Every 8-K that Miller Industries, Inc. (MLR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MLR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MLR filings page.
Miller Industries reported fiscal second-quarter 2026 net sales of $239,993 (thousands), up 12.1% from $214,032 (thousands) a year earlier, driven by steady production and healthier channel inventories. Net income was $7,269 (thousands) versus $8,458 (thousands), with diluted EPS of $0.63 compared with $0.73. For the first six months, net sales were $420,855 (thousands) and net income was $7,822 (thousands), down 52.7% from $16,523 (thousands) in 2025.
Management highlighted strong cash generation, using it to reduce total debt by $20 million in the quarter and to return $4.9 million to shareholders, including approximately $2.5 million of share repurchases. The balance sheet showed cash of $55,635 (thousands) and total shareholders’ equity of $420,093 (thousands) as of June 30, 2026.
The company continues integrating its Omars acquisition, which had a negative impact of about $0.11 per diluted share in Q2 from non-cash acquisition-related expenses but is still expected to be accretive in its first year. Miller Industries reaffirmed full-year 2026 revenue guidance of $850 million to $900 million, expects EPS to be generally in line with 2025, and targets full-year gross margins in the mid-13% range. The board approved a quarterly dividend of $0.21 per share and the company is planning a new 200,000+ sq ft Ooltewah, TN facility at an estimated cost of $100 million, to be funded largely from operating cash flow.
Miller Industries, Inc. held its Annual Meeting of Shareholders on May 22, 2026 in Dalton, Georgia. As of the record date of March 31, 2026, 11,371,730 common shares were entitled to vote, and 10,439,472 shares were represented in person or by proxy, a turnout of 91.80%.
Shareholders voted to elect seven director nominees. For example, William G. Miller received 9,353,857 votes for and 174,646 votes withheld, with 910,969 broker non-votes, while Leigh Walton received 8,662,757 votes for and 865,746 votes withheld, plus 910,969 broker non-votes.
Shareholders also approved one proposal with 9,042,141 votes for, 374,596 against, 111,766 abstentions, and 910,969 broker non-votes, and another proposal with 10,144,785 votes for, 282,135 against, 12,552 abstentions, and no broker non-votes.
Miller Industries reported first quarter 2026 net sales of $180.9 million, down 19.8% from $225.7 million a year earlier, as net income fell to $0.6 million from $8.1 million. Diluted earnings per share were $0.05 versus $0.69, pressured by higher operating expenses and non-cash acquisition-related costs from the Omars deal that reduced results by about $0.13 per diluted share.
The company reaffirmed its 2026 revenue outlook of $850 million to $900 million and expects full-year earnings per share to be generally in line with 2025. Management plans production volumes to be weighted toward the second half of 2026 and targets gross margins in the mid-13% range as mix normalizes.
Miller Industries is investing about $100 million in a new 200,000+ square foot facility at its Ooltewah, Tennessee headquarters, largely funded by operating cash flow. The Board approved a quarterly dividend of $0.21 per share and the company repurchased roughly $2.2 million of stock in the quarter. Cash and cash equivalents increased to $53.0 million, while total assets were $585.6 million and shareholders’ equity was $417.3 million as of March 31, 2026.
Miller Industries, Inc. has updated its executive severance arrangements through a Third Amended and Restated Severance Protection Plan approved by the Compensation Committee on April 7, 2026. The revised plan removes the equity portion of a participant’s annual bonus from the calculation of severance benefits, meaning only the non-equity bonus component will now factor into severance. Aside from this change, the prior change in control severance plan remains substantively unchanged. The full amended plan is available as Exhibit 10.1 to this report.
Miller Industries, Inc. updated its executive compensation programs. The board’s Compensation Committee approved a Second Amended and Restated Severance Protection Plan that eliminates “single-trigger” change in control severance. Executives now receive severance only after a qualifying termination such as termination without cause, death, disability, or resignation for good reason, and must sign a release of claims.
The committee also revised the Executive Officer Annual Bonus Plan for 2025 by reallocating an 8% bonus pool share among remaining executives. For 2026 and beyond, a new First Amended and Restated Executive Officer Annual Bonus Plan ties the bonus pool to pretax income above $20 million and delivers awards in cash and restricted stock units, with defined pool percentages and RSU vesting structures for each executive officer.
Miller Industries reported a sharp slowdown for 2025 while outlining major growth plans. Full-year net sales fell to $790,271,000 from $1,257,500,000, with net income down to $23,014,000 from $63,494,000. In Q4 2025, net sales were $171,168,000 versus $221,907,000 a year earlier, and diluted EPS declined to $0.29 from $0.91.
The company approved a new 200,000+ square foot facility at its Ooltewah, Tennessee headquarters, with expected cost of approximately $100 million, and plans to fund most of it from operating cash flow. Management highlighted more than $150 million in global military commitments and issued 2026 revenue guidance of $850 million to $900 million, targeting revenue of about $250 million per quarter in the second half of 2026 and gross margins in the mid‑13% range. The board raised the quarterly dividend 5% to $0.21 per share and the company returned $15.1 million in 2025 through dividends and share repurchases.
Miller Industries, Inc., through its wholly owned subsidiary Luna Acquisition Corp., has completed the acquisition of Omars – S.p.A., an Italian designer and manufacturer of towing and recovery equipment based in Cuneo, Italy. Buyer acquired all of Omars’ outstanding corporate capital for an aggregate purchase price of approximately €17.5 million (about $20.3 million) on a debt-free, cash-free basis, subject to customary adjustments for net financial position and net working capital.
About $876,000 of the purchase price was placed into escrow to secure certain indemnification obligations of the sellers. The transaction was financed using Miller Industries’ cash on hand and borrowings under its existing credit facility. The parties agreed to customary representations, warranties, covenants and indemnification provisions, and entered into related agreements including an escrow agreement and management and consulting arrangements. Miller Industries also issued a press release announcing the transaction.
Miller Industries (MLR) furnished its quarterly results materials. On November 5, 2025, the company announced it issued a press release covering financial results for the fiscal third quarter ended September 30, 2025, furnished as Exhibit 99.1.
The company also scheduled a teleconference and audio webcast for November 6, 2025, with supplementary presentation materials furnished as Exhibit 99.2. The information under Item 2.02 and Exhibits 99.1 and 99.2 is being furnished and is not deemed filed under the Exchange Act.