Form 8-K

8-K — MILLER INDUSTRIES INC /TN/

Accession: 0001104659-26-091137

Filed: 2026-08-05

Period: 2026-08-05

CIK: 0000924822

SIC: 3713 (TRUCK & BUS BODIES)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — mlr-20260805x8k.htm (Primary)

EX-99.1 (mlr-20260805xex99d1.htm)

EX-99.2 (mlr-20260805xex99d2.htm)

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8-K

8-K (Primary)

Filename: mlr-20260805x8k.htm · Sequence: 1

MILLER INDUSTRIES INC /TN/_August 5, 2026

0000924822falseMILLER INDUSTRIES INC /TN/00009248222026-08-052026-08-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

Current Report

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 5, 2026

MILLER INDUSTRIES, INC.

(Exact Name of Registrant as Specified in Its Charter)

Tennessee

001-14124

62-1566286

(State or Other Jurisdiction of Incorporation or organization)

(Commission File Number)

(I.R.S. Employer Identification No.)

8503 Hilltop Drive, Ooltewah, Tennessee

(Address of Principal Executive Offices)

37363

(Zip Code)

(423) 238-4171

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class

Trading Symbol(s)

Name of Each Exchange on Which Registered

Common Stock, par value $0.01 per share

MLR

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02Results of Operations and Financial Condition.

On August 5, 2026, Miller Industries, Inc. (the “Company”) issued a press release (the “Earnings Release”) announcing its financial results for the fiscal second quarter ended June 30, 2026. A copy of the Earnings Release is furnished as Exhibit 99.1 to this Form 8-K.

On August 6, 2026, the Company will hold a teleconference and audio webcast to discuss its financial results from the fiscal second quarter ended June 30, 2026. A copy of supplementary materials that will be referred to in the teleconference and webcast, and which will be posted to the Company’s website, is furnished as Exhibit 99.2 hereto.

The information included in this Item 2.02, as well as Exhibits 99.1 and 99.2, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933.

Item 9.01Financial Statements and Exhibits.

(d)Exhibits.

Exhibit No.

Exhibit Description

99.1

Press Release of Miller Industries, Inc. dated August 5, 2026, announcing its financial results for the fiscal second quarter ended June 30, 2026

99.2

Supplementary materials to be used during webcast conference call on August 6, 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

Signatures

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Miller Industries, Inc.

(Registrant)

By:

/s/ Deborah L. Whitmire

Deborah L. Whitmire

Executive Vice President, Chief Financial Officer and Treasurer

Dated: August 5, 2026

‌

EX-99.1

Filename: mlr-20260805xex99d1.htm · Sequence: 2

Exhibit 99.1

8503 Hilltop Drive, Ooltewah, TN 37363

Telephone (423) 238-4171

CONTACT:

Miller Industries, Inc.

Debbie Whitmire, Chief Financial Officer

(423) 238-8464

FTI Consulting, Inc.

Mike Gaudreau

millerind@fticonsulting.com

MILLER INDUSTRIES REPORTS 2026 SECOND QUARTER RESULTS

Sequential and YoY Revenue Growth Driven by Steady Production Levels

Significant Sequential Improvement in Net Income Supported by Production Efficiencies

Reduced Debt by $20 Million and Returned $4.9 Million to Shareholders

Board of Directors Approves Dividend of $0.21 per Share

CHATTANOOGA, Tennessee, August 5, 2026/PRNewswire/ -- Miller Industries, Inc. (NYSE: MLR) (“Miller Industries” or the “Company”) today announced financial results for the second quarter ended June 30, 2026, and provided updates on its global strategic initiatives.

Q2 2026 Financial Results vs. Q2 2025

● Revenue: $240.0 million, a 12.1% increase from $214.0 million

● Gross Profit: $35.9 million, a 3.9% increase from $34.6 million

● Gross Margin: 15.0%, a 120 basis-point decrease from 16.2%

● SG&A Expenses: $25.2 million, a 7.6% increase from $23.4 million

● Net Income: $7.3 million, a 14.1% decrease from $8.5 million

● Diluted EPS: $0.63 per share, a decrease of 13.7% from $0.73 per diluted share

Second Quarter Business Highlights

● Delivered strong sequential and year-over-year revenue growth as the Company matched production to meet sustained order intake.

● Significant sequential improvement in net income, capitalizing on production efficiencies.

● Reduced debt by $20 million since the end of the first quarter of fiscal 2026, with no outstanding balance on the Company’s credit facility, strengthening the balance sheet and providing greater financial flexibility to execute on long-term strategic priorities.

● Strong cash flow generation supported strategic capital allocation, the return of $4.9 million to shareholders in the form of dividends and share repurchases, and continued investment in the business, most notably the capacity expansion at Ooltewah, which remains on schedule.

“In the second quarter we were extremely pleased to deliver strong sequential and year-over-year revenue growth, even in a inconsistent macro environment,” said William G. Miller II, Chief Executive Officer. “Our pragmatic approach to maintaining steady production and healthy inventory levels in our distribution channel is beginning to pay off. As we move into the second half of the year, we believe these current production levels are sustainable. I also want to recognize our dedicated operations team for their outstanding execution in controlling labor costs and implementing manufacturing efficiencies. We are carrying those operational improvements forward, positioning the Company for higher levels of profitability in more favorable demand conditions.”

Mr. Miller continued, “Most importantly, during the quarter, we generated substantial cash flow, which allowed us to execute on our strategic capital allocation priorities. During the second quarter, we reduced our total debt balance by $20 million, resulting in greater financial flexibility to expand capacity in Ooltewah, and return capital to shareholders through our industry leading dividend and share repurchase program. We are encouraged by the strong foundation we have built in the first half of this year and remain confident in our ability to deliver on our full year 2026 outlook.”

Omars Update

Continued solid initial results from Omars reinforce confidence that the acquisition will be accretive in the first year, despite a negative impact of approximately $0.11 per diluted share from recognition of non-cash acquisition-related expenses in the quarter, based on preliminary valuation estimates. These non-cash acquisition-related expenses were primarily tied to adjustments of equipment to fair market value and amortization of the estimated intangible value of customer relationships. The majority of the expenses related to the Company’s acquisition and integration of Omars were recognized in the first and second quarters.

Ooltewah, TN Manufacturing Capacity Expansion

To support future growth, European demand, and defense production commitments, Miller Industries previously announced the addition of a new 200,000+ sq ft facility at its Ooltewah headquarters site, at a cost of approximately $100 million. Miller Industries anticipates funding the majority of this expansion through operating cash flow over the next several years.

This expansion is intended to:

Increase Overall Production Capacity and Efficiency

● As distributor inventories have returned to historically average levels, the Company plans to maintain production volumes in the second half of 2026 to meet anticipated steady retail activity.

● The new facility will significantly expand output capacity to meet growing domestic and international demand, and reinforce Miller Industries as the global leader in the heavy‑duty recovery market.

● In particular, the expansion will increase output capacity for heavy‑duty recovery units, which remain the Company’s largest global export.

Support European Demand Through U.S. Backfill, Integrated Capacity, and Regional Expansion

● U.S. production will continue to serve as a critical backbone for European demand with the addition of Omars, the expansion of Jige’s heavy‑duty integration facility, and production enhancements at the Company’s Boniface facility, all of which will help ensure production stability, improved lead times, and a fully integrated supply strategy globally.

Prepare for Higher-Volume Global Military Production

● With military commitments now surpassing $200 million, and additional global RFQs underway, the new facility will be capable of supporting higher-volume global defense‑grade recovery vehicle production.

● Military programs production is scheduled to begin in 2027 and accelerate into 2028 and 2029, requiring enhanced capacity, specialized equipment, and advanced production flow capabilities.

Return of Capital to Shareholders

The Company’s Board of Directors approved a quarterly cash dividend of $0.21. The dividend is payable September 15, 2026, to shareholders of record as of September 8, 2026, and represents the sixty-third consecutive quarter that Miller Industries has paid a dividend. Additionally, Miller Industries repurchased approximately $2.5 million of stock during the second quarter of 2026.

2026 Guidance and Production Outlook

The Company is re-affirming its previously issued revenue guidance of $850 million to $900 million for full year 2026 and expects earnings per share to be generally in line with full year 2025 results.

Miller Industries expects production volumes to remain steady in the second half of 2026. Gross margins are expected to return to historical levels in the mid-13% range for full year 2026, with revenue mix continuing to shift toward historical levels of bodies and chassis.

The statements in the 2026 guidance and production outlook provided above are forward looking. Actual results may differ materially. See our cautionary note regarding “forward-looking statements” below.

Conference Call

The Company will host a conference call, which will be simultaneously broadcast live over the Internet. The call is scheduled for tomorrow, August 6, 2026, at 10:00 AM ET. Listeners can access the conference call live and archived over the Internet through the following link:

https://app.webinar.net/dWQVqgwq5RK

Please allow 15 minutes prior to the call to visit the site, download, and install any necessary audio software. A replay of this call will be available approximately one hour after the live call ends through Thursday, August 20, 2026. The replay number is 1-844-512-2921, Passcode 116408.

About Miller Industries, Inc.

Miller Industries is The World’s Largest Manufacturer of Towing and Recovery Equipment®, and markets its towing and recovery equipment under a number of well-recognized brands, including Century®, Vulcan®, Chevron™, Holmes®, Challenger®, Champion®, Jige™, Boniface™, Omars™, Titan® and Eagle®.

Forward-Looking Statements

Certain statements in this news release may be deemed to be forward-looking statements, as defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by the use of words such as “may”, “will”, “should”, “could”, “continue”, “future”, “potential”, “believe”, “project”, “plan”, “intend”, “seek”, “estimate”, “predict”, “expect”, “anticipate” and similar expressions, or the negative of such terms, or other comparable terminology and include, without limitation: any statements relating to our 2026 guidance and expected order intake and production levels (including under the heading “2026 Guidance and Production Outlook”); the growth and effect of the drivers of our long-term business performance; our future production capacity expansion plans (including the source of funding for the expansion, timing thereof and anticipated impact of the expansion on our business); future customer demand levels; acquisition related costs and the success and timing of integration plans associated with Omars; our anticipated priorities relating to capital allocation; expectations regarding the industry cost environment and the Company’s cost control and operational efficiency initiatives; and any potential upside from pending military contracts and their potential effect on revenue and earnings growth. However, the absence of these words or similar expressions does not mean that a statement is not forward-looking. Forward-looking statements also include the assumptions underlying or relating to any of the foregoing statements. Such forward-looking statements are made based on our management’s beliefs as well as assumptions made by, and information currently available to, our management. Our actual results may differ materially from the results anticipated in these forward-looking statements due to, among other things: our dependence upon outside suppliers for component parts, chassis and raw materials, including aluminum, steel, and petroleum-related products leaves us subject to changes in price and availability, the cadence and quantity of deliveries from our suppliers, and delays in receiving supplies of such materials, component parts or chassis; our customers’ and towing operators’ access to capital and credit to fund purchases; the continuing impact of existing tariffs, the implementation of new or increased tariffs and any resulting trade wars, and any resulting macroeconomic uncertainty; the rising costs of equipment ownership, including continuing increases in insurance premiums and elevated interest rates that have added cost pressures to our end users, and fluctuations in the value of used trucks; macroeconomic trends, availability of financing, and changing interest rates; our customers’ ability to fund purchases of our products; various international political, economic and other uncertainties, including as a result of new or ongoing military conflicts in the Middle East and Ukraine, which may continue to adversely impact our customer spending patterns; volatility in fuel and other transportation costs, including as a result of the geopolitical tensions in the Middle East and the disruptions in international shipping through the Strait of Hormuz; increases in the cost of skilled labor; risks relating to our indebtedness, including our ability to maintain compliance with the covenants in our credit facility; special risks from our sales to U.S. and other governmental entities through prime contractors; the cyclical nature of our industry and changes in consumer confidence and in economic conditions in general; changes in insurance costs and weather conditions; competition in our industry and our ability to attract or retain customers; changes in government regulations, including environmental and health and safety regulations; our ability to develop or acquire proprietary products and technology; assertions against us relating to intellectual property rights; changes in the tax regimes and related government policies and regulations in the countries in which we operate; our dependence on the continued participation and level of service of our numerous independent distributors; the catastrophic loss of one of our manufacturing facilities; risks relating to acquisitions; environmental and health and safety liabilities and requirements; failure to comply with domestic and foreign anti-corruption laws; loss of the services of our key executives; the effects of regulations relating to conflict minerals; product warranty or product liability claims in excess of our insurance coverage; potential recalls of components or parts manufactured for us by suppliers or potential recalls of defective products; an inability to acquire insurance at commercially reasonable rates; fluctuations of our stock price and involvement with activist shareholders; a disruption in, or breach in security of, our information technology systems or any violation of data protection laws; risks related to our use of artificial intelligence, including generative artificial intelligence and machine learning; and those other risks discussed in our filings with the Securities and Exchange Commission, including those risks discussed under the caption “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025 and subsequent Quarterly Reports on Form 10-Q, which discussion is incorporated herein by this reference. Such factors are not exclusive. We do not undertake to update any forward-looking statement that may be made from time to time by, or on behalf of, the Company.

MILLER INDUSTRIES, INC. AND SUBSIDIARIES

CONDENSED CONSOLIDATED STATEMENTS OF INCOME

(In thousands, except per share data)

(Unaudited)

Three Months Ended

Six Months Ended

June 30

2026

2025

Change

2026

2025

Change

NET SALES

239,993

214,032

12.1%

420,855

439,682

(4.3)%

COSTS OF OPERATIONS

204,057

179,446

13.7%

359,238

371,153

(3.2)%

GROSS PROFIT

35,936

34,586

3.9%

61,617

68,529

(10.1)%

OPERATING EXPENSES:

Selling, General and Administrative Expenses

25,176

23,404

7.6%

49,125

46,664

5.3%

NON-OPERATING (INCOME) EXPENSES:

Interest Expense, Net

352

294

19.7%

498

389

28.0%

Other (Income) Expense, Net

338

(479)

170.6%

324

(682)

147.5%

Total Expense, Net

25,866

23,219

11.4%

49,947

46,371

7.7%

INCOME BEFORE INCOME TAXES

10,070

11,367

(11.4)%

11,670

22,158

(47.3)%

INCOME TAX PROVISION

2,801

2,909

(3.7)%

3,848

5,635

(31.7)%

NET INCOME

7,269

8,458

(14.1)%

7,822

16,523

(52.7)%

BASIC INCOME PER SHARE OF COMMON STOCK

0.64

0.74

(13.5)%

0.69

1.44

(52.1)%

DILUTED INCOME PER SHARE OF COMMON STOCK

0.63

0.73

(13.7)%

0.68

1.42

(52.1)%

CASH DIVIDENDS DECLARED PER SHARE OF COMMON STOCK

0.21

0.20

5.0%

0.42

0.40

5.0%

WEIGHTED AVERAGE SHARES OUTSTANDING:

Basic

11,377

11,459

(0.7)%

11,382

11,454

(0.6)%

Diluted

11,521

11,600

(0.7)%

11,522

11,611

(0.8)%

MILLER INDUSTRIES, INC. AND SUBSIDIARIES

CONDENSED CONSOLIDATED BALANCE SHEETS

(In thousands)

June 30,

December 31,

2026

(Unaudited)

2025

ASSETS

CURRENT ASSETS:

Cash and cash equivalents

55,635

44,682

Accounts receivable, net of allowance for credit losses of $1,994 and $1,876 as of June 30, 2026 and December 31, 2025, respectively

224,984

198,261

Inventories, net

157,307

184,231

Prepaid expenses

15,772

12,409

Total current assets

453,698

439,583

NON-CURRENT ASSETS:

Property, plant and equipment, net

127, 977

123,808

Right-of-use assets - operating leases

2,544

276

Goodwill

20,258

20,073

Other assets

4,575

5,927

TOTAL ASSETS

609,052

589,667

LIABILITIES AND SHAREHOLDERS’ EQUITY

CURRENT LIABILITIES:

Current portion of long-term debt

2,146

2,246

Accounts payable

127,385

78,548

Accrued liabilities

54,257

55,602

Current portion of operating lease obligation

745

176

Total current liabilities

184,533

136,572

NON-CURRENT LIABILITIES:

Long-term obligations

1,023

31,055

Non-current portion of operating lease obligation

1,799

100

Deferred income tax liabilities

1,604

1,370

Total liabilities

188,959

169,097

SHAREHOLDERS’ EQUITY:

Preferred stock, $0.01 par value per share:

Authorized – 5,000,000 shares, Issued and outstanding – none

—

Common stock, $0.01 par value per share:

Authorized – 100,000,000 shares, Issued and outstanding – 11,352,184 and 11,371,730 shares as of June 30, 2026 and December 31, 2025, respectively

114

Additional paid-in capital

149,736

153,046

Retained earnings

271,838

268,798

Accumulated other comprehensive loss

(1,595)

(1,388)

Total shareholders’ equity

420,093

420,570

TOTAL LIABILITIES AND SHAREHOLDERS’ EQUITY

609,052

589,667

EX-99.2

Filename: mlr-20260805xex99d2.htm · Sequence: 3

Exhibit 99.2

THE WORLD’S LARGEST MANUFACTURER OF TOWING AND RECOVERY EQUIPMENT

Q2 2026

INVESTOR PRESENTATION

MILLER INDUSTRIES

FORWARD LOOKING STATEMENTS

SAFE HARBOR STATEMENT

Certain statements in this presentation may be deemed to be forward-looking statements, as defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be

identified by the use of words such as “may”, “will”, “should”, “could”, “continue”, “future”, “potential”, “believe”, “project”, “plan”, “intend”, “seek”, “estimate”, “predict”, “expect”, “anticipate” and

similar expressions, or the negative of such terms, or other comparable terminology and include, without limitation: any statements relating to our 2026 guidance (including under the heading “2026

Guidance”) and expected production levels; the growth and effect of the drivers of our long-term business performance; our domestic production capacity expansion plans and plans relating to the

Jige expansion and Boniface facility efficiency improvements (including, in each case, the timing thereof and anticipated impact on our business); future customer demand levels; future backlog

levels; the potential easing of potential geopolitical tensions; acquisition related costs and the success and timing of integration plans related to Omars; expectations regarding the industry cost

environment and the Company’s cost control and operational efficiency initiatives; the Company’s capital allocation strategy; and any potential upside from pending military contracts and their

potential effect on revenue and earnings growth. However, the absence of these words or similar expressions does not mean that a statement is not forward-looking.

Forward-looking statements also include the assumptions underlying or relating to any of the foregoing statements. Such forward-looking statements are made based on our management’s beliefs

as well as assumptions made by, and information currently available to, our management. Our actual results may differ materially from the results anticipated in these forward-looking statements due

to, among other things our dependence upon outside suppliers for component parts, chassis and raw materials, including aluminum, steel, and petroleum-related products leaves us subject to

changes in price and availability, the cadence and quantity of deliveries from our suppliers, and delays in receiving supplies of such materials, component parts or chassis; our customers’ and towing

operators’ access to capital and credit to fund purchases; the continuing impact of existing tariffs, the implementation of new or increased tariffs and any resulting trade wars, and any resulting

macroeconomic uncertainty; the rising costs of equipment ownership, including continuing increases in insurance premiums and elevated interest rates that have added cost pressures to our end

users, and fluctuations in the value of used trucks; macroeconomic trends, availability of financing, and changing interest rates; our customers’ ability to fund purchases of our products; various

international political, economic and other uncertainties, including as a result of new or ongoing military conflicts in the Middle East and Ukraine, which may continue to adversely impact our

customer spending patterns; volatility in fuel and other transportation costs, including as a result of the geopolitical tensions in the Middle East and the disruptions in international shipping through

the Strait of Hormuz; increases in the cost of skilled labor; risks relating to our indebtedness, including our ability to maintain compliance with the covenants in our credit facility; special risks from

our sales to U.S. and other governmental entities through prime contractors; the cyclical nature of our industry and changes in consumer confidence and in economic conditions in general; changes

in insurance costs and weather conditions; competition in our industry and our ability to attract or retain customers; changes in government regulations, including environmental and health and

safety regulations; our ability to develop or acquire proprietary products and technology; assertions against us relating to intellectual property rights; changes in the tax regimes and related

government policies and regulations in the countries in which we operate; our dependence on the continued participation and level of service of our numerous independent distributors; the

catastrophic loss of one of our manufacturing facilities; risks relating to acquisitions; environmental and health and safety liabilities and requirements; failure to comply with domestic and foreign anti-corruption laws; loss of the services of our key executives; the effects of regulations relating to conflict minerals; product warranty or product liability claims in excess of our insurance coverage;

potential recalls of components or parts manufactured for us by suppliers or potential recalls of defective products; an inability to acquire insurance at commercially reasonable rates; fluctuations of

our stock price and involvement with activist shareholders; a disruption in, or breach in security of, our information technology systems or any violation of data protection laws; risks related to our

use of artificial intelligence, including generative artificial intelligence and machine learning; and those other risks discussed in our filings with the Securities and Exchange Commission, including

those risks discussed under the caption “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025 and subsequent Quarterly Reports on Form 10-Q, which

discussion is incorporated herein by this reference. Such factors are not exclusive. We do not undertake to update any forward-looking statement that may be made from time to time by, or on behalf

of, the Company.

This presentation and the associated remarks made during this conference call are integrally related and are intended to be presented and understood together.

MILLER INDUSTRIES

OVERVIEW

THE WORLD’S LARGEST

MANUFACTURER OF

TOWING AND

RECOVERY EQUIPMENT

LIGHT-DUTY RECOVERY CAR CARRIER

SPECIALTY TRANSPORT MEDIUM- & HEAVY-DUTY RECOVERY

ROTATORS MILITARY RECOVERY

NYSE: MLR

FOUNDED IN 1990

HEADQUARTERS - OOLTEWAH, TN

OPERATIONS IN TN, PA, ENGLAND, FRANCE, AND ITALY

1,500+ EMPLOYEES GLOBALLY

COMPANY PROFILE

“

MILLER INDUSTRIES

CORE PHILOSOPHY

WE HAVE THE BEST PEOPLE,

THE BEST PRODUCTS,

AND THE BEST DISTRIBUTION NETWORK

IN THE TOWING AND RECOVERY INDUSTRY.”

- BILL MILLER - 1990

“

MILLER INDUSTRIES

OUR TEAM THANK YOU TO OUR GLOBAL TEAM

MILLER INDUSTRIES

SECOND QUARTER 2026

QUARTERLY KEY METRICS

Q2 YOY - Increased 12.1%

Q2 ’26 vs Q1 ’26 - Increased 32.7%

REVENUE GROSS PROFIT - 15.0%

$240.0M $35.9M

NET INCOME - 3.0%

$7.3M

EPS, DILUTED

$0.63 $4.9M

CASH RETURNED TO SHAREHOLDERS

Q2 YOY - Increased 3.9%

Q2 ’26 vs Q1 ’26 - Increased 39.9%

Q2 YOY - Decreased 14.1%

Q2 ’26 vs Q1 ’26 - Increased 1,209.7%

Q2 YOY - Decreased 13.7%

Q2 ’26 vs Q1 ’26 - Increased 1,160.0%

$420.1M

SHAREHOLDERS’ EQUITY

SHARE REPURCHASE + DIVIDEND Diluted Shares: 11,521,478

MILLER INDUSTRIES

DOMESTIC OVERVIEW

2026 DOMESTIC

MARKET OUTLOOK

■ POTENTIAL EASING OF

GEOPOLITICAL TENSIONS

■ RETAIL ACTIVITY

■ PRODUCTION LEVELS

■ PRODUCT MIX

MILLER INDUSTRIES

EXPORT OVERVIEW

2026 EXPORT

OUTLOOK

■ STRONG BACKLOG

■ JIGE EXPANSION UPDATE

■ BONIFACE FACILITY EFFICIENCY

IMPROVEMENTS

■ OMARS INTEGRATION

MILLER INDUSTRIES

MILITARY

ACTIVITY

■ PREPARING FOR CONTRACT

COMMITMENTS TO BE

MANUFACTURED THROUGHOUT

2027-2029

■ SIGNIFICANT VALUE OF

OUTSTANDING RFQ

S IN PROCESS

MILLER INDUSTRIES

EXPANSION

OOLTEWAH EXPANSION UPDATE

■ SITE WORK SCHEDULED TO BE

COMPLETED IN AUGUST OF 2026

■ PURPOSE-BUILT MANUFACTURING

FACILITY ON ORDER

■ BUILDING CONSTRUCTION TO BEGIN

Q4 2026

■ CAPITAL EXPENDITURES TO

INCREASE THROUGHOUT 2026 &

2027, VAST MAJORITY FUNDED

THROUGH OPERATING CASH FLOW

MILLER INDUSTRIES

CAPITAL ALLOCATION

CAPITAL ALLOCATION STRATEGY ■QUARTERLY DIVIDEND

■SHARE REPURCHASE

■WORKING CAPITAL

■M&A OPPORTUNITIES

■INNOVATION

■AUTOMATION

■HUMAN CAPITAL

■CAPACITY EXPANSION

MILLER INDUSTRIES

GUIDANCE

2026 GUIDANCE ■ REVENUE $850 - $900M FOR FY2026 ■ REVENUE APPROX. $250M PER

QUARTER FOR REMAINDER OF 2026

■ FY2026 EPS IN LINE WITH FY2025

■ FY2026 GROSS MARGIN MID-13%

MILLER INDUSTRIES

INVESTOR RELATIONS

INVESTOR

RELATIONS

SCHEDULE 2026

■ D.A. DAVIDSON SMALL CAP CONFERENCE

■ THREE PART ADVISORS IDEAS

CONFERENCES (CHICAGO AND DALLAS)

■ D.A. DAVIDSON INDUSTRIALS CONFERENCE

■ ROADSHOWS TBD

■ REACH OUT TO

INVESTOR.RELATIONS@MILLERIND.COM

FOR MORE INFORMATION

MILLER INDUSTRIES

Q2 2026 EARNINGS PRESENTATION

Q&A

THANK YOU

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