MUELLER INDUSTRIES INC(MLI)Stock Analysis
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Rank #84 of 2,879 stocksTOP 5%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
MLI Stock Analysis & AI Quality Score
AI stock analysis and institutional research for MUELLER INDUSTRIES INC (MLI), a Materials sector company. 13F Pro's AI-powered ranking engine scores MLI at 77.5/100 on a 32-signal composite quality model, placing it at rank #84 of 2,879 stocks — the top 5% of the AI-ranked universe. MLI scores in the top quartile across balance sheet strength (97.7), profitability (85.3), revenue scale (76.2). Based on the latest XBRL financial filings (Q1 2026), MUELLER INDUSTRIES INC reports quarterly revenue of $1.2B, net income of $239.0M, an operating margin of 26.2%. Top institutional holders of MLI by reported 13-F value include BlackRock,, FIRST ADVISORS, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. MLI trades on the NYSE exchange and files with the SEC under CIK 89439. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MLI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MUELLER INDUSTRIES INC directly from SEC EDGAR. MUELLER INDUSTRIES INC's 13F Pro composite quality score has ranged between 56 and 78 since 2021, currently 77.5 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.
What's Driving MLI's Business? Latest 10-Q Breakdown
AI-extracted from MUELLER INDUSTRIES INC's 10-Q filed 2026-04-22 — Q1 FY2026 (quarter ended March 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Mueller Industries net sales grew 19.3% to $1.193B, driven by higher material prices and a $41.4M gain on Sherwood Valve sale, boosting net income 51.8% to $239M.
Biggest Revenue Drivers
Total revenue: $1,193.0M+19.3% YoY
Higher net selling prices on copper tube of $162.6M, partially offset by lower unit volume of $54.8M.
Higher selling prices on brass rod and wire cable of $56.5M and higher unit volume of $21.5M, offset by Sherwood sale impact of $9.7M.
Segment sales flat year-over-year.
Largest Expense Items
Higher employment and incentive compensation costs of $6.8M and higher legal and professional fees of $3.5M, partially offset by lower product-related costs.
Consistent with prior year.
Watch Items from the Filing
- CBP denied protests on $5.1M in duties and accrued interest for import entries from 2007–2008 period; Company is evaluating appeal to U.S. Court of International Trade.
- Environmental remediation obligations estimated at $13.7M–$14.8M over 30 years for Shasta Area Mine Sites; $1.9M–$2.0M for Lead Refinery over 11 years.
- Announced acquisition of Bison Metals Technologies for $142M in cash on March 30, 2026, to expand Piping Systems; complements existing copper tube operations.
- Lower unit volume in Piping Systems (core product lines down $54.8M) offset by strong pricing; Climate segment operating income declined 6.3% despite flat sales due to higher material costs.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$1.2B
Net Income
Q1 2026
$239.0M
Free Cash Flow
Q1 2026
$62.5M
Operating Margin
Q1 2026
26.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-14.1% YoYNet Income
-8.4% YoYOperating Income
-13.8% YoYEPS (Diluted)
+82.1% YoYTotal Assets
+23.1% YoYTotal Debt
-72.4% YoYOp. Cash Flow
-7.1% YoY| Metric | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $3.42B -14.1% | $3.98B +5.7% | $3.77B +57.2% | $2.40B -1.3% | $2.43B -3.1% | $2.51B |
| Net Income | $602.9M -8.4% | $658.3M +40.5% | $468.5M +235.9% | $139.5M +38.2% | $101.0M -3.3% | $104.5M |
| Operating Income | $756.1M -13.8% | $877.1M +33.7% | $655.8M +166.8% | $245.8M +28.4% | $191.4M +10.7% | $173.0M |
| EPS (Diluted) | $2.65 +82.1% | $1.46 +41.3% | $1.03 +66.8% | $0.62 +38.0% | $0.45 -1.6% | $0.46 |
| Total Assets | $2.76B +23.1% | $2.24B +29.7% | $1.73B +13.1% | $1.53B +11.5% | $1.37B +0.1% | $1.37B |
| Total Debt | $981.0K -72.4% | $3.5M -22.2% | $4.6M -98.9% | $410.7M +2.2% | $401.9M -20.4% | $504.7M |
| Operating Cash Flow | $672.8M -7.1% | $723.9M +132.3% | $311.7M +27.2% | $245.1M +22.2% | $200.5M +19.4% | $167.9M |
AI Insight: MLI Financial Trends
Revenue surged 19% year-over-year in Q1 2026 to $1.193B while operating income jumped 51% to $312M, showing strong operational leverage.
• Revenue grew from $1.000B in Q1 2025 to $1.193B in Q1 2026, up 19% year-over-year.
• Operating income expanded from $206M in Q1 2025 to $312M in Q1 2026, a 51% increase.
• Company eliminated all debt, moving from $1M in Q2 2024 to $0M by Q2 2025.
• Equity grew consistently from $2.546B in Q2 2024 to $3.334B in Q1 2026.
⚠ Operating cash flow dropped sharply to $80M in Q1 2026 from $310M in Q3 2025.
⚠ Q4 quarters show consistent revenue softness, declining to $962M in Q4 2025 from peak levels.
AI Insight: MLI Ratio Trends
Mueller Industries' profitability has surged with operating margin jumping from 17.9% in Q4 2025 to 26.2% in Q1 2026.
• Operating margin expanded dramatically from 17.9% in Q4 2025 to 26.2% in Q1 2026.
• Net profit margin improved from 16.0% in Q4 2025 to 20.0% in Q1 2026.
• ROIC rebounded strongly from 21.4% in Q4 2025 to 37.5% in Q1 2026.
• Company maintains zero debt with D/E ratio of 0.00 across all quarters.
⚠ Significant quarterly volatility in margins, with Q4 2025 showing sharp profitability decline before Q1 2026 recovery.
⚠ ROE fluctuated from 19.1% in Q4 2025 to 28.7% in Q1 2026, indicating earnings volatility.
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Top Institutional Holders of MLI
BlackRock, Inc.
$1.3B11,636,458 shFIRST TRUST ADVISORS LP
$619.8M5,594,217 shVANGUARD CAPITAL MANAGEMENT LLC
$551.2M4,974,802 shVANGUARD PORTFOLIO MANAGEMENT LLC
$545.4M4,922,677 shAQR CAPITAL MANAGEMENT LLC
$536.0M4,877,511 shSTATE STREET CORP
$387.8M3,499,899 shGEODE CAPITAL MANAGEMENT, LLC
$331.1M2,988,136 shGOLDMAN SACHS GROUP INC
$250.3M2,259,132 shDIMENSIONAL FUND ADVISORS LP
$241.9M2,183,228 shWILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$233.8M2,109,729 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.3B | 11,636,458 |
| FIRST TRUST ADVISORS LP | $619.8M | 5,594,217 |
| VANGUARD CAPITAL MANAGEMENT LLC | $551.2M | 4,974,802 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $545.4M | 4,922,677 |
| AQR CAPITAL MANAGEMENT LLC | $536.0M | 4,877,511 |
| STATE STREET CORP | $387.8M | 3,499,899 |
| GEODE CAPITAL MANAGEMENT, LLC | $331.1M | 2,988,136 |
| GOLDMAN SACHS GROUP INC | $250.3M | 2,259,132 |
| DIMENSIONAL FUND ADVISORS LP | $241.9M | 2,183,228 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $233.8M | 2,109,729 |
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Is MLI a good stock to buy?
13F Pro's AI-powered analysis of MUELLER INDUSTRIES INC (MLI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MLI are available on the MLI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own MLI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MLI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MUELLER INDUSTRIES INC's investment landscape.