What Myers Industries, Inc. told the SEC could break it.

Myers initiated a sale process to divest a Distribution-segment business that was ~$187M, or ~92%, of total Distribution-segment revenue in 2025, with no assurance a sale completes on acceptable terms — a major portfolio/strategic transition.

“the company has now initiated a sale process to divest the business, however there can be no assurance that a sale will be completed on terms acceptable to the Company, or at all . Revenue from this business was $ 187 million for the year ended December 31, 2025 , which represents approximately 92 % of total revenue from the Distribution segment .”

Myers' Buckhorn subsidiary faces environmental remediation liability tied to the New Idria Mine Superfund site — $27.6M cumulative charges since 2011, with a $12.5M ending reserve at year-end 2025 — under an EPA Administrative Order of Consent.

“Since October 2011, when the New Idria Mine was added to the Superfund National Priorities List by the EPA, Buckhorn has recognized $ 27.6 million of cumulative charges, made cumulative payments of $ 17.0 million and received insurance recoveries of $ 8.5 million”

Myers' Material Handling products depend on commodity inputs — polyethylene, polypropylene and polystyrene resins, steel, and synthetic/natural rubber; while generally multi-sourced, certain plastic-resin grades have limited suppliers and can face temporary capacity-loss disruptions.

“These materials are primarily polyethylene, polypropylene, and polystyrene plastic resins and steel, all used within the Material Handling Segment, as well as synthetic and natural rubber. Most raw materials are commodity products and/or are available from several domestic suppliers.”

Myers flags US trade-policy/tariff uncertainty — extensive and increased tariffs on products sourced from many countries — which could raise input costs (steel/resins) and adversely affect results.

“The United States has proposed and imposed extensive tariffs and increased tariffs on products sourced from many countries. Trade tensions continue to be high, and we expect that uncertainty regarding tariffs will remain fluid and evolving”