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what it is
Myers makes plastic containers, tanks, and storage products, then also sells tire-service tools and repair supplies.
how it gets paid
Last year Myers Industries made $826M in revenue. Reusable material handling containers was the main engine at $356M, or 43% of sales.
why growth slowed
Revenue fell 1.3% last year. 33.5% gross margin matters most because margin → money left after production → it explains why earnings rose even with shaky full-year sales.
what just happened
Latest quarter revenue jumped to $622 million and EPS rose to $0.63, but the giant from a year ago gain came off a much smaller base.
At a glance
B balance sheet — gets the job done, barely
40/100 earnings predictability — expect surprises
23.7x trailing p/e — priced about right
2.6% dividend yield — cash in your pocket every quarter
8.2% return on capital — nothing to write home about
xvary composite: 60/100 — average
What they do
Myers makes plastic containers, tanks, and storage products, then also sells tire-service tools and repair supplies.
This is a boring-parts business, which is the point. If your shop needs bins, fuel tanks, or tire-service tools, you buy what works and keep reordering. Myers did $825.7 million in 2025 sales with a 33.4% gross margin (gross margin → money left after making the product → enough room to survive ugly volume swings).
How they make money
$826M
annual revenue · their business grew -1.3% last year
Reusable material handling containers
$356M
0.0%
Fuel, water, marine, and RV tanks
$149M
0.0%
Storage totes, bins, and ammunition containers
$117M
0.0%
Tire, wheel, and undervehicle service distribution
$144M
1.3%
Tire repair materials, custom rubber, and highway tapes
$60M
1.3%
The products that matter
plastic containers and storage
Material Handling
$622.1M · 75.3% of disclosed segment revenue
It generated $622.1M last year and stayed flat. That stability matters because it carried most of the disclosed segment base while margins improved elsewhere in the business.
largest segment shown
tools and equipment sales
Distribution
$203.6M · down 5.0%
This $203.6M segment fell 5.0%, which tells you end-market demand is still the problem. Cost cuts can cushion that for a while. They don't replace volume forever.
demand-sensitive
company-wide earnings engine
Margin Recovery
33.6% gross margin · 13.9% operating margin
The real product right now is execution. Gross margin reached 33.6% and operating margin hit 13.9% even as sales slipped, which is why net income jumped 385%.
the key insight
Key numbers
23.7x
trailing p/e
P/E → price divided by profit → you are paying a full price for a company whose 2025 revenue fell 1.3%.
$311M
long-term debt
Debt → money owed → it matters more when your market cap is only about $773 million.
13.9%
operating margin
Operating margin → profit after running the business → Myers is decent at making money, but not elite.
2.6%
dividend yield
Dividend yield → cash paid to you each year → nice support, but not enough to bail out a bad entry price.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 2 — safer than 80% of stocks
- price stability 40 / 100
- long-term debt $311M (29% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for MYE right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Latest quarter revenue jumped to $622 million and EPS rose to $0.63, but the giant from a year ago gain came off a much smaller base.
Gross margin reached 33.5% in the latest quarter. Full-year 2025 sales still slipped 1.3% to $825.7 million, so the story is margin repair first, demand strength second.
$622M
revenue
$0.63
eps
33.5%
gross margin
the number that mattered
33.5% gross margin matters most because margin → money left after production → it explains why earnings rose even with shaky full-year sales.
source: company earnings report, 2026
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What could go wrong
The top risk here is end-market volume weakness in industrial and agricultural channels. Myers just proved it can protect margins. It has not proved demand is back.
high
Volume recovery never arrives
Revenue fell 1.3% last year, and Distribution dropped 5.0%. If customer demand stays soft, the margin fix eventually runs out of easy wins.
exposes the core earnings rebound thesis
med
A crowded ownership base can turn a dip into a drop
Institutional ownership sits at 87%. In a small-cap stock, that can mean less patient capital when a quarter disappoints.
higher downside volatility if the thesis wobbles
med
Earnings quality is better, but still messy
Adjusted EPS was $1.10 while GAAP EPS was $0.93. That $0.17 gap is not huge, but it is big enough that you should track what keeps showing up below the adjusted line.
makes the valuation less forgiving
med
Debt is manageable until the cycle gets worse
Long-term debt is $311M, or 29% of capital. That is workable today. It becomes more restrictive if volumes stay weak and free cash flow softens.
limits strategic flexibility in a downturn
If gross margin slips from 33.6% while revenue stays flat to down, the 13.9% operating margin story can unwind fast. That's the entire risk setup.
source: institutional data · regulatory filings · risk analysis
Pay attention to
metric
gross margin above 33%
33.6% is the number holding this story together. If that starts slipping before revenue recovers, the margin-led bull case gets thinner fast.
calendar
q1 2026 earnings report
Expected around April 30, 2026. You want to see whether the Q4 beat was a start-of-year signal or just a clean quarter in an uneven demand backdrop.
trend
distribution demand stabilization
Distribution fell 5.0%. If that line stops shrinking, you finally have proof the recovery is moving from margins to volumes.
risk
dividend coverage
The dividend costs about $20M against $34.9M in net income. Covered does not mean untouchable if profits fall back.
Analyst rankings
earnings predictability
40 / 100
In human-speak, analysts do not see this as a clean, easy-to-model earnings story.
risk rank
2
That score says the stock is safer than most on balance-sheet terms. It does not mean the quarterly path will be smooth.
price stability
40 / 100
A 52-week range of $9–$24 backs that up. This is not a bunker stock.
source: institutional data
Institutional activity
institutional ownership data for MYE is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$22
current price
n/a
target midpoint · n/a from current
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