Mayville Engineering Company, Inc. (MEC)

MEC is scheduled to announce its Q3 2025 earnings on November 4, 2025, with analysts forecasting earnings of $0.05 per share and revenue of $141.36 million. Analyst ratings have shown a positive trend, with upgrades from Northland Securities and Citigroup, contributing to an average "Buy" rating and a consensus price target of $21.50. Craig Hallum also set a "buy" rating with a $24.00 target price. However, Weiss Ratings reaffirmed a "hold (c-)" rating on October 8, 2025. Insider confidence was indicated by CEO Jagadeesh A. Reddy's purchase of 7,500 shares. The acquisition of Accu-Fab, LLC on July 1, 2025, is expected to be immediately accretive and expand MEC's presence in high-growth markets. MEC's stock has risen by 34.75% over the last six months, increased by 20.51% in the past month, but experienced an 18.47% decrease over the last 12 months.

Information explicitly detailing the demand seasonality for Mayville Engineering Co., Inc.'s products and services is not readily available. However, given its diverse end markets, which include agriculture and construction equipment, some degree of seasonality could be inferred for certain product lines.

Mayville Engineering Co., Inc. (MEC) is a U.S.-based, vertically-integrated manufacturing partner providing design, prototyping, and manufacturing solutions. It operates in the Producer Manufacturing sector, specifically in the Industrial Machinery and Metal Fabrication industries, supplying engineered and aftermarket components to OEMs across diverse end markets like commercial vehicles, construction equipment, powersports, agriculture, military, critical power infrastructure, and data centers.

Mayville Engineering Co., Inc. has an extensive manufacturing infrastructure with 23 facilities, 22 of which are in use, across seven states in the United States.

Mayville Engineering Co., Inc. has maintained a positive brand reputation, being named the "Number One Fabricator for Fifteenth Consecutive Year." Analyst ratings generally reflect a positive outlook, with a consensus "Buy" rating. Recent discussions on social media platforms have linked a significant stock price surge to the strategic acquisition of Accu-Fab, viewing it as a positive move into high-growth sectors. Optimism about U.S. manufacturing in 2025, with MEC benefiting from expected Federal Reserve rate cuts and a reported order backlog of $350 million, has also contributed to positive sentiment.

Institutional investors and hedge funds own 45.44% of Mayville Engineering Co., Inc. stock, while company insiders own 7.20%. Major institutional owners include JPMorgan Chase & Co., which increased its stake in Q2 2025, and Oppenheimer Asset Management Inc., which acquired a new position in Q1 2025. Other institutional investors include Ameriprise Financial Inc. and Jane Street Group LLC.