MIDDLEBY Corp
MIDDNasdaqIndustrials · Refrigeration & Service Industry Machinery · DE · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY26 | FY25 | FY24 | FY23 | FY22 | FY21 | |
|---|---|---|---|---|---|---|
| Revenue | $3.20B | $730.6M | $753.0M | $3.24B | $4.03B | $2.51B |
| Operating income | $574.9M | — | $644.1M | $652.4M | $639.6M | $324.4M |
| Net income | −$277.7M | $92.4M | $86.6M | $400.9M | $436.6M | $207.3M |
| Total assets | $6.32B | — | $7.28B | $6.91B | $6.87B | $5.20B |
| Total liabilities | — | — | — | — | — | — |
| Equity | $2.78B | — | $3.64B | $3.25B | $2.80B | $1.98B |
| EPS (diluted) | $-5.32 | $1.69 | $1.59 | $7.41 | $7.95 | $3.76 |
| Shares out. | 47.2M | 53.6M | 53.6M | 53.6M | 54.7M | 55.6M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2026- Operating margin
- 18.0%
- Net margin
- −8.7%
- Return on equity
- −10.0%
- Return on assets
- −4.4%
- Return on capital (ROCE)
- 11.0%
- Liabilities / assets
- —
- Debt / equity
- —
- Book value / share
- $58.84
- Revenue growth (YoY)
- 338.1%
- Net income growth (YoY)
- −400.7%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2026- Accruals / assets
- −14.4%clean
- Piotroski F-Score
- 3/4weak
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 severe● 1 warning● 4 good- Filed a late-filing notice (Form NT) — missed an SEC deadline
- Reported a net loss
- Operating margin is positive
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Risk flags
late SEC filings- NT 10-Kmissed a reporting deadline ↗Feb 29, 2012
A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Select Equity Group, L.P.Passive (13G)May 15, 2026
- Price T Rowe Associates Inc /Md/Passive (13G)May 15, 2026
- Jpmorgan Chase & CoPassive (13G)May 13, 2026
- Vanguard Capital Management LlcPassive (13G)Apr 30, 2026
- Vanguard Group IncPassive (13G)Mar 27, 2026
- Wellington Management Group LlpPassive (13G)Feb 10, 2026
- Garden Investment Management, L.P.Activist (13D)Jan 6, 2026
- Goldman Sachs Group IncPassive (13G)Aug 19, 2025
- Victory Capital Management IncPassive (13G)Aug 8, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Cerwin Brittany COfficer — Chief Accounting Officer | Mar 13, 2026 | Grant | 1,807 | — |
| Fuchsen Matthew ROfficer — Chief Development Officer | Mar 13, 2026 | Grant | 2,345 | — |
| Pool Iii James KOfficer — Chief Technology and* | Mar 13, 2026 | Grant | 4,130 | — |
| Spittle SteveOfficer — Chief Commercial Officer | Mar 13, 2026 | Grant | 4,130 | — |
| Mittelman Bryan E.Officer — Chief Financial Officer | Mar 13, 2026 | Grant | 3,012 | — |
| Fitzgerald Timothy JohnOfficer — Chief Executive Officer | Mar 13, 2026 | Grant | 10,579 | — |
| Garden Edward PDirector | Mar 6, 2026 | Grant | 1,161 | — |
| Bowerman JulieDirector | Mar 6, 2026 | Grant | 1,161 | — |
| Scherger Stephen R.Director | Mar 6, 2026 | Grant | 1,161 | — |
| Eisenberg Glenn ADirector | Mar 6, 2026 | Grant | 1,161 | — |
| Nerbonne Robert ADirector | Mar 6, 2026 | Grant | 1,161 | — |
| Hix Christopher MDirector | Mar 6, 2026 | Grant | 1,161 | — |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 2.3M | 2.9 | -1.3% |
| Apr 30, 2026 | 2.4M | 4.3 | +31.0% |
| Apr 15, 2026 | 1.8M | 3.4 | +9.0% |
| Mar 31, 2026 | 1.7M | 3.4 | +9.6% |
| Mar 13, 2026 | 1.5M | 2.8 | -8.4% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Director / officer changeMay 26, 2026
- Shareholder voteMay 21, 2026
- Regulation FD disclosureMay 12, 2026
- Regulation FD disclosureMay 11, 2026
- Results of operationsMay 7, 2026
- Regulation FD disclosureMay 4, 2026
- Regulation FD disclosureApr 1, 2026
- Director / officer changeMar 25, 2026
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- SDJun 1, 2026
- 8-KMay 26, 2026
- 8-KMay 21, 2026
- SCHEDULE 13G/AMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
- 10-QMay 14, 2026
- SCHEDULE 13GMay 13, 2026
- 8-KMay 12, 2026
- 8-KMay 11, 2026
- 8-KMay 7, 2026
- 8-KMay 4, 2026
- SCHEDULE 13GApr 30, 2026
- DEFA14ADEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALSApr 8, 2026
- DEF 14ADEFINITIVE PROXY STATEMENTApr 8, 2026
- 8-KApr 1, 2026
Corporate family
Spin-offs from MIDDLEBY Corp (1)
- Midera Food Processing, Inc.MFPupcomingMay 27, 2026details
From the spin-off filings we track. Follow a company to walk its own history.