The earnings call revealed a mixed outlook with strong performance in data center power products and cash flow generation offset by significant challenges in the automotive and EV segments, including large program delays and inventory adjustments. While there were notable operational improvements, the forecasted revenue decline and associated risks in fiscal 2026 present substantial obstacles.

Company Guidance

During the Methode Electronics fiscal 2025 fourth quarter earnings call, the company provided guidance indicating a challenging landscape ahead, with a projected $100 million decline in sales for fiscal 2026. Despite this, Methode expects to double its EBITDA, driven by operational improvements. The company recorded $257 million in sales for the quarter, a 7% decrease year-over-year, and an adjusted loss from operations of $22 million, impacted by a $15 million inventory adjustment. The fiscal year saw a $12 million improvement in tolling recovery and a $22 million reduction in accounts receivable, with record sales in data center power products exceeding $80 million. Methode plans to launch 30 new programs in fiscal 2026 while addressing cost reductions and leveraging its global footprint, especially in data center and power products. The company anticipates an EBITDA range of $70 to $80 million for fiscal 2026, alongside continued strategic measures to enhance financial performance.

Record Sales in Data Center Power Products

The company set records for both the quarter and the full year in data center power product sales, finishing over $80 million for the year, almost double the sales of fiscal 2024.

Free Cash Flow Generation

Methode Electronics delivered $26 million in free cash flow in the fourth quarter, marking the best quarter for free cash flow since Q4 of fiscal 2023. For the full year, there was a $12 million improvement in tolling recovery and a $22 million reduction in accounts receivable.

Improved Operational Execution

The company achieved a 100 basis points improvement in gross margin, $9 million worth of SG&A reductions, and $12 million worth of tolling recoveries as year-over-year improvements.

Debt Reduction

Net debt levels decreased by $10.1 million from the third quarter to $214 million, aided by strong cash generation in the quarter.

Transformation Progress

The transformation efforts are progressing with a focus on operational improvements and new program launches, including bookings of over $170 million for new and extended programs.

Methode Electronics (MEI) Earnings, Revenues Date & History

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MEI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 04, 2025	2026 (Q1)	-0.35 / -	-0.52	―	―	―
Jul 09, 2025	2025 (Q4)	<0.01 / -0.80	-1.63	50.92% (+0.83)
Mar 05, 2025	2025 (Q3)	-0.07 / -0.41	-0.33	-24.24% (-0.08)
Dec 05, 2024	2025 (Q2)	-0.17 / -0.05	-1.55	96.77% (+1.50)
Sep 05, 2024	2025 (Q1)	-0.31 / -0.52	0.02	-2700.00% (-0.54)
Jul 11, 2024	2024 (Q4)	-0.20 / -1.63	0.22	-840.91% (-1.85)
Mar 07, 2024	2024 (Q3)	0.08 / -0.33	0.54	-161.11% (-0.87)
Dec 07, 2023	2024 (Q2)	0.11 / -1.55	0.75	-306.67% (-2.30)
Sep 07, 2023	2024 (Q1)	0.23 / 0.02	0.58	-96.55% (-0.56)
Jun 22, 2023	2023 (Q4)	0.38 / 0.22	0.43	-48.84% (-0.21)

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

MEI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 09, 2025	$10.18	$7.62	-25.15%
Mar 05, 2025	$9.47	$6.73	-28.93%
Dec 05, 2024	$11.07	$13.37	+20.78%
Sep 05, 2024	$9.48	$9.74	+2.74%

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.