MYEHIGH SIGNALOPERATIONAL10-K

MYE achieved a dramatic 385% surge in net income to $34.9M while simultaneously reducing headcount by 500 employees (18.5% workforce reduction), signaling a major operational restructuring with significant efficiency gains.

The combination of massive profit improvement alongside substantial workforce reduction indicates MYE successfully executed a major cost restructuring program that dramatically improved profitability. However, the 18.5% headcount reduction raises questions about the company's growth capacity and whether these profit gains are sustainable or primarily driven by one-time cost cuts.

Comparing 2026-03-05 vs 2025-03-06View on EDGAR →
FINANCIAL ANALYSIS

MYE delivered exceptional financial performance with net income surging 385% to $34.9M and operating income jumping 67.6% to $74.6M, primarily driven by a 15.5% reduction in SG&A expenses to $172.4M. The balance sheet strengthened with cash increasing 40% to $45.0M and inventory declining 11.3%, though accounts receivable grew 14.6% and current liabilities increased 14.9%. The overall picture suggests a company that successfully restructured operations for profitability, though investors should monitor whether the workforce reduction impacts future growth potential and revenue generation capability.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+385%
$7.2M$34.9M

Net income grew 385% — bottom-line growth signals improving overall business health.

Operating Income
P&L
+67.6%
$44.5M$74.6M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Cash & Equivalents
Balance Sheet
+39.8%
$32.2M$45.0M

Cash position surged 39.8% — strong cash generation or capital raise providing significant financial cushion.

SG&A Expense
P&L
-15.5%
$204.1M$172.4M

SG&A reduced 15.5% — improved cost efficiency or headcount reduction improving operating margins.

Current Liabilities
Balance Sheet
+14.9%
$147.1M$169.0M

Current liabilities rose 14.9% — increased short-term obligations, watch current ratio.

Accounts Receivable
Balance Sheet
+14.6%
$109.4M$125.3M

Receivables grew 14.6% — monitor days sales outstanding for collection efficiency.

Inventory
Balance Sheet
-11.3%
$97.0M$86.1M

Inventory reduced 11.3% — lean inventory management or demand outpacing supply.

LANGUAGE CHANGES
NEW — 2026-03-05
PRIOR — 2025-03-06
ADDED
Exhibits, Financial Statement Schedules 67 SIGNATURES 69 Exhibit 21 Exhibit 23 Exhibit 31.1 Exhibit 31.2 Exhibit 32 Exhibit 101 PART I ITEM 1.
As of December 31, 2025, the Company has approximately 2,200 employees.
5 Segments Overview Material Handling Segment The Material Handling Segment manufactures highly engineered polymer packaging containers, storage and safety products, composite ground protection and specialty molded parts.
Scepter is a leading producer of portable plastic fuel containers, portable marine fuel tanks, water containers and military ammunition containers.
Within the Distribution Segment the Company sources and manufactures products for the tire, wheel and under-vehicle service industry.
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REMOVED
Exhibits, Financial Statement Schedules 64 SIGNATURES 66 Exhibit 21 Exhibit 23 Exhibit 31.1 Exhibit 31.2 Exhibit 32 Exhibit 101 PART I ITEM 1.
As of December 31, 2024, the Company has approximately 2,700 employees.
Scepter is a leading producer of portable plastic fuel containers, portable marine fuel tanks and water containers, ammunition containers and storage totes.
Within the Distribution Segment the Company sources and manufactures top of the line products for the tire, wheel and under-vehicle service industry.
7 Customer Dependence In 2024, 2023 and 2022, there were no customers that accounted for more than ten percent of total net sales.
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