MIDD Earnings
Thursday, May 07 2026
EPS Estimate
$1.94
$1.81 – $2.03
Revenue Estimate
$777M
Current Price
$142.55
Our Position
neutralFood processing fuels growth; margin pressure persists
structured data
est. revisions falling
(-1.4pp / 30d)
The divergence between order strength and margin compression signals that MIDD is grappling with input cost inflation or operating deleverage that's outpacing pricing power — a red flag in an inflationary environment. Food processing momentum is real, but the company's inability to convert higher sales into higher profits raises questions about the durability of that growth advantage.
Watch: Watch Q1 2026 earnings for gross margin recovery and whether food processing backlogs convert to cash without further pressure on EBITDA. If margins remain flat or decline again, the 4% growth guidance will feel like a downgrade, not a steady-state.
Data Signal Summary
1 bullish
1 bearish
Insider buying cluster
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.9%
P/E Ratio
20.6
Est. Revisions (30d)
-1.4% 0up/1dn
Analyst Target (mean)
$185 $150–$203 +30%
Options P/C Ratio
0.75
Est. Dispersion
11% 10 analysts
Insider Cluster
strong buy
Fund Convergence
strong D.E. Shaw, Citadel, Renaissance
Recent Activity
insider trades
57 transactions
Award
·
POOL JAMES KELLY III (Chief Technology Officer)
·4,130 shares
Award
·
SPITTLE STEVEN P. (Officer)
·4,130 shares
Award
·
FUCHSEN MATTHEW R (Officer)
·2,345 shares
Award
·
CERWIN BRITTANY C (Officer)
·1,807 shares
Award
·
FITZGERALD TIMOTHY JOHN (Chief Executive Officer)
·10,579 shares
52 more
Award
·
MITTELMAN BRYAN E
·3,012 shr
Award
·
SHAH TEJAS P.
·1,161 shr
Award
·
BOWERMAN JULIE
·1,161 shr
Award
·
O BRIEN GORDON J
·1,161 shr
Award
·
EISENBERG GLENN A
·1,161 shr
Award
·
HIX CHRISTOPHER M
·1,161 shr
Award
·
PALISI CHAPIN SARAH
·1,161 shr
Award
·
SCHERGER STEPHEN R.
·1,161 shr
Award
·
MCCARTHY CATHY L
·1,161 shr
Award
·
GARDEN EDWARD P
·1,161 shr
Award
·
NERBONNE ROBERT A
·1,161 shr
Buy
·
GARDEN EDWARD P
·102,903 shr
·$14,996,481
Buy
·
NERBONNE ROBERT A
·780 shr
·$100,248
Buy
·
GARDEN EDWARD P
·137,000 shr
·$20,279,599
Buy
·
GARDEN EDWARD P
·51,571 shr
·$7,665,034
Award
·
POOL JAMES KELLY III
·5,955 shr
Award
·
SPITTLE STEVEN P.
·5,955 shr
Award
·
FUCHSEN MATTHEW R
·3,264 shr
Award
·
CERWIN BRITTANY C
·2,863 shr
Award
·
FITZGERALD TIMOTHY JOHN
·14,544 shr
Award
·
MITTELMAN BRYAN E
·4,352 shr
Buy
·
GARDEN EDWARD P
·452,397 shr
·$65,551,806
Buy
·
SCHERGER STEPHEN R.
·2,000 shr
·$293,400
Award
·
SHAH TEJAS P.
·1,108 shr
Award
·
O BRIEN GORDON J
·1,108 shr
Award
·
PALISI CHAPIN SARAH
·1,108 shr
Award
·
SCHERGER STEPHEN R.
·1,108 shr
Award
·
MCCARTHY CATHY L
·1,108 shr
Award
·
ZIYAD NASSEM
·1,108 shr
Award
·
BOWERMAN JULIANN M.
·1,108 shr
Award
·
GARDEN EDWARD P
·1,108 shr
Award
·
NERBONNE ROBERT A
·1,108 shr
Other
·
GARDEN EDWARD P
·1,883,129 shr
Sell
·
PALISI CHAPIN SARAH
·500 shr
·$81,755
Award
·
POOL JAMES KELLY III
·8,255 shr
Award
·
SPITTLE STEVEN P.
·8,255 shr
Award
·
FUCHSEN MATTHEW R
·4,902 shr
Award
·
CERWIN BRITTANY C
·2,885 shr
Award
·
FITZGERALD TIMOTHY JOHN
·25,382 shr
Award
·
MITTELMAN BRYAN E
·6,605 shr
Sell
·
MCCARTHY CATHY L
·500 shr
·$71,095
Sell
·
PALISI CHAPIN SARAH
·250 shr
·$33,908
Sell
·
PALISI CHAPIN SARAH
·200 shr
·$27,426
Sell
·
PALISI CHAPIN SARAH
·150 shr
·$19,257
Sell
·
MILLER JOHN R III
·2,000 shr
·$252,640
Sell
·
PALISI CHAPIN SARAH
·235 shr
·$32,237
Award
·
POOL JAMES KELLY III
·6,325 shr
Award
·
SPITTLE STEVEN P.
·6,325 shr
Award
·
FUCHSEN MATTHEW R
·3,467 shr
Award
·
CERWIN BRITTANY C
·3,040 shr
Award
·
FITZGERALD TIMOTHY JOHN
·15,449 shr
Award
·
MITTELMAN BRYAN E
·4,622 shr
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