Myers Industries (NYSE:MYE) Releases Earnings Results, Beats Expectations By $0.08 EPS

Myers Industries (NYSE:MYE) issued its quarterly earnings data on Thursday. The industrial products company reported $0.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.08, FiscalAI reports. Myers Industries had a return on equity of 14.46% and a net margin of 4.23%.The firm had revenue of $203.97 million during the quarter, compared to analysts’ expectations of $202.60 million.

Here are the key takeaways from Myers Industries’ conference call:

• Fourth-quarter margins expanded materially — adjusted gross margin rose 140 basis points to 33.6% and adjusted operating margin expanded 230 basis points to 11%, supporting a 63% year‑over‑year increase in adjusted EPS.
• Management delivered $20 million in annualized cost savings (primarily SG&A) and idled two rotational molding facilities while exiting low‑margin products to improve utilization and the company’s margin profile.
• The company completed a strategic review and announced the sale of Myers Tire Supply (MTS); MTS will be treated as discontinued operations beginning in Q1, removing the automotive aftermarket from forward guidance and reshaping the revenue base during the transition.
• Free cash flow increased 23% to $67.2 million, net debt was reduced by $44.2 million (net leverage 2.4 within the 1.5–2.5 target range), and $23 million was returned to shareholders, providing flexibility for growth investment or further deleveraging.
• 2026 outlook is mixed by end market — infrastructure shows very strong demand with the largest-ever matting backlog, industrial is expected to see moderate growth, food & beverage slightly down, and the Q4 exits/idling remove about $5 million of revenue per quarter while improving earnings.

Myers Industries Trading Down 5.2%

NYSE MYE opened at $21.59 on Friday. The company has a market capitalization of $807.68 million, a price-to-earnings ratio of 23.22 and a beta of 1.06. Myers Industries has a 12 month low of $9.06 and a 12 month high of $24.03. The company’s fifty day moving average price is $20.92 and its two-hundred day moving average price is $18.56. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.67 and a quick ratio of 1.09.

Myers Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, April 3rd. Stockholders of record on Friday, March 13th will be given a dividend of $0.135 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $0.54 dividend on an annualized basis and a dividend yield of 2.5%. Myers Industries’s dividend payout ratio (DPR) is presently 72.97%.

Hedge Funds Weigh In On Myers Industries

A number of hedge funds have recently added to or reduced their stakes in MYE. EverSource Wealth Advisors LLC boosted its stake in Myers Industries by 372.6% in the second quarter. EverSource Wealth Advisors LLC now owns 1,900 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 1,498 shares during the period. Kestra Advisory Services LLC bought a new stake in shares of Myers Industries during the fourth quarter valued at about $38,000. Quarry LP acquired a new stake in shares of Myers Industries in the 3rd quarter worth approximately $48,000. Aquatic Capital Management LLC acquired a new stake in Myers Industries in the third quarter worth approximately $61,000. Finally, Quantbot Technologies LP bought a new position in Myers Industries during the third quarter valued at about $72,000. Institutional investors and hedge funds own 90.82% of the company’s stock.

Myers Industries News Roundup

Here are the key news stories impacting Myers Industries this week:

• Positive Sentiment: Q4 beat on both EPS and revenue and showed margin improvement — Company reported $0.31 EPS vs. $0.23 consensus and revenue of $203.97M vs. ~$202.6M, with commentary on margin expansion for 2025. Myers Industries Announces 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Market reaction initially modestly positive — some coverage notes the beat pushed shares up intraday before profit-taking. This shows the beat was received as credible but not enough to sustain a rally. Myers Industries beats estimates on earnings and revenue, stock edges up
• Neutral Sentiment: Full materials and transcripts are available — slides and the earnings-call transcript provide detail on segment performance and the company’s narrative on cost/margin drivers. Useful for digging into whether margin gains are sustainable. Myers Industries, Inc. (MYE) Q4 2025 Earnings Call Transcript Myers Industries, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Valuation and fundamental metrics may cap upside — MYE trades at a mid‑to‑high P/E (~29x) with a modest net margin (~3.4%) and leverage (debt/equity ~1.18), which can prompt profit-taking after a rally toward the 52-week high.
• Negative Sentiment: Stock moved lower on higher volume — the heavier-than-average trading suggests sellers dominated after the release despite the beat; investors may be awaiting clearer forward guidance or sustainability of margin gains.

Analyst Ratings Changes

A number of brokerages have commented on MYE. Wall Street Zen upgraded Myers Industries from a “buy” rating to a “strong-buy” rating in a report on Friday, November 28th. Zacks Research upgraded shares of Myers Industries from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 16th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Myers Industries in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $21.00.

About Myers Industries

Myers Industries, Inc is a diversified manufacturer of polymer products serving industrial, commercial and consumer markets. The company designs, produces and markets a broad range of molded and fabricated plastic components, including pallets, bulk containers, tanks and drums used in material handling and storage applications. Myers Industries leverages proprietary polymer technologies to provide durable, reusable solutions that help customers optimize supply chain efficiency and reduce environmental impact.

Myers operates primarily through two business segments.