Mueller ( MLI ) is one of my most successful investment ideas for 2025. Since the July recommendation to buy stocks, they have grown by 38% , while the index has grown by onlyHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. I studied in Be ...

经济观察网木勒工业(MLI)发布2025年第三季度财报，该季度净销售额为10.8亿美元，净利润2.081亿美 元，同比增长23.3%。公司CEO Greg Christopher在展望中提及加速提升美国制造能力的计划，并预计需 求反弹时生产效率将进一步提升。此外，公司强调关税上调可能最终有利于业务，因海外生产占比有 限。 行业政策与环境 公司强调关税上调可能最终有利于业务，因海外生产占比有限。 以上内容基于公开资料整理，不构成投资建议。 该季度净销售额为10.8亿美元，净利润2.081亿美元，同比增长23.3%。 战略推进 公司CEO Greg Christopher在展望中提及加速提升美国制造能力的计划，并预计需求反弹时生产效率将 进一步提升。 业绩经营情况 ...

Core Insights - Mueller Industries Inc. is a key player in the manufacturing sector, focusing on copper, brass, aluminum, and plastic products, serving industries such as plumbing, refrigeration, and automotive [1] Financial Performance - In Q4 2025, Mueller Industries reported net sales of $962.4 million, reflecting a 4.2% increase from the previous year, with operating income rising by 1.0% to $172.0 million and net income increasing by 11.6% to $153.7 million [2][5] - For the full year of 2025, the company achieved net sales of $4.2 billion, up from $3.8 billion in 2024, with a diluted earnings per share (EPS) of $1.38, marking a 14.0% increase [3][5] Valuation Metrics - The company's price-to-earnings (P/E) ratio is approximately 16.57, and the price-to-sales ratio stands at about 3.09, indicating the market's valuation of its earnings and sales [3] - Mueller Industries maintains a low debt-to-equity ratio of 0.018, indicating minimal reliance on debt financing, and a strong current ratio of 5.92, highlighting its robust liquidity position [4][5] - The enterprise value to sales ratio is around 2.77, and the enterprise value to operating cash flow ratio is approximately 15.33, providing insights into the company's valuation and cash flow generation [4]

Core Insights - The industrials sector has identified oversold stocks, presenting potential investment opportunities in undervalued companies [1] Group 1: Oversold Stocks - The Relative Strength Index (RSI) is a momentum indicator that helps assess stock performance by comparing price strength on up days versus down days [1] - Stocks are considered oversold when their RSI is below 30, indicating potential for price recovery [1] - A list of major oversold stocks in the industrials sector includes Mueller Industries Inc (NYSE:MLI), Joby Aviation Inc (NYSE:JOBY), and ACV Auctions Inc (NYSE:ACVA) [2][3]

Core Viewpoint - The industrials sector has several oversold stocks that present potential buying opportunities for undervalued companies [1]. Group 1: Oversold Stocks - The Relative Strength Index (RSI) is a momentum indicator that helps assess a stock's performance by comparing its strength on days with price increases to days with price decreases [1]. - A stock is generally considered oversold when its RSI is below 30, indicating potential for price recovery [1]. Group 2: List of Oversold Companies - Notable oversold companies in the industrials sector include Mueller Industries Inc (NYSE:MLI), Joby Aviation Inc (NYSE:JOBY), and ACV Auctions Inc (NYSE:ACVA) [2][3].

Financial Performance - Fourth Quarter 2025 net sales reached $962.4 million, an increase of 4.2% compared to $923.5 million in Q4 2024[2] - Full Year 2025 net sales totaled $4.2 billion, up 10.5% from $3.8 billion in 2024[2] - Operating income for Q4 2025 was $172.0 million, a slight increase of 1.0% from $170.3 million in Q4 2024[2] - Full Year 2025 operating income rose to $958.5 million, up 24.4% from $770.4 million in 2024[2] - Net income for Q4 2025 was $153.7 million, reflecting an 11.6% increase from $137.7 million in Q4 2024[2] - Full Year 2025 net income increased by 26.5% to $765.2 million from $604.9 million in 2024[2] - Diluted EPS for Q4 2025 was $1.38, up 14.0% from $1.21 in Q4 2024[2] Cash Flow and Investments - Year-end cash and short-term investments amounted to $1.39 billion, with a current ratio of 5.9 to 1[2] - The company generated $141.2 million in cash from operations during Q4 2025[2] - Net cash provided by operating activities rose to $755,444, compared to $645,908 in the prior year, reflecting an increase of about 17%[13] - Cash flows used in investing activities decreased significantly to $(24,911) from $(606,935), indicating a reduction in cash outflow by approximately 95.9%[14] - Cash, cash equivalents, and restricted cash at the end of the year reached $1,385,157, up from $1,038,895, showing an increase of approximately 33.4%[14] Shareholder Returns - Dividends paid to stockholders increased to $(109,050) from $(89,107), marking a rise of about 22.4%[14] - The company repurchased common stock amounting to $(243,615), a substantial increase from $(48,681) in the previous year[14] Asset Management - The average COMEX copper price was $5.13 per pound, which is 22% higher than the prior year period[2] - Proceeds from the sale of assets increased to $38,508 from $12,005, representing a growth of approximately 220.5%[13] - The company experienced a gain on disposals of assets, netting $(25,878), compared to $(5,780) in the previous year, indicating a decline in asset disposal gains[13] Expenses - Depreciation and amortization expenses rose to $68,561 from $53,376, reflecting an increase of about 28.5%[13] - The company reported a net cash used in financing activities of $(394,618), compared to $(160,478) in the previous year, indicating a significant increase in cash outflow[14]

Company Overview - Mueller Industries, Inc. (NYSE:MLI) produces copper, brass, and aluminum components such as tubes, fittings, and valves for plumbing, refrigeration, and HVAC systems [2] Investment Sentiment - Jim Cramer expressed strong support for Mueller Industries, indicating he was a significant holder when the company emerged from bankruptcy and remains a buyer, emphasizing the company's steady growth and infrastructure relevance [1] Market Position - The company is recognized for its extensive product offerings in the infrastructure sector, including pipes and manhole covers, which are critical for various applications [1]

Core Viewpoint - Mueller Industries Inc. has shown significant stock performance, with a 16.19% increase over the past month and a 72.34% increase over the past year, leading to optimism among long-term shareholders [1] Group 1: Stock Performance - The current trading price of Mueller Industries Inc. is $135.01, reflecting a 0.90% increase [1] - Over the past month, the stock has increased by 16.19% [1] - In the past year, the stock has appreciated by 72.34% [1] Group 2: Valuation Metrics - Long-term shareholders are assessing the stock's price-to-earnings (P/E) ratio to determine if it is overvalued [2] - Mueller Industries has a lower P/E ratio compared to the Machinery industry's aggregate P/E of 40.71, suggesting potential undervaluation [6] - A lower P/E ratio may indicate that shareholders do not expect the stock to outperform in the future or that the company is undervalued [5][6]

Core Insights - Mueller Industries is currently at a pivotal point in its business trajectory, showcasing strong financial performance metrics that are attractive to investors [1] Financial Performance - The company reports a return on equity of 26.1%, indicating effective management of shareholder funds [1] - Additionally, a return on assets of 16.2% reflects the company's efficiency in utilizing its assets to generate earnings [1]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website discusses the complexities and high risks associated with cryptocurrencies and CFDs, highlighting the potential for significant financial loss [1]. - It encourages users to conduct their own research and fully understand the instruments and risks involved before making investment decisions [1].