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

Myers Industries (NYSE:MYE) issued its earnings results on Thursday. The industrial products company reported $0.31 earnings per share for the quarter, topping the consensus estimate of $0.23 by $0.08, FiscalAI reports. The company had revenue of $203.97 million for the quarter, compared to analyst estimates of $202.60 million. Myers Industries had a return on equity of 13.15% and a net margin of 3.38%.

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 Price Performance

NYSE:MYE traded down $1.44 during mid-day trading on Friday, reaching $21.34. The stock had a trading volume of 98,015 shares, compared to its average volume of 284,718. Myers Industries has a 12 month low of $9.06 and a 12 month high of $24.03. The stock has a market capitalization of $798.29 million, a PE ratio of 28.84 and a beta of 1.06. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.67 and a quick ratio of 1.09. The stock has a 50-day simple moving average of $20.87 and a two-hundred day simple moving average of $18.52.

Myers Industries Announces Dividend

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

Analyst Ratings Changes

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

Hedge Funds Weigh In On Myers Industries

Several hedge funds and other institutional investors have recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Myers Industries by 4.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 21,835 shares of the industrial products company’s stock valued at $260,000 after acquiring an additional 936 shares during the last quarter. Franklin Resources Inc. increased its holdings in Myers Industries by 3.9% in the third quarter. Franklin Resources Inc. now owns 28,708 shares of the industrial products company’s stock valued at $486,000 after purchasing an additional 1,081 shares during the period. LPL Financial LLC raised its position in Myers Industries by 5.4% during the 4th quarter. LPL Financial LLC now owns 21,945 shares of the industrial products company’s stock worth $411,000 after purchasing an additional 1,133 shares during the last quarter. BNP Paribas Financial Markets lifted its holdings in Myers Industries by 8.8% during the 3rd quarter. BNP Paribas Financial Markets now owns 15,775 shares of the industrial products company’s stock worth $267,000 after buying an additional 1,270 shares during the period. Finally, Cerity Partners LLC lifted its holdings in Myers Industries by 10.8% during the 4th quarter. Cerity Partners LLC now owns 14,567 shares of the industrial products company’s stock worth $273,000 after buying an additional 1,424 shares during the period. Institutional investors own 90.82% of the company’s stock.

Trending Headlines about Myers Industries

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

• Positive Sentiment: Earnings and revenue beat — Myers reported Q4 EPS of $0.31 versus the $0.23 consensus and revenue of $203.97M versus ~$202.6M, a clear beat that supports earnings momentum. Business Wire: Q4 & Full Year Results
• Positive Sentiment: Margin expansion and stronger full‑year results — Analyst/market summaries highlight margin improvement and a stronger 2025 performance, which can support higher profitability going forward. TipRanks: Margin Expansion
• Neutral Sentiment: Management commentary and details available — The earnings call transcript and investor slide deck are published (useful for digging into segment trends, guidance and inventory/working-capital comments), but they don’t radically change the beat/raise narrative on their own. Seeking Alpha: Q4 2025 Transcript
• Negative Sentiment: Mixed market reaction and low trading volume — Some coverage noted the stock initially edged up after results, but today shares are trading down; volume is light versus average, suggesting limited conviction and potential profit‑taking. Investing.com: Beats, Stock Edges Up
• Negative Sentiment: Valuation and technicals may cap near-term upside — MYE trades at a ~29.8 P/E, has debt on the balance sheet (D/E ~1.18) and is near its 12‑month high; those factors combined with today’s pullback could limit immediate rally potential. (See company financial/market profile for details.)

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.