财务数据和关键指标变化 - 公司2024年第一季度营收为3.499亿美元,同比增长23.9% [12][16] - 毛利为4,420万美元,同比增长45.5%,毛利率为12.6%,同比提升108个基点 [13][17][18] - 销售、一般及管理费用为2,150万美元,占销售收入6.2%,同比下降10个基点 [20] - 净利润为1,700万美元,每股收益为1.47美元,分别同比增长84.8%和81.5% [22] 各条业务线数据和关键指标变化 - 公司各产品线毛利率均有所提升,带动整体毛利率改善 [13] - 汽车底盘发货量大幅增加,但预计下半年将趋于正常化 [12] 各个市场数据和关键指标变化 - 公司在所有地区的产品需求均保持强劲 [28][29] - 订单量持续高位,反映出市场需求依然强劲 [29] 公司战略和发展方向及行业竞争 - 公司在宏观经济放缓时期加大投资,在同行削减成本时加大投资,获得了良好的回报 [11] - 公司正密切关注产能情况,包括在美国国内和国际的产能,并评估未来的资本配置计划 [29][38] - 公司正在调整生产工艺,在现有厂房内部调配产品,提高产能利用率 [38][40] 管理层对经营环境和未来前景的评论 - 公司2024年全年有信心实现高单位数的收入增长 [28] - 尽管收入增长放缓,但订单量依然保持高位,反映出市场需求依然强劲 [29] - 公司正密切关注产能情况,并评估未来的资本配置计划 [29][38] 问答环节重要的提问和回答 问题1 **Mike Shlisky 提问** 公司对汽车底盘供应情况的评论 [33] **Will Miller 回答** 公司目前在各类汽车底盘供应方面没有问题,且正在努力提高产能利用率 [33][35][38][40] 问题2 **Mike Shlisky 提问** 公司在其他原材料供应方面是否存在问题 [34] **Will Miller 回答** 公司通过扩大供应商基础、内部生产等措施,目前除个别小问题外,整体供应链状况良好 [35] 问题3 **Mike Shlisky 提问** 公司是否有计划在现有厂房内进行产能扩张 [36][37] **Will Miller 回答** 公司正在调整生产工艺,在现有厂房内部调配产品,提高产能利用率,同时也在密切关注未来是否需要扩建产能 [38][40]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: March 31, 2024 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 ...

Exhibit 99.1 8503 Hilltop Drive, Ooltewah, TN 37363 Telephone (423) 238-4171 Miller Industries, Inc. CONTACT: Debbie Whitmire, Chief Financial Officer (423) 238-8464 FTI Consulting, Inc. Mike Gaudreau millerind@fticonsulting.com MILLER INDUSTRIES REPORTS 2024 FIRST QUARTER RESULTS CHATTANOOGA, Tenn., May 8, 2024/PRNewswire/ -- Miller Industries, Inc. (NYSE: MLR) (“Miller Industries” or the "Company") today announced financial results for the first quarter ended March 31, 2024. For the first quarter of 2024, ...

CHATTANOOGA, Tenn., May 1, 2024 /PRNewswire/ -- Miller Industries, Inc. (NYSE: MLR) intends to release its results for the First Quarter ended March 31, 2024, on Wednesday, May 8, 2024, after market close. The Company will host a conference call the following day that will be simultaneously broadcast live over the Internet:Thursday, May 9, 202410:00 AM ET9:00 AM CT8:00 AM MT7:00 AM PTListeners can access the conference call live over the Internet at:https://app.webinar.net/Kzka3mjLg4X Please allow 15 minute ...

Miller Industries, Inc. (NYSE:MLR) Q4 2023 Earnings Conference Call March 7, 2024 10:00 AM ET Company Participants Mike Gaudreau - Investor Relations, FTI Consulting Will Miller - President & Chief Executive Officer Debbie Whitmire - Executive Vice President & Chief Financial Officer Operator Good day, ladies and gentlemen, and welcome to the Miller Industries Fourth Quarter and Full Year 2023 Results Conference Call. Please note, this event is being recorded. And now, at this time, I'd like to turn the cal ...

Table of Contents FY 2023 FORM 10-K 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, 2023 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 ...

Miller Industries, Inc. (NYSE:MLR) Q3 2023 Earnings Call Transcript November 9, 2023 10:00 AM ET Company Participants Mike Gaudreau - FTI Consulting Will Miller - President and CEO Debbie Whitmire - EVP and CFO Conference Call Participants Mike Shlisky - D.A. Davidson Operator Good day, ladies and gentlemen, and welcome to the Miller Industries Third Quarter 2023 Results Conference Call. Please note, this event is being recorded. And now at this time, I would like to turn the call over to Mike Gaudreau at F ...

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 September 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. (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 ...