MLIMUELLER INDUSTRIES INC
Rolling Drawing & Extruding Of Nonferrous Metals
- Revenue
- $4.2B
- 11% YoY
- Operating margin
- 22.9%
- 12% YoY
- EBITDA
- $1.0B
- 25% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -1.4×
- −$1.4B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear99% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear47% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear7% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.8B | $4.0B | $3.4B | $3.8B | $4.2B | 11% |
| Operating income | $656M | $877M | $756M | $770M | $959M | 24% |
| Net income | $469M | $658M | $603M | $605M | $765M | 27% |
| Operating cash flow | $312M | $724M | $673M | $646M | $755M | 17% |
| Capex | $32M | $38M | $54M | $80M | $69M | 14% |
| Stock-based comp | $10M | $18M | $23M | $27M | $27M | 0.1% |
| Buybacks | $5M | $38M | $19M | $49M | $244M | 400% |
| Dividends | $29M | $56M | $67M | $89M | $109M | 22% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.