View Future GrowthMueller Industries 過去の業績過去 基準チェック /66Mueller Industriesは、平均年間13.5%の収益成長を遂げていますが、 Machinery業界の収益は、年間 成長しています。収益は、平均年間8% 3.8%収益成長率で 成長しています。 Mueller Industriesの自己資本利益率は25.5%であり、純利益率は19.4%です。主要情報13.51%収益成長率13.92%EPS成長率Machinery 業界の成長8.77%収益成長率3.76%株主資本利益率25.46%ネット・マージン19.37%前回の決算情報28 Mar 2026最近の業績更新分析記事 • May 05Mueller Industries' (NYSE:MLI) Earnings Are Weaker Than They SeemMueller Industries, Inc. ( NYSE:MLI ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Reported Earnings • Feb 04Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$6.99 (up from US$5.43 in FY 2024). Revenue: US$4.18b (up 11% from FY 2024). Net income: US$765.2m (up 27% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 21Third quarter 2025 earnings releasedThird quarter 2025 results: Net income: (down US$168.7m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.分析記事 • Aug 01Investors Shouldn't Be Too Comfortable With Mueller Industries' (NYSE:MLI) EarningsMueller Industries, Inc. ( NYSE:MLI ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Reported Earnings • Jul 22First quarter 2025 earnings released: EPS: US$1.42 (vs US$1.24 in 1Q 2024)First quarter 2025 results: EPS: US$1.42 (up from US$1.24 in 1Q 2024). Revenue: US$1.00b (up 18% from 1Q 2024). Net income: US$157.4m (up 14% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.Reported Earnings • Apr 22First quarter 2025 earnings released: EPS: US$1,422 (vs US$1.24 in 1Q 2024)First quarter 2025 results: EPS: US$1,422 (up from US$1.24 in 1Q 2024). Revenue: US$1.00b (up 18% from 1Q 2024). Net income: US$157.4m (up 14% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$56.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 179% over the past three years.Buy Or Sell Opportunity • Jun 30Now 44% undervalued after recent price dropOver the last 90 days, the stock has fallen 45% to US$61.47. The fair value is estimated to be US$110, however this is not to be taken as a buy 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.お知らせ • Jun 29Mueller Industries, Inc.(NYSE:MLI) dropped from Russell 1000 Dynamic IndexMueller Industries, Inc.(NYSE:MLI) dropped from Russell 1000 Dynamic Index分析記事 • Jun 19Mueller Industries (MLI) Stock Looks Cheap On P E But Rich On Cash FlowMueller Industries (MLI) shares have been active recently, prompting investors to reassess the US$137.39 stock price in light of the company’s current earnings, revenue mix, and recent return profile. See our latest analysis for Mueller Industries. Over the past year Mueller Industries has combined a strong recent run with some short term cooling, with a 90 day share price return of 27.5% and a 1 year total shareholder return of 90.81% suggesting momentum has been building over an extended...Buy Or Sell Opportunity • Jun 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10.0% to US$131. The fair value is estimated to be US$108, 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.Upcoming Dividend • May 29Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (1.1%).Declared Dividend • May 13First quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 5th June 2026 Payment date: 19th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 25% 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. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.分析記事 • May 05Mueller Industries' (NYSE:MLI) Earnings Are Weaker Than They SeemMueller Industries, Inc. ( NYSE:MLI ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Recent Insider Transactions • Apr 30Chairman of the Board & CEO recently sold US$14m worth of stockOn the 27th of April, Gregory Christopher sold around 103k shares on-market at roughly US$137 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by US$51m.Buy Or Sell Opportunity • Apr 21Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at US$135. The fair value is estimated to be US$109, 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 15% in 2 years. Earnings are forecast to decline by 6.4% in the next 2 years.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 StatesBuy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to US$110. The fair value is estimated to be US$138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.Upcoming Dividend • Mar 09Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 13 March 2026. Payment date: 27 March 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.2%).Declared Dividend • Feb 23Fourth quarter dividend increased to US$0.35Dividend of US$0.35 is 40% higher than last year. Ex-date: 13th March 2026 Payment date: 27th March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 21% 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. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.Seeking Alpha • Feb 13Mueller Industries: Strong Full-Year Results Overshadowed By Q4 Margin PressureSummary Mueller is rated Hold as shares trade near fair value, with a DCF-derived target of $113–118 and limited upside. Q4 revenue exceeded expectations, but EPS missed due to copper price volatility and hedge losses, causing a sharp market correction. MLI's strong 2025 performance—double-digit revenue and EPS growth—was overshadowed by Q4 margin compression and market disappointment. Minimal leverage enables robust buybacks and dividends; I recommend waiting for a deeper correction or Q1 clarity before adding exposure. Read the full article on Seeking AlphaRecent Insider Transactions • Feb 12Independent Director recently sold US$117k worth of stockOn the 9th of February, John Hansen sold around 1k shares on-market at roughly US$117 per share. This transaction amounted to less than 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 US$460k. Insiders have been net sellers, collectively disposing of US$40m more than they bought in the last 12 months.Price Target Changed • Feb 05Price target increased by 7.3% to US$140Up from US$131, the current price target is an average from 2 analysts. New target price is 21% above last closing price of US$115. Stock is up 42% over the past year. The company is forecast to post earnings per share of US$6.63 for next year compared to US$6.99 last year.Reported Earnings • Feb 04Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$6.99 (up from US$5.43 in FY 2024). Revenue: US$4.18b (up 11% from FY 2024). Net income: US$765.2m (up 27% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 16We Like Mueller Industries' (NYSE:MLI) Returns And Here's How They're TrendingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...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.Upcoming Dividend • Nov 28Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 05 December 2025. Payment date: 19 December 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.4%).分析記事 • Nov 25Do Mueller Industries' (NYSE:MLI) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Declared Dividend • Nov 13Third quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 5th December 2025 Payment date: 19th December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 21% 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. EPS is expected to grow by 5.6% over the next 2 years, which should provide support to the dividend and adequate earnings cover.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.Recent Insider Transactions • Oct 28Chairman of the Board & CEO recently sold US$36m worth of stockOn the 27th of October, Gregory Christopher sold around 350k shares on-market at roughly US$104 per share. This transaction amounted to 22% 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.Price Target Changed • Oct 23Price target increased by 14% to US$131Up from US$115, the current price target is an average from 2 analysts. New target price is 25% above last closing price of US$104. Stock is up 27% over the past year. The company is forecast to post earnings per share of US$7.40 for next year compared to US$5.43 last year.Reported Earnings • Oct 21Third quarter 2025 earnings releasedThird quarter 2025 results: Net income: (down US$168.7m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.Price Target Changed • Oct 21Price target increased by 9.1% to US$120Up from US$110, the current price target is an average from 2 analysts. New target price is 14% above last closing price of US$104. Stock is up 27% over the past year. The company is forecast to post earnings per share of US$6.61 for next year compared to US$5.43 last year.分析記事 • Oct 12Estimating The Fair Value Of Mueller Industries, Inc. (NYSE:MLI)Key Insights Mueller Industries' estimated fair value is US$104 based on 2 Stage Free Cash Flow to Equity Mueller...分析記事 • Sep 27The Market Doesn't Like What It Sees From Mueller Industries, Inc.'s (NYSE:MLI) Earnings YetWith a price-to-earnings (or "P/E") ratio of 15.8x Mueller Industries, Inc. ( NYSE:MLI ) may be sending bullish signals...Recent Insider Transactions Derivative • Aug 31Executive VP notifies of intention to sell stockJeffrey Martin intends to sell 66k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of August. If the sale is conducted around the recent share price of US$96.54, it would amount to US$6.4m. Since March 2025, Jeffrey's direct individual holding has increased from 342.96k shares to 371.39k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Aug 29Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 19 September 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.5%).分析記事 • Aug 26What Is Mueller Industries, Inc.'s (NYSE:MLI) Share Price Doing?Mueller Industries, Inc. ( NYSE:MLI ) saw a significant share price rise of 30% in the past couple of months on the...Declared Dividend • Aug 04Second quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 5th September 2025 Payment date: 19th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 21% 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. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Aug 01Investors Shouldn't Be Too Comfortable With Mueller Industries' (NYSE:MLI) EarningsMueller Industries, Inc. ( NYSE:MLI ) announced strong profits, but the stock was stagnant. Our analysis suggests that...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.Buy Or Sell Opportunity • Jul 31Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$85.37. The fair value is estimated to be US$107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.Reported Earnings • Jul 22First quarter 2025 earnings released: EPS: US$1.42 (vs US$1.24 in 1Q 2024)First quarter 2025 results: EPS: US$1.42 (up from US$1.24 in 1Q 2024). Revenue: US$1.00b (up 18% from 1Q 2024). Net income: US$157.4m (up 14% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.Price Target Changed • Jul 22Price target increased by 14% to US$120Up from US$105, the current price target is provided by 1 analyst. New target price is 40% above last closing price of US$85.70. Stock is up 28% over the past year. The company posted earnings per share of US$5.43 last year.Recent Insider Transactions Derivative • Jul 02Chief Manufacturing Officer notifies of intention to sell stockSteffen Sigloch intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of July. If the sale is conducted around the recent share price of US$79.47, it would amount to US$1.6m. Since September 2024, Steffen's direct individual holding has decreased from 221.61k shares to 139.96k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.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 IndexUpcoming Dividend • May 30Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 06 June 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.6%).Declared Dividend • May 15First quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 6th June 2025 Payment date: 20th June 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 21% 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 40% 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 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.Recent Insider Transactions • May 01Independent Director recently sold US$1.2m worth of stockOn the 29th of April, Scott Goldman sold around 16k shares on-market at roughly US$73.46 per share. This transaction amounted to 29% 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 US$17m more than they bought in the last 12 months.Reported Earnings • Apr 22First quarter 2025 earnings released: EPS: US$1,422 (vs US$1.24 in 1Q 2024)First quarter 2025 results: EPS: US$1,422 (up from US$1.24 in 1Q 2024). Revenue: US$1.00b (up 18% from 1Q 2024). Net income: US$157.4m (up 14% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.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 StatesSeeking Alpha • Mar 15Mueller Industries: A Valuable LessonSummary I initially underestimated Mueller Industries, rating it a 'hold' in 2022, but the stock surged 172.7% compared to the S&P 500's 52%. Despite recent revenue declines and mixed financial performance, Mueller Industries remains fairly valued, with significant cash reserves and strategic acquisitions boosting its potential. Market uncertainties, especially in construction spending and interest rates, justify maintaining a 'hold' rating for MLI at this time. Long-term, I believe in Mueller Industries' growth initiatives, but current market conditions and valuation do not warrant a 'buy' rating. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Mar 02Chief Manufacturing Officer notifies of intention to sell stockSteffen Sigloch intends to sell 101k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of February. If the sale is conducted around the recent share price of US$78.89, it would amount to US$8.0m. Since March 2024, Steffen's direct individual holding has increased from 204.76k shares to 221.61k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Feb 25Fourth quarter dividend increased to US$0.25Dividend of US$0.25 is 25% higher than last year. Ex-date: 14th March 2025 Payment date: 28th March 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 18% 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 • 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.Recent Insider Transactions • Feb 14Independent Director recently sold US$798k worth of stockOn the 13th of February, Scott Goldman sold around 10k shares on-market at roughly US$79.81 per share. This transaction amounted to 15% 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 US$19m more than they bought in the last 12 months.Reported Earnings • Feb 04Full year 2024 earnings released: EPS: US$5.43 (vs US$5.41 in FY 2023)Full year 2024 results: EPS: US$5.43 (up from US$5.41 in FY 2023). Revenue: US$3.77b (up 10% from FY 2023). Net income: US$604.9m (flat on FY 2023). Profit margin: 16% (down from 18% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 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.Seeking Alpha • Jan 29Mueller Industries Earnings Preview: Outstanding Performance, Muddied By UncertaintySummary Mueller Industries, Inc. is expected to report Q4 and full-year 2024 results with $1.12 EPS and $893M in revenues, reflecting a 22% y/y growth. Analysts often underestimate MLI's potential; the company has consistently beaten EPS estimates, suggesting a likelihood of positive surprises. Concerns include potential margin declines, election-related uncertainties, and the impact of domestic manufacturing policies on costs and international growth. Due to economic uncertainties, I am downgrading MLI stock to a hold and will reassess the position in a few quarters. Read the full article on Seeking AlphaUpcoming Dividend • Nov 29Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 06 December 2024. Payment date: 20 December 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.5%).Recent Insider Transactions Derivative • Nov 22Independent Director notifies of intention to sell stockCharles Herzog intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of November. If the sale is conducted around the recent share price of US$90.81, it would amount to US$1.4m. Since March 2024, Charles' direct individual holding has increased from 46.59k shares to 49.32k. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Nov 13Third quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 6th December 2024 Payment date: 20th December 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 18% 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.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 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$94.40, the stock trades at a trailing P/E ratio of 18.3x. Average forward P/E is 19x in the Machinery industry in the US. Total returns to shareholders of 224% 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 2.8% growth forecast for the Machinery industry in the US. 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 47% per year, which means it is tracking significantly ahead of earnings growth.Seeking Alpha • Sep 27Mueller Industries: A Wonderful Company At A Fair PriceSummary Mueller Industries has delivered over 487% TSR in five years, significantly outperforming the SPY, and remains attractively valued with strong profitability and returns. Revenues grew from $2.43B in 2019 to $3.4B TTM, with NOPAT compounding at 32% annually, boosting ROIC from 8.9% to 25%. Management has created $1.77B in shareholder value since 2019, but recent declines in NOPAT margins and FCF warrant close monitoring. Despite operational cooling, Mueller Industries' economic book value per share has risen to $52.95, making it attractively priced with a PEBV of 1.36. Read the full article on Seeking AlphaUpcoming Dividend • Aug 30Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 06 September 2024. Payment date: 20 September 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.7%).Recent Insider Transactions • Aug 27Chairman of the Board & CEO recently sold US$7.0m worth of stockOn the 23rd of August, Gregory Christopher sold around 100k shares on-market at roughly US$70.24 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 US$14m.Recent Insider Transactions • Aug 13Independent Director recently sold US$672k worth of stockOn the 9th of August, John Hansen sold around 10k shares on-market at roughly US$67.24 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 US$7.8m 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 1.7%. 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 3.5% growth forecast for the Machinery industry in the US. 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 45% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$64.20, the stock trades at a trailing P/E ratio of 12.8x. Average forward P/E is 18x in the Machinery industry in the US. Total returns to shareholders of 220% over the past three years.Upcoming Dividend • May 31Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 07 June 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.7%).Seeking Alpha • May 30The Transformation Continues For Mueller IndustriesSummary Mueller Industries' margins have remained strong despite declining copper prices, indicating a fundamental change in their business model. The company has announced a significant acquisition, signaling a shift in their strategy towards horizontal acquisitions. The acquisition of Nehring Electrical Works Company could potentially boost Mueller Industries' EBITDA and EPS. Read the full article on Seeking Alpha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 15First 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 1.4%, which is lower than the industry average of 1.7%. 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 US$3.0m worth of stockOn the 26th of April, Jeffrey Martin sold around 52k shares on-market at roughly US$57.25 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 US$5.3m.収支内訳Mueller Industries の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:MLI 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費28 Mar 264,371847253027 Dec 254,179765249027 Sep 254,140749252028 Jun 254,060710249029 Mar 253,919624242028 Dec 243,769605227028 Sep 243,578586213029 Jun 243,400550200030 Mar 243,299568203030 Dec 233,420603207030 Sep 233,566623212001 Jul 233,691644214001 Apr 233,944673205031 Dec 223,982658200024 Sep 224,061645191025 Jun 224,099661187026 Mar 223,961564184025 Dec 213,769469182025 Sep 213,489379179026 Jun 213,126251173027 Mar 212,613170161026 Dec 202,398139158026 Sep 202,266131154027 Jun 202,256118151028 Mar 202,422118160028 Dec 192,431101158028 Sep 192,446100152029 Jun 192,48391155030 Mar 192,48096153029 Dec 182,508104146029 Sep 182,47283145030 Jun 182,37785139031 Mar 182,32880138030 Dec 172,26686140030 Sep 172,21597139001 Jul 172,171101139001 Apr 172,101101137031 Dec 162,056100137001 Oct 162,05597134002 Jul 162,08489133002 Apr 162,09695131026 Dec 152,10088128026 Sep 152,165911280質の高い収益: MLIは 高品質の収益 を持っています。利益率の向上: MLIの現在の純利益率 (19.4%)は、昨年(15.9%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: MLIの収益は過去 5 年間で年間13.5%増加しました。成長の加速: MLIの過去 1 年間の収益成長率 ( 35.8% ) は、5 年間の平均 ( 年間13.5%を上回っています。収益対業界: MLIの過去 1 年間の収益成長率 ( 35.8% ) はMachinery業界2.2%を上回りました。株主資本利益率高いROE: MLIの 自己資本利益率 ( 25.5% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2026/07/06 05:31終値2026/07/06 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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
分析記事 • May 05Mueller Industries' (NYSE:MLI) Earnings Are Weaker Than They SeemMueller Industries, Inc. ( NYSE:MLI ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Reported Earnings • Feb 04Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$6.99 (up from US$5.43 in FY 2024). Revenue: US$4.18b (up 11% from FY 2024). Net income: US$765.2m (up 27% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 21Third quarter 2025 earnings releasedThird quarter 2025 results: Net income: (down US$168.7m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.
分析記事 • Aug 01Investors Shouldn't Be Too Comfortable With Mueller Industries' (NYSE:MLI) EarningsMueller Industries, Inc. ( NYSE:MLI ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Reported Earnings • Jul 22First quarter 2025 earnings released: EPS: US$1.42 (vs US$1.24 in 1Q 2024)First quarter 2025 results: EPS: US$1.42 (up from US$1.24 in 1Q 2024). Revenue: US$1.00b (up 18% from 1Q 2024). Net income: US$157.4m (up 14% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 22First quarter 2025 earnings released: EPS: US$1,422 (vs US$1.24 in 1Q 2024)First quarter 2025 results: EPS: US$1,422 (up from US$1.24 in 1Q 2024). Revenue: US$1.00b (up 18% from 1Q 2024). Net income: US$157.4m (up 14% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$56.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 179% over the past three years.
Buy Or Sell Opportunity • Jun 30Now 44% undervalued after recent price dropOver the last 90 days, the stock has fallen 45% to US$61.47. The fair value is estimated to be US$110, however this is not to be taken as a buy 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.
お知らせ • Jun 29Mueller Industries, Inc.(NYSE:MLI) dropped from Russell 1000 Dynamic IndexMueller Industries, Inc.(NYSE:MLI) dropped from Russell 1000 Dynamic Index
分析記事 • Jun 19Mueller Industries (MLI) Stock Looks Cheap On P E But Rich On Cash FlowMueller Industries (MLI) shares have been active recently, prompting investors to reassess the US$137.39 stock price in light of the company’s current earnings, revenue mix, and recent return profile. See our latest analysis for Mueller Industries. Over the past year Mueller Industries has combined a strong recent run with some short term cooling, with a 90 day share price return of 27.5% and a 1 year total shareholder return of 90.81% suggesting momentum has been building over an extended...
Buy Or Sell Opportunity • Jun 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10.0% to US$131. The fair value is estimated to be US$108, 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.
Upcoming Dividend • May 29Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (1.1%).
Declared Dividend • May 13First quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 5th June 2026 Payment date: 19th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 25% 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. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
分析記事 • May 05Mueller Industries' (NYSE:MLI) Earnings Are Weaker Than They SeemMueller Industries, Inc. ( NYSE:MLI ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Recent Insider Transactions • Apr 30Chairman of the Board & CEO recently sold US$14m worth of stockOn the 27th of April, Gregory Christopher sold around 103k shares on-market at roughly US$137 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by US$51m.
Buy Or Sell Opportunity • Apr 21Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at US$135. The fair value is estimated to be US$109, 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 15% in 2 years. Earnings are forecast to decline by 6.4% in the next 2 years.
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
Buy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to US$110. The fair value is estimated to be US$138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
Upcoming Dividend • Mar 09Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 13 March 2026. Payment date: 27 March 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.2%).
Declared Dividend • Feb 23Fourth quarter dividend increased to US$0.35Dividend of US$0.35 is 40% higher than last year. Ex-date: 13th March 2026 Payment date: 27th March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 21% 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. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
Seeking Alpha • Feb 13Mueller Industries: Strong Full-Year Results Overshadowed By Q4 Margin PressureSummary Mueller is rated Hold as shares trade near fair value, with a DCF-derived target of $113–118 and limited upside. Q4 revenue exceeded expectations, but EPS missed due to copper price volatility and hedge losses, causing a sharp market correction. MLI's strong 2025 performance—double-digit revenue and EPS growth—was overshadowed by Q4 margin compression and market disappointment. Minimal leverage enables robust buybacks and dividends; I recommend waiting for a deeper correction or Q1 clarity before adding exposure. Read the full article on Seeking Alpha
Recent Insider Transactions • Feb 12Independent Director recently sold US$117k worth of stockOn the 9th of February, John Hansen sold around 1k shares on-market at roughly US$117 per share. This transaction amounted to less than 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 US$460k. Insiders have been net sellers, collectively disposing of US$40m more than they bought in the last 12 months.
Price Target Changed • Feb 05Price target increased by 7.3% to US$140Up from US$131, the current price target is an average from 2 analysts. New target price is 21% above last closing price of US$115. Stock is up 42% over the past year. The company is forecast to post earnings per share of US$6.63 for next year compared to US$6.99 last year.
Reported Earnings • Feb 04Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$6.99 (up from US$5.43 in FY 2024). Revenue: US$4.18b (up 11% from FY 2024). Net income: US$765.2m (up 27% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 16We Like Mueller Industries' (NYSE:MLI) Returns And Here's How They're TrendingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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.
Upcoming Dividend • Nov 28Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 05 December 2025. Payment date: 19 December 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.4%).
分析記事 • Nov 25Do Mueller Industries' (NYSE:MLI) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Declared Dividend • Nov 13Third quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 5th December 2025 Payment date: 19th December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 21% 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. EPS is expected to grow by 5.6% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
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.
Recent Insider Transactions • Oct 28Chairman of the Board & CEO recently sold US$36m worth of stockOn the 27th of October, Gregory Christopher sold around 350k shares on-market at roughly US$104 per share. This transaction amounted to 22% 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.
Price Target Changed • Oct 23Price target increased by 14% to US$131Up from US$115, the current price target is an average from 2 analysts. New target price is 25% above last closing price of US$104. Stock is up 27% over the past year. The company is forecast to post earnings per share of US$7.40 for next year compared to US$5.43 last year.
Reported Earnings • Oct 21Third quarter 2025 earnings releasedThird quarter 2025 results: Net income: (down US$168.7m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.
Price Target Changed • Oct 21Price target increased by 9.1% to US$120Up from US$110, the current price target is an average from 2 analysts. New target price is 14% above last closing price of US$104. Stock is up 27% over the past year. The company is forecast to post earnings per share of US$6.61 for next year compared to US$5.43 last year.
分析記事 • Oct 12Estimating The Fair Value Of Mueller Industries, Inc. (NYSE:MLI)Key Insights Mueller Industries' estimated fair value is US$104 based on 2 Stage Free Cash Flow to Equity Mueller...
分析記事 • Sep 27The Market Doesn't Like What It Sees From Mueller Industries, Inc.'s (NYSE:MLI) Earnings YetWith a price-to-earnings (or "P/E") ratio of 15.8x Mueller Industries, Inc. ( NYSE:MLI ) may be sending bullish signals...
Recent Insider Transactions Derivative • Aug 31Executive VP notifies of intention to sell stockJeffrey Martin intends to sell 66k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of August. If the sale is conducted around the recent share price of US$96.54, it would amount to US$6.4m. Since March 2025, Jeffrey's direct individual holding has increased from 342.96k shares to 371.39k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Aug 29Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 19 September 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.5%).
分析記事 • Aug 26What Is Mueller Industries, Inc.'s (NYSE:MLI) Share Price Doing?Mueller Industries, Inc. ( NYSE:MLI ) saw a significant share price rise of 30% in the past couple of months on the...
Declared Dividend • Aug 04Second quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 5th September 2025 Payment date: 19th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 21% 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. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 01Investors Shouldn't Be Too Comfortable With Mueller Industries' (NYSE:MLI) EarningsMueller Industries, Inc. ( NYSE:MLI ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
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.
Buy Or Sell Opportunity • Jul 31Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$85.37. The fair value is estimated to be US$107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.
Reported Earnings • Jul 22First quarter 2025 earnings released: EPS: US$1.42 (vs US$1.24 in 1Q 2024)First quarter 2025 results: EPS: US$1.42 (up from US$1.24 in 1Q 2024). Revenue: US$1.00b (up 18% from 1Q 2024). Net income: US$157.4m (up 14% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 22Price target increased by 14% to US$120Up from US$105, the current price target is provided by 1 analyst. New target price is 40% above last closing price of US$85.70. Stock is up 28% over the past year. The company posted earnings per share of US$5.43 last year.
Recent Insider Transactions Derivative • Jul 02Chief Manufacturing Officer notifies of intention to sell stockSteffen Sigloch intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of July. If the sale is conducted around the recent share price of US$79.47, it would amount to US$1.6m. Since September 2024, Steffen's direct individual holding has decreased from 221.61k shares to 139.96k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
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
Upcoming Dividend • May 30Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 06 June 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.6%).
Declared Dividend • May 15First quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 6th June 2025 Payment date: 20th June 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 21% 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 40% 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 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.
Recent Insider Transactions • May 01Independent Director recently sold US$1.2m worth of stockOn the 29th of April, Scott Goldman sold around 16k shares on-market at roughly US$73.46 per share. This transaction amounted to 29% 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 US$17m more than they bought in the last 12 months.
Reported Earnings • Apr 22First quarter 2025 earnings released: EPS: US$1,422 (vs US$1.24 in 1Q 2024)First quarter 2025 results: EPS: US$1,422 (up from US$1.24 in 1Q 2024). Revenue: US$1.00b (up 18% from 1Q 2024). Net income: US$157.4m (up 14% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.
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
Seeking Alpha • Mar 15Mueller Industries: A Valuable LessonSummary I initially underestimated Mueller Industries, rating it a 'hold' in 2022, but the stock surged 172.7% compared to the S&P 500's 52%. Despite recent revenue declines and mixed financial performance, Mueller Industries remains fairly valued, with significant cash reserves and strategic acquisitions boosting its potential. Market uncertainties, especially in construction spending and interest rates, justify maintaining a 'hold' rating for MLI at this time. Long-term, I believe in Mueller Industries' growth initiatives, but current market conditions and valuation do not warrant a 'buy' rating. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Mar 02Chief Manufacturing Officer notifies of intention to sell stockSteffen Sigloch intends to sell 101k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of February. If the sale is conducted around the recent share price of US$78.89, it would amount to US$8.0m. Since March 2024, Steffen's direct individual holding has increased from 204.76k shares to 221.61k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Feb 25Fourth quarter dividend increased to US$0.25Dividend of US$0.25 is 25% higher than last year. Ex-date: 14th March 2025 Payment date: 28th March 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 18% 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 • 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.
Recent Insider Transactions • Feb 14Independent Director recently sold US$798k worth of stockOn the 13th of February, Scott Goldman sold around 10k shares on-market at roughly US$79.81 per share. This transaction amounted to 15% 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 US$19m more than they bought in the last 12 months.
Reported Earnings • Feb 04Full year 2024 earnings released: EPS: US$5.43 (vs US$5.41 in FY 2023)Full year 2024 results: EPS: US$5.43 (up from US$5.41 in FY 2023). Revenue: US$3.77b (up 10% from FY 2023). Net income: US$604.9m (flat on FY 2023). Profit margin: 16% (down from 18% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 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.
Seeking Alpha • Jan 29Mueller Industries Earnings Preview: Outstanding Performance, Muddied By UncertaintySummary Mueller Industries, Inc. is expected to report Q4 and full-year 2024 results with $1.12 EPS and $893M in revenues, reflecting a 22% y/y growth. Analysts often underestimate MLI's potential; the company has consistently beaten EPS estimates, suggesting a likelihood of positive surprises. Concerns include potential margin declines, election-related uncertainties, and the impact of domestic manufacturing policies on costs and international growth. Due to economic uncertainties, I am downgrading MLI stock to a hold and will reassess the position in a few quarters. Read the full article on Seeking Alpha
Upcoming Dividend • Nov 29Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 06 December 2024. Payment date: 20 December 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.5%).
Recent Insider Transactions Derivative • Nov 22Independent Director notifies of intention to sell stockCharles Herzog intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of November. If the sale is conducted around the recent share price of US$90.81, it would amount to US$1.4m. Since March 2024, Charles' direct individual holding has increased from 46.59k shares to 49.32k. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Nov 13Third quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 6th December 2024 Payment date: 20th December 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 18% 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.
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 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$94.40, the stock trades at a trailing P/E ratio of 18.3x. Average forward P/E is 19x in the Machinery industry in the US. Total returns to shareholders of 224% 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 2.8% growth forecast for the Machinery industry in the US. 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 47% per year, which means it is tracking significantly ahead of earnings growth.
Seeking Alpha • Sep 27Mueller Industries: A Wonderful Company At A Fair PriceSummary Mueller Industries has delivered over 487% TSR in five years, significantly outperforming the SPY, and remains attractively valued with strong profitability and returns. Revenues grew from $2.43B in 2019 to $3.4B TTM, with NOPAT compounding at 32% annually, boosting ROIC from 8.9% to 25%. Management has created $1.77B in shareholder value since 2019, but recent declines in NOPAT margins and FCF warrant close monitoring. Despite operational cooling, Mueller Industries' economic book value per share has risen to $52.95, making it attractively priced with a PEBV of 1.36. Read the full article on Seeking Alpha
Upcoming Dividend • Aug 30Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 06 September 2024. Payment date: 20 September 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.7%).
Recent Insider Transactions • Aug 27Chairman of the Board & CEO recently sold US$7.0m worth of stockOn the 23rd of August, Gregory Christopher sold around 100k shares on-market at roughly US$70.24 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 US$14m.
Recent Insider Transactions • Aug 13Independent Director recently sold US$672k worth of stockOn the 9th of August, John Hansen sold around 10k shares on-market at roughly US$67.24 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 US$7.8m 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 1.7%. 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 3.5% growth forecast for the Machinery industry in the US. 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 45% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$64.20, the stock trades at a trailing P/E ratio of 12.8x. Average forward P/E is 18x in the Machinery industry in the US. Total returns to shareholders of 220% over the past three years.
Upcoming Dividend • May 31Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 07 June 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.7%).
Seeking Alpha • May 30The Transformation Continues For Mueller IndustriesSummary Mueller Industries' margins have remained strong despite declining copper prices, indicating a fundamental change in their business model. The company has announced a significant acquisition, signaling a shift in their strategy towards horizontal acquisitions. The acquisition of Nehring Electrical Works Company could potentially boost Mueller Industries' EBITDA and EPS. Read the full article on Seeking Alpha
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 15First 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 1.4%, which is lower than the industry average of 1.7%. 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 US$3.0m worth of stockOn the 26th of April, Jeffrey Martin sold around 52k shares on-market at roughly US$57.25 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 US$5.3m.