“On July 7, 2025, the Company entered into an amendment (the “Third Amendment”) and accounted for it as a debt modification, which resulted in a non-cash loss of $ 0.6 million in the three months ended August 2, 2025 related to the partial write-off of unamort…”10-Q · Sep 2, 2026 ↗
Methode Electronics, Inc.
MEI
Market read
Methode Electronics, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 27 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- Industrial growth from data centers and vehicle lighting lifted sales, making end-market volume the main current support for revenue.
- Higher material and freight costs reduced gross-profit margins and partly offset the benefit from higher sales volumes and customer recoveries.
Invalidation: The isolated read changes if MEI's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 27 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Industrial growth from data centers and vehicle lighting lifted sales, making end-market volume the main current support for revenue.
- Higher material and freight costs reduced gross-profit margins and partly offset the benefit from higher sales volumes and customer recoveries.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +3.1 percentage points in the latest annual period.
- Net margin changed +2.5 percentage points in the latest annual period.
- Demand and volume has repeated favorable evidence across 6 filings.
- Latest annual revenue changed -2.8% year over year.
- Credit and interest rates has repeated adverse evidence across 6 filings.
- Input and raw-material costs has repeated adverse evidence across 6 filings.
- Foreign exchange has repeated adverse evidence across 3 filings.
- EV/sales is 84% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
14.65Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increase was due to organic growth in the data center business and an increase in demand for on-highway and off-highway lighting products (including customer recoveries).”10-Q · Sep 2, 2026 ↗
“Gross profit margins decreased due to higher material and freight costs partially offset by higher sales volumes and customer recoveries.”10-Q · Sep 2, 2026 ↗
“Should any of these tariffs or other trade barriers expand, raw materials and finished goods that we import will face higher prices, which could lead to reduced margins or increased prices that could, in turn, cause decreased customer demand.”10-Q · Mar 5, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.5× · EV/sales 0.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for MEI. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for MEI. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind MEI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
MEI is currently a Follower in the organic co-movement group Semiconductor Equipment & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for MEI; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.