Miller Industries, Inc. · NYSE:MLR
Miller Industries — Q2 2026 Earnings Presentation
15 slides from Miller Industries's earnings presentation, Aug 5, 2026
Slide 1: The World's Largest Manufacturer of Towing and Recovery Equipment Q2 2026 Investor Presentation
THE WORLD’S LARGEST MANUFACTURER OF TOWING AND RECOVERY EQUIPMENT Q2 2026 INVESTOR PRESENTATION
Slide 2: Forward Looking Statements Safe Harbor Statement
MILLER INDUSTRIES FORWARD LOOKING STATEMENTS SAFE HARBOR STATEMENT Certain statements in this presentation may be deemed to be forward-looking statements, as defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by the use of words such as “may
Slide 3: Miller Industries Overview: Company Profile
MILLER INDUSTRIES OVERVIEW THE WORLD’S LARGEST MANUFACTURER OF TOWING AND RECOVERY EQUIPMENT LIGHT-DUTY RECOVERY CAR CARRIER SPECIALTY TRANSPORT MEDIUM- & HEAVY-DUTY RECOVERY ROTATORS MILITARY RECOVERY NYSE: MLR FOUNDED IN 1990 HEADQUARTERS - OOLTEWAH, TN OPERATIONS IN TN, PA, ENGLAND, FRANCE, AND I
Slide 4: Miller Industries Core Philosophy
“ MILLER INDUSTRIES CORE PHILOSOPHY WE HAVE THE BEST PEOPLE, THE BEST PRODUCTS, AND THE BEST DISTRIBUTION NETWORK IN THE TOWING AND RECOVERY INDUSTRY.” - BILL MILLER - 1990
Slide 5: Our Team
“ MILLER INDUSTRIES OUR TEAM THANK YOU TO OUR GLOBAL TEAM
Slide 6: Second Quarter 2026 Quarterly Key Metrics
MILLER INDUSTRIES SECOND QUARTER 2026 QUARTERLY KEY METRICS Q2 YOY - Increased 12.1% Q2 ’26 vs Q1 ’26 - Increased 32.7% REVENUE GROSS PROFIT - 15.0% $240.0M $35.9M NET INCOME - 3.0% $7.3M EPS, DILUTED $0.63 $4.9M CASH RETURNED TO SHAREHOLDERS Q2 YOY - Increased 3.9% Q2 ’26 vs Q1 ’26 - Increased 39.9
Slide 7: Domestic Overview: 2026 Domestic Market Outlook
MILLER INDUSTRIES DOMESTIC OVERVIEW 2026 DOMESTIC MARKET OUTLOOK ■ POTENTIAL EASING OF GEOPOLITICAL TENSIONS ■ RETAIL ACTIVITY ■ PRODUCTION LEVELS ■ PRODUCT MIX
Slide 8: Export Overview: 2026 Export Outlook
MILLER INDUSTRIES EXPORT OVERVIEW 2026 EXPORT OUTLOOK ■ STRONG BACKLOG ■ JIGE EXPANSION UPDATE ■ BONIFACE FACILITY EFFICIENCY IMPROVEMENTS ■ OMARS INTEGRATION
Slide 9: Military Activity
MILLER INDUSTRIES MILITARY MILITARY ACTIVITY ■ PREPARING FOR CONTRACT COMMITMENTS TO BE MANUFACTURED THROUGHOUT 2027-2029 ■ SIGNIFICANT VALUE OF OUTSTANDING RFQ S IN PROCESS
Slide 10: Ooltewah Expansion Update
MILLER INDUSTRIES EXPANSION OOLTEWAH EXPANSION UPDATE ■ SITE WORK SCHEDULED TO BE COMPLETED IN AUGUST OF 2026 ■ PURPOSE-BUILT MANUFACTURING FACILITY ON ORDER ■ BUILDING CONSTRUCTION TO BEGIN Q4 2026 ■ CAPITAL EXPENDITURES TO INCREASE THROUGHOUT 2026 & 2027, VAST MAJORITY FUNDED THROUGH OPERATING CAS
Slide 11: Capital Allocation Strategy
MILLER INDUSTRIES CAPITAL ALLOCATION CAPITAL ALLOCATION STRATEGY ■QUARTERLY DIVIDEND ■SHARE REPURCHASE ■WORKING CAPITAL ■M&A OPPORTUNITIES ■INNOVATION ■AUTOMATION ■HUMAN CAPITAL ■CAPACITY EXPANSION
Slide 12: 2026 Guidance
MILLER INDUSTRIES GUIDANCE 2026 GUIDANCE ■ REVENUE $850 - $900M FOR FY2026 ■ REVENUE APPROX. $250M PER QUARTER FOR REMAINDER OF 2026 ■ FY2026 EPS IN LINE WITH FY2025 ■ FY2026 GROSS MARGIN MID-13%
Slide 13: Investor Relations Schedule 2026
MILLER INDUSTRIES INVESTOR RELATIONS INVESTOR RELATIONS SCHEDULE 2026 ■ D.A. DAVIDSON SMALL CAP CONFERENCE ■ THREE PART ADVISORS IDEAS CONFERENCES (CHICAGO AND DALLAS) ■ D.A. DAVIDSON INDUSTRIALS CONFERENCE ■ ROADSHOWS TBD ■ REACH OUT TO INVESTOR.RELATIONS@MILLERIND.COM FOR MORE INFORMATION
Slide 14: Q2 2026 Q&A
MILLER INDUSTRIES Q2 2026 EARNINGS PRESENTATION Q&A
Slide 15: Thank You
h Ms pi THANK YOU Be