View ValuationVirco Mfg 향후 성장Future 기준 점검 3/6Virco Mfg은 연간 수입과 매출이 각각 55%와 4.6% 증가할 것으로 예상되고 EPS는 연간 55%만큼 증가할 것으로 예상됩니다.핵심 정보55.0%이익 성장률55.04%EPS 성장률Commercial Services 이익 성장13.4%매출 성장률4.6%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트09 Apr 2026최근 향후 성장 업데이트분석 기사 • Jun 11Virco Mfg. Corporation Just Reported A Surprise Profit, And Analysts Lifted Their EstimatesInvestors in Virco Mfg. Corporation ( NASDAQ:VIRC ) had a good week, as its shares rose 5.4% to close at US$8.64...분석 기사 • Dec 12Virco Mfg. Corporation Just Missed EPS By 40%: Here's What Analysts Think Will Happen NextIt's shaping up to be a tough period for Virco Mfg. Corporation ( NASDAQ:VIRC ), which a week ago released some...Major Estimate Revision • Jun 19Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.72 to US$0.81. Revenue forecast steady at US$252.2m. Net income forecast to shrink 30% next year vs 13% growth forecast for Commercial Services industry in the US . Consensus price target of US$10.00 unchanged from last update. Share price fell 3.7% to US$3.88 over the past week.Price Target Changed • Nov 17Price target increased to US$9.00Up from US$8.00, the current price target is provided by 1 analyst. New target price is 120% above last closing price of US$4.10. Stock is up 20% over the past year. The company is forecast to post earnings per share of US$0.71 next year compared to a net loss per share of US$0.95 last year.Price Target Changed • May 05Price target increased to US$6.00Up from US$4.00, the current price target is provided by 1 analyst. New target price is 89% above last closing price of US$3.18. Stock is up 51% over the past year.모든 업데이트 보기Recent updatesBoard Change • 11hInsufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 6 highly experienced directors. Independent Director Brad Richardson was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • May 05Virco Mfg. Corporation, Annual General Meeting, Jun 16, 2026Virco Mfg. Corporation, Annual General Meeting, Jun 16, 2026. Location: at our corporate headquarters, 2027 harpers way, torrance, ca 90501., torrance. United States분석 기사 • Dec 11Virco Mfg (NASDAQ:VIRC) Is Paying Out A Dividend Of $0.025The board of Virco Mfg. Corporation ( NASDAQ:VIRC ) has announced that it will pay a dividend of $0.025 per share on...공시 • Dec 09Virco Mfg. Corporation Declares Cash Dividend for Fourth Fiscal Quarter, Payable on January 9, 2026On December 4, 2025, the Virco Mfg. Corporation Board of Directors declared a cash dividend for the Company’s fourth fiscal quarter of $0.025 on each outstanding share of common stock. The dividend is payable on January 9, 2026 to stockholders of record of the common stock as of the close of business on December 19, 2025.분석 기사 • Sep 09Virco Mfg (NASDAQ:VIRC) Will Pay A Dividend Of $0.025Virco Mfg. Corporation ( NASDAQ:VIRC ) has announced that it will pay a dividend of $0.025 per share on the 10th of...공시 • Sep 05Virco Mfg. Corporation Declares A Cash Dividend for the Second Fiscal Quarter Ended July 31, 2025, Payable on October 10, 2025Virco Mfg. Corporation declared a cash dividend for the Company’s second fiscal quarter of $0.025 on each outstanding share of common stock Second Fiscal Quarter ended July 31, 2025. The dividend is payable on October 10, 2025 to stockholders of record of the common stock as of the close of business on September 19, 2025. While the Company currently intends to pay future dividends on a quarterly basis, following review and approval by the Board of Directors, the declaration and payment of future dividends, as well as the amounts thereof, are subject to the discretion of the Board as well as restrictive covenants in the Company’s lending agreements. There can be no assurance that the Company will declare and pay dividends in future periods.공시 • Jun 30+ 6 more updatesVirco Mfg. Corporation(NasdaqGM:VIRC) dropped from Russell 2500 Growth IndexVirco Mfg. Corporation(NasdaqGM:VIRC) dropped from Russell 2500 Growth IndexSeeking Alpha • Jun 11Virco's Financials Are Starting To Reflect Its Competitive RealitySummary Virco Mfg. Corporation's Q1 2026 results confirm my earlier warnings: Revenues and backlogs continue to decline 20–30% YoY, indicating a weaker peak season ahead. FY 2026 is likely to be a breakeven year, with profits reverting to pre-supply chain crisis norms rather than the recent outlier years of strong earnings. Potential tariff and supply chain disruptions could help Virco, but these factors are not yet material tailwinds and may not significantly boost competitiveness. At current prices, VIRC stock's valuation already reflects optimistic scenarios; with downside risks present, I maintain a Hold rating as the stock is not attractive now. Read the full article on Seeking Alpha분석 기사 • Jun 11Virco Mfg. Corporation Just Reported A Surprise Profit, And Analysts Lifted Their EstimatesInvestors in Virco Mfg. Corporation ( NASDAQ:VIRC ) had a good week, as its shares rose 5.4% to close at US$8.64...공시 • Jun 06Virco Mfg. Corporation Declares Cash Dividend for Second Fiscal Quarter, Payable on July 11, 2025On June 3, 2025, the Virco Mfg. Corporation's Board of Directors declared a cash dividend for the Company’s second fiscal quarter of $0.025on each outstanding share of common stock. The dividend is payable on July 11, 2025 to stockholders of record of the common stock as of the close of business on June 20, 2025.공시 • May 07Virco Mfg. Corporation, Annual General Meeting, Jun 17, 2025Virco Mfg. Corporation, Annual General Meeting, Jun 17, 2025. Location: ourcorporate headquarters, located at 2027harpers way, ca 90501., torrance United States공시 • Mar 13+ 2 more updatesVirco Mfg. Corporation Announces Chief Financial Officer Changes, Effective April 30, 2025On March 6, 2025, Robert Dose, the Chief Financial Officer and Treasurer of Virco Mfg. Corporation, notified the Board of Directors of his retirement from the Company effective April 30, 2025. Mr. Dose will remain available to consult with the Company from time to time after his retirement on terms to be determined. Also on March 6, 2025, the Board appointed Bassey Yau, the Company’s current Senior Vice President of Finance, Corporate Controller and Principal Accounting Officer, to succeed Mr. Dose as the Company’s Chief Financial Officer effective upon his retirement. The Board also appointed Ms. Yau as Secretary of the Company effective upon Mr. Dose’s retirement. Ms. Yau, age 66, joined the Company in 1996 and was named Sr. Vice President of Finance in 2024, after serving as the Company’s Vice President, Corporate Controller, Assistant Secretary and Assistant Treasurer since 2004. Ms. Yau has a bachelor’s degree in accounting from Brooklyn College and a Master of Business Administration degree from Pepperdine University.분석 기사 • Feb 11Virco Mfg. Corporation (NASDAQ:VIRC) Shares Fly 27% But Investors Aren't Buying For GrowthThose holding Virco Mfg. Corporation ( NASDAQ:VIRC ) shares would be relieved that the share price has rebounded 27% in...Seeking Alpha • Jan 29Virco Mfg. Corporation: A Reshoring Play At A P/E Of 7Summary Virco, a small-cap company specializing in commercial and educational furniture, has seen steady 6% annual growth over the last decade. Donald Trump's tariffs on China/Mexico and tax benefits for companies that manufacture in the U.S would be a beneficial catalyst for Virco. It's trading at a P/E of 7 times (industry average of 14), just starting to pay dividends and with an active buyback plan. Read the full article on Seeking Alpha분석 기사 • Jan 22Virco Mfg (NASDAQ:VIRC) Is Doing The Right Things To Multiply Its Share PriceWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...공시 • Jan 22Virco Mfg. Corporation (NasdaqGM:VIRC) announces an Equity Buyback for $10 million worth of its shares.Virco Mfg. Corporation (NasdaqGM:VIRC) announces a share repurchase program. Under the program, the company will repurchase up to $10 million worth of its shares. The company expects to utilize its existing cash and cash equivalents to fund repurchases. The program has no time limit and may be suspended for periods or discontinued at any time.분석 기사 • Dec 12Virco Mfg. Corporation Just Missed EPS By 40%: Here's What Analysts Think Will Happen NextIt's shaping up to be a tough period for Virco Mfg. Corporation ( NASDAQ:VIRC ), which a week ago released some...공시 • Dec 10Virco Mfg. Corporation Declares A Quarterly Dividend, Payable on January 10, 2025On December 5, 2024, Virco Mfg. Corporation declared a quarterly dividend of $0.025 per share, payable on January 10, 2025 to shareholders of record as of December 20, 2024.Seeking Alpha • Nov 26Virco: Some Favorable Themes, But Not Quite A BuySummary Virco Manufacturing Corporation has delivered nearly 40% returns this year, outperforming micro-caps and industrial stocks significantly. VIRC benefits from its American-based manufacturing set-up, avoiding overseas shipping delays and costs, and leveraging mass customization to reduce seasonality impacts. As a result of its amended credit agreement, dividend outflows will likely step up, and we've already seen a 25% hike in September. Despite unfavorable charting dynamics and institutional stake reduction, VIRC's single-digit forward P/E and strong earnings growth provide a compelling valuation. Given the mix of positive and negative factors, we maintain a neutral stance on VIRC stock. Read the full article on Seeking Alpha분석 기사 • Oct 13Under The Bonnet, Virco Mfg's (NASDAQ:VIRC) Returns Look ImpressiveWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...분석 기사 • Sep 25Virco Mfg. Corporation (NASDAQ:VIRC) Not Doing Enough For Some Investors As Its Shares Slump 27%Virco Mfg. Corporation ( NASDAQ:VIRC ) shareholders won't be pleased to see that the share price has had a very rough...Seeking Alpha • Sep 14Virco's Q2 Shows Clear Signs Of Deterioration, But Stock Is Still A HoldSummary Virco's 2Q25 revenues surprised positively, despite a declining backlog, due to improved order processing and continued disaster relief shipments. Management is cautious about future trends, removing the 'shipments plus backlog' figure and warning of post-pandemic recovery uncertainties. Higher shipping costs could benefit Virco by increasing competitors' costs, but the fading ESSER stimulus poses a revenue risk. Despite a seemingly attractive valuation, I maintain a Hold rating due to potential revenue declines and limited long-term growth prospects. Read the full article on Seeking Alpha공시 • Sep 10Virco Mfg. Corporation Declares Cash Dividend for the Third Quarter of 2024, Payable on October 11, 2024On September 3, 2024, the Virco Mfg. Corporation’s Board of Directors declared a cash dividend for the Company’s third fiscal quarter of 2024 of $0.025 on each outstanding share of common stock. The dividend is payable on October 11, 2024 to stockholders of record of the common stock as of the close of business on September 20, 2024. While the Company currently intends to pay future dividends on a quarterly basis, following review and approval by the Board of Directors, the declaration and payment of future dividends, as well as the amounts thereof, are subject to the discretion of the Board as well as restrictive covenants in the Company’s lending agreements. There can be no assurance that the Company will declare and pay dividends in future periods.Seeking Alpha • Sep 05Virco: The Wind Of Fortune Is Blowing In Its FavorSummary Virco benefited from the post-Covid-19 supply chain changes, leveraging extreme seasonality and the Price/Cube Threshold for competitive advantage in the US school furniture market. Despite average financial standing, Virco's recent revenue growth and profitability outpace peers. But these were driven by external supply chain factors rather than internal efficiencies. With a 40% margin of safety, Virco's current competitive position makes it a viable investment opportunity, with potential for transformation if operational efficiencies improve. Read the full article on Seeking Alpha분석 기사 • Jul 18Is Virco Mfg (NASDAQ:VIRC) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Jun 13Virco's Q1 Was Good But Backlogs Point To Challenges AheadSummary Virco posted significant revenue growth, at 33%, with gross and operating margin expansion. However, a big part of that growth was generated by a less recurring disaster relief project. Without it, revenues would have grown 8%. Looking ahead, the company's backlogs and inventories continue to shrink. These are not good indicators for the 2Q and 3Q busy seasons. On the other hand, shipping prices are rising in China. This might become a tailwind for Virco this season or next year. Virco is valued for an optimistic scenario (business as in the past two years), leaving little upside opportunity and significant downside risk. I continue to believe the stock is a Hold. Read the full article on Seeking Alpha분석 기사 • Jun 12This Is The Reason Why We Think Virco Mfg. Corporation's (NASDAQ:VIRC) CEO Might Be UnderpaidKey Insights Virco Mfg will host its Annual General Meeting on 18th of June Total pay for CEO Robert Virtue includes...분석 기사 • May 29Cautious Investors Not Rewarding Virco Mfg. Corporation's (NASDAQ:VIRC) Performance CompletelyWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...Seeking Alpha • May 09Virco Faces More Headwinds In The 2024 Bid Season, All Eyes On Q1 2025 BacklogsSummary Virco Manufacturing has experienced record-breaking revenue and profit growth in FY24, leading to a 150% increase in stock price since February 2023. The company's backlog has been decreasing for three quarters, indicating potential trouble ahead. Demand side tailwinds, such as funding from the ESSER program, may be challenged as school districts return to pre-pandemic expenses. Read the full article on Seeking Alpha공시 • May 09Virco Mfg. Corporation, Annual General Meeting, Jun 18, 2024Virco Mfg. Corporation, Annual General Meeting, Jun 18, 2024, at 10:00 Pacific Standard Time. Location: corporate headquarters located at 2027 Harpers Way, Torrance, CA 90501 California United States Agenda: To discuss Election of three Class II directors to the Company’s Board of Directors; to Ratification of the appointment of Moss Adams LLP as the Company’s independent registered public accounting firm for the 2025 fiscal year; and to transact such other business as may properly come before the Annual Meeting.분석 기사 • Apr 16We Ran A Stock Scan For Earnings Growth And Virco Mfg (NASDAQ:VIRC) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Apr 14Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$1.35 (up from US$1.03 in FY 2023). Revenue: US$269.1m (up 17% from FY 2023). Net income: US$21.9m (up 32% from FY 2023). Profit margin: 8.1% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$10.54, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 18x in the Commercial Services industry in the US. Total returns to shareholders of 240% over the past three years.분석 기사 • Feb 29Why The 26% Return On Capital At Virco Mfg (NASDAQ:VIRC) Should Have Your AttentionIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...공시 • Feb 29Virco Mfg. Corporation Declares Cash Dividend for the First Quarter of Fiscal 2025 on Common Stock, Payable on April 10, 2024Virco Mfg. Corporation declared a cash dividend for the first quarter of fiscal 2025 of $0.02 per share of common stock, payable on April 10, 2024 to shareholders of record as of March 7, 2024.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$9.47, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Commercial Services industry in the US. Total returns to shareholders of 165% over the past three years.Recent Insider Transactions Derivative • Jan 11Insider notifies of intention to sell stockPatricia Quinones intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of January. If the sale is conducted around the recent share price of US$12.30, it would amount to US$62k. Since June 2023, Patricia's direct individual holding has decreased from 77.80k shares to 67.80k. Company insiders have collectively sold US$67k more than they bought, via options and on-market transactions in the last 12 months.분석 기사 • Dec 28Virco Mfg. Corporation's (NASDAQ:VIRC) Shares Climb 90% But Its Business Is Yet to Catch UpVirco Mfg. Corporation ( NASDAQ:VIRC ) shares have had a really impressive month, gaining 90% after a shaky period...Reported Earnings • Dec 09Second quarter 2024 earnings released: EPS: US$0.95 (vs US$0.60 in 2Q 2023)Second quarter 2024 results: EPS: US$0.95 (up from US$0.60 in 2Q 2023). Revenue: US$107.3m (up 30% from 2Q 2023). Net income: US$15.5m (up 61% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.공시 • Dec 09Virco Mfg. Corporation (NasdaqGM:VIRC) announces an Equity Buyback for $5 million worth of its shares.Virco Mfg. Corporation (NasdaqGM:VIRC) announces a share repurchase program. Under the program, the company will repurchase up to $5 million worth of its shares. The company expects to utilize its existing cash and cash equivalents to fund repurchases. The program has no time limit and may be suspended for periods or discontinued at any time.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to US$8.51, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 19x in the Commercial Services industry in the US. Total returns to shareholders of 268% over the past three years.공시 • Dec 08Virco Mfg. Corporation Re-Instates Quarterly Dividend, Payable on January 10, 2024The Board of Directors of Virco Mfg. Corporation has re-instated a quarterly dividend of $0.02 per share, payable to shareholders of record as of December 22, 2023, payable January 10, 2024.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$7.09, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Commercial Services industry in the US. Total returns to shareholders of 225% over the past three years.New Risk • Oct 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.7m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$75k sold). Market cap is less than US$100m (US$98.7m market cap).Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$6.40, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Commercial Services industry in the US. Total returns to shareholders of 212% over the past three years.분석 기사 • Oct 23Shareholders Would Enjoy A Repeat Of Virco Mfg's (NASDAQ:VIRC) Recent Growth In ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Valuation Update With 7 Day Price Move • Oct 09Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$7.86, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 19x in the Commercial Services industry in the US. Total returns to shareholders of 255% over the past three years.New Risk • Oct 05New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$54k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (9.1% average weekly change). Significant insider selling over the past 3 months (US$54k sold).New Risk • Oct 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.2% average weekly change).분석 기사 • Oct 01Here's Why Virco Mfg (NASDAQ:VIRC) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Recent Insider Transactions Derivative • Sep 24Insider notifies of intention to sell stockPatricia Quinones intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of September. If the sale is conducted around the recent share price of US$5.95, it would amount to US$60k. Since June 2023, Patricia has owned 77.80k shares directly. Company insiders have collectively bought US$12k more than they sold, via options and on-market transactions, in the last 12 months.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$6.14, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 18x in the Commercial Services industry in the US. Total returns to shareholders of 195% over the past three years.New Risk • Sep 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 33% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risk Market cap is less than US$100m (US$91.9m market cap).Reported Earnings • Sep 12Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.95 (up from US$0.60 in 2Q 2023). Revenue: US$107.3m (up 30% from 2Q 2023). Net income: US$15.5m (up 61% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 19Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.72 to US$0.81. Revenue forecast steady at US$252.2m. Net income forecast to shrink 30% next year vs 13% growth forecast for Commercial Services industry in the US . Consensus price target of US$10.00 unchanged from last update. Share price fell 3.7% to US$3.88 over the past week.New Risk • Jun 13New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 7.5% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (US$65.3m market cap).Reported Earnings • Jun 13First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: US$0.089 loss per share (improved from US$0.32 loss in 1Q 2023). Revenue: US$34.9m (up 8.9% from 1Q 2023). Net loss: US$1.44m (loss narrowed 72% from 1Q 2023). Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 47%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • May 10Virco Mfg. Corporation, Annual General Meeting, Jun 20, 2023Virco Mfg. Corporation, Annual General Meeting, Jun 20, 2023, at 10:00 Pacific Standard Time. Location: 2027 Harpers Way, Torrance California United States Agenda: To consider election of two Class I directors to the Company’s Board of Directors; to consider election of one Class III director to the Company’s Board of Directors; to consider advisory vote to approve the compensation of the Company’s Named Executive Officers as disclosed in the attached Proxy Statement pursuant to the SEC’s compensation disclosure rules (“Say-on-Pay”); to consider advisory vote on the frequency of future advisory votes on Named Executive Officer compensation (“Say-on-Frequency”); to consider ratification of the appointment of Moss Adams LLP as the Company’s independent registered public accounting firm for the 2024 fiscal year; and to consider Transact such other business as may properly come before the Annual Meeting.Reported Earnings • Apr 30Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: US$1.03 (up from US$0.95 loss in FY 2022). Revenue: US$231.1m (up 25% from FY 2022). Net income: US$16.5m (up US$31.7m from FY 2022). Profit margin: 7.2% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 42%. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.분석 기사 • Apr 28Is Virco Mfg (NASDAQ:VIRC) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Mar 11Virco Mfg (NASDAQ:VIRC) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...공시 • Dec 13Virco Mfg. Corporation Announces Demise of Donald R. Rudkin, Board Member; Appoints Robert Lind as New Chair of the Audit CommitteeThe Board of Directors of Virco Mfg. Corporation is deeply saddened to report the loss of Donald R. Rudkin, who passed away on December 3, 2022 after a brief illness. Don was a valued member of the Board, and the company will greatly miss his leadership and trusted counsel. Mr. Rudkin served as the Chair of the Audit Committee of the Board and as an audit committee financial expert. Robert Lind, a current director and member of the Audit Committee, has been appointed as the new Chair of the Audit Committee. In connection with the passing of Mr. Rudkin, on December 6, 2022 the Board approved a reduction in the authorized number of directors on the Board from eight to seven persons pursuant to an amendment to Section 2.01 of the company's Third Amended and Restated Bylaws, and elimination of Mr. Rudkin's Class III Board seat.Reported Earnings • Dec 12Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: US$0.49 (up from US$0.083 in 3Q 2022). Revenue: US$77.4m (up 35% from 3Q 2022). Net income: US$7.88m (up 494% from 3Q 2022). Profit margin: 10% (up from 2.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Price Target Changed • Nov 17Price target increased to US$9.00Up from US$8.00, the current price target is provided by 1 analyst. New target price is 120% above last closing price of US$4.10. Stock is up 20% over the past year. The company is forecast to post earnings per share of US$0.71 next year compared to a net loss per share of US$0.95 last year.Board Change • Nov 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Agnieszka Winkler was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 14Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: US$0.60 (up from US$0.24 in 2Q 2022). Revenue: US$82.8m (up 40% from 2Q 2022). Net income: US$9.68m (up 157% from 2Q 2022). Profit margin: 12% (up from 6.4% in 2Q 2022). Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) exceeded analyst estimates by 40%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 118 percentage points per year, which is a significant difference in performance.분석 기사 • Sep 14Does Virco Mfg (NASDAQ:VIRC) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Sep 13Virco Manufacturing GAAP EPS of $0.60, revenue of $82.8MVirco Manufacturing press release (NASDAQ:VIRC): Q2 GAAP EPS of $0.60. Revenue of $82.8M (+40.3% Y/Y). Shares +13%.Reported Earnings • Jun 11First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: US$0.32 loss per share (down from US$0.25 loss in 1Q 2022). Revenue: US$32.1m (up 13% from 1Q 2022). Net loss: US$5.08m (loss widened 30% from 1Q 2022). Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 33%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.공시 • May 20Virco Mfg. Corporation, Annual General Meeting, Jun 28, 2022Virco Mfg. Corporation, Annual General Meeting, Jun 28, 2022, at 10:00 Pacific Daylight. Agenda: To elect the nominees for directors named in the Proxy Statement; to approve an amendment to authorize additional shares of common stock for issuance under the company’s 2019 omnibus equity incentive; to ratify the appointment of Deloitte & Touche LLP as the company’s independent registered public accounting firm for the 2023 fiscal year; and to consider other matters.분석 기사 • May 05Does Virco Mfg (NASDAQ:VIRC) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Apr 27Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$0.95 loss per share (down from US$0.14 loss in FY 2021). Revenue: US$184.8m (up 21% from FY 2021). Net loss: US$15.1m (loss widened US$12.9m from FY 2021). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 494%. Over the next year, revenue is forecast to grow 31%, compared to a 26% growth forecast for the industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Agnieszka Winkler was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$0.95 loss per share (down from US$0.14 loss in FY 2021). Revenue: US$184.8m (up 21% from FY 2021). Net loss: US$15.1m (loss widened US$12.9m from FY 2021). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 494%. Over the next year, revenue is forecast to grow 31%, compared to a 27% growth forecast for the industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.Reported Earnings • Dec 15Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: US$0.083 (down from US$0.28 in 3Q 2021). Revenue: US$57.3m (up 1.0% from 3Q 2021). Net income: US$1.33m (down 70% from 3Q 2021). Profit margin: 2.3% (down from 7.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 28%. Earnings per share (EPS) also missed analyst estimates by 76%. Earnings per share (EPS) missed analyst estimates by 76%. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS US$0.24 (vs US$0.23 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: US$59.0m (flat on 2Q 2021). Net income: US$3.76m (up 5.8% from 2Q 2021). Profit margin: 6.4% (up from 6.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.분석 기사 • Sep 01Virco Mfg's (NASDAQ:VIRC) Returns On Capital Not Reflecting Well On The BusinessThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...분석 기사 • Jun 16We Think The Compensation For Virco Mfg. Corporation's (NASDAQ:VIRC) CEO Looks About RightPerformance at Virco Mfg. Corporation ( NASDAQ:VIRC ) has been rather uninspiring recently and shareholders may be...Reported Earnings • Jun 12First quarter 2022 earnings released: US$0.25 loss per share (vs US$0.30 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: US$28.4m (up 61% from 1Q 2021). Net loss: US$3.91m (loss narrowed 17% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.분석 기사 • Jun 07Estimating The Intrinsic Value Of Virco Mfg. Corporation (NASDAQ:VIRC)How far off is Virco Mfg. Corporation ( NASDAQ:VIRC ) from its intrinsic value? Using the most recent financial data...분석 기사 • May 10At US$3.25, Is It Time To Put Virco Mfg. Corporation (NASDAQ:VIRC) On Your Watch List?Virco Mfg. Corporation ( NASDAQ:VIRC ), might not be a large cap stock, but it saw a decent share price growth in the...Price Target Changed • May 05Price target increased to US$6.00Up from US$4.00, the current price target is provided by 1 analyst. New target price is 89% above last closing price of US$3.18. Stock is up 51% over the past year.분석 기사 • Feb 25Virco Mfg (NASDAQ:VIRC) Share Prices Have Dropped 25% In The Last Three YearsIt is a pleasure to report that the Virco Mfg. Corporation ( NASDAQ:VIRC ) is up 44% in the last quarter. But that...Is New 90 Day High Low • Feb 05New 90-day high: US$3.32The company is up 67% from its price of US$1.99 on 05 November 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is flat over the same period.분석 기사 • Jan 21Who Has Been Selling Virco Mfg. Corporation (NASDAQ:VIRC) Shares?It is not uncommon to see companies perform well in the years after insiders buy shares. Unfortunately, there are also...분석 기사 • Dec 17How Much Is Virco Mfg. Corporation (NASDAQ:VIRC) Paying Its CEO?Robert Virtue became the CEO of Virco Mfg. Corporation ( NASDAQ:VIRC ) in 1988, and we think it's a good time to look...Reported Earnings • Dec 16Third quarter 2021 earnings released: EPS US$0.28The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: US$56.7m (down 15% from 3Q 2020). Net income: US$4.48m (up 15% from 3Q 2020). Profit margin: 7.9% (up from 5.8% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Dec 16Revenue behind estimatesRevenue missed analyst estimates by 7.9%. Earnings per share (EPS) were mostly in line with analyst estimates.Is New 90 Day High Low • Dec 16New 90-day high: US$2.65The company is up 32% from its price of US$2.01 on 16 September 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 8.0% over the same period.Is New 90 Day High Low • Nov 25New 90-day high: US$2.31The company is up 5.0% from its price of US$2.20 on 26 August 2020. The American market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 7.0% over the same period.이익 및 매출 성장 예측NasdaqGM:VIRC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수1/31/20282199N/A1511/31/20272126N/A1011/31/20262003-7-1N/A10/31/20252024-42N/A7/31/20252371429N/A4/30/2025253201119N/A1/31/2025266222733N/A10/31/2024280254046N/A7/31/2024282275156N/A4/30/2024281252934N/A1/31/2024269222227N/A10/31/2023265281217N/A7/31/202325826-10-5N/A4/30/202323420-13N/A1/31/202323117-7-4N/A10/31/2022232-4-30N/A7/31/2022212-10-15-12N/A4/30/2022189-16-16-12N/A1/31/2022185-15-30N/A10/31/2021163-4-7-4N/A7/31/2021163-11315N/A4/30/2021163-1911N/A1/31/2021153-268N/A10/31/2020163-1912N/A7/31/2020173-21822N/A4/30/202018411518N/A1/31/20201932610N/A10/31/20191910N/A10N/A7/31/2019201-1N/A6N/A4/30/2019205-1N/A1N/A1/31/2019201-2N/A2N/A10/31/2018199-4N/A0N/A7/31/2018191-4N/A-5N/A4/30/2018189-5N/A2N/A1/31/2018189-3N/A2N/A10/31/20171880N/A3N/A7/31/201718722N/A8N/A4/30/201717624N/A5N/A1/31/201717323N/A6N/A10/31/201616922N/A4N/A7/31/20161674N/A-1N/A4/30/20161665N/A1N/A1/31/20161695N/A8N/A10/31/20151745N/A9N/A7/31/20151724N/A7N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: VIRC 의 연간 예상 수익 증가율(55%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: VIRC 의 연간 수익(55%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: VIRC 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: VIRC 의 수익(연간 4.6%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: VIRC 의 수익(연간 4.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: VIRC의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 10:52종가2026/05/20 00:00수익2026/01/31연간 수익2026/01/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Virco Mfg. Corporation는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Georgy VashchenkoFreedom BrokerJay McCanlessWedbush Securities Inc.
분석 기사 • Jun 11Virco Mfg. Corporation Just Reported A Surprise Profit, And Analysts Lifted Their EstimatesInvestors in Virco Mfg. Corporation ( NASDAQ:VIRC ) had a good week, as its shares rose 5.4% to close at US$8.64...
분석 기사 • Dec 12Virco Mfg. Corporation Just Missed EPS By 40%: Here's What Analysts Think Will Happen NextIt's shaping up to be a tough period for Virco Mfg. Corporation ( NASDAQ:VIRC ), which a week ago released some...
Major Estimate Revision • Jun 19Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.72 to US$0.81. Revenue forecast steady at US$252.2m. Net income forecast to shrink 30% next year vs 13% growth forecast for Commercial Services industry in the US . Consensus price target of US$10.00 unchanged from last update. Share price fell 3.7% to US$3.88 over the past week.
Price Target Changed • Nov 17Price target increased to US$9.00Up from US$8.00, the current price target is provided by 1 analyst. New target price is 120% above last closing price of US$4.10. Stock is up 20% over the past year. The company is forecast to post earnings per share of US$0.71 next year compared to a net loss per share of US$0.95 last year.
Price Target Changed • May 05Price target increased to US$6.00Up from US$4.00, the current price target is provided by 1 analyst. New target price is 89% above last closing price of US$3.18. Stock is up 51% over the past year.
Board Change • 11hInsufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 6 highly experienced directors. Independent Director Brad Richardson was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • May 05Virco Mfg. Corporation, Annual General Meeting, Jun 16, 2026Virco Mfg. Corporation, Annual General Meeting, Jun 16, 2026. Location: at our corporate headquarters, 2027 harpers way, torrance, ca 90501., torrance. United States
분석 기사 • Dec 11Virco Mfg (NASDAQ:VIRC) Is Paying Out A Dividend Of $0.025The board of Virco Mfg. Corporation ( NASDAQ:VIRC ) has announced that it will pay a dividend of $0.025 per share on...
공시 • Dec 09Virco Mfg. Corporation Declares Cash Dividend for Fourth Fiscal Quarter, Payable on January 9, 2026On December 4, 2025, the Virco Mfg. Corporation Board of Directors declared a cash dividend for the Company’s fourth fiscal quarter of $0.025 on each outstanding share of common stock. The dividend is payable on January 9, 2026 to stockholders of record of the common stock as of the close of business on December 19, 2025.
분석 기사 • Sep 09Virco Mfg (NASDAQ:VIRC) Will Pay A Dividend Of $0.025Virco Mfg. Corporation ( NASDAQ:VIRC ) has announced that it will pay a dividend of $0.025 per share on the 10th of...
공시 • Sep 05Virco Mfg. Corporation Declares A Cash Dividend for the Second Fiscal Quarter Ended July 31, 2025, Payable on October 10, 2025Virco Mfg. Corporation declared a cash dividend for the Company’s second fiscal quarter of $0.025 on each outstanding share of common stock Second Fiscal Quarter ended July 31, 2025. The dividend is payable on October 10, 2025 to stockholders of record of the common stock as of the close of business on September 19, 2025. While the Company currently intends to pay future dividends on a quarterly basis, following review and approval by the Board of Directors, the declaration and payment of future dividends, as well as the amounts thereof, are subject to the discretion of the Board as well as restrictive covenants in the Company’s lending agreements. There can be no assurance that the Company will declare and pay dividends in future periods.
공시 • Jun 30+ 6 more updatesVirco Mfg. Corporation(NasdaqGM:VIRC) dropped from Russell 2500 Growth IndexVirco Mfg. Corporation(NasdaqGM:VIRC) dropped from Russell 2500 Growth Index
Seeking Alpha • Jun 11Virco's Financials Are Starting To Reflect Its Competitive RealitySummary Virco Mfg. Corporation's Q1 2026 results confirm my earlier warnings: Revenues and backlogs continue to decline 20–30% YoY, indicating a weaker peak season ahead. FY 2026 is likely to be a breakeven year, with profits reverting to pre-supply chain crisis norms rather than the recent outlier years of strong earnings. Potential tariff and supply chain disruptions could help Virco, but these factors are not yet material tailwinds and may not significantly boost competitiveness. At current prices, VIRC stock's valuation already reflects optimistic scenarios; with downside risks present, I maintain a Hold rating as the stock is not attractive now. Read the full article on Seeking Alpha
분석 기사 • Jun 11Virco Mfg. Corporation Just Reported A Surprise Profit, And Analysts Lifted Their EstimatesInvestors in Virco Mfg. Corporation ( NASDAQ:VIRC ) had a good week, as its shares rose 5.4% to close at US$8.64...
공시 • Jun 06Virco Mfg. Corporation Declares Cash Dividend for Second Fiscal Quarter, Payable on July 11, 2025On June 3, 2025, the Virco Mfg. Corporation's Board of Directors declared a cash dividend for the Company’s second fiscal quarter of $0.025on each outstanding share of common stock. The dividend is payable on July 11, 2025 to stockholders of record of the common stock as of the close of business on June 20, 2025.
공시 • May 07Virco Mfg. Corporation, Annual General Meeting, Jun 17, 2025Virco Mfg. Corporation, Annual General Meeting, Jun 17, 2025. Location: ourcorporate headquarters, located at 2027harpers way, ca 90501., torrance United States
공시 • Mar 13+ 2 more updatesVirco Mfg. Corporation Announces Chief Financial Officer Changes, Effective April 30, 2025On March 6, 2025, Robert Dose, the Chief Financial Officer and Treasurer of Virco Mfg. Corporation, notified the Board of Directors of his retirement from the Company effective April 30, 2025. Mr. Dose will remain available to consult with the Company from time to time after his retirement on terms to be determined. Also on March 6, 2025, the Board appointed Bassey Yau, the Company’s current Senior Vice President of Finance, Corporate Controller and Principal Accounting Officer, to succeed Mr. Dose as the Company’s Chief Financial Officer effective upon his retirement. The Board also appointed Ms. Yau as Secretary of the Company effective upon Mr. Dose’s retirement. Ms. Yau, age 66, joined the Company in 1996 and was named Sr. Vice President of Finance in 2024, after serving as the Company’s Vice President, Corporate Controller, Assistant Secretary and Assistant Treasurer since 2004. Ms. Yau has a bachelor’s degree in accounting from Brooklyn College and a Master of Business Administration degree from Pepperdine University.
분석 기사 • Feb 11Virco Mfg. Corporation (NASDAQ:VIRC) Shares Fly 27% But Investors Aren't Buying For GrowthThose holding Virco Mfg. Corporation ( NASDAQ:VIRC ) shares would be relieved that the share price has rebounded 27% in...
Seeking Alpha • Jan 29Virco Mfg. Corporation: A Reshoring Play At A P/E Of 7Summary Virco, a small-cap company specializing in commercial and educational furniture, has seen steady 6% annual growth over the last decade. Donald Trump's tariffs on China/Mexico and tax benefits for companies that manufacture in the U.S would be a beneficial catalyst for Virco. It's trading at a P/E of 7 times (industry average of 14), just starting to pay dividends and with an active buyback plan. Read the full article on Seeking Alpha
분석 기사 • Jan 22Virco Mfg (NASDAQ:VIRC) Is Doing The Right Things To Multiply Its Share PriceWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
공시 • Jan 22Virco Mfg. Corporation (NasdaqGM:VIRC) announces an Equity Buyback for $10 million worth of its shares.Virco Mfg. Corporation (NasdaqGM:VIRC) announces a share repurchase program. Under the program, the company will repurchase up to $10 million worth of its shares. The company expects to utilize its existing cash and cash equivalents to fund repurchases. The program has no time limit and may be suspended for periods or discontinued at any time.
분석 기사 • Dec 12Virco Mfg. Corporation Just Missed EPS By 40%: Here's What Analysts Think Will Happen NextIt's shaping up to be a tough period for Virco Mfg. Corporation ( NASDAQ:VIRC ), which a week ago released some...
공시 • Dec 10Virco Mfg. Corporation Declares A Quarterly Dividend, Payable on January 10, 2025On December 5, 2024, Virco Mfg. Corporation declared a quarterly dividend of $0.025 per share, payable on January 10, 2025 to shareholders of record as of December 20, 2024.
Seeking Alpha • Nov 26Virco: Some Favorable Themes, But Not Quite A BuySummary Virco Manufacturing Corporation has delivered nearly 40% returns this year, outperforming micro-caps and industrial stocks significantly. VIRC benefits from its American-based manufacturing set-up, avoiding overseas shipping delays and costs, and leveraging mass customization to reduce seasonality impacts. As a result of its amended credit agreement, dividend outflows will likely step up, and we've already seen a 25% hike in September. Despite unfavorable charting dynamics and institutional stake reduction, VIRC's single-digit forward P/E and strong earnings growth provide a compelling valuation. Given the mix of positive and negative factors, we maintain a neutral stance on VIRC stock. Read the full article on Seeking Alpha
분석 기사 • Oct 13Under The Bonnet, Virco Mfg's (NASDAQ:VIRC) Returns Look ImpressiveWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
분석 기사 • Sep 25Virco Mfg. Corporation (NASDAQ:VIRC) Not Doing Enough For Some Investors As Its Shares Slump 27%Virco Mfg. Corporation ( NASDAQ:VIRC ) shareholders won't be pleased to see that the share price has had a very rough...
Seeking Alpha • Sep 14Virco's Q2 Shows Clear Signs Of Deterioration, But Stock Is Still A HoldSummary Virco's 2Q25 revenues surprised positively, despite a declining backlog, due to improved order processing and continued disaster relief shipments. Management is cautious about future trends, removing the 'shipments plus backlog' figure and warning of post-pandemic recovery uncertainties. Higher shipping costs could benefit Virco by increasing competitors' costs, but the fading ESSER stimulus poses a revenue risk. Despite a seemingly attractive valuation, I maintain a Hold rating due to potential revenue declines and limited long-term growth prospects. Read the full article on Seeking Alpha
공시 • Sep 10Virco Mfg. Corporation Declares Cash Dividend for the Third Quarter of 2024, Payable on October 11, 2024On September 3, 2024, the Virco Mfg. Corporation’s Board of Directors declared a cash dividend for the Company’s third fiscal quarter of 2024 of $0.025 on each outstanding share of common stock. The dividend is payable on October 11, 2024 to stockholders of record of the common stock as of the close of business on September 20, 2024. While the Company currently intends to pay future dividends on a quarterly basis, following review and approval by the Board of Directors, the declaration and payment of future dividends, as well as the amounts thereof, are subject to the discretion of the Board as well as restrictive covenants in the Company’s lending agreements. There can be no assurance that the Company will declare and pay dividends in future periods.
Seeking Alpha • Sep 05Virco: The Wind Of Fortune Is Blowing In Its FavorSummary Virco benefited from the post-Covid-19 supply chain changes, leveraging extreme seasonality and the Price/Cube Threshold for competitive advantage in the US school furniture market. Despite average financial standing, Virco's recent revenue growth and profitability outpace peers. But these were driven by external supply chain factors rather than internal efficiencies. With a 40% margin of safety, Virco's current competitive position makes it a viable investment opportunity, with potential for transformation if operational efficiencies improve. Read the full article on Seeking Alpha
분석 기사 • Jul 18Is Virco Mfg (NASDAQ:VIRC) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Jun 13Virco's Q1 Was Good But Backlogs Point To Challenges AheadSummary Virco posted significant revenue growth, at 33%, with gross and operating margin expansion. However, a big part of that growth was generated by a less recurring disaster relief project. Without it, revenues would have grown 8%. Looking ahead, the company's backlogs and inventories continue to shrink. These are not good indicators for the 2Q and 3Q busy seasons. On the other hand, shipping prices are rising in China. This might become a tailwind for Virco this season or next year. Virco is valued for an optimistic scenario (business as in the past two years), leaving little upside opportunity and significant downside risk. I continue to believe the stock is a Hold. Read the full article on Seeking Alpha
분석 기사 • Jun 12This Is The Reason Why We Think Virco Mfg. Corporation's (NASDAQ:VIRC) CEO Might Be UnderpaidKey Insights Virco Mfg will host its Annual General Meeting on 18th of June Total pay for CEO Robert Virtue includes...
분석 기사 • May 29Cautious Investors Not Rewarding Virco Mfg. Corporation's (NASDAQ:VIRC) Performance CompletelyWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Seeking Alpha • May 09Virco Faces More Headwinds In The 2024 Bid Season, All Eyes On Q1 2025 BacklogsSummary Virco Manufacturing has experienced record-breaking revenue and profit growth in FY24, leading to a 150% increase in stock price since February 2023. The company's backlog has been decreasing for three quarters, indicating potential trouble ahead. Demand side tailwinds, such as funding from the ESSER program, may be challenged as school districts return to pre-pandemic expenses. Read the full article on Seeking Alpha
공시 • May 09Virco Mfg. Corporation, Annual General Meeting, Jun 18, 2024Virco Mfg. Corporation, Annual General Meeting, Jun 18, 2024, at 10:00 Pacific Standard Time. Location: corporate headquarters located at 2027 Harpers Way, Torrance, CA 90501 California United States Agenda: To discuss Election of three Class II directors to the Company’s Board of Directors; to Ratification of the appointment of Moss Adams LLP as the Company’s independent registered public accounting firm for the 2025 fiscal year; and to transact such other business as may properly come before the Annual Meeting.
분석 기사 • Apr 16We Ran A Stock Scan For Earnings Growth And Virco Mfg (NASDAQ:VIRC) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Apr 14Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$1.35 (up from US$1.03 in FY 2023). Revenue: US$269.1m (up 17% from FY 2023). Net income: US$21.9m (up 32% from FY 2023). Profit margin: 8.1% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$10.54, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 18x in the Commercial Services industry in the US. Total returns to shareholders of 240% over the past three years.
분석 기사 • Feb 29Why The 26% Return On Capital At Virco Mfg (NASDAQ:VIRC) Should Have Your AttentionIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
공시 • Feb 29Virco Mfg. Corporation Declares Cash Dividend for the First Quarter of Fiscal 2025 on Common Stock, Payable on April 10, 2024Virco Mfg. Corporation declared a cash dividend for the first quarter of fiscal 2025 of $0.02 per share of common stock, payable on April 10, 2024 to shareholders of record as of March 7, 2024.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$9.47, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Commercial Services industry in the US. Total returns to shareholders of 165% over the past three years.
Recent Insider Transactions Derivative • Jan 11Insider notifies of intention to sell stockPatricia Quinones intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of January. If the sale is conducted around the recent share price of US$12.30, it would amount to US$62k. Since June 2023, Patricia's direct individual holding has decreased from 77.80k shares to 67.80k. Company insiders have collectively sold US$67k more than they bought, via options and on-market transactions in the last 12 months.
분석 기사 • Dec 28Virco Mfg. Corporation's (NASDAQ:VIRC) Shares Climb 90% But Its Business Is Yet to Catch UpVirco Mfg. Corporation ( NASDAQ:VIRC ) shares have had a really impressive month, gaining 90% after a shaky period...
Reported Earnings • Dec 09Second quarter 2024 earnings released: EPS: US$0.95 (vs US$0.60 in 2Q 2023)Second quarter 2024 results: EPS: US$0.95 (up from US$0.60 in 2Q 2023). Revenue: US$107.3m (up 30% from 2Q 2023). Net income: US$15.5m (up 61% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.
공시 • Dec 09Virco Mfg. Corporation (NasdaqGM:VIRC) announces an Equity Buyback for $5 million worth of its shares.Virco Mfg. Corporation (NasdaqGM:VIRC) announces a share repurchase program. Under the program, the company will repurchase up to $5 million worth of its shares. The company expects to utilize its existing cash and cash equivalents to fund repurchases. The program has no time limit and may be suspended for periods or discontinued at any time.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to US$8.51, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 19x in the Commercial Services industry in the US. Total returns to shareholders of 268% over the past three years.
공시 • Dec 08Virco Mfg. Corporation Re-Instates Quarterly Dividend, Payable on January 10, 2024The Board of Directors of Virco Mfg. Corporation has re-instated a quarterly dividend of $0.02 per share, payable to shareholders of record as of December 22, 2023, payable January 10, 2024.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$7.09, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Commercial Services industry in the US. Total returns to shareholders of 225% over the past three years.
New Risk • Oct 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.7m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$75k sold). Market cap is less than US$100m (US$98.7m market cap).
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$6.40, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Commercial Services industry in the US. Total returns to shareholders of 212% over the past three years.
분석 기사 • Oct 23Shareholders Would Enjoy A Repeat Of Virco Mfg's (NASDAQ:VIRC) Recent Growth In ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$7.86, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 19x in the Commercial Services industry in the US. Total returns to shareholders of 255% over the past three years.
New Risk • Oct 05New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$54k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (9.1% average weekly change). Significant insider selling over the past 3 months (US$54k sold).
New Risk • Oct 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.2% average weekly change).
분석 기사 • Oct 01Here's Why Virco Mfg (NASDAQ:VIRC) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Recent Insider Transactions Derivative • Sep 24Insider notifies of intention to sell stockPatricia Quinones intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of September. If the sale is conducted around the recent share price of US$5.95, it would amount to US$60k. Since June 2023, Patricia has owned 77.80k shares directly. Company insiders have collectively bought US$12k more than they sold, via options and on-market transactions, in the last 12 months.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$6.14, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 18x in the Commercial Services industry in the US. Total returns to shareholders of 195% over the past three years.
New Risk • Sep 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 33% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risk Market cap is less than US$100m (US$91.9m market cap).
Reported Earnings • Sep 12Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.95 (up from US$0.60 in 2Q 2023). Revenue: US$107.3m (up 30% from 2Q 2023). Net income: US$15.5m (up 61% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 19Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.72 to US$0.81. Revenue forecast steady at US$252.2m. Net income forecast to shrink 30% next year vs 13% growth forecast for Commercial Services industry in the US . Consensus price target of US$10.00 unchanged from last update. Share price fell 3.7% to US$3.88 over the past week.
New Risk • Jun 13New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 7.5% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (US$65.3m market cap).
Reported Earnings • Jun 13First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: US$0.089 loss per share (improved from US$0.32 loss in 1Q 2023). Revenue: US$34.9m (up 8.9% from 1Q 2023). Net loss: US$1.44m (loss narrowed 72% from 1Q 2023). Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 47%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • May 10Virco Mfg. Corporation, Annual General Meeting, Jun 20, 2023Virco Mfg. Corporation, Annual General Meeting, Jun 20, 2023, at 10:00 Pacific Standard Time. Location: 2027 Harpers Way, Torrance California United States Agenda: To consider election of two Class I directors to the Company’s Board of Directors; to consider election of one Class III director to the Company’s Board of Directors; to consider advisory vote to approve the compensation of the Company’s Named Executive Officers as disclosed in the attached Proxy Statement pursuant to the SEC’s compensation disclosure rules (“Say-on-Pay”); to consider advisory vote on the frequency of future advisory votes on Named Executive Officer compensation (“Say-on-Frequency”); to consider ratification of the appointment of Moss Adams LLP as the Company’s independent registered public accounting firm for the 2024 fiscal year; and to consider Transact such other business as may properly come before the Annual Meeting.
Reported Earnings • Apr 30Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: US$1.03 (up from US$0.95 loss in FY 2022). Revenue: US$231.1m (up 25% from FY 2022). Net income: US$16.5m (up US$31.7m from FY 2022). Profit margin: 7.2% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 42%. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
분석 기사 • Apr 28Is Virco Mfg (NASDAQ:VIRC) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Mar 11Virco Mfg (NASDAQ:VIRC) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
공시 • Dec 13Virco Mfg. Corporation Announces Demise of Donald R. Rudkin, Board Member; Appoints Robert Lind as New Chair of the Audit CommitteeThe Board of Directors of Virco Mfg. Corporation is deeply saddened to report the loss of Donald R. Rudkin, who passed away on December 3, 2022 after a brief illness. Don was a valued member of the Board, and the company will greatly miss his leadership and trusted counsel. Mr. Rudkin served as the Chair of the Audit Committee of the Board and as an audit committee financial expert. Robert Lind, a current director and member of the Audit Committee, has been appointed as the new Chair of the Audit Committee. In connection with the passing of Mr. Rudkin, on December 6, 2022 the Board approved a reduction in the authorized number of directors on the Board from eight to seven persons pursuant to an amendment to Section 2.01 of the company's Third Amended and Restated Bylaws, and elimination of Mr. Rudkin's Class III Board seat.
Reported Earnings • Dec 12Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: US$0.49 (up from US$0.083 in 3Q 2022). Revenue: US$77.4m (up 35% from 3Q 2022). Net income: US$7.88m (up 494% from 3Q 2022). Profit margin: 10% (up from 2.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Price Target Changed • Nov 17Price target increased to US$9.00Up from US$8.00, the current price target is provided by 1 analyst. New target price is 120% above last closing price of US$4.10. Stock is up 20% over the past year. The company is forecast to post earnings per share of US$0.71 next year compared to a net loss per share of US$0.95 last year.
Board Change • Nov 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Agnieszka Winkler was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 14Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: US$0.60 (up from US$0.24 in 2Q 2022). Revenue: US$82.8m (up 40% from 2Q 2022). Net income: US$9.68m (up 157% from 2Q 2022). Profit margin: 12% (up from 6.4% in 2Q 2022). Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) exceeded analyst estimates by 40%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 118 percentage points per year, which is a significant difference in performance.
분석 기사 • Sep 14Does Virco Mfg (NASDAQ:VIRC) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Sep 13Virco Manufacturing GAAP EPS of $0.60, revenue of $82.8MVirco Manufacturing press release (NASDAQ:VIRC): Q2 GAAP EPS of $0.60. Revenue of $82.8M (+40.3% Y/Y). Shares +13%.
Reported Earnings • Jun 11First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: US$0.32 loss per share (down from US$0.25 loss in 1Q 2022). Revenue: US$32.1m (up 13% from 1Q 2022). Net loss: US$5.08m (loss widened 30% from 1Q 2022). Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 33%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.
공시 • May 20Virco Mfg. Corporation, Annual General Meeting, Jun 28, 2022Virco Mfg. Corporation, Annual General Meeting, Jun 28, 2022, at 10:00 Pacific Daylight. Agenda: To elect the nominees for directors named in the Proxy Statement; to approve an amendment to authorize additional shares of common stock for issuance under the company’s 2019 omnibus equity incentive; to ratify the appointment of Deloitte & Touche LLP as the company’s independent registered public accounting firm for the 2023 fiscal year; and to consider other matters.
분석 기사 • May 05Does Virco Mfg (NASDAQ:VIRC) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Apr 27Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$0.95 loss per share (down from US$0.14 loss in FY 2021). Revenue: US$184.8m (up 21% from FY 2021). Net loss: US$15.1m (loss widened US$12.9m from FY 2021). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 494%. Over the next year, revenue is forecast to grow 31%, compared to a 26% growth forecast for the industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Agnieszka Winkler was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$0.95 loss per share (down from US$0.14 loss in FY 2021). Revenue: US$184.8m (up 21% from FY 2021). Net loss: US$15.1m (loss widened US$12.9m from FY 2021). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 494%. Over the next year, revenue is forecast to grow 31%, compared to a 27% growth forecast for the industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
Reported Earnings • Dec 15Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: US$0.083 (down from US$0.28 in 3Q 2021). Revenue: US$57.3m (up 1.0% from 3Q 2021). Net income: US$1.33m (down 70% from 3Q 2021). Profit margin: 2.3% (down from 7.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 28%. Earnings per share (EPS) also missed analyst estimates by 76%. Earnings per share (EPS) missed analyst estimates by 76%. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS US$0.24 (vs US$0.23 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: US$59.0m (flat on 2Q 2021). Net income: US$3.76m (up 5.8% from 2Q 2021). Profit margin: 6.4% (up from 6.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
분석 기사 • Sep 01Virco Mfg's (NASDAQ:VIRC) Returns On Capital Not Reflecting Well On The BusinessThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
분석 기사 • Jun 16We Think The Compensation For Virco Mfg. Corporation's (NASDAQ:VIRC) CEO Looks About RightPerformance at Virco Mfg. Corporation ( NASDAQ:VIRC ) has been rather uninspiring recently and shareholders may be...
Reported Earnings • Jun 12First quarter 2022 earnings released: US$0.25 loss per share (vs US$0.30 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: US$28.4m (up 61% from 1Q 2021). Net loss: US$3.91m (loss narrowed 17% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
분석 기사 • Jun 07Estimating The Intrinsic Value Of Virco Mfg. Corporation (NASDAQ:VIRC)How far off is Virco Mfg. Corporation ( NASDAQ:VIRC ) from its intrinsic value? Using the most recent financial data...
분석 기사 • May 10At US$3.25, Is It Time To Put Virco Mfg. Corporation (NASDAQ:VIRC) On Your Watch List?Virco Mfg. Corporation ( NASDAQ:VIRC ), might not be a large cap stock, but it saw a decent share price growth in the...
Price Target Changed • May 05Price target increased to US$6.00Up from US$4.00, the current price target is provided by 1 analyst. New target price is 89% above last closing price of US$3.18. Stock is up 51% over the past year.
분석 기사 • Feb 25Virco Mfg (NASDAQ:VIRC) Share Prices Have Dropped 25% In The Last Three YearsIt is a pleasure to report that the Virco Mfg. Corporation ( NASDAQ:VIRC ) is up 44% in the last quarter. But that...
Is New 90 Day High Low • Feb 05New 90-day high: US$3.32The company is up 67% from its price of US$1.99 on 05 November 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is flat over the same period.
분석 기사 • Jan 21Who Has Been Selling Virco Mfg. Corporation (NASDAQ:VIRC) Shares?It is not uncommon to see companies perform well in the years after insiders buy shares. Unfortunately, there are also...
분석 기사 • Dec 17How Much Is Virco Mfg. Corporation (NASDAQ:VIRC) Paying Its CEO?Robert Virtue became the CEO of Virco Mfg. Corporation ( NASDAQ:VIRC ) in 1988, and we think it's a good time to look...
Reported Earnings • Dec 16Third quarter 2021 earnings released: EPS US$0.28The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: US$56.7m (down 15% from 3Q 2020). Net income: US$4.48m (up 15% from 3Q 2020). Profit margin: 7.9% (up from 5.8% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Dec 16Revenue behind estimatesRevenue missed analyst estimates by 7.9%. Earnings per share (EPS) were mostly in line with analyst estimates.
Is New 90 Day High Low • Dec 16New 90-day high: US$2.65The company is up 32% from its price of US$2.01 on 16 September 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Nov 25New 90-day high: US$2.31The company is up 5.0% from its price of US$2.20 on 26 August 2020. The American market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 7.0% over the same period.