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Methode Electronics, Inc.

MEI

Technology · 14.65 +7.8% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

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.

Revenue YoY-2.8%2026-05-02
Operating margin0.9%+3.1 pts YoY
Company+7.8% todayVolume comparison unavailable
Market group0 of 27 activeSemiconductor Equipment & Services · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Technology · Electronic Components

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • 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

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements153
Verified relationships2
Evidence supporting the case
  • 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.
Evidence challenging the case
  • 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.
Questions before a position
  • EV/sales is 84% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

14.65
6m+73.0%12m+87.8%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-04-30$1.2B+6.9%$2.70-1.3%
2023-04-29$1.2B+1.4%$2.10-2.8%
2024-04-27$1.1B-5.5%$-3.48-3.5%
2025-05-03$1.0B-6.0%$-1.77-0.4%
2026-05-02$1.0B-2.8%$-1.01+0.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 6 filings
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
Demand and volumemixed · 6 filings
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
Input and raw-material costsnegative · 6 filings
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
Tariffs and trade policymixed · 4 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

14.65+7.8% today

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

BHEBenchmark Electronics, Inc.partnerJun 24, 2026

Modine Manufacturing Company Benchmark Electronics, Inc.

MODModine Manufacturing CompanypartnerJun 24, 2026

Modine Manufacturing Company Benchmark Electronics, Inc.

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.