olivLaw · US equity research
Myers Industries, Inc. MYE
Plastics Products, NEC · SIC 3089 · Vertical: Plastics Products, NEC (SIC 3089)
Myers Industries, headquartered in Akron, Ohio, makes reusable plastic containers and packaging, pallets and composite ground protection matting, and distributes tools and equipment for tire service. The company reported 9.8% sales growth to 179.2 million USD in the second quarter of 2026, supported by infrastructure demand and its transformation program, while the planned sale of Myers Tire Supply is reshaping its structure.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Myers Industries, Inc. (MYE) stock was 28.59 USD (+2.11% on the day), with market capitalisation 1.1 bn USD, P/E 37.6 on diluted EPS of 0.76 USD over the last 12 months, dividend yield 1.89%, beta 1.14, 52-week range 16.73–36.74 USD. Latest reported quarter (Q3 2026): revenue of 171.3 m USD (+8.1% YoY), net income of -865.0 k USD (−112.2% YoY), diluted EPS -0.02 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 34.2
- weak (30–45)
- Bollinger (20, 2)
- 28.17 – 33.67
- in the lower half of the band · %B 0.08 · band width 17.8%
- SMA 50 / 200
- 31.17 / 26.68
- mixed trend
- MACD (12, 26, 9)
- -0.59 / -0.18
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −10.4% | −1.1% | −9.3 pp | — |
| 3 months | −19.1% | −0.5% | −18.7 pp | — |
| 6 months | +38.0% | +4.4% | +33.6 pp | — |
| Year to date | +52.7% | +12.3% | +40.4 pp | — |
| 1 year | +62.7% | +13.5% | +49.2 pp | +16.1% |
| 3 years | +59.1% | +76.4% | −17.3 pp | +27.2% |
| 5 years | +38.1% | +63.7% | −25.6 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 203.9 m | 161.7 m | 163.2 m | 158.5 m | 342.4 m | 164.6 m | 179.2 m | 171.3 m |
| Cost of revenue | 138.0 m | 111.4 m | 112.2 m | 109.2 m | 216.8 m | 108.0 m | 117.7 m | 124.6 m |
| Gross profit | 65.9 m | 50.2 m | 51.1 m | 49.3 m | 125.5 m | 56.5 m | 61.5 m | 46.8 m |
| SG&A | 44.3 m | 29.3 m | 27.4 m | 28.7 m | 87.1 m | 28.0 m | 26.6 m | 28.4 m |
| Operating income | 14.6 m | 17.2 m | 19.8 m | 16.7 m | 20.8 m | 24.9 m | 31.2 m | 14.8 m |
| Depreciation & amortisation | 4.5 m | 4.5 m | 4.4 m | 4.3 m | 4.2 m | 3.7 m | 3.7 m | 3.5 m |
| Pre-tax income | 6.9 m | 9.8 m | 12.5 m | 9.2 m | 13.6 m | 18.2 m | 24.9 m | 6.2 m |
| Income tax | 2.6 m | 2.6 m | 2.9 m | 2.9 m | 1.8 m | 4.4 m | 6.2 m | 1.5 m |
| Net income | 4.3 m | 6.8 m | 9.7 m | 7.1 m | 11.3 m | -1.8 m | 20.0 m | -865.0 k |
| Diluted EPS | 0.11 ≈ | 0.18 | 0.26 | 0.19 | 0.30 ≈ | -0.05 | 0.53 | -0.02 |
| Operating cash flow | 27.3 m | 10.1 m | 28.3 m ≈ | 25.8 m ≈ | 22.6 m | 26.2 m | 33.5 m ≈ | 17.1 m ≈ |
| Capex | 7.1 m | 8.0 m | 3.6 m ≈ | 4.2 m ≈ | 3.8 m | 2.8 m | 5.6 m ≈ | 5.9 m ≈ |
| Dividends paid | 5.0 m | 5.3 m | 5.1 m ≈ | 5.1 m ≈ | 5.1 m | 5.1 m | 5.2 m ≈ | 5.1 m ≈ |
| Share repurchases | 0 | 1.0 m | 507.0 k ≈ | 506.0 k ≈ | 504.0 k | 0 | 0 ≈ | 0 ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 76 percentile of its own 33-quarter history (min 11.2, median 22.8, max 357.5; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 566.7 m | 515.7 m | 510.4 m | 761.4 m | 899.5 m | 813.1 m | 836.3 m | 825.7 m |
| Revenue YoY | +3.6% | −9.0% | −1.0% | +49.2% | +18.1% | −9.6% | +2.9% | −1.3% |
| Net income | -3.3 m | 24.3 m | 36.8 m | 33.5 m | 60.3 m | 48.9 m | 7.2 m | 34.9 m |
| Net income YoY | unavailable | unavailable | +51.1% | −8.8% | +79.7% | −18.9% | −85.3% | +385.0% |
| Diluted EPS | -0.10 | 0.68 | 1.02 | 0.92 | 1.64 | 1.32 | 0.19 | 0.93 |
| Diluted EPS YoY | unavailable | unavailable | +50.0% | −9.8% | +78.3% | −19.5% | −85.6% | +389.5% |
| net % | -0.6% | 4.7% | 7.2% | 4.4% | 6.7% | 6.0% | 0.9% | 4.2% |
| Free cash flow | 56.1 m | 44.0 m | 33.1 m | 27.0 m | 48.3 m | 63.3 m | 54.9 m | 67.2 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 40.5 m USD
- Financial debt
- 345.8 m USD
- Net debt
- 305.3 m USD
- Equity
- 294.2 m USD
- Total assets
- 852.6 m USD
- Debt / equity
- 1.18x
- Current ratio
- 1.67x
- ROE
- 12.2%
- ROA
- 4.1%
- FCF margin
- 8.1%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 510.4 m | 761.4 m | 899.5 m | 813.1 m | 836.3 m | 825.7 m | SEC (XBRL)· 05 Mar 2026verified |
| Cost of revenue | 338.4 m | 550.0 m | 616.2 m | 554.0 m | 565.5 m | 549.7 m | SEC (XBRL)· 05 Mar 2026verified |
| Gross profit | 172.0 m | 211.4 m | 283.4 m | 259.1 m | 270.8 m | 276.1 m | SEC (XBRL)· 05 Mar 2026verified |
| SG&A | 130.3 m | 163.5 m | 199.5 m | 167.3 m | 174.0 m | 172.4 m | SEC (XBRL)· 05 Mar 2026verified |
| Operating income | 53.6 m | 49.3 m | 83.9 m | 72.4 m | 44.5 m | 74.6 m | SEC (XBRL)· 05 Mar 2026verified |
| Depreciation & amortisation | 20.9 m | 20.9 m | 21.7 m | 8.7 m | 18.1 m | 17.4 m | SEC (XBRL)· 05 Mar 2026verified |
| EBITDA | 74.5 m ≈ | 70.2 m ≈ | 105.6 m ≈ | 81.2 m ≈ | 62.6 m ≈ | 92.0 m ≈ | SEC (XBRL)· 05 Mar 2026derived |
| Interest expense | 4.9 m | — | — | — | — | — | SEC (XBRL)· 11 Mar 2021verified |
| Pre-tax income | 48.9 m | 45.1 m | 78.2 m | 66.1 m | 13.5 m | 45.1 m | SEC (XBRL)· 05 Mar 2026verified |
| Income tax | 12.1 m | 11.6 m | 17.9 m | 17.2 m | 6.3 m | 10.2 m | SEC (XBRL)· 05 Mar 2026verified |
| Net income | 36.8 m | 33.5 m | 60.3 m | 48.9 m | 7.2 m | 34.9 m | SEC (XBRL)· 05 Mar 2026verified |
| Diluted EPS | 1.02 | 0.92 | 1.64 | 1.32 | 0.19 | 0.93 | SEC (XBRL)· 05 Mar 2026verified |
| Weighted average diluted shares | 35.9 m | 36.4 m | 36.8 m | 37.1 m | 37.4 m | 37.6 m | SEC (XBRL)· 05 Mar 2026verified |
| Dividend per share | 0.54 | 0.54 | 0.54 | 0.54 | 0.54 | 0.54 | SEC (XBRL)· 05 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 28.3 m | 17.7 m | 23.1 m | 30.3 m | 32.2 m | 40.5 m | SEC (XBRL)· 07 May 2026verified |
| Receivables | 83.7 m | 100.7 m | 126.2 m | 113.9 m | 109.4 m | 95.4 m | SEC (XBRL)· 07 May 2026verified |
| Inventories | 65.9 m | 93.6 m | 93.4 m | 90.8 m | 97.0 m | 67.6 m | SEC (XBRL)· 07 May 2026verified |
| Current assets | 183.7 m | 219.9 m | 257.2 m | 256.6 m | 259.3 m | 281.5 m | SEC (XBRL)· 05 Mar 2026verified |
| Property, plant & equipment, net | 74.0 m | 92.0 m | 101.6 m | 107.9 m | 137.6 m | 127.9 m | SEC (XBRL)· 07 May 2026verified |
| Goodwill | 79.3 m | 88.8 m | 95.2 m | 95.4 m | 255.5 m | 241.3 m | SEC (XBRL)· 07 May 2026verified |
| Intangibles (excl. goodwill) | 41.0 m | 50.2 m | 51.8 m | 45.1 m | 166.3 m | 146.1 m | SEC (XBRL)· 07 May 2026verified |
| Total assets | 400.0 m | 484.5 m | 542.6 m | 541.6 m | 860.8 m | 852.6 m | SEC (XBRL)· 07 May 2026verified |
| Accounts payable | 61.2 m | 81.7 m | 73.5 m | 79.1 m | 71.0 m | 51.3 m | SEC (XBRL)· 07 May 2026verified |
| Short-term debt | 40.0 m | 0 | 0 | 26.0 m | 19.6 m | 34.6 m | SEC (XBRL)· 05 Mar 2026verified |
| Long-term debt | 37.6 m | 90.9 m | 94.0 m | 32.0 m | 355.3 m | 311.2 m | SEC (XBRL)· 05 Mar 2026verified |
| Current liabilities | 142.2 m | 132.5 m | 137.8 m | 165.1 m | 147.1 m | 169.0 m | SEC (XBRL)· 05 Mar 2026verified |
| Total liabilities | 210.9 m | 275.2 m | 286.2 m | 248.8 m | 583.3 m | 558.4 m | SEC (XBRL)· 07 May 2026verified |
| Equity | 189.1 m † | 209.3 m † | 256.4 m † | 292.8 m † | 277.5 m † | 294.2 m † | SEC (XBRL)· 05 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 46.5 m | 44.9 m | 72.6 m | 86.2 m | 79.3 m | 86.8 m | SEC (XBRL)· 05 Mar 2026verified |
| Capex | 13.4 m | 17.9 m | 24.3 m | 22.9 m | 24.4 m | 19.6 m | SEC (XBRL)· 05 Mar 2026verified |
| Free cash flow | 33.1 m ≈ | 27.0 m ≈ | 48.3 m ≈ | 63.3 m ≈ | 54.9 m ≈ | 67.2 m ≈ | SEC (XBRL)· 05 Mar 2026derived |
| Investing cash flow | -75.6 m | -50.3 m | -50.4 m | -22.8 m | -372.5 m | -18.9 m | SEC (XBRL)· 05 Mar 2026verified |
| Financing cash flow | -18.3 m | -5.2 m | -16.3 m | -56.5 m | 295.1 m | -54.5 m | SEC (XBRL)· 05 Mar 2026verified |
| Dividends paid | 19.4 m | 19.6 m | 19.8 m | 20.2 m | 20.4 m | 20.5 m | SEC (XBRL)· 05 Mar 2026verified |
| Share repurchases | — | — | — | 0 | 0 | 2.5 m | SEC (XBRL)· 05 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 50 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 1.1 bn USD
Key indicators
Coverage and freshness
Score by group
- Valuation63
- Returns57
- Quality63
- Balance sheet57
- Growth0
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 7.10 – 33.29 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · the reported interest expense is far older than the latest period (the filer changed its XBRL tag): a stale figure is not used
- Peers: EV/EBITDA28.62 – 33.29 (Mid 32.23)6 companies used · median multiple 13.6x · quartiles 12.3x – 14.0xATR, AWI, CMT, KRT, NWL, SWIM
- Peers: P/E17.47 – 21.67 (Mid 18.86)4 companies used · median multiple 24.8x · quartiles 23.0x – 28.5xATR, AWI, CMT, KRT
- Dividend discount (DDM)7.10 – 9.54 (Mid 8.14)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 50/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 12.5% | 57 (vs peers) | 11% |
| Net margin · Quality | 3.3% | 38 (vs peers) | 7% |
| FCF conversion · Quality | 283.5% | 100 (on a fixed band) | 7% |
| Revenue CAGR 3Y · Growth | -2.8% | 0 (on a fixed band) | 9% |
| EPS CAGR 3Y · Growth | -17.2% | 0 (on a fixed band) | 9% |
| Net debt / EBITDA · Balance sheet | 2.2x | 43 (vs peers) | 11% |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.9x | 91 (on a fixed band) | 4% |
| P/E (TTM) · Valuation | 37.6x | 29 (vs peers) | 11% |
| EV/EBITDA · Valuation | 12.3x | 71 (vs peers) | 11% |
| FCF yield · Valuation | 7.6% | 94 (on a fixed band) | 9% |
| Shareholder yield (distributions) · Returns | 1.9% | 28 (on a fixed band) | 7% |
| Payout ratio (FCF) · Returns | 25.2% | 100 (on a fixed band) | 4% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet57/100 · 2/3 factors with a value
- Growth0/100 · 2/2 factors with a value
- Quality63/100 · 3/3 factors with a value
- Returns57/100 · 2/2 factors with a value
- Valuation63/100 · 3/3 factors with a value
Memo
Myers Industries, Inc. (MYE). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: revenue 825.7 m USD in 2025; YoY growth -1.3%; net margin 3.3%; ROE 9.7%; net debt/EBITDA 2.2x.
The estimated value range is 17.47–21.67 USD per share (median of 3 methods, agreement: low); assumptions are illustrative. Against the central value of 18.86 USD, the price of 28.59 USD leaves a potential of -34.0% (value / price − 1) and a margin of safety of -51.6% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 50/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- FCF conversion: 283.5%
- Current ratio: 1.9x
- EV/EBITDA: 12.3x
- FCF yield: 7.6%
- Payout ratio (FCF): 25.2%
What contradicts it
- Revenue CAGR 3Y: -2.8%
- EPS CAGR 3Y: -17.2%
- P/E (TTM): 37.6x
- Shareholder yield (distributions): 1.9%
- The price is above the estimated value range
- The valuation methods diverge
Not assessed (insufficient data or a ratio without meaning): Interest coverage.
Versus the vertical median
Plastics Products, NEC (SIC 3089) · same industry (4-digit SIC) · compared with 8 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| ENTGEntegris, Inc. | 21.8 bn | 55.7 | 9.6% | 11.1% | −1.4% | +85% / +37% |
| ATRAptarGroup, Inc | 9.3 bn | 35.6 | 9.9% | 6.7% | +5.4% | +18% / +16% |
| AWIArmstrong World Industries, Inc. | 7.4 bn | 23.5 | 36.0% | 18.4% | +12.1% | −7% / +107% |
| NWLNewell Brands Inc | 2.5 bn | — | -12.8% | -4.4% | −5.0% | +61% / −23% |
| MYEMyers Industries, Inc. | 1.1 bn | 37.6 | 9.7% | 3.3% | −1.3% | +63% / +59% |
| KRTKarat Packaging Inc. | 1.1 bn | 21.5 | 31.2% | 10.2% | +10.7% | +143% / +149% |
| SWIMLatham Group, Inc. | 963.2 m | 100.2 | 2.2% | 1.6% | +7.4% | +14% / +262% |
| CMTCore Molding Technologies, Inc. | 187.1 m | 26.1 | 4.4% | 2.4% | −9.5% | +12% / +18% |
| DSWLDeswell Industries, Inc. | 46.5 m | 4.4 | 10.0% | 17.3% | −9.3% | −19% / +12% |
1- and 3-year price returns: for MYE from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 15.69 Total return -44% · Per year -44% | 27.84 Total return -1% · Per year -1% | 42.08 Total return 49% · Per year 49% |
| 3 years | 13.07 Total return -50% · Per year -21% | 26.29 Total return -3% · Per year -1% | 43.94 Total return 61% · Per year 17% |
| 5 years | 10.89 Total return -56% · Per year -15% | 24.84 Total return -4% · Per year -1% | 45.88 Total return 72% · Per year 11% |
- Exit P/E± 6.57
- Net margin± 4.60
- Annual revenue growth± 4.06
- Annual dilution± 0.39
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 30 Jul 2026; since then the company filed 8-K (29 Oct 2026 · results), 10-Q (29 Oct 2026).
In brief
Myers Industries, headquartered in Akron, Ohio, makes reusable plastic containers and packaging, pallets and composite ground protection matting, and distributes tools and equipment for tire service. The company reported 9.8% sales growth to 179.2 million USD in the second quarter of 2026, supported by infrastructure demand and its transformation program, while the planned sale of Myers Tire Supply is reshaping its structure.
SWOT
Strengths
- Leading positions in reusable container niches and tire service distribution, with a broad product range and recognized brands 1.
- Clear margin recovery in 2026, with solid cash flow and a reduction in net debt 3.
- A refinanced and enlarged credit facility provides additional liquidity for investment 3.
Weaknesses
Opportunities
Risks
- Raw material costshigh
A sharp rise in resin prices or a supply interruption could reduce margins if prices cannot be passed on to customers 1.
- Tariffs and trade policymedium
Changes in U.S. trade policy could raise import costs and affect profitability 1.
- Production interruptionmedium
Equipment failures or natural events at plants could halt production and create repair costs 1.
- Goodwill impairmentmedium
If the carrying value of reporting units exceeds fair value, an impairment charge could affect results 1.
- Financing and debtlow
Reliance on the credit facility and refinancing could become a concern if financing conditions worsen 3.
Investment thesis
What would need to be true (bull case)
- Sales growth and better margins in the second quarter of 2026 suggest the transformation program is producing concrete results 3.
- Infrastructure demand and expansion into European military products could support medium-term growth 23.
- Reduced net debt and a refinancing extending facility maturities to 2031 could strengthen financial flexibility 3.
What would break the thesis
What to watch
- Completion of the Myers Tire Supply sale and its effect on segment structure2026
- Gross margin trend and raw material cost developmentsQ3 2026
- Growth pace in the Infrastructure end market and European military deliveries2026
- Net debt and leverage level following the July 2026 refinancingnext 10-Q
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 30 Jul 2026; since then the company filed 8-K (29 Oct 2026 · results), 10-Q (29 Oct 2026).
The business
Myers Industries designs, manufactures and markets plastic, metal and rubber products, including reusable containers, pallets, small parts bins, bulk containers, storage systems, OEM parts, composite ground protection matting and tanks for water, fuel and waste handling 1. Founded in 1933, headquartered in Akron, Ohio, listed on the New York Stock Exchange under MYE, it had approximately 2,200 employees at December 31, 2025 1. The February 2024 acquisition of Signature Systems, with annual sales of approximately 110 million USD at the time, extended its presence in ground protection 1. In its July 2026 release the company describes itself as a manufacturer of plastic and metal products for Consumer, Vehicle, Food & Beverage, Industrial and Infrastructure markets 3.
Segments
Distribution
The Distribution segment generated net sales of 203.9 million USD in 2025, about 25% of the total, distributing tools, equipment and supplies for tire and under-vehicle service, along with tire repair and retreading products 1. The company describes itself as the largest U.S. distributor in this area 1. Myers Tire Supply was later classified as discontinued operations, and from March 31, 2026 reporting moves to a single segment 2.
Market context
The market for reusable containers and industrial plastic products is fragmented, with many private competitors and Myers holding strong positions in niches but no dominant share in broad sectors 1. Revenue is sensitive to resin prices, which depend on natural gas and crude oil, and in 2025 net sales declined slightly to 825.7 million USD, a 1.3% decrease 1.
Trends
- Infrastructure demandtailwind
Strong growth in the Infrastructure end market, up 52% in the second quarter of 2026, suggests composite mats for construction sites and events could support the company's growth 3.
- Resin and raw material costsheadwind
Volatile plastic resin and oil prices, along with tariffs, could compress margins if they cannot be passed on to customers 1.
- Transformation programtailwind
Better volume, mix and manufacturing costs lifted gross margin to 34.3% in the second quarter of 2026 3.
- Softer vehicle and consumer demandmixed
Sales in the Vehicle and Consumer end markets fell in the second quarter of 2026, indicating moderate demand in some sectors 3.
Competitive position
Competition in Material Handling is substantial and varied, including makers of similar products and substitute products, with most direct competitors being private companies 1. In tire service distribution, competition comes from small firms, regional distributors and national auto parts chains 1.
- Private plastics product manufacturers
Most direct competitors of the company's brands are private entities, according to the annual report 1.
- Regional tire service equipment distributors
Small firms and regional distributors compete in tire service equipment distribution 1.
- National auto parts chains
National auto parts chains may offer products that overlap with the company's distribution range 1.
- Larger consolidated competitors
Industry consolidation has created competitors with greater resources that may sustain low prices for longer periods 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- STAT+: Patient dies in Bristol Myers Squibb autoimmune CAR-T trialSTAT News · 23 Oct 2026 · EN
- Watch live: Trump rallies in Fort Myers, FloridaThe Hill · 23 Oct 2026 · EN
- Pathos AI teams up with Bristol Myers and Tempus AI to advance drug developmentCNA (Channel NewsAsia) · 23 Oct 2026 · EN
- Why Myers Industries (MYE) Was a Top Performer for Gabelli in Q2Yahoo Finance — News · 22 Sept 2026 · EN
- Wall Street's Bull Case for Bristol Myers Squibb Is Getting LouderYahoo Finance — News · 20 Sept 2026 · EN
- Should You Buy Bristol Myers Squibb Stock Right Now for the Yield Alone?Yahoo Finance — News · 13 Sept 2026 · EN
- How Much Do You Really Need Invested in Bristol Myers Squibb to Collect $10,000 a Year?Yahoo Finance — News · 12 Sept 2026 · EN
- Could Bristol-Myers Squibb (BMY) Outperform Novartis (NVS) as CAR-T Safety Concerns Shake the Sector?Yahoo Finance — News · 09 Sept 2026 · EN
- Bristol-Myers Squibb Stock: Is BMY Outperforming the Healthcare Sector?Yahoo Finance — News · 03 Sept 2026 · EN
- Cătălin Radu, Bristol Myers Squibb: Diagnosticarea tardivă și accesul întârziat la tratamente moderne amplifică povara asupra pacienților, familiilor și sistemului de sănătateCursDeGuvernare.ro · 03 Sept 2026 · RO
- Opinion: Bristol Myers Squibb Is a Buy -- but the Real Reason Why Might Surprise InvestorsYahoo Finance — News · 29 Aug 2026 · EN
- Johnson & Johnson (JNJ) Taps Sail Biomedicines in Bid for CAR-T Edge Over Bristol Myers SquibbYahoo Finance — News · 29 Aug 2026 · EN
- Can Atrium Therapeutics (RNA)’s $15 Million Milestone From Bristol-Myers Squibb (BMY) Validate its RNA Platform?Yahoo Finance — News · 28 Aug 2026 · EN
- Bristol-Myers Squibb (BMY)’s Cellares Exit Raises Questions Over Breyanzi GrowthYahoo Finance — News · 28 Aug 2026 · EN
- AstraZeneca Is Said to Have Explored Bristol Myers MergerBloomberg Markets · 05 Aug 2026 · EN
- Tyson Falls on 3Q Results; Bristol-Myers Squibb Surges on Potential Acquisition | Stock MoversBloomberg Markets · 03 Aug 2026 · EN
- AstraZeneca confirmă negocierile cu Bristol Myers Squibb: Fuziunea ar crea un gigant farmaceutic de aproape 400 de miliarde de dolariZiarul Financiar · 03 Aug 2026 · RO
- AstraZeneca discută preluarea companiei americane Bristol Myers Squibb / Tranzacția ar putea deveni una dintre cele mai mari din istoria industriei farmaceuticeG4Media · 03 Aug 2026 · RO
- Negocieri pentru unul dintre cele mai mari acorduri din istoria industriei farmaceutice. AstraZeneca discută preluarea Bristol Myers SquibbMediafax · 03 Aug 2026 · RO
- AstraZeneca shares drop 7% after report on $400 billion merger talks with Bristol Myers SquibbCNBC World · 03 Aug 2026 · EN
The latest news item in our archive is from 23 Oct 2026; the newest SEC filing is from 29 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Quarterly report29 Oct 2026
- Current report29 Oct 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report23 Oct 2026Departure or appointment of officers · Financial statements and exhibits
- Current report31 Aug 2026Material agreement · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report30 Jul 2026
- Current report30 Jul 2026Material agreement · Results of operations · Creation of a direct financial obligation · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report07 May 2026
- Current report07 May 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report24 Apr 2026Shareholder vote
- Proxy statement13 Mar 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Myers Industries, Inc. · 05 Mar 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Myers Industries, Inc. · 30 Jul 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Myers Industries, Inc. · 30 Jul 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.