NYSE$MEI

Methode Electronics Inc · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

Methode Electronics reported net sales of $298.1 million and net income of $0.4 million for the fourth quarter of fiscal 2026.

Methode Electronics achieved net sales of $298.1 million in Q4 2026, up 15.9% year-over-year, driven by Automotive customer recoveries and Industrial segment growth. The company returned to profitability with net income of $0.4 million and Adjusted EBITDA of $26.9 million, compared to a net loss and Adjusted EBITDA loss in the prior year period. Full-year results showed improved profitability despite lower revenue, with positive free cash flow of $15.6 million.

  • Q4 net sales rose 15.9% to $298.1 million, including $22.5 million in customer recoveries.
  • Q4 Adjusted EBITDA reached $26.9 million versus a $7.1 million loss in the prior year.
  • Full-year Adjusted EBITDA increased 60.5% to $68.2 million on net sales of $1,019.2 million.
  • Fiscal 2027 guidance projects net sales of $1.025-1.075 billion and Adjusted EBITDA of $72-82 million.

Headline financials

Total Revenue

$298M

Previous: $257M+15.9%
EPS (adj)

-$0.30

No prior period
Adjusted EBITDA

$26.9M

No prior period
EBITDA

$33.3M

No prior period
Net cash from operations

$4.9M

No prior period
Total debt

$325M

No prior period
Net debt

$185M

No prior period
Adjusted EBITDA margin

9.0%

No prior period
Free Cash Flow

-$900K

No prior period
Net Income

$400K

Previous: $28.3M-98.6%
Operating Income

$10.9M

No prior period
Gross Profit

$72.2M

No prior period
Cash & Equivalents

$140M

No prior period
Total Assets

$1.31B

No prior period

Revenue & EPS history

Methode · Revenue · Quarterly

$298M

Q4 2026+15.9%vs Q4 2025
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Methode · $298M total across 3 segments · Q4 2026

  • Industrial
    $151M
  • Automotive
    $145M
  • Interface
    $1.8M

Forward guidance

For fiscal 2027, net sales expected in $1.025-1.075 billion range with Adjusted EBITDA of $72-82 million; free cash flow expected consistent with fiscal 2026 and capex $25-30 million.

Tailwinds

  • Profitable growth expected with margin expansion
  • Operational improvements and business mix benefits continuing

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

-1.1%

Avg return

Earnings day

-3.2%

Avg return

5 days after

-6.2%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+46.2%

Q4 2024

Best reaction

-32.9%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-12.6%-22.3%-22.5%
Q2 2026-11.2%-21.5%-22.9%
Q1 2026+12.8%+9.1%-7.8%
Q4 2025+0.1%-2.2%-27.2%
Q3 2025-28.9%-34.7%-41.1%
Q2 2025+9.6%+12.6%+5.9%
Q1 2025-3.2%-3.0%+10.1%
Q4 2024+46.2%+47.1%+7.2%
Q3 2024-32.9%-37.0%-42.8%
Q2 2024-11.8%-12.6%-14.0%
Q1 2024-22.2%-24.1%-21.8%
Q4 2023-12.7%-15.3%-25.0%
Q3 2023-9.8%-11.7%-12.4%
Q2 2023+10.0%+5.5%-2.9%
Q1 2023-2.8%-4.9%-8.2%
Q4 2022-0.1%-10.9%-18.5%
Q3 2022-5.3%-7.8%-5.0%
Q2 2022+0.9%+1.3%+9.7%
Q1 2022-10.3%-8.2%-8.7%
Q4 2021+1.9%+2.3%-4.3%
Q3 2021+5.6%+10.6%+6.6%
Q2 2021+5.0%+6.4%+7.1%
Q1 2021-2.4%-4.8%-4.8%
Q4 2020-7.5%-6.0%-6.8%
Q3 2020+2.0%-4.3%-15.8%
Q2 2020+14.3%+13.5%+8.6%
Q1 2020+11.7%+11.2%+19.6%
Q4 2019-1.2%+0.6%+7.8%
Q3 2019+6.0%+9.6%+7.5%
Q2 2019-23.0%-24.8%-22.8%
Q1 2019-2.3%-1.5%-10.8%
Q4 2018-11.2%-8.4%-13.5%
Q3 2018+1.0%+1.1%-0.9%
Q2 2018-7.3%-12.1%-9.3%
Q1 2018+0.9%-2.1%+7.1%
Q4 2017+4.8%+5.3%+4.8%
Q3 2017+2.7%+0.8%+5.2%
Q2 2017+9.2%+9.4%+5.3%
Q1 2017-3.7%-2.8%-4.6%
Q4 2016+6.0%+6.6%+15.2%
Q3 2016-1.3%
Q2 2016-8.0%
Q1 2016+17.3%
Q4 2015-29.4%
Q3 2015+6.1%
Q2 2015-16.7%
Q1 2015+19.0%
Q4 2014+11.4%
Q3 2014-14.9%
Q2 2014+43.4%
Q1 2014+35.5%
Q4 2013+10.1%
Q3 2013+5.2%
Q2 2013-6.7%
Q1 2013+4.9%
Q4 2010+7.6%
Q4 2012+7.6%
Q3 2012-2.6%
Q3 2011-2.6%
Q2 2011-6.9%
Q2 2012-6.9%
Q1 2011-18.3%
Q1 2012-18.3%
Q4 2011-18.3%
Q3 2010-16.6%

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