VIRCO MFG CORPORATION(VIRC)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #2,279 of 2,879 stocks
View Consumer Discretionary peers →
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
VIRC Stock Analysis & AI Quality Score
AI stock analysis and institutional research for VIRCO MFG CORPORATION (VIRC), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores VIRC at 32.3/100 on a 32-signal composite quality model, placing it at rank #2,279 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include earnings quality (5.5) and revenue growth (9.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), VIRCO MFG CORPORATION reports quarterly revenue of $30.7M, net income of $-2.8M, free cash flow of $-10.1M. Top institutional holders of VIRC by reported 13-F value include Minerva Advisors, DIMENSIONAL FUND ADVISORS, BlackRock,, based on the most recent SEC filings. VIRC trades on the Nasdaq exchange and files with the SEC under CIK 751365. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VIRC 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 VIRCO MFG CORPORATION directly from SEC EDGAR. VIRCO MFG CORPORATION's 13F Pro composite quality score has ranged between 23 and 72 since 2021, currently 32.3 — a declining long-term trajectory across 30 quarterly and live scoring snapshots.
Revenue
Q1 2027
$30.7M
Net Income
Q1 2027
$-2.8M
Free Cash Flow
Q1 2027
$-10.1M
D/E Ratio
Q1 2027
0.04
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-25.0% YoYNet Income
-88.1% YoYOperating Income
-86.9% YoYEPS (Diluted)
-87.9% YoYTotal Assets
-9.3% YoYTotal Debt
-5.6% YoYOp. Cash Flow
-102.5% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $199.7M -25.0% | $266.2M -1.1% | $269.1M +16.5% | $231.1M +25.0% | $184.8M +21.0% | $152.8M |
| Net Income | $2.6M -88.1% | $21.6M -1.2% | $21.9M +32.4% | $16.5M +209.3% | $-15.1M -578.1% | $-2.2M |
| Operating Income | $3.7M -86.9% | $27.9M -12.6% | $31.9M +199.5% | $10.6M +3267.9% | $-336.0K -145.7% | $735.0K |
| EPS (Diluted) | $0.16 -87.9% | $1.32 -1.5% | $1.34 +31.4% | $1.02 +261.1% | $-0.63 -578.8% | $-0.09 |
| Total Assets | $174.2M -9.3% | $191.9M +31.1% | $146.4M -2.5% | $150.1M +18.7% | $126.4M +1.1% | $125.0M |
| Total Debt | $4.1M -5.6% | $4.4M -5.1% | $4.6M -84.1% | $29.1M +95.9% | $14.9M +31.1% | $11.3M |
| Operating Cash Flow | $-841.0K -102.5% | $33.1M +22.9% | $27.0M +811.7% | $-3.8M -844.6% | $-401.0K -105.1% | $7.8M |
AI Insight: VIRC Financial Trends
VIRC faces persistent profitability crisis with negative operating income in five of last eight quarters and cumulative net losses of $8M since Q1 2025.
• Revenue volatility intensified; Q3 2025 reached $92M but collapsed to $26M–$31M in Q1–Q2 2026, suggesting severe seasonal or structural weakness.
• Operating cash flow turned negative in Q1–Q2 2025 and again in Q1–Q2 2026, indicating cash consumption despite flat debt levels.
• Total debt held steady at $4M across all periods; equity erosion of $6M from Q3 2025 to Q2 2026 reflects cumulative losses.
⚠ Operating margin swung from +20% (Q3 2024) to negative territory in six of eight recent quarters—profitability recovery unclear.
⚠ Q2 2026 net loss of $3M extends consecutive unprofitable quarters; no clear path to sustained positive earnings visible.
AI Insight: VIRC Ratio Trends
Virco has collapsed from 20% operating margins in Q3 2024 to -12% in Q2 2026, with profitability deeply negative across all recent quarters.
• Operating margin deteriorated from 20.2% (Q3 2024) to -37.9% (Q1 2026), with TTM margin now 0.1%.
• ROIC swung from 78.0% (Q3 2024) to -36.1% (Q1 2026); five of last six quarters show negative or near-zero ROIC.
• Net profit margin fell from 15.5% (Q3 2024) to -26.8% (Q1 2026); only Q3 2025 and Q2 2025 showed positive NPM.
⚠ Q1 2026 marked the worst quarter on record across OpMargin, NPM, ROE, ROA, and ROIC; Q2 2026 shows modest improvement but remains deeply unprofitable.
⚠ Debt-to-equity stable at 0.04 masks underlying operational distress; leverage provides no buffer if losses continue.
Get alerted when VIRC's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for VIRCO MFG CORPORATION including:
Top Institutional Holders of VIRC
Minerva Advisors LLC
$9.3M1,517,452 shDIMENSIONAL FUND ADVISORS LP
$4.2M684,378 shBlackRock, Inc.
$3.9M638,361 shVANGUARD CAPITAL MANAGEMENT LLC
$3.4M547,474 shAMERICAN CENTURY COMPANIES INC
$2.8M455,666 shGEODE CAPITAL MANAGEMENT, LLC
$1.7M276,232 shUBS Group AG
$1.4M236,337 shRENAISSANCE TECHNOLOGIES LLC
$1.3M209,111 shSTATE STREET CORP
$1.1M184,542 shBank of New York Mellon Corp
$794.3K129,792 sh
| Fund | Value | Shares |
|---|---|---|
| Minerva Advisors LLC | $9.3M | 1,517,452 |
| DIMENSIONAL FUND ADVISORS LP | $4.2M | 684,378 |
| BlackRock, Inc. | $3.9M | 638,361 |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.4M | 547,474 |
| AMERICAN CENTURY COMPANIES INC | $2.8M | 455,666 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.7M | 276,232 |
| UBS Group AG | $1.4M | 236,337 |
| RENAISSANCE TECHNOLOGIES LLC | $1.3M | 209,111 |
| STATE STREET CORP | $1.1M | 184,542 |
| Bank of New York Mellon Corp | $794.3K | 129,792 |
More Consumer Discretionary Companies
View all Consumer Discretionary →Put VIRC on your watchlist
Track score changes the day VIRCO MFG CORPORATION files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is VIRC a good stock to buy?
13F Pro's AI-powered analysis of VIRCO MFG CORPORATION (VIRC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for VIRC are available on the VIRC 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 VIRC?
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 VIRC. 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 VIRCO MFG CORPORATION's investment landscape.