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Posted by
Two Blokes Jun 12 -
Filed in
Stock
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Miller Industries is a global leader in towing equipment, boasting a strong distribution moat, innovative products, and a debt-averse, shareholder-friendly approach. Short-term earnings and revenue declines stem from temporary chassis supply issues, but management expects recovery by H2 2025 and healthy long-term demand. Military contracts, ongoing product innovation, and robust management experience support the investment case, while risks include regulations, interest rates, and tariffs.
