Conference Call Participants Mike Shlisky - D.A. Davidson Good day, ladies and gentlemen, and welcome to the Miller Industries Third Quarter 2023 Results Conference Call. Please note, this event is being recorded. Thank you, and good morning, everyone. I would like to welcome you to the Miller Industries conference call. We are here to discuss the company's 2023 third quarter results, which were released after close of the market yesterday. At this time, I'd like to turn the call over to Will. Please go ahe ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________________________________________ to ________________________________________ Commission file number 001-14124 MILLER INDUSTRIES, INC. (Exac ...

财务数据和关键指标变化 - 公司第二季度营收达3.003亿美元,同比增长49%,创历史新高 [6] - 毛利润为3,990万美元,同比增长117.3%,毛利率为13.3%,同比提升420个基点,环比提升250个基点 [13] - 销售、一般及管理费用为1,950万美元,占营收6.5%,同比上升20个基点 [14] - 净利润为1,490万美元,每股收益1.29美元,分别同比增长292%和290% [16] 各条业务线数据和关键指标变化 - 公司国际业务占总销售约10%,第二季度毛利率有所改善,因为之前未享受价格保护的订单已完成开票 [10] 各个市场数据和关键指标变化 - 公司所有终端市场需求持续强劲,2023年至今未出现重大客户取消订单 [8] 公司战略和发展方向及行业竞争 - 公司过去10年持续投资产能,提高生产效率,并通过收购Southern Hydraulic Cylinder进一步提升供应链弹性 [7] - 公司计划未来继续增加库存水平以满足强劲需求,但增速将低于上年 [9] - 公司有信心在2023年实现超过10亿美元的年度收入,并大幅提升盈利能力 [21] 管理层对经营环境和未来前景的评论 - 管理层对公司长期发展前景充满信心,认为目前的毛利率水平可持续 [20] - 公司将优先减少债务,同时继续向股东派发行业领先的股息 [18] 问答环节重要的提问和回答 问题1 **Mike Shlisky 提问** 询问公司对卡车底盘供应的最新情况 [23] **Will Miller 回答** 底盘供应虽然有所放缓,但公司有足够的订单可以满足客户需求 [24] 问题2 **Mike Shlisky 提问** 询问公司近期对员工薪酬调整的影响 [25] **Will Miller 回答** 员工士气保持良好,公司未发现任何负面影响 [28][30][31] 问题3 **Mike Shlisky 提问** 询问收购Southern Hydraulic Cylinder后的整合情况 [32] **Will Miller 回答** 整合进展顺利,公司正在评估外部客户订单并将其纳入新的订单体系 [33]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period June 30, 2023 ended ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________________________________________ to ________________________________________ Commission file number 001-14124 MILLER INDUSTRIES, INC. (Exact nam ...

Company Participants Arnold Ursaner - Ursaner Family Office And now at this time, I would like to turn the conference over to Michael Gaudreau of FTI Consulting. Please go ahead. Today's call will begin with formal remarks from management, followed by a question-and-answer session. Please note, in this morning's conference call, management may make forward-looking statements in accordance with the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Miller Industries, Inc. (NYSE:M ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period March 31, 2023 ended ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________________________________________ to ________________________________________ Commission file number 001-14124 MILLER INDUSTRIES, INC. (Exact na ...

Company Participants And now at this time, I would like to turn the call over to Mike Gaudreau at FTI Consulting. Please go ahead sir. Today's call will begin with formal remarks from management, followed by a question-and-answer session. Please note in this morning's conference call, management may make forward-looking statements in accordance with the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. I'd like to call your attention to the risks related to these statements, wh ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-14124 MILLER INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Tennessee 62-1566286 (State or ot ...

Miller Industries, Inc. (NYSE:MLR) Q3 200 Earnings Conference Call November 10, 2022 10:00 AM ET Company Participants Mike Gaudreau ??? Investor Relations Debbie Whitmire ??? Executive Vice President and Chief Financial Officer Jamison Linden ??? Chief Manufacturing Office Conference Call Participants Arnie Ursaner ??? Ursaner Family Office Operator Good day, ladies and gentlemen, and welcome to the Miller Industries Third Quarter 2022 Results Conference Call. [Operator Instructions] And at this time, I wou ...

Miller Industries, Inc. (NYSE:MLR) Q2 2022 Results Conference Call August 4, 2022 2:00 PM ET Company Participants Mike Gaudreau - FTI Consulting Bill Miller - Chairman Will Miller - President and CEO Jeff Badgley - President, International and Military Debbie Whitmire - EVP and CFO Frank Madonia - EVP, Secretary and General Counsel Vince Tiano - Chief Revenue Officer Jamison Linden - Chief Manufacturing Officer Conference Call Participants Arnold Ursaner - Miller Industries Operator Good day, ladies and gen ...