NYSE$MEC

Mayville Engineering Company Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Mayville Engineering Company Inc reported lower net sales and a net loss for the second quarter of 2025.

Net sales declined 19.1% year-over-year to $132.3 million due to reduced customer demand across most end markets and channel inventory destocking. The company posted a net loss of $1.1 million and operating income of $0.1 million, with adjusted EBITDA of $13.7 million representing a 10.3% margin. Free cash flow remained positive at $17.9 million for the first half of the year despite the softer demand environment.

  • Q2 net sales fell 19.1% to $132.3 million driven by lower demand in commercial vehicle, construction & access, powersports and agriculture markets.
  • Net loss of $1.1 million and diluted EPS of $(0.05) compared to net income of $3.8 million and $0.18 EPS in Q2 2024.
  • Adjusted EBITDA declined to $13.7 million (10.3% margin) from $19.6 million (12.0% margin) year-over-year.
  • Company completed $4.6 million in share repurchases and announced subsequent acquisition of Accu-Fab and restructuring actions.

Headline financials

Total Revenue

$132M

Previous: $164M-19.1%
EPS (adj)

-$0.05

Previous: $0.18-127.8%
Adjusted EBITDA

$13.7M

Previous: $19.6M-30.4%
Adjusted EBITDA Margin

10.3%

Previous: 12.0%-14.2%
Capital Expenditures

-$5.41M

Previous: -$6.87M+21.3%
Free Cash Flow

-$6.51M

Previous: -$3.09M-110.4%
Net Income

-$1.1M

Previous: $3.78M-129.0%
Operating Income

$76K

Previous: $8.15M-99.1%
Cash & Equivalents

$206K

Previous: $314K-34.4%
Total Assets

$434M

Previous: $488M-11.1%

Revenue & EPS history

MEC · Revenue · Quarterly

$132M

Q2 2025-19.1%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

MEC · $132M total across 6 segments · Q2 2025

  • Commercial Vehicle
    $49.1M
  • Other
    $25.8M
  • Construction & Access
    $20.2M
  • Powersports
    $19.6M
  • Agriculture
    $9.23M
  • Military
    $8.34M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-1.3%

Avg return

Earnings day

+3.1%

Avg return

5 days after

+5.6%

Avg return

30 days after

39%

11 / 28 earnings

Positive

+17.6%

Q3 2022

Best reaction

-37.7%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+2.6%+19.6%+45.9%
Q4 2025-1.8%-10.8%-13.7%
Q3 2025-10.4%-6.3%-8.3%
Q1 2025-3.8%+11.7%+13.7%
Q4 2024-0.1%+8.2%-8.8%
Q3 2024-16.3%-18.1%-19.7%
Q2 2024+10.9%+13.0%+11.3%
Q1 2024+7.4%+16.2%+16.1%
Q4 2023+6.8%+3.6%+6.9%
Q3 2023+3.6%+6.9%+11.9%
Q2 2023-7.9%+0.2%-2.9%
Q1 2023-5.9%-17.5%-2.3%
Q4 2022-4.0%-4.7%-8.4%
Q3 2022+17.6%+45.1%+99.2%
Q2 2022-0.8%-3.4%-3.9%
Q1 2022+8.2%-1.2%+9.6%
Q4 2021-5.7%-2.0%-9.4%
Q3 2021-4.8%-4.8%-18.8%
Q2 2021-2.4%-1.3%-16.8%
Q1 2021-5.7%+8.2%+18.6%
Q4 2020+1.4%+6.3%+3.2%
Q3 2020+14.3%+15.6%+24.6%
Q2 2020-1.5%+6.4%+14.0%
Q1 2020+8.3%+30.4%+34.5%
Q4 2019-6.2%+2.0%-15.4%
Q3 2019-37.7%-19.9%-26.8%
Q2 2019-5.8%-11.3%+1.9%
Q1 2019+3.3%-5.7%+0.4%
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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