CEO recently sold €327k worth of stockOn the 3rd of March, Gregory Christopher sold around 5k shares on-market at roughly €70.90 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gregory's only on-market trade for the last 12 months.Recent Insider Transactions • Feb 10Independent Director recently sold €121k worth of stockOn the 9th of February, John Hansen sold around 2k shares on-market at roughly €68.30 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.Reported Earnings • Feb 08Full year 2022 earnings released: EPS: US$11.80 (vs US$8.37 in FY 2021)Full year 2022 results: EPS: US$11.80 (up from US$8.37 in FY 2021). Revenue: US$3.98b (up 5.7% from FY 2021). Net income: US$658.3m (up 41% from FY 2021). Profit margin: 17% (up from 12% in FY 2021). Revenue is expected to decline by 6.6% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Nov 25Independent Director recently sold €67k worth of stockOn the 23rd of November, John Hansen sold around 1k shares on-market at roughly €66.51 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €96k. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.Upcoming Dividend • Nov 24Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 16 December 2022. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.6%).お知らせ • Nov 05Mueller Industries, Inc. Declares Quarterly Cash Dividend, Payable on December 16, 2022Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable December 16, 2022 to shareholders of record on December 2, 2022.Recent Insider Transactions • Oct 25Independent Director recently sold €96k worth of stockOn the 20th of October, John Hansen sold around 2k shares on-market at roughly €64.22 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months.Reported Earnings • Oct 20Third quarter 2022 earnings released: EPS: US$2.78 (vs US$3.05 in 3Q 2021)Third quarter 2022 results: EPS: US$2.78 (down from US$3.05 in 3Q 2021). Revenue: US$944.8m (down 3.8% from 3Q 2021). Net income: US$154.5m (down 9.6% from 3Q 2021). Profit margin: 16% (in line with 3Q 2021). Revenue is expected to decline by 17% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Aug 26Insider recently sold €2.3m worth of stockOn the 19th of August, Mario Gabelli sold around 35k shares on-market at roughly €65.10 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.Upcoming Dividend • Aug 25Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.8%).お知らせ • Jul 30Mueller Industries, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 16, 2022Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable September 16, 2022 to shareholders of record on September 2, 2022.Recent Insider Transactions • Jul 27Independent Director recently sold €63k worth of stockOn the 26th of July, John Hansen sold around 1k shares on-market at roughly €63.47 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €67k more than they sold in the last 12 months.Reported Earnings • Jul 20Second quarter 2022 earnings released: EPS: US$3.70 (vs US$1.95 in 2Q 2021)Second quarter 2022 results: EPS: US$3.70 (up from US$1.95 in 2Q 2021). Revenue: US$1.15b (up 14% from 2Q 2021). Net income: US$206.6m (up 90% from 2Q 2021). Profit margin: 18% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 7.0% compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 26Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 17 June 2022. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.6%).お知らせ • May 06Mueller Industries, Inc. Declares Cash Dividend for Second Quarter, Payable on June 17, 2022Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable June 17, 2022 to shareholders of record on June 3, 2022.Recent Insider Transactions • Apr 28Independent Director recently sold €111k worth of stockOn the 21st of April, John Hansen sold around 2k shares on-market at roughly €55.56 per share. In the last 3 months, there was an even bigger sale from another insider worth €128k. Insiders have been net sellers, collectively disposing of €856k more than they bought in the last 12 months.Reported Earnings • Apr 22First quarter 2022 earnings released: EPS: US$2.82 (vs US$1.13 in 1Q 2021)First quarter 2022 results: EPS: US$2.82 (up from US$1.13 in 1Q 2021). Revenue: US$1.01b (up 23% from 1Q 2021). Net income: US$158.3m (up 151% from 1Q 2021). Profit margin: 16% (up from 7.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 01Mueller Industries, Inc., Annual General Meeting, May 05, 2022Mueller Industries, Inc., Annual General Meeting, May 05, 2022, at 08:00 Central Standard Time. Location: corporate headquarters located at 150 Schilling Boulevard, 38017 Collierville Tennessee United States Agenda: To consider election of directors; to consider ratification of independent auditors; to consider advisory vote to approve compensation of named executive officers; and to consider any other matters.Upcoming Dividend • Mar 10Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 01 April 2022. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.5%). In line with average of industry peers (1.7%).Recent Insider Transactions • Mar 03Independent Director recently sold €128k worth of stockOn the 1st of March, Scott Goldman sold around 3k shares on-market at roughly €51.38 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €745k more than they bought in the last 12 months.お知らせ • Feb 19Mueller Industries, Inc. Announces Increase in Quarterly Cash Dividend, Payable on April 1, 2022Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend. The company is raising the quarterly dividend to $0.25 per share payable on April 1, 2022 to stockholders of record as of the close of business on March 18, 2022. This represents a 92% increase over the 2021 quarterly dividend.Recent Insider Transactions • Feb 09Independent Director recently sold €97k worth of stockOn the 7th of February, John Hansen sold around 2k shares on-market at roughly €48.44 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €617k more than they bought in the last 12 months.Reported Earnings • Feb 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$8.37 (up from US$2.50 in FY 2020). Revenue: US$3.77b (up 57% from FY 2020). Net income: US$468.5m (up 236% from FY 2020). Profit margin: 12% (up from 5.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to stay flat compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 02Mueller Industries, Inc. Reports Impairment Charges for the Fourth Quarter Ended December 25, 2021Mueller Industries, Inc. reported impairment charges for the fourth quarter ended December 25, 2021. For the quarter, the company reported impairment charges of $261,000 against $736,000 a year ago.Board Change • Jan 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Director Bill Drummond was the last director to join the board, commencing their role in the last week. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 25Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 02 December 2021. Payment date: 17 December 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.1%).Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €54.00, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 18x in the Machinery industry in Germany. Total returns to shareholders of 155% over the past three years.Recent Insider Transactions • Oct 23Independent Director recently bought €467k worth of stockOn the 21st of October, Gary Gladstein bought around 11k shares on-market at roughly €40.97 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €627k more in shares than they bought in the last 12 months.Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS US$3.05 (vs US$0.77 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$982.2m (up 59% from 3Q 2020). Net income: US$171.0m (up 300% from 3Q 2020). Profit margin: 17% (up from 6.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 26Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 17 September 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.0%).Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS US$1.95 (vs US$0.50 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.01b (up 102% from 2Q 2020). Net income: US$108.8m (up 289% from 2Q 2020). Profit margin: 11% (up from 5.6% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 27Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 18 June 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (1.1%).Recent Insider Transactions • May 12Chairman of the Board & CEO recently sold €987k worth of stockOn the 10th of May, Gregory Christopher sold around 25k shares on-market at roughly €39.47 per share. This was the largest sale by an insider in the last 3 months. This was Gregory's only on-market trade for the last 12 months.お知らせ • May 08Mueller Industries, Inc. Declares Cash Dividend for Second Quarter, Payable on June 18, 2021Mueller Industries, Inc. announced that Board of Directors has declared a regular quarterly cash dividend on its common stock of 13 cents per share. The dividend will be payable June 18, 2021 to shareholders of record on June 4, 2021.Reported Earnings • Apr 24First quarter 2021 earnings released: EPS US$1.13 (vs US$0.58 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$818.1m (up 36% from 1Q 2020). Net income: US$63.1m (up 95% from 1Q 2020). Profit margin: 7.7% (up from 5.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 18% per year.Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$2.50 (vs US$1.81 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$2.40b (down 1.3% from FY 2019). Net income: US$139.5m (up 38% from FY 2019). Profit margin: 5.8% (up from 4.2% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectationsRevenue exceeded analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 21% compared to a 5.1% growth forecast for the Machinery industry in Germany.Is New 90 Day High Low • Feb 24New 90-day high: €32.40The company is up 16% from its price of €28.00 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €79.88 per share.Recent Insider Transactions • Feb 11VP & Corporate Controller recently sold €78k worth of stockOn the 9th of February, Anthony Steinriede sold around 3k shares on-market at roughly €31.22 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €130k more than they bought in the last 12 months.業績と収益の成長予測DB:MUD - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20285,5461,004N/AN/A112/31/20275,184935N/AN/A112/31/20264,770860N/AN/A13/28/20264,371847652722N/A12/27/20254,179765687755N/A9/27/20254,140749676754N/A6/28/20254,060710590676N/A3/29/20253,919624505586N/A12/28/20243,769605566646N/A9/28/20243,578586614680N/A6/29/20243,400550646696N/A3/30/20243,299568672735N/A12/30/20233,420603619673N/A9/30/20233,566623658706N/A7/1/20233,691644727770N/A4/1/20233,944673733773N/A12/31/20223,982658686724N/A9/24/20224,061645611647N/A6/25/20224,099661470507N/A3/26/20223,961564369397N/A12/25/20213,769469280312N/A9/25/20213,489379189230N/A6/26/20213,12625172112N/A3/27/20212,613170158194N/A12/26/20202,398139201245N/A9/26/20202,266131225265N/A6/27/20202,256118239279N/A3/28/20202,422118212253N/A12/28/20192,431101N/A201N/A9/28/20192,446100N/A177N/A6/29/20192,48391N/A196N/A3/30/20192,48096N/A170N/A12/29/20182,508104N/A168N/A9/29/20182,47283N/A113N/A6/30/20182,37785N/A68N/A3/31/20182,32880N/A29N/A12/30/20172,26686N/A44N/A9/30/20172,21597N/A141N/A7/1/20172,171101N/A128N/A4/1/20172,101101N/A136N/A12/31/20162,056100N/A158N/A10/1/20162,05597N/A135N/A7/2/20162,08489N/A184N/A4/2/20162,09695N/A166N/A12/26/20152,10088N/A160N/A9/26/20152,16591N/A182N/A6/27/20152,23397N/A159N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MUDの予測収益成長率 (年間6.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: MUDの収益 ( 6.5% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: MUDの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MUDの収益 ( 8.5% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: MUDの収益 ( 8.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MUDの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 07:46終値2026/05/22 00:00収益2026/03/28年間収益2025/12/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mueller Industries, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Sergey GlinyanovFreedom BrokerRyan ConnorsNorthcoast ResearchDeane DrayRBC Capital Markets
Buy Or Sell Opportunity • May 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €113. The fair value is estimated to be €93.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. Independent Director Bill Drummond was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 11Mueller Industries, Inc. Declares A Regular Quarterly Cash Dividend on Common Stock, Payable June 19, 2026Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 35 cents per share. The dividend will be payable June 19, 2026 to shareholders of record on June 5, 2026.
お知らせ • Mar 31Mueller Industries, Inc. (NYSE:MLI) acquired Bison Metals Technologies LLC.Mueller Industries, Inc. (NYSE:MLI) acquired Bison Metals Technologies LLC on March 30, 2026. Mueller Industries, Inc. (NYSE:MLI) completed the acquisition of Bison Metals Technologies LLC on March 30, 2026.
お知らせ • Mar 27Mueller Industries, Inc., Annual General Meeting, May 07, 2026Mueller Industries, Inc., Annual General Meeting, May 07, 2026. Location: 150 schi ling boulevard, tennessee 38017, colierville United States
お知らせ • Feb 20Mueller Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 27, 2026The Board of Directors of Mueller Industries, Inc. has declared a regular quarterly cash dividend of $0.35 per share, to be paid on March 27, 2026 to stockholders of record as of the close of business on March 13, 2026. This represents a 40 percent increase over the 2025 quarterly dividend.
お知らせ • Jan 13Control Devices, LLC acquired Sherwood Valve Products, Inc. from Mueller Industries, Inc. (NYSE:MLI).Control Devices, LLC acquired Sherwood Valve Products, Inc. from Mueller Industries, Inc. (NYSE:MLI) on January 12, 2026. As part of the transaction, HBM Holdings and Control Devices will welcome approximately 75 employees from Sherwood Valve. This acquisition unites complementary product portfolios and strengthens our ability to serve customers, expand in key markets, and build on Sherwood's proud tradition. Control Devices, LLC completed the acquisition of Sherwood Valve Products, Inc. from Mueller Industries, Inc. (NYSE:MLI) on January 12, 2026.
お知らせ • Nov 08Mueller Industries, Inc. Declares Quarterly Cash Dividend, Payable on December 19, 2025Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable December 19, 2025 to shareholders of record on December 5, 2025.
お知らせ • Aug 01Mueller Industries, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 19, 2025Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable September 19, 2025 to shareholders of record on September 5, 2025.
お知らせ • Jun 30+ 8 more updatesMueller Industries, Inc.(NYSE:MLI) dropped from Russell 2500 Growth IndexMueller Industries, Inc.(NYSE:MLI) dropped from Russell 2500 Growth Index
お知らせ • May 10Mueller Industries, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 20, 2025Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable June 20, 2025 to shareholders of record on June 6, 2025.
お知らせ • Mar 28Mueller Industries, Inc., Annual General Meeting, May 08, 2025Mueller Industries, Inc., Annual General Meeting, May 08, 2025. Location: 150 schilling boulevard, tennessee 38017, collierville United States
お知らせ • Feb 21Mueller Industries, Inc. Increases Regular Quarterly Cash Dividend, Payable on March 28, 2025The Board of Directors of Mueller Industries, Inc. has declared a regular quarterly cash dividend of $0.25 per share, to be paid on March 28, 2025 to stockholders of record as of the close of business on March 14, 2025. This represents a 25% increase over the 2024 quarterly dividend.
お知らせ • Nov 09Mueller Industries, Inc. Declares Regular Cash Dividend for the Fourth Quarter, Payable on December 20, 2024Mueller Industries, Inc. announced that its board of directors has declared a regular cash dividend on its common stock of 20 cents per share. The dividend will be paid on December 20, 2024 to shareholders of record on December 6, 2024.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €88.50, the stock trades at a trailing P/E ratio of 18.4x. Average forward P/E is 10x in the Machinery industry in Germany. Total returns to shareholders of 243% over the past three years.
Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: US$1,515 (vs US$1.19 in 3Q 2023)Third quarter 2024 results: EPS: US$1,515 (up from US$1.19 in 3Q 2023). Revenue: US$997.8m (up 22% from 3Q 2023). Net income: US$168.7m (up 27% from 3Q 2023). Profit margin: 17% (in line with 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Significant insider selling over the past 3 months (€13m sold).
Recent Insider Transactions • Aug 28Chairman of the Board & CEO recently sold €6.3m worth of stockOn the 23rd of August, Gregory Christopher sold around 100k shares on-market at roughly €62.75 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by €12m.
Recent Insider Transactions • Aug 13Independent Director recently sold €615k worth of stockOn the 9th of August, John Hansen sold around 10k shares on-market at roughly €61.54 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.3m more than they bought in the last 12 months.
お知らせ • Aug 07Mueller Industries, Inc. (NYSE:MLI) acquired Elkhart Products Corporation.Mueller Industries, Inc. (NYSE:MLI) acquired Elkhart Products Corporation on August 6, 2024. Mueller Industries, Inc. (NYSE:MLI) completed the acquisition of Elkhart Products Corporation on August 6, 2024.
Declared Dividend • Aug 05Second quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 6th September 2024 Payment date: 20th September 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 02Mueller Industries, Inc. Declares Cash Dividend for Third Quarter of 2024, Payable on September 20, 2024Mueller Industries, Inc. announced that its Board of Directors has declared a regular cash dividend on its common stock of 20 cents per share. The dividend will be paid on September 20, 2024 to shareholders of record on September 6, 2024.
Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$1.44 (vs US$1.60 in 2Q 2023)Second quarter 2024 results: EPS: US$1.44 (down from US$1.60 in 2Q 2023). Revenue: US$997.7m (up 11% from 2Q 2023). Net income: US$160.2m (down 9.9% from 2Q 2023). Profit margin: 16% (down from 20% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 29Mueller Industries, Inc. (NYSE:MLI) completed the acquisition to acquire Nehring Electrical Works Company from group of sellers for approximately $600 million.Mueller Industries, Inc. (NYSE:MLI) entered into a definitive agreement to acquire Nehring Electrical Works Company from group of sellers for approximately $600 million on April 19, 2024. As part of consideration $575 million paid in cash in immediately available funds and additional $25 million earn out. The Subject to regulatory approval and customary closing conditions and Transaction expected to close during the second quarter of 2024. The HSR Clearance shall have been received. The Escrow Agreement, duly executed by Buyer. For the twelve months ended December 31, 2023, Nehring’s annual net sales were approximately $400 million. Serge Benchetrit, Sean Ewen and Jeffrey Daniel of William Blair & Company, L.L.C. acted as financial advisor to Nehring Electrical Works Company. Matt Stevens and Katie Mariani of Winston & Strawn LLP acted as legal advisor to group of sellers. Serge Benchetrit of Willkie advised Mueller Industries, Inc.Mueller Industries, Inc. (NYSE:MLI) completed the acquisition to acquire Nehring Electrical Works Company from group of sellers on May 28, 2024. The current Nehring team, including management, will remain in place.
Declared Dividend • May 20First quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 7th June 2024 Payment date: 21st June 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 11Mueller Industries, Inc. Declares Cash Dividend for Second Quarter, Payable on June 21, 202Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 20 cents per share. The dividend will be payable June 21, 2024 to shareholders of record on June 7, 2024.
Recent Insider Transactions • Apr 30Executive VP recently sold €2.8m worth of stockOn the 26th of April, Jeffrey Martin sold around 52k shares on-market at roughly €53.63 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €5.0m.
お知らせ • Apr 24Mueller Industries, Inc. (NYSE:MLI) entered into a definitive agreement to acquire Nehring Electrical Works Company from group of sellers for approximately $600 million.Mueller Industries, Inc. (NYSE:MLI) entered into a definitive agreement to acquire Nehring Electrical Works Company from group of sellers for approximately $600 million on April 19, 2024. As part of consideration $575 million paid in cash in immediately available funds and additional $25 million earn out. The Subject to regulatory approval and customary closing conditions and Transaction expected to close during the second quarter of 2024. The HSR Clearance shall have been received. The Escrow Agreement, duly executed by Buyer. For the twelve months ended December 31, 2023, Nehring’s annual net sales were approximately $400 million. Serge Benchetrit, Sean Ewen and Jeffrey Daniel of William Blair & Company, L.L.C. acted as financial advisor to Nehring Electrical Works Company. Matt Stevens and Katie Mariani of Winston & Strawn LLP acted as legal advisor to group of sellers.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$1.24 (vs US$1.56 in 1Q 2023)First quarter 2024 results: EPS: US$1.24 (down from US$1.56 in 1Q 2023). Revenue: US$849.7m (down 13% from 1Q 2023). Net income: US$138.4m (down 20% from 1Q 2023). Profit margin: 16% (down from 18% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 29Mueller Industries, Inc., Annual General Meeting, May 09, 2024Mueller Industries, Inc., Annual General Meeting, May 09, 2024, at 08:00 Central Standard Time. Location: 150 Schilling Boulevard Collierville Tennessee United States Agenda: To elect eight directors, each to serve on the Company’s Board of Directors (the “Board”), until the next annual meeting of stockholders (tentatively scheduled for May 8, 2025), or until his or her successor is elected and qualified; to consider and act upon a proposal to approve the appointment of Ernst & Young LLP, independent registered public accountants, as auditors of the Company for the fiscal year ending December 28, 2024; to conduct an advisory vote on the compensation of the Company’s named executive officers; to approve the Company’s 2024 Incentive Plan; and to conduct and transact such other business as may properly be brought before the Annual Meeting and any adjournment thereof.
Upcoming Dividend • Mar 07Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.9%).
Declared Dividend • Mar 04Fourth quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 04Full year 2023 earnings released: EPS: US$5.41 (vs US$5.90 in FY 2022)Full year 2023 results: EPS: US$5.41 (down from US$5.90 in FY 2022). Revenue: US$3.42b (down 14% from FY 2022). Net income: US$602.9m (down 8.4% from FY 2022). Profit margin: 18% (up from 17% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 3.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 39% per year.
お知らせ • Feb 24Mueller Industries, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 29, 2024Mueller Industries, Inc. Board of Directors has declared a regular quarterly cash dividend of $0.20 per share, to be paid on March 29, 2024 to stockholders of record as of the close of business on March 15, 2024. This represents a 33% increase over the 2023 quarterly dividend.
Recent Insider Transactions • Feb 11Executive VP recently sold €2.2m worth of stockOn the 8th of February, Jeffrey Martin sold around 47k shares on-market at roughly €45.75 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jeffrey's only on-market trade for the last 12 months.
Reported Earnings • Feb 07Full year 2023 earnings released: EPS: US$5.41 (vs US$5.90 in FY 2022)Full year 2023 results: EPS: US$5.41 (down from US$5.90 in FY 2022). Revenue: US$3.42b (down 14% from FY 2022). Net income: US$602.9m (down 8.4% from FY 2022). Profit margin: 18% (up from 17% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 3.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Nov 23Upcoming dividend of US$0.15 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.0%).
Recent Insider Transactions • Nov 08Independent Director recently sold €370k worth of stockOn the 6th of November, John Hansen sold around 10k shares on-market at roughly €36.44 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.5m more than they bought in the last 12 months.
お知らせ • Oct 25An unknown buyer acquired an unknown majority stake in PEX plastic piping business of Mueller Industries, Inc. from Mueller Industries, Inc. (NYSE:MLI).An unknown buyer acquired an unknown majority stake in PEX plastic piping business of Mueller Industries, Inc. from Mueller Industries, Inc. (NYSE:MLI) on July 3, 2023.An unknown buyer completed the acquisition of an unknown majority stake in PEX plastic piping business of Mueller Industries, Inc. from Mueller Industries, Inc. (NYSE:MLI) on July 3, 2023.
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: US$1.19 (vs US$1.39 in 3Q 2022)Third quarter 2023 results: EPS: US$1.19 (down from US$1.39 in 3Q 2022). Revenue: US$819.8m (down 13% from 3Q 2022). Net income: US$132.7m (down 14% from 3Q 2022). Profit margin: 16% (in line with 3Q 2022). Revenue is expected to decline by 4.0% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 3.5%. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 40% per year.
Upcoming Dividend • Aug 24Upcoming dividend of US$0.30 per share at 1.6% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 9.5% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.8%).
お知らせ • Jul 29Mueller Industries, Inc. Declares Cash Dividend for Third Quarter, Payable on September 15, 2023Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 30 cents per share. The dividend will be payable September 15, 2023 to shareholders of record on September 1, 2023.
Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: US$3.19 (vs US$3.70 in 2Q 2022)Second quarter 2023 results: EPS: US$3.19 (down from US$3.70 in 2Q 2022). Revenue: US$897.0m (down 22% from 2Q 2022). Net income: US$177.7m (down 14% from 2Q 2022). Profit margin: 20% (up from 18% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.2% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €80.00, the stock trades at a trailing P/E ratio of 7.3x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 283% over the past three years.
Upcoming Dividend • May 25Upcoming dividend of US$0.30 per share at 1.6% yieldEligible shareholders must have bought the stock before 01 June 2023. Payment date: 16 June 2023. Payout ratio is a comfortable 8.7% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.0%).
Recent Insider Transactions • May 25Chairman of the Board & CEO recently sold €2.5m worth of stockOn the 23rd of May, Gregory Christopher sold around 34k shares on-market at roughly €73.86 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by €2.8m.
お知らせ • May 10Mueller Industries, Inc. Declares Quarterly Dividend, Payable on June 16, 2023Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly dividend of 30 cents per share on its common stock. The dividend will be payable June 16, 2023, to shareholders of record on June 2, 2023.
Recent Insider Transactions • May 06Independent Director recently sold €198k worth of stockOn the 3rd of May, Scott Goldman sold around 3k shares on-market at roughly €66.04 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €327k. Insiders have been net sellers, collectively disposing of €3.3m more than they bought in the last 12 months.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: US$3.11 (vs US$2.82 in 1Q 2022)First quarter 2023 results: EPS: US$3.11 (up from US$2.82 in 1Q 2022). Revenue: US$971.2m (down 3.8% from 1Q 2022). Net income: US$173.2m (up 9.4% from 1Q 2022). Profit margin: 18% (up from 16% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 5.8% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 09Upcoming dividend of US$0.30 per share at 1.6% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 8.5% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.1%).
Recent Insider Transactions • Mar 08Chairman of the Board & CEO recently sold €327k worth of stockOn the 3rd of March, Gregory Christopher sold around 5k shares on-market at roughly €70.90 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gregory's only on-market trade for the last 12 months.
Recent Insider Transactions • Feb 10Independent Director recently sold €121k worth of stockOn the 9th of February, John Hansen sold around 2k shares on-market at roughly €68.30 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.
Reported Earnings • Feb 08Full year 2022 earnings released: EPS: US$11.80 (vs US$8.37 in FY 2021)Full year 2022 results: EPS: US$11.80 (up from US$8.37 in FY 2021). Revenue: US$3.98b (up 5.7% from FY 2021). Net income: US$658.3m (up 41% from FY 2021). Profit margin: 17% (up from 12% in FY 2021). Revenue is expected to decline by 6.6% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Nov 25Independent Director recently sold €67k worth of stockOn the 23rd of November, John Hansen sold around 1k shares on-market at roughly €66.51 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €96k. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.
Upcoming Dividend • Nov 24Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 16 December 2022. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.6%).
お知らせ • Nov 05Mueller Industries, Inc. Declares Quarterly Cash Dividend, Payable on December 16, 2022Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable December 16, 2022 to shareholders of record on December 2, 2022.
Recent Insider Transactions • Oct 25Independent Director recently sold €96k worth of stockOn the 20th of October, John Hansen sold around 2k shares on-market at roughly €64.22 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months.
Reported Earnings • Oct 20Third quarter 2022 earnings released: EPS: US$2.78 (vs US$3.05 in 3Q 2021)Third quarter 2022 results: EPS: US$2.78 (down from US$3.05 in 3Q 2021). Revenue: US$944.8m (down 3.8% from 3Q 2021). Net income: US$154.5m (down 9.6% from 3Q 2021). Profit margin: 16% (in line with 3Q 2021). Revenue is expected to decline by 17% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Aug 26Insider recently sold €2.3m worth of stockOn the 19th of August, Mario Gabelli sold around 35k shares on-market at roughly €65.10 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.
Upcoming Dividend • Aug 25Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.8%).
お知らせ • Jul 30Mueller Industries, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 16, 2022Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable September 16, 2022 to shareholders of record on September 2, 2022.
Recent Insider Transactions • Jul 27Independent Director recently sold €63k worth of stockOn the 26th of July, John Hansen sold around 1k shares on-market at roughly €63.47 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €67k more than they sold in the last 12 months.
Reported Earnings • Jul 20Second quarter 2022 earnings released: EPS: US$3.70 (vs US$1.95 in 2Q 2021)Second quarter 2022 results: EPS: US$3.70 (up from US$1.95 in 2Q 2021). Revenue: US$1.15b (up 14% from 2Q 2021). Net income: US$206.6m (up 90% from 2Q 2021). Profit margin: 18% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 7.0% compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 26Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 17 June 2022. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.6%).
お知らせ • May 06Mueller Industries, Inc. Declares Cash Dividend for Second Quarter, Payable on June 17, 2022Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable June 17, 2022 to shareholders of record on June 3, 2022.
Recent Insider Transactions • Apr 28Independent Director recently sold €111k worth of stockOn the 21st of April, John Hansen sold around 2k shares on-market at roughly €55.56 per share. In the last 3 months, there was an even bigger sale from another insider worth €128k. Insiders have been net sellers, collectively disposing of €856k more than they bought in the last 12 months.
Reported Earnings • Apr 22First quarter 2022 earnings released: EPS: US$2.82 (vs US$1.13 in 1Q 2021)First quarter 2022 results: EPS: US$2.82 (up from US$1.13 in 1Q 2021). Revenue: US$1.01b (up 23% from 1Q 2021). Net income: US$158.3m (up 151% from 1Q 2021). Profit margin: 16% (up from 7.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 01Mueller Industries, Inc., Annual General Meeting, May 05, 2022Mueller Industries, Inc., Annual General Meeting, May 05, 2022, at 08:00 Central Standard Time. Location: corporate headquarters located at 150 Schilling Boulevard, 38017 Collierville Tennessee United States Agenda: To consider election of directors; to consider ratification of independent auditors; to consider advisory vote to approve compensation of named executive officers; and to consider any other matters.
Upcoming Dividend • Mar 10Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 01 April 2022. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.5%). In line with average of industry peers (1.7%).
Recent Insider Transactions • Mar 03Independent Director recently sold €128k worth of stockOn the 1st of March, Scott Goldman sold around 3k shares on-market at roughly €51.38 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €745k more than they bought in the last 12 months.
お知らせ • Feb 19Mueller Industries, Inc. Announces Increase in Quarterly Cash Dividend, Payable on April 1, 2022Mueller Industries, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend. The company is raising the quarterly dividend to $0.25 per share payable on April 1, 2022 to stockholders of record as of the close of business on March 18, 2022. This represents a 92% increase over the 2021 quarterly dividend.
Recent Insider Transactions • Feb 09Independent Director recently sold €97k worth of stockOn the 7th of February, John Hansen sold around 2k shares on-market at roughly €48.44 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €617k more than they bought in the last 12 months.
Reported Earnings • Feb 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$8.37 (up from US$2.50 in FY 2020). Revenue: US$3.77b (up 57% from FY 2020). Net income: US$468.5m (up 236% from FY 2020). Profit margin: 12% (up from 5.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to stay flat compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 02Mueller Industries, Inc. Reports Impairment Charges for the Fourth Quarter Ended December 25, 2021Mueller Industries, Inc. reported impairment charges for the fourth quarter ended December 25, 2021. For the quarter, the company reported impairment charges of $261,000 against $736,000 a year ago.
Board Change • Jan 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Director Bill Drummond was the last director to join the board, commencing their role in the last week. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 25Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 02 December 2021. Payment date: 17 December 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.1%).
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €54.00, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 18x in the Machinery industry in Germany. Total returns to shareholders of 155% over the past three years.
Recent Insider Transactions • Oct 23Independent Director recently bought €467k worth of stockOn the 21st of October, Gary Gladstein bought around 11k shares on-market at roughly €40.97 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €627k more in shares than they bought in the last 12 months.
Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS US$3.05 (vs US$0.77 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$982.2m (up 59% from 3Q 2020). Net income: US$171.0m (up 300% from 3Q 2020). Profit margin: 17% (up from 6.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 26Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 17 September 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.0%).
Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS US$1.95 (vs US$0.50 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.01b (up 102% from 2Q 2020). Net income: US$108.8m (up 289% from 2Q 2020). Profit margin: 11% (up from 5.6% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 27Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 18 June 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (1.1%).
Recent Insider Transactions • May 12Chairman of the Board & CEO recently sold €987k worth of stockOn the 10th of May, Gregory Christopher sold around 25k shares on-market at roughly €39.47 per share. This was the largest sale by an insider in the last 3 months. This was Gregory's only on-market trade for the last 12 months.
お知らせ • May 08Mueller Industries, Inc. Declares Cash Dividend for Second Quarter, Payable on June 18, 2021Mueller Industries, Inc. announced that Board of Directors has declared a regular quarterly cash dividend on its common stock of 13 cents per share. The dividend will be payable June 18, 2021 to shareholders of record on June 4, 2021.
Reported Earnings • Apr 24First quarter 2021 earnings released: EPS US$1.13 (vs US$0.58 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$818.1m (up 36% from 1Q 2020). Net income: US$63.1m (up 95% from 1Q 2020). Profit margin: 7.7% (up from 5.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 18% per year.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$2.50 (vs US$1.81 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$2.40b (down 1.3% from FY 2019). Net income: US$139.5m (up 38% from FY 2019). Profit margin: 5.8% (up from 4.2% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectationsRevenue exceeded analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 21% compared to a 5.1% growth forecast for the Machinery industry in Germany.
Is New 90 Day High Low • Feb 24New 90-day high: €32.40The company is up 16% from its price of €28.00 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €79.88 per share.
Recent Insider Transactions • Feb 11VP & Corporate Controller recently sold €78k worth of stockOn the 9th of February, Anthony Steinriede sold around 3k shares on-market at roughly €31.22 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €130k more than they bought in the last 12 months.