Current stock research snapshot · 8/6/26 20 days old

MLIMueller Industries Inc.

POOL
Investment conviction●●○○○2 of 5 · current snapshot
Research targetneeds priceCurrent stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/6/26
Market cap$12.48BSnapshot value · 8/6/26

Engineered copper tubing and brass alloys — critical raw material for direct-to-chip and rack-level liquid cooling loops in AI data centers. $3.4B rev, P/E 12.

Q2 2026 earnings expected late Jul/early Aug — data center liquid cooling demand driving copper tubing orders; 2-for-1 stock split effective Jul 1, 2026 may broaden investor base; strong Q1 +19% rev beat with dividend raised 40%

needs primary source validation

needs primary source validation

Snapshot · 8/6/26

🟡 Mixed · ins-$23.9M · 13F 16+/9-×0.5 · short↓0.26

Snapshot · 8/6/26