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Miller Industries, Inc.NYSE:MLR 株式レポート

時価総額 US$546.0m
株価
US$47.91
US$48.5
1.2% 割安 内在価値ディスカウント
1Y5.7%
7D2.9%
1D
ポートフォリオ価値
表示

Miller Industries, Inc.

NYSE:MLR 株式レポート

時価総額:US$546.0m

Miller Industries(MLR)株式概要

ミラー・インダストリーズ社は、その子会社とともに牽引・回収機器の製造・販売を行っている。 詳細

MLR ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長4/6
過去の実績2/6
財務の健全性5/6
配当金5/6

MLR Community Fair Values

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Miller Industries, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Miller Industries
過去の株価
現在の株価US$47.91
52週高値US$49.89
52週安値US$33.81
ベータ1.14
1ヶ月の変化0.17%
3ヶ月変化11.42%
1年変化5.69%
3年間の変化40.42%
5年間の変化15.61%
IPOからの変化75.10%

最新ニュース

ナラティブの更新 May 16

MLR: Defense Commitments And New Ooltewah Facility Will Support Future Cash Flows

Analysts have lifted their fair value estimate for Miller Industries by $3 to $56, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple that align with recent Street research. Analyst Commentary Bullish analysts point to the new US$56 fair value estimate as a sign that recent research inputs around revenue, margins, and valuation are broadly converging.
分析記事 May 14

Miller Industries' (NYSE:MLR) Soft Earnings Are Actually Better Than They Appear

The market for Miller Industries, Inc.'s ( NYSE:MLR ) shares didn't move much after it posted weak earnings recently...

Recent updates

ナラティブの更新 May 16

MLR: Defense Commitments And New Ooltewah Facility Will Support Future Cash Flows

Analysts have lifted their fair value estimate for Miller Industries by $3 to $56, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple that align with recent Street research. Analyst Commentary Bullish analysts point to the new US$56 fair value estimate as a sign that recent research inputs around revenue, margins, and valuation are broadly converging.
分析記事 May 14

Miller Industries' (NYSE:MLR) Soft Earnings Are Actually Better Than They Appear

The market for Miller Industries, Inc.'s ( NYSE:MLR ) shares didn't move much after it posted weak earnings recently...
ナラティブの更新 Apr 28

MLR: New Facility And Buybacks Will Support Measured Long Term Upside Potential

Analysts have nudged their price target on Miller Industries slightly lower to $48.50 from $49, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a future P/E that they see as more in line with current expectations. What's in the News Miller Industries plans a new 200,000+ sq ft facility at its Ooltewah headquarters, with an estimated cost of about US$100 million.
ナラティブの更新 Apr 14

MLR: Future Defense Capacity Expansion Will Limit Upside Despite Robust Guidance

Analysts have adjusted their price target on Miller Industries to $44.00 from $46.00, linking the change to updated views on revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News Miller Industries updated its share repurchase activity, completing the buyback of 193,868 shares, representing 1.69% of shares, for $8.95 million under the program announced on April 2, 2024.
ナラティブの更新 Mar 31

MLR: New Facility Expansion And Defense Demand Will Support Future Cash Flows

Analysts have maintained their $53.00 price target for Miller Industries, citing only small adjustments to assumptions around revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News Miller Industries plans to add a new 200,000+ sq ft facility at its Ooltewah headquarters, with an estimated cost of about US$100 million, to expand production capacity and support European and defense-related demand (Key Developments).
ナラティブの更新 Mar 17

MLR: Expansion And Defense Contracts Will Support Future Cash Flow Strength

Analysts have revised their fair value estimate for Miller Industries to $53 from $62, citing updated assumptions for revenue growth, profit margins, and future P/E expectations. What's in the News Miller Industries plans a new 200,000+ sq ft facility at its Ooltewah headquarters, with an expected cost of about $100 million funded primarily through operating cash flow over several years.
ナラティブの更新 Mar 03

MLR: Share Repurchases And 2025 Revenue Guidance Will Support Future Upside

Analysts have nudged their price expectations for Miller Industries slightly higher to $46.00, reflecting small adjustments to modeled discount rates, revenue growth, profit margins, and future P/E assumptions. Valuation Changes Fair Value: Model fair value is now $46.00, effectively unchanged from the prior $46.
ナラティブの更新 Feb 16

MLR: Share Repurchases And Stable Assumptions Will Support Balanced Future Upside Potential

Analysts have nudged their price target for Miller Industries to $49.00, a change they link to fine tuning of key model inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: Held steady at $49.00, reflecting no change in the modelled price target outcome.
ナラティブの更新 Feb 02

MLR: Share Repurchases And Steady Revenue Guidance Will Support Future Upside Potential

Analysts have modestly lifted their price target on Miller Industries to US$49.00. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E that broadly support the prior valuation view.
ナラティブの更新 Jan 19

MLR: Share Repurchases And 2025 Revenue Guidance Will Support Future Upside

Analysts have maintained their price target on Miller Industries at US$46.00, noting that slightly revised assumptions for discount rate, revenue growth, profit margin, and future P/E offset one another in their updated model. What's in the News Miller Industries updated its share repurchase activity for the period from July 1, 2025 to September 30, 2025, buying back 26,707 shares, equal to 0.23% of shares, for US$1.16 million (Key Developments).
ナラティブの更新 Jan 05

MLR: Share Repurchases And 2025 Revenue Guidance Will Support Future Upside

Analysts have adjusted their price target for Miller Industries from US$52 to US$46, citing updated assumptions for revenue growth, profit margins, and the P/E multiple used in their models. What's in the News Miller Industries reaffirmed its previously issued revenue guidance for fiscal 2025, keeping the target range at US$750 million to US$800 million (company guidance).
ナラティブの更新 Dec 15

MLR: Share Repurchases And Revenue Guidance Will Support Attractive Upside Potential

Analysts have modestly reaffirmed their outlook on Miller Industries, keeping the price target effectively unchanged at about $49.00 per share, as slight tweaks to the discount rate and long-term multiples leave the valuation thesis intact. What's in the News Miller Industries reaffirmed its previously issued fiscal 2025 revenue guidance, maintaining expectations for revenue in the range of $750 million to $800 million, which signals confidence in the current demand outlook (company guidance).
Seeking Alpha Dec 04

Miller Industries: Battling Short-Term Macro Pressures

Summary Miller's sales and earnings continue to be negatively impacted (materially) by macro pressures thanks to elevated vehicle costs and general uncertainty. Over time, however, these pressures will abate, and the market will likely recover to higher levels, which should be boosted by operating leverage. That said, while I am optimistic about their future, today's price doesn't imply that great of a return over time, thus keeping me on the sidelines for a better price. Read the full article on Seeking Alpha
ナラティブの更新 Dec 01

MLR: Share Buybacks And Revenue Guidance Will Support Future Opportunity

Analysts have modestly adjusted their price target for Miller Industries, keeping it at $49.00. Assumptions around the company’s discount rate, revenue growth, and profit margin have seen only marginal updates.
ナラティブの更新 Nov 17

MLR: Future Revenue Strength Will Drive Opportunity Despite Margin Pressure

Narrative Update: Miller Industries Price Target Adjustment Analysts have lowered their fair value estimate for Miller Industries from $57 to $49 in response to changes in revenue growth expectations and a notable contraction in profit margins. What's in the News Miller Industries reaffirmed its revenue guidance for the fiscal year 2025, maintaining its target range of $750 to $800 million (Key Developments).
分析記事 Aug 10

Miller Industries, Inc. Just Recorded A 17% EPS Beat: Here's What Analysts Are Forecasting Next

NYSE:MLR 1 Year Share Price vs Fair Value Explore Miller Industries's Fair Values from the Community and select yours...
ナラティブの更新 Aug 08

Rising Vehicle Age And Repair Complexity Will Boost Towing Demand

Despite a sharp upgrade in consensus revenue growth forecasts and a materially lower future P/E multiple, Miller Industries' consensus analyst price target has been reduced from $67.00 to $61.00. What's in the News Miller Industries has been removed from multiple Russell indexes, including the Russell 2000 Growth, Russell 2500 Growth, Russell 3000 Growth, and Russell Microcap Growth indexes.
分析記事 May 16

It's Unlikely That Miller Industries, Inc.'s (NYSE:MLR) CEO Will See A Huge Pay Rise This Year

Key Insights Miller Industries' Annual General Meeting to take place on 23rd of May CEO William Miller's total...
分析記事 Mar 12

Bearish: Analysts Just Cut Their Miller Industries, Inc. (NYSE:MLR) Revenue and EPS estimates

Market forces rained on the parade of Miller Industries, Inc. ( NYSE:MLR ) shareholders today, when the analysts...
Seeking Alpha Mar 11

Miller Industries: Take Advantage Of The Recent Fall

Summary Q4 2024, Miller Industries reported disappointing results, including lower revenue and earnings, leading to a 15% stock drop and a 30% YTD decline. Net income grew 9% YoY in 2024, but profitability is expected to decrease in 2025, with EPS guidance revised down from $6 to $3 per share. Miller's growth is driven by an increasing number of vehicles on the road, more breakdowns, and rising car crash rates, with demand likely to continue. Despite concerns over tariffs and inflation, Miller appears undervalued and is recommended as a buy after its recent decline. Read the full article on Seeking Alpha
分析記事 Mar 09

Miller Industries (NYSE:MLR) Will Pay A Larger Dividend Than Last Year At $0.20

Miller Industries, Inc.'s ( NYSE:MLR ) dividend will be increasing from last year's payment of the same period to $0.20...
分析記事 Mar 07

It's Down 29% But Miller Industries, Inc. (NYSE:MLR) Could Be Riskier Than It Looks

To the annoyance of some shareholders, Miller Industries, Inc. ( NYSE:MLR ) shares are down a considerable 29% in the...
Seeking Alpha Feb 27

Miller Industries: Assessing Whether Q4 Earnings Will Get Investors Interested Again

Summary Despite Miller Industries' strong trailing growth, high inventory levels and tough comparables signal potential challenges ahead. MLR stock's MACD indicator suggests a potential sell signal unless Q4 results impress investors. Miller's high retention ratio limits its scope for sustained above-average growth, raising concerns about long-term value creation. With an expected rate of return of 8.34%, MLR's future performance strongly hinges on meeting or exceeding earnings estimates. Read the full article on Seeking Alpha
分析記事 Feb 25

If EPS Growth Is Important To You, Miller Industries (NYSE:MLR) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Jan 18

We Think Miller Industries (NYSE:MLR) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Nov 22

Miller Industries: The Meteoric Rise Continues

Summary Miller Industries, a leading global producer of towing and recovery equipment, has shown significant stock performance, with shares up 151.9% since my "buy" rating in March 2022. Despite strong revenue growth driven by increased OEM chassis deliveries and easing supply chain issues, net income dipped due to higher operational costs. The stock remains attractively priced compared to similar enterprises, offering potential upside even if financial performance reverts to 2023 levels. Investors should be cautious of the margin weakness seen in Q3. But overall, I maintain a "buy" rating based on current valuations and growth prospects. Read the full article on Seeking Alpha
分析記事 Nov 12

Capital Investment Trends At Miller Industries (NYSE:MLR) Look Strong

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
User avatar
新しいナラティブ Sep 18

Elevated Production And Calculated Investments Promise Bright Future Despite Risks

Continuous shareholder returns and productivity initiatives signal a strong focus on increasing shareholder value and net margin improvement.
Seeking Alpha Aug 16

Miller Industries: Shares Can Keep Moving Higher

Summary Miller Industries has seen some nice market-beating performance over an extended window of time. Recently, the company's revenue and profitability have surged, with net income growing from $14.9 million to $20.5 million in the second quarter. Despite the stock more than doubling since I rated it a 'buy' in March 2022, Miller Industries remains attractively priced and offers upside potential. Read the full article on Seeking Alpha
分析記事 Jul 16

Does Miller Industries (NYSE:MLR) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha May 06

Miller Industries Can Keep Pulling Itself Higher As Conditions Stabilize

Summary Miller Industries, Inc. has seen a significant increase in share price, outperforming the S&P 500. The company has experienced growth in revenue, profits, and cash flows, driven by supply chain improvements and strong customer demand. Management is expected to announce financial results for Q1 2024 on May 8th, and investors should anticipate further increases in revenue, profits, and cash flows. Read the full article on Seeking Alpha

株主還元

MLRUS MachineryUS 市場
7D2.9%-0.1%1.6%
1Y5.7%39.8%28.5%

業界別リターン: MLR過去 1 年間で39.8 % の収益を上げたUS Machinery業界を下回りました。

リターン対市場: MLRは、過去 1 年間で28.5 % のリターンを上げたUS市場を下回りました。

価格変動

Is MLR's price volatile compared to industry and market?
MLR volatility
MLR Average Weekly Movement4.2%
Machinery Industry Average Movement6.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

安定した株価: MLR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: MLRの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19901,531William Millerwww.millerind.com

ミラー・インダストリーズ社は、その子会社とともに牽引・回収装置の製造・販売を行っている。同社は、故障した車両やその他の機器を回収・牽引するために使用されるレッカー車や、新車や故障した車両やその他の機器を輸送するために使用される、油圧チルト機構を備えた特殊な平床車両であるカーキャリアを提供している。また、オートオークション、カーディーラー、リース会社、その他同様の業務向けに、複数の車両を移動させるための輸送トレーラーも提供している。センチュリー、バルカン、シェブロン、ホームズ、チャレンジャー、チャンピオン、ジージ、ボニフェス、オマース、タイタン、イーグルのブランド名で製品を販売している。同社は北米、カナダ、メキシコの独立ディストリビューターを通じて、また政府機関への元請け業者を通じて製品を販売している。ミラー・インダストリーズ社は1990年に設立され、テネシー州オ ルテワに本社を置いている。

Miller Industries, Inc. 基礎のまとめ

Miller Industries の収益と売上を時価総額と比較するとどうか。
MLR 基礎統計学
時価総額US$545.97m
収益(TTM)US$15.50m
売上高(TTM)US$745.48m
35.2x
PER(株価収益率
0.7x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
MLR 損益計算書(TTM)
収益US$745.48m
売上原価US$633.35m
売上総利益US$112.13m
その他の費用US$96.63m
収益US$15.50m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)1.36
グロス・マージン15.04%
純利益率2.08%
有利子負債/自己資本比率5.6%

MLR の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.8%
現在の配当利回り
60%
配当性向

MLR 配当は確実ですか?

MLR 配当履歴とベンチマークを見る
MLR 、いつまでに購入すれば配当金を受け取れますか?
Miller Industries 配当日
配当落ち日Jun 01 2026
配当支払日Jun 08 2026
配当落ちまでの日数0 days
配当支払日までの日数7 days

MLR 配当は確実ですか?

MLR 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/31 12:38
終値2026/05/29 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

Miller Industries, Inc. 2 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
Michael ShliskyD.A. Davidson & Co.
Vadim MerkulovFreedom Broker
Dmitriy PozdnyakovFreedom Broker