Jun 2026 (Q2 FY26) — Aug 5, 2026
Mayville Engineering Company Q2 FY26 — Strong Data Center Demand and Commercial Vehicle Recovery Drive Top-Line Beat
Read the full callMayville Engineering Company earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 163 | +23.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 0.2 | +0.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -2.1 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $12.58 on 17 Oct 2025 → $13.94. High $37.54 (29 Jun 2026), low $12.58 (17 Oct 2025).
Overview
Call summaries
Mayville Engineering Company Q2 FY26 — Strong Data Center Demand and Commercial Vehicle Recovery Drive Top-Line Beat
Read the full callEvery analysed call
Financials
Net profit, year on year: −91% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 135 | 121 | 136 | 132 | 144 | 134 | 145 | 163 |
| Operating profit | 6 | 23 | 2 | 0 | 0 | -6 | -8 | 0 |
| Operating margin | 4.2% | 19.0% | 1.2% | 0.1% | 0.0% | −4.1% | −5.3% | 0.2% |
| Interest | 3 | 2 | 2 | 1 | 3 | 4 | 4 | 3 |
| Profit before tax | 3 | 21 | 0 | -1 | -3 | -9 | -11 | -3 |
| Tax rate | 3.3% | 24.1% | −100.0% | 17.0% | 20.9% | 53.5% | 28.8% | 32.1% |
| Net profit | 3 | 16 | 0 | -1 | -3 | -4 | -8 | -2 |
| EPS ($ per share) | 0.14 | — | 0 | -0.05 | -0.13 | — | -0.40 | -0.09 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | — | — | — | 0 | 0 | — | — |
| Reserves | 27 | 22 | 15 | 8 | 26 | 34 | 60 | 52 |
| Total liabilities | 289 | 163 | 138 | 181 | 223 | 267 | 194 | 323 |
| Fixed assets | 124 | 125 | 107 | 121 | 146 | 176 | 157 | 150 |
| Total assets | 392 | 364 | 339 | 379 | 441 | 497 | 446 | 564 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 37 | 33 | 37 | 14 | 52 | 40 | 90 | 39 |
| Cash from investing | -133 | -28 | -6 | -34 | -51 | -104 | -12 | -152 |
| Cash from financing | 99 | -8 | -31 | 20 | -2 | 64 | -79 | 114 |
| Net cash flow | 3 | -3 | 0 | -0 | 0 | 1 | -0 | 1 |
| Capital expenditure | -18 | -26 | -8 | -39 | -59 | -17 | -12 | -12 |
| Free cash flow | 19 | 8 | 29 | -25 | -6 | 24 | 78 | 27 |
37 filings between Nov 6, 2025 and Aug 6, 2026.
Purchases
None
No insider bought shares.
Sales
$3.24M
14 sales by 5 insiders
36% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Reddy Jagadeesh A | — | $1.68M | Jun 11, 2026 |
| Raber Ryan F | — | $770.2K | May 26, 2026 |
| Leuba Sean P | — | $503.2K | Aug 6, 2026 |
| Fisher Steven L | — | $191.1K | Dec 11, 2025 |
| Nichols Craig D | — | $93.0K | May 21, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 6, 2026 | Leuba Sean P SVP, GC & Secretary | Sale | 12,855 | $327.0K |
| Jun 11, 2026 | Reddy Jagadeesh A President & CEO | Sale 10b5-1 plan | 15,688 | $549.8K |
| Jun 8, 2026 | Reddy Jagadeesh A President & CEO | Sale 10b5-1 plan | 1,300 | $45.5K |
| Jun 1, 2026 | Reddy Jagadeesh A President & CEO | Sale 10b5-1 plan | 17,294 | $518.8K |
| May 26, 2026 | Raber Ryan F EVP - Strategy, Sales & Mktg | Sale | 20,000 | $520.0K |
| May 21, 2026 | Nichols Craig D SVP, Operations & Supply Chain | Sale | 4,000 | $93.0K |
| May 8, 2026 | Leuba Sean P SVP, GC & Secretary | Gift | 1,015 | $0 |
| May 7, 2026 | Reddy Jagadeesh A President & CEO | Sale 10b5-1 plan | 10,332 | $265.7K |
| May 7, 2026 | Reddy Jagadeesh A President & CEO | Sale 10b5-1 plan | 11,464 | $299.3K |
| Apr 21, 2026 | Christen Timothy L Director | Option exercise | 12,397 | $0 |
| Apr 21, 2026 | Fisher Steven L Director | Option exercise | 5,883 | $0 |
| Apr 21, 2026 | Fisher Steven L Director | Option exercise | 19,532 | $0 |
| Apr 21, 2026 | Fisher Steven L Director | Option exercise | 14,485 | $0 |
| Apr 21, 2026 | Fisher Steven L Director | Option exercise | 10,331 | $0 |
| Apr 21, 2026 | McCormick Robert L Director | Option exercise | 10,331 | $0 |
| Apr 21, 2026 | Wingfield Tania Director | Option exercise | 5,949 | $0 |
| Mar 15, 2026 | Lehr Rachele Marie Chief Financial Officer | Option exercise | 8,560 | $0 |
| Mar 15, 2026 | Lehr Rachele Marie Chief Financial Officer | Option exercise | 5,808 | $0 |
| Mar 15, 2026 | Lehr Rachele Marie Chief Financial Officer | Tax withheld | 4,600 | $76.7K |
| Mar 15, 2026 | Leuba Sean P SVP, Corp. Development & GC | Option exercise | 7,263 | $0 |
| Mar 15, 2026 | Leuba Sean P SVP, Corp. Development & GC | Option exercise | 4,646 | $0 |
| Mar 15, 2026 | Leuba Sean P SVP, Corp. Development & GC | Tax withheld | 5,277 | $88.0K |
| Mar 15, 2026 | Nichols Craig D SVP, Operations & Supply Chain | Option exercise | 5,808 | $0 |
| Mar 15, 2026 | Nichols Craig D SVP, Operations & Supply Chain | Tax withheld | 1,662 | $27.7K |
| Mar 15, 2026 | Raber Ryan F EVP - Strategy, Sales & Mktg | Option exercise | 17,650 | $0 |
| Mar 15, 2026 | Raber Ryan F EVP - Strategy, Sales & Mktg | Option exercise | 12,452 | $0 |
| Mar 15, 2026 | Raber Ryan F EVP - Strategy, Sales & Mktg | Tax withheld | 14,150 | $235.9K |
| Mar 15, 2026 | Reddy Jagadeesh A President & CEO | Option exercise | 36,317 | $0 |
| Mar 15, 2026 | Reddy Jagadeesh A President & CEO | Option exercise | 27,643 | $0 |
| Mar 15, 2026 | Reddy Jagadeesh A President & CEO | Tax withheld | 30,062 | $501.1K |
| Mar 5, 2026 | Leuba Sean P GC & Secretary | Sale | 2,500 | $50.2K |
| Mar 5, 2026 | Leuba Sean P GC & Secretary | Sale | 6,698 | $126.0K |
| Dec 11, 2025 | Fisher Steven L Director | Sale | 5,000 | $95.4K |
| Dec 11, 2025 | Fisher Steven L Director | Sale | 5,000 | $95.7K |
| Nov 25, 2025 | Raber Ryan F EVP - Strategy, Sales & Mktg | Sale | 12,500 | $208.6K |
| Nov 25, 2025 | Raber Ryan F EVP - Strategy, Sales & Mktg | Sale | 2,500 | $41.6K |
| Nov 6, 2025 | Nichols Craig D SVP, Operations & Supply Chain | Award | 1,134 | $18.1K |
| Aug 11, 2025 | Leuba Sean P SVP, Corp. Development & GC | Purchase | 500 | $6.8K |
| Aug 8, 2025 | Lehr Rachele Marie Chief Financial Officer | Purchase | 1,400 | $19.7K |
| Aug 7, 2025 | Reddy Jagadeesh A President & CEO | Purchase | 7,500 | $105.5K |
| Jul 19, 2025 | Reddy Jagadeesh A President & CEO | Option exercise | 32,051 | $0 |
| Jul 19, 2025 | Reddy Jagadeesh A President & CEO | Tax withheld | 15,064 | $230.5K |
| Apr 16, 2025 | Christen Timothy L Director | Option exercise | 10,832 | $0 |
| Apr 16, 2025 | Fisher Steven L Director | Option exercise | 9,026 | $0 |
| Apr 16, 2025 | Kent Jennifer J. Director | Option exercise | 9,026 | $0 |
| Apr 16, 2025 | McCormick Robert L Director | Option exercise | 9,026 | $0 |
| Apr 16, 2025 | CARLSON ALLEN J Director | Option exercise | 9,026 | $0 |
| Mar 15, 2025 | Raber Ryan F EVP - Strategy, Sales & Mktg | Option exercise | 17,650 | $0 |
| Mar 15, 2025 | Raber Ryan F EVP - Strategy, Sales & Mktg | Tax withheld | 8,276 | $118.8K |
| Mar 15, 2025 | Butz Todd M Chief Financial Officer | Option exercise | 17,614 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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