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Mayville Engineering Company, Inc.

NYSE:MEC 株式レポート

時価総額:US$487.1m

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
    • 財務の健全性
    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Mayville Engineering Company マネジメント

マネジメント 基準チェック /34

Mayville Engineering Companyの CEO はJag Reddyで、 Jul2022年に任命され、 の在任期間は 4.17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0.5%を直接所有しており、その価値は$ 2.42M 。経営陣と取締役会の平均在任期間はそれぞれ3.7年と4.2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4.2yrs
CEOの所有権0.5%
経営陣の平均在職期間3.7yrs
取締役会の平均在任期間4.2yrs

経営陣の近況

Recent updates

User avatar
ナラティブ更新 • Aug 11

MEC: Data Center And Truck Demand Will Drive Future Upside Potential

Analysts have lifted their fair value estimate for Mayville Engineering Company from $30.00 to $34.00, reflecting recent price target moves in the $36.00 to $40.00 range and updated views on revenue growth, discount rate, profit margins, and future P/E assumptions. Analyst Commentary Recent research on Mayville Engineering Company shows a mix of optimism around specific growth areas and caution around valuation, execution, and the durability of demand drivers.
分析記事 • Aug 07

Mayville Engineering Company, Inc. (NYSE:MEC) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

Mayville Engineering Company, Inc. ( NYSE:MEC ) investors will be delighted, with the company turning in some strong...
User avatar
ナラティブ更新 • Jul 28

MEC: Datacenter And Class 8 Demand Will Drive Future Upside Potential

Analysts have lifted the fair value estimate for Mayville Engineering Company to $36.50 from $33.70, reflecting updated price targets in the $36 to $43 range and recent research that highlights healthier Class 8 truck conditions, new equity capital of about $100m, and interest in datacenter and critical power exposure. Analyst Commentary Recent Street research on Mayville Engineering Company centers on how its capital raise and exposure to Class 8 trucks and datacenter or critical power projects feed into valuation and execution risk.
分析記事 • Jul 23

Should You Investigate Mayville Engineering Company, Inc. (NYSE:MEC) At US$30.10?

Mayville Engineering Company, Inc. ( NYSE:MEC ), might not be a large cap stock, but it led the NYSE gainers with a...
User avatar
ナラティブ更新 • Jul 14

MEC: AI And Data Center Demand Will Support Future Earnings Repricing

Analysts lifted their price target on Mayville Engineering Company to $43.00 from $39.50, citing updated assumptions that reflect slightly higher projected revenue growth, a modestly different discount rate, and an adjusted future P/E framework, supported by recent Street research pointing to AI and data center demand tailwinds. Analyst Commentary Recent Street research on Mayville Engineering Company points to a generally constructive tone, with bullish analysts framing the higher US$43.00 price target within a broader view that the stock can benefit from structural demand tied to AI and data center projects.
User avatar
ナラティブ更新 • Jun 30

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

Analysts have raised their fair value estimate for Mayville Engineering Company to $39.50, up from $34.50. They cite updated assumptions on revenue growth, profit margins, discount rate, and a lower future P/E multiple, which are also reflected in recent price target increases from several firms.
User avatar
ナラティブ更新 • Jun 16

MEC: Updated Fair Value Assumptions Will Shape Balanced Future Stock Outlook

Mayville Engineering Company’s analyst price target has been revised higher from $26.70 to $33.70 as analysts adjust their models for updated fair value, discount rate, revenue growth, profit margin, and future P/E assumptions supported by recent research updates from multiple firms. Analyst Commentary Recent research on Mayville Engineering Company highlights a cluster of higher price targets, with analysts updating fair value assumptions in response to revised discount rates, revenue expectations, margin outlooks, and projected P/E levels.
Seeking Alpha • Jun 05

Mayville Engineering Company Needs A Downgrade After A Historic Run

Summary Mayville Engineering Company has delivered significant outperformance, rising 90.8% since its original ‘strong buy’ rating, but is now downgraded to ‘buy.’. MEC’s Q1 2026 revenue grew 6.8% to $144.8 million, driven by data centers, critical power markets, and the Accu-Fab acquisition. Despite revenue growth, MEC’s profitability declined due to one-off impairment charges and higher interest expense from increased net debt. Management projects FY revenue of $590–$620 million and EBITDA of $52–$60 million, supported by a strengthened balance sheet after a $113 million equity raise. Read the full article on Seeking Alpha
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ナラティブ更新 • Jun 02

MEC: Data Center And Power Spending Will Shape Balanced Future Risk Reward

Narrative update on Mayville Engineering Company The analyst price target for Mayville Engineering Company has been revised higher by several firms, with recent increases of $9, $8 and $5. Analysts point to signs of stability in legacy markets alongside strength in data center and power exposure, even as recent guidance was described as mixed and nuanced.
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ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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...
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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...
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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...
User avatar
ナラティブ更新 • 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

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
Jun 30 2026n/an/a

-US$17m

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 2.41M ) の同規模の企業の平均を上回っています。

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 (54 yo)

4.2yrs
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
President4.2yrsUS$3.18m0.50%
$ 2.4m
Rachele Lehr
Chief Financial Officer1.4yrsUS$930.50k0.12%
$ 583.1k
Craig Nichols
Senior Vice President Operations & Supply Chain1.5yrsUS$1.10m0.0044%
$ 21.7k
Sean Leuba
Senior VP3.7yrsUS$812.38k0.026%
$ 126.7k
Ryan Raber
Executive Vice President of Strategy7.8yrsUS$1.56m0.44%
$ 2.2m
3.7yrs
平均在職期間
51yo
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 ( 3.7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
President4.2yrsUS$3.18m0.50%
$ 2.4m
Jay Rothman
Independent Director18.2yrsUS$175.01k0.097%
$ 472.2k
Robert McCormick
Independent Director3.8yrsUS$165.01k0.11%
$ 555.4k
Timothy Christen
Independent Non-Executive Chair10.3yrsUS$225.00k0.60%
$ 2.9m
Tania Wingfield
Independent Director1.2yrsUS$113.76k0.023%
$ 113.6k
Christine Schyvinck
Independent Directorless than a yearデータなしデータなし
Jennifer Kent
Independent Director5.8yrsUS$177.01k0.098%
$ 477.2k
4.2yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: MECの 取締役会 は 経験豊富 であると考えられます ( 4.2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2026/09/14 13:29
終値2026/09/11 00:00
収益2026/06/30
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
  • SECフォーム10-K
  • SEC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4
  • SECフォーム13D
マネジメント10年
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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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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

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.

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