The earnings call highlighted successful strategic moves such as the acquisition of Accu-Fab and strong new business wins, which position the company for future growth. However, significant challenges such as a decline in net sales, weakness in the commercial vehicle market, and increased leverage due to acquisitions indicate a mixed outlook.

Company Guidance -

Q3 2025

During the Mayville Engineering Company's second quarter 2025 earnings call, the company provided updated guidance reflecting both the impact of the Accu-Fab acquisition and the current demand environment. MEC now expects full-year 2025 net sales to range between $528 million and $562 million, with adjusted EBITDA projected between $49 million to $55 million. The guidance includes an anticipated $28 million to $32 million in additional revenues and $6 million to $8 million in adjusted EBITDA from the Accu-Fab acquisition. Despite a 19.1% year-over-year decline in sales to $132.3 million in the second quarter, MEC's adjusted EBITDA margin improved by 130 basis points sequentially. The company's free cash flow conversion was 92% of adjusted EBITDA, amounting to $12.5 million. MEC's pro forma net leverage increased to 3.1x following the Accu-Fab acquisition, with a target to reduce it below 2x by the end of 2026. With a focus on reshoring and footprint optimization, MEC is consolidating four leased facilities, aiming for annual fixed cost savings of approximately $2 million. The company is also tracking ahead to achieve $100 million in new business awards for the year, supported by strategic wins in the commercial vehicle and critical power markets.

Successful Acquisition of Accu-Fab

The acquisition of Accu-Fab was completed, expected to increase the addressable market by 60% to approximately $8 billion. The acquisition is anticipated to be modestly accretive to earnings this year, with further opportunities for market access and platform leverage.

Data Center and Critical Power Expansion

MEC secured its first cross-selling win post-acquisition of Accu-Fab in the data center segment, with strong momentum expected to generate $5 million to $10 million in revenue synergies by 2026.

Strong New Business Wins

Tracking ahead of pace to achieve the annual goal of $100 million in new business awards, with significant wins in data center fabrications, commercial vehicles, and critical power end markets.

Significant Free Cash Flow Generation

Generated $12.5 million in free cash flow with a 92% conversion of adjusted EBITDA, used for debt repayment and share repurchases.

Operational Efficiency Improvements

Adjusted EBITDA margin expanded by 130 basis points sequentially due to effective cost management and disciplined operating leverage.

Mayville Engineering Company (MEC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MEC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.07 / -	0.21	―	―	―
Aug 05, 2025	2025 (Q2)	0.06 / 0.10	0.26	-61.54% (-0.16)
May 06, 2025	2025 (Q1)	0.01 / 0.04	0.22	-81.82% (-0.18)
Mar 04, 2025	2024 (Q4)	-0.08 / -0.07	0.21	-133.33% (-0.28)
Nov 05, 2024	2024 (Q3)	0.24 / 0.21	0.21	0.00% (0.00)
Aug 06, 2024	2024 (Q2)	0.22 / 0.26	0.2	30.00% (+0.06)
May 07, 2024	2024 (Q1)	0.17 / 0.22	0.12	83.33% (+0.10)
Mar 05, 2024	2023 (Q4)	0.17 / 0.21	0.12	75.00% (+0.09)
Oct 31, 2023	2023 (Q3)	0.25 / 0.21	0.32	-34.38% (-0.11)
Aug 01, 2023	2023 (Q2)	0.19 / 0.20	0.29	-31.03% (-0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MEC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$16.72	$14.66	-12.32%
May 06, 2025	$13.16	$12.85	-2.36%
Mar 04, 2025	$13.79	$13.77	-0.15%
Nov 05, 2024	$21.81	$17.53	-19.62%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Mayville Engineering Company (MEC) report earnings?

Mayville Engineering Company (MEC) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).

What is Mayville Engineering Company (MEC) earnings time?

Mayville Engineering Company (MEC) earnings time is at Nov 04, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MEC EPS forecast?

MEC EPS forecast for the fiscal quarter 2025 (Q3) is 0.07.

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