Mayville Engineering Company, Inc.

NYSE:MEC 株式レポート

時価総額:US$648.8m

Mayville Engineering Company マネジメント

マネジメント 基準チェック /44

Mayville Engineering Companyの CEO はJag Reddyで、 Jul2022年に任命され、 の在任期間は 3.83年です。 の年間総報酬は$ 3.18Mで、 23.1%給与と76.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.74%を直接所有しており、その価値は$ 4.78M 。経営陣と取締役会の平均在任期間はそれぞれ3.3年と3.8年です。

主要情報

Jag Reddy

最高経営責任者

US$3.2m

報酬総額

CEO給与比率23.13%
CEO在任期間3.8yrs
CEOの所有権0.7%
経営陣の平均在職期間3.3yrs
取締役会の平均在任期間3.8yrs

経営陣の近況

Recent updates

ナラティブの更新 May 19

MEC: Data Center And Power Investments Will Shape Future Upside Potential

Analysts have raised the fair value estimate for Mayville Engineering Company from $23.00 to $30.00, citing updated assumptions on revenue growth, profit margins, and future P/E that are consistent with recent price target increases from multiple firms. Analyst Commentary Recent Street research on Mayville Engineering Company has centered on revised price targets and an upgraded rating, with analysts weighing mixed quarterly results against the potential in data center and power markets.
ナラティブの更新 May 04

MEC: Data Center And Power Investments Will Support Higher Future Upside

Analysts have lifted their blended fair value estimate for Mayville Engineering Company from $24.60 to $26.70, reflecting updated views on revenue growth, profit margins, and future P/E multiples, informed by recent research highlighting data center and power market strength and a higher $25 Street price target. Analyst Commentary Bullish Takeaways Bullish analysts see the upgrade to an Outperform rating and the higher US$25 price target as a signal that recent share price weakness may not fully reflect the updated earnings and cash flow outlook.
ナラティブの更新 Apr 18

MEC: Data Center And Power Exposure Will Shape Balanced Future Prospects

Analysts have adjusted their price target for Mayville Engineering Company to $25 from $24, referring to recent research that highlights perceived stability in certain legacy markets and growth potential in data center and power exposures as key supports for the updated view. Analyst Commentary Recent research coverage on Mayville Engineering Company highlights a mixed picture, with updated views balancing interest in data center and power exposure against questions around guidance and near term execution.
ナラティブの更新 Apr 04

MEC: Data Center And Power Exposure Will Drive Future Upside Potential

Narrative Update: Mayville Engineering Company Analysts have lifted the fair value estimate for Mayville Engineering Company from $18.00 to $23.00, citing recent price target increases to $25.00 and a view that recent share price weakness, mixed Q4 results, and nuanced FY26 guidance are balanced by signs of stability in legacy markets and growing interest in data center and power exposure. Analyst Commentary Recent research highlights a split view on Mayville Engineering Company, with some analysts pointing to mixed quarterly results and nuanced longer term guidance as reasons for caution.
ナラティブの更新 Mar 20

MEC: Data Center And Power Exposure Will Support Future Earnings Power

Narrative Update: Analyst Price Target Shift for Mayville Engineering Company Analysts have lifted their price target for Mayville Engineering Company to $25, citing recent upgrades and a focus on data center and power market opportunities, even as FY26 guidance reflects the cost of supporting those areas. Analyst Commentary Recent research activity around Mayville Engineering Company has centered on higher price targets and upgraded views, even as the company works through mixed quarterly results and detailed long term guidance.
ナラティブの更新 Mar 06

MEC: Data Center And Power Demand Will Support Future Earnings Power

The analyst price target for Mayville Engineering Company has moved from $32.00 to $34.50, with analysts citing higher fair value estimates, a lower discount rate, stronger assumed revenue growth, a sharply higher profit margin forecast, and a reset to a much lower future P/E multiple, all supported by recent research that highlights data center and power market strength and characterizes prior share price weakness as a buying opportunity. Analyst Commentary Recent Street research shows Bullish analysts becoming more constructive on Mayville Engineering Company, with higher price targets and upgraded views tied to execution in key end markets and a reassessment of valuation.
ナラティブの更新 Feb 19

MEC: Lower Risk Profile Will Support Higher Future P/E And Upside

Analysts lifted their price target on Mayville Engineering Company to $24 from $21, citing updated views on the industrials group. These updates feed into a slightly lower discount rate and a modestly reduced future P/E assumption in the latest valuation work.
分析記事 Feb 07

Does Mayville Engineering Company (NYSE:MEC) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
ナラティブの更新 Feb 05

MEC: Data Center Exposure Will Support Higher Future P/E And Share Upside

Analysts recently lifted their price target on Mayville Engineering Company to US$24.60 from US$24.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and a higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$24 price target as support for a valuation case that still allows room above the current fair value estimate of US$24.60, assuming the company can meet execution expectations.
ナラティブの更新 Jan 22

MEC: Data Center Exposure Will Support Higher Earnings Power In Coming Years

Narrative Update: Mayville Engineering Company Analysts have lifted their price target on Mayville Engineering Company to $24 from $21. This change reflects updated Q4 industrials group assumptions and modest tweaks to the discount rate, revenue growth, profit margin, and future P/E inputs.
ナラティブの更新 Jan 07

MEC: Data Center Exposure Will Reshape Earnings Mix Over Coming Years

Analysts have increased their fair value estimate for Mayville Engineering Company by US$1 to US$32, citing growing interest in its exposure to data center customers following the Accu-Fab acquisition and the potential for higher margin contributions from this end market. Analyst Commentary Recent bullish analysts see Mayville Engineering as a potential beneficiary of data center capital spending, particularly following the Accu-Fab acquisition, which introduced direct exposure to data center customers.
ナラティブの更新 Dec 24

MEC: Data Center Exposure Will Drive Higher Margins And Share Upside

Analysts have nudged their price target on Mayville Engineering Company up by 2% to $24.00 per share. They note increased conviction that the company’s growing exposure to higher margin data center work could support a meaningful earnings re-rating over the coming years.
分析記事 Dec 13

At US$18.62, Is It Time To Put Mayville Engineering Company, Inc. (NYSE:MEC) On Your Watch List?

Mayville Engineering Company, Inc. ( NYSE:MEC ), is not the largest company out there, but it led the NYSE gainers with...
ナラティブの更新 Dec 10

MEC: Data Center Expansion Will Drive Higher Margins And Share Upside

Analysts have modestly lifted their price target on Mayville Engineering Company to approximately $24 per share from about $23.60, citing expectations for improving long term revenue growth, slightly lower discount rates, and the potential for higher margin, data center related business to drive an upward re rating in the stock over time. Analyst Commentary Analysts view Mayville Engineering as a differentiated way to gain exposure to accelerating data center capital spending, with the recent Accu-Fab acquisition expanding its addressable market and shifting the mix toward structurally higher margin work.
ナラティブの更新 Nov 26

MEC: Shares Will Benefit From Accelerating Exposure To Data Center Market

Analysts have maintained their fair value estimate for Mayville Engineering Company at $23.60 per share, citing the company's expanding exposure to the data center market and expectations of improved profitability as factors supporting this valuation. Analyst Commentary Bullish Takeaways Bullish analysts view Mayville Engineering as a hidden beneficiary of growth in the data center sector, particularly following its recent acquisition that expanded ties to data center customers.
Seeking Alpha Nov 23

Mayville Engineering's Surge Has Been Well Justified

Summary Mayville Engineering Company remains a strong buy, with shares up 14.3% since August, outperforming the S&P 500. Despite near-term challenges and a weaker 2025 outlook, MEC's revenue growth is driven by the Accu-Fab acquisition and expanding data center operations. MEC trades at single-digit multiples, significantly undervalued compared to peers, offering substantial upside potential even with stagnant growth. Management's focus on data center markets and higher-than-expected Accu-Fab synergies supports confidence in MEC's long-term prospects, despite short-term headwinds. Read the full article on Seeking Alpha
ナラティブの更新 Nov 10

MEC: Share Momentum Will Accelerate With Expanding Data Center Exposure

Analysts have raised their price target for Mayville Engineering Company from $21.50 to $23.60 per share. They cite expectations for stronger revenue growth, improved profit margins, and increasing benefits from the company’s exposure to the data center market.
分析記事 Nov 05

Mayville Engineering Company, Inc.'s (NYSE:MEC) Shares Climb 31% But Its Business Is Yet to Catch Up

Mayville Engineering Company, Inc. ( NYSE:MEC ) shareholders would be excited to see that the share price has had a...
分析記事 Oct 22

Is Mayville Engineering Company (NYSE:MEC) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブの更新 Aug 08

Digital Demand And US Reshoring Will Create A Vibrant Future

Despite improved sector sentiment and modestly higher 2025 earnings outlook driving optimism for Mayville Engineering, the consensus analyst price target has been revised downward from $22.75 to $21.00. Analyst Commentary Bullish analysts raised price targets in anticipation of solid Q2 results across the industrial conglomerate sector.
分析記事 May 15

We Think You Should Be Aware Of Some Concerning Factors In Mayville Engineering Company's (NYSE:MEC) Earnings

Mayville Engineering Company, Inc. ( NYSE:MEC ) just released a solid earnings report, and the stock displayed some...
分析記事 Apr 09

Does Mayville Engineering Company (NYSE:MEC) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Mar 06

Mayville Engineering Company Still Makes For A Great Prospect In Spite Of Recent Weakness

Summary Despite recent setbacks, Mayville Engineering Company stock remains a 'strong buy' due to its attractive valuation and growth potential in key markets. The company's Q4 2024 results showed a revenue drop and mixed profitability, but shares are still priced attractively compared to peers. Management's MBX Framework aims to enhance margins and drive growth through strategic acquisitions in high-potential sectors like electrification and aerospace. By 2026, revenue could reach $750-$850 million with improved EBITDA margins, making the stock even more appealing. Read the full article on Seeking Alpha
Seeking Alpha Nov 30

Mayville Engineering: Demand Shock Resulting In Significant Cost Reductions

Summary Reiterated 'Hold' rating for Mayville Engineering due to Q3 earnings miss and reduced guidance in sales and EBITDA. Shares sold off post-earnings, indicating potential share-price consolidation and a multi-month top formation. Mayville faces significant demand issues and is cutting costs rather than maintaining high capex, impacting short-term stability. Technical indicators like RSI, MACD divergence, and a downside gap suggest continued headwinds for MEC stock. Read the full article on Seeking Alpha
分析記事 Nov 14

Need To Know: The Consensus Just Cut Its Mayville Engineering Company, Inc. (NYSE:MEC) Estimates For 2025

Market forces rained on the parade of Mayville Engineering Company, Inc. ( NYSE:MEC ) shareholders today, when the...
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新しいナラティブ Sep 24

Tactical Growth Through Market Expansion And Lean Initiatives Bolsters Future Earnings

New initiatives and acquisitions are poised to drive significant organic sales growth and above-market revenue growth.
Seeking Alpha Aug 19

After Surging, Mayville Engineering Company Deserves More Upside

Summary Mayville Engineering Company has done incredibly well over the past few months, significantly outperforming the S&P 500. Revenue and profitability metrics have significantly improved, with net income nearly doubling and operating cash flow turning positive. Management forecasts strong growth, with revenue expected to reach $750-850 million by 2026, justifying a 'strong buy' rating. Read the full article on Seeking Alpha
分析記事 Aug 06

Does Mayville Engineering Company (NYSE:MEC) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Jul 16

What You Can Learn From Mayville Engineering Company, Inc.'s (NYSE:MEC) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha May 06

Mayville Engineering Company: As Mr. Market Becomes More Bearish, I Become More Bullish

Summary Mayville Engineering Company's stock has seen a 10.2% decrease since February 2023, while the S&P 500 has increased by 22%. Despite short-term pain, the company's financial performance has been decent, with management forecasting continued growth in the coming years. MEC stock is cheap compared to similar companies, and if the company achieves its targets, there is significant upside potential. Read the full article on Seeking Alpha

CEO報酬分析

Mayville Engineering Company の収益と比較して、Jag Reddy の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$16m

Dec 31 2025US$3mUS$736k

-US$8m

Sep 30 2025n/an/a

US$12m

Jun 30 2025n/an/a

US$18m

Mar 31 2025n/an/a

US$23m

Dec 31 2024US$4mUS$715k

US$26m

Sep 30 2024n/an/a

US$12m

Jun 30 2024n/an/a

US$11m

Mar 31 2024n/an/a

US$9m

Dec 31 2023US$3mUS$695k

US$8m

Sep 30 2023n/an/a

US$8m

Jun 30 2023n/an/a

US$13m

Mar 31 2023n/an/a

US$17m

Dec 31 2022US$2mUS$296k

US$19m

報酬と市場: Jagの 総報酬 ($USD 3.18M ) は、 US市場 ($USD 3.70M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Jagの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jag Reddy (53 yo)

3.8yrs
在職期間
US$3,183,288
報酬

Mr. Jagadeesh A. Reddy, also known as Jag, is President, Chief Executive Officer and Director of Mayville Engineering Company, Inc. from July 19, 2022. He was Vice President of Strategy & Growth from Septe...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Jagadeesh Reddy
President3.8yrsUS$3.18m0.74%
$ 4.8m
Rachele Lehr
Chief Financial Officer1.1yrsUS$930.50k0.12%
$ 797.3k
Craig Nichols
Senior Vice President Operations & Supply Chain1.2yrsUS$1.10m0.0046%
$ 29.6k
Sean Leuba
Senior VP3.3yrsUS$812.38k0.078%
$ 509.0k
Ryan Raber
Executive Vice President of Strategy7.5yrsUS$1.56m0.54%
$ 3.5m
3.3yrs
平均在職期間
50yo
平均年齢

経験豊富な経営陣: MECの経営陣は 経験豊富 であると考えられます ( 3.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Jagadeesh Reddy
President3.8yrsUS$3.18m0.74%
$ 4.8m
Jay Rothman
Independent Director17.8yrsUS$175.01k0.10%
$ 645.6k
Robert McCormick
Independent Director3.4yrsUS$165.01k0.12%
$ 759.4k
Timothy Christen
Independent Non-Executive Chair9.9yrsUS$225.00k0.62%
$ 4.0m
Tania Wingfield
Independent Directorless than a yearUS$113.76k0.024%
$ 155.4k
Christine Schyvinck
Independent Directorless than a yearデータなしデータなし
Jennifer Kent
Independent Director5.4yrsUS$177.01k0.10%
$ 652.5k
3.8yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: MECの 取締役会経験豊富 であると考えられます ( 3.8年の平均在任期間)。


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 19:29
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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

Mayville Engineering Company, Inc. 5 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。6

アナリスト機関
Andrew KaplowitzCitigroup Inc
Gregory PalmCraig-Hallum Capital Group LLC
Michael ShliskyD.A. Davidson & Co.