VIRC at a glance
VIRCO MFG CORPORATION (VIRC, SEC CIK 751365) filed its latest 10-K annual report on April 8, 2026, a 10-Q quarterly report on September 4, 2026, an 8-K current report on September 4, 2026 and Form 4 insider filings as recently as September 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), VIRCO MFG CORPORATION (VIRC) reported revenue of $199.7 million (down 25.0% from FY2025) and net income of $2.6 million. Diluted EPS was $0.16.
- As of June 30, 2026, 18 institutional investment managers tracked by SignalX reported holding VIRCO MFG CORPORATION (VIRC) shares worth $12.8 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by VIRTUE DOUGLAS A on September 15, 2026 of 3,000 shares at $6.10 per share.
- In the last 90 days, VIRC insiders reported 4 open-market purchases ($53K) and 0 open-market sales ($0) on Form 4, a net purchase of $53K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $199.7M
- −25.0% vs prior year
- Insiders · 90 days
- 4 buys · 0 sells
- Net +$53K
- 13F holders
- 18 funds
- $12.8M · +0 vs prior quarter
- Latest 8-K
- Sep 4, 2026
- Item 2.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Q2 revenue $87.5M, down $4.6M or 5.0% YoY from $92.1M
- Gross margin 40.0% vs 44.4% YoY; SG&A 28.0% vs 27.7%
- Backlog up approximately 13% YoY; shipments plus backlog down approximately 2%
- Operating cash use improved $13.0M; capital expenditures $1.3M, dividends $0.8M, buybacks $0.2M
- Outlook: most backlog expected delivered in Q3; tariffs, energy, transportation, steel, and plastics costs remain headwinds
Risk Factors
- No material risk-factor changes from the January 31, 2026 Form 10-K
- Revolving credit capacity reset at $40.0 million, with lender-approved increases capped at $60.0 million
- Credit facility maturity extended to September 3, 2031
- Receivables advance rate increased from 85% to 90% of eligible receivables
- Fixed-charge coverage covenant reduced from 1.10 to 1.00, becoming springing below 17.5% excess availability
AI summary of the VIRC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended July 31, 2026
- Press release issued September 4, 2026
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend of $0.025 per common share declared for fiscal Q3 2026
- September 18, 2026 record date; October 9, 2026 payment date
Item EX-99.1: Item EX-99.1
- Six-month revenue fell 6.1% to $118.2 million, reflecting cautious school-district spending during budget-cycle uncertainty
- Second-quarter operating income $10.5 million and gross margin 40.0% demonstrate profitability resilience despite lower sales
Item 5.07: Submission of Matters to a Vote of Security Holders
- 13,708,014 of 15,729,543 eligible shares voted, representing approximately 87% participation
- Craig L. Levra and Robert R. Lind elected as Class I directors through the 2029 annual meeting
Item 2.02: Results of Operations and Financial Condition
- Fiscal first-quarter results for period ended April 30, 2026
- Press release dated June 3, 2026 contains financial results and operating details
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend of $0.025 per share declared for fiscal Q2 2026
- June 19, 2026 record date; July 10, 2026 payment date
AI summaries of VIRC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VIRC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| VIRTUE DOUGLAS A | Buy | Sep 15, 2026 | 3,000 | $6.10 |
| VIRTUE DOUGLAS A | Buy | Jul 16, 2026 | 600 | $6.00 |
| VIRTUE DOUGLAS A | Buy | Jul 15, 2026 | 5,140 | $6.00 |
| VIRTUE DOUGLAS A | Buy | Jul 9, 2026 | 5 | $6.00 |
| VIRTUE DOUGLAS A | Buy | Jul 8, 2026 | 8,083 | $6.00 |
| VIRTUE DOUGLAS A | Buy | Jun 29, 2026 | 1,400 | $6.00 |
| Lind Robert R | A | Jun 16, 2026 | 8,064 | $6.20 |
| RICHARDSON BRADLEY C | A | Jun 16, 2026 | 12,096 | $6.20 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $266.2M | $199.7M |
| Gross Profit | - | $114.7M | $81.2M |
| Operating Income | - | $27.9M | $3.7M |
| Net Income | - | $21.6M | $2.6M |
| Gross Margin | - | 43.1% | 40.7% |
| Op. Margin | - | 10.5% | 1.8% |
| Net Margin | - | 8.1% | 1.3% |
| Balance Sheet | |||
| Total Assets | $146.4M | $191.9M | $174.2M |
| Equity | - | $109.3M | $105.9M |
| ROE | - | 19.8% | 2.4% |
| Per Share | |||
| EPS | - | $1.32 | $0.16 |
| Cash Flow | |||
| Operating CF | - | $33.1M | -$841K |
| CapEx | $5.2M | $6.3M | $5.9M |
Source: XBRL data in VIRCO MFG CORPORATION (VIRC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VIRC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 18 | $12.8M |
| Q1 2026 | 18 | $17.0M |
| Q4 2025 | 20 | $19.3M |
| Q3 2025 | 20 | $24.8M |
| Q2 2025 | 20 | $27.1M |
| Q1 2025 | 19 | $28.1M |
| Q4 2024 | 14 | $29.6M |
| Q3 2024 | 12 | $28.2M |
- Goldman Sachs Group+21.2K (+31%)
- Vanguard Capital Management LLC+11.8K (+2%)
- Morgan Stanley+6.5K (+58%)
- Ameriprise Financial+272 (+1%)
- BlackRock−498.4K (-78%)
- State Street Corp−144.7K (-78%)
- Northern Trust−66.7K (-74%)
- Dimensional Fund Advisors−33.3K (-5%)
- BNY Mellon−26.4K (-20%)
- Millennium Management+151.2K
- Citadel Advisors LLC+12.4K
- PNC Financial Services+33
- Vanguard Portfolio Management LLC−64.9K
- Bank of America Corp−11.0K
- Citigroup−525
Source: 13F-HR filings on SEC EDGAR (aggregated from 141 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VIRC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 15, 2026 | - | - | - |
| 10-Q | Sep 4, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 10-Q | Jun 3, 2026 | Apr 30, 2026 | Analysis | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 10-K | Apr 8, 2026 | Jan 31, 2026 | - | |
| 8-K | Apr 8, 2026 | - | Analysis | - |
| 8-K | Mar 9, 2026 | - | Analysis | - |
| SC 13G | Feb 2, 2026 | - | - | |
| 4 | Jan 13, 2026 | - | - |
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VIRC SEC filings: frequently asked questions
Are VIRC insiders buying or selling?
In the last 90 days, VIRCO MFG CORPORATION (VIRC) officers, directors and 10% owners reported 4 open-market purchases worth $52,768 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold VIRC stock?
As of June 30, 2026, the largest VIRCO MFG CORPORATION (VIRC) holders among the 13F filers tracked by SignalX were Dimensional Fund Advisors ($4.0 million), Vanguard Capital Management LLC ($3.4 million), Renaissance Technologies LLC ($1.2 million), Millennium Management ($928,000), BlackRock ($860,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VIRC's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), VIRCO MFG CORPORATION (VIRC) reported revenue of $199.7 million (down 25.0% from FY2025) and net income of $2.6 million. Diluted EPS was $0.16. The figures come from the XBRL data in the 10-K.
What did VIRC report in its latest 8-K?
VIRCO MFG CORPORATION (VIRC) filed an 8-K on September 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 fiscal 2026 results for quarter ended July 31, 2026.
What are the latest VIRC SEC filings?
VIRCO MFG CORPORATION (VIRC) filed its latest 10-K annual report on April 8, 2026, a 10-Q quarterly report on September 4, 2026, an 8-K current report on September 4, 2026 and a Form 4 insider filing on September 15, 2026.
What is VIRC's SEC CIK number?
VIRCO MFG CORPORATION (VIRC)'s SEC Central Index Key (CIK) is 751365. EDGAR lists every VIRC filing under that number.
Ask anything about VIRC
The research agent reads VIRC's filings, financials, insider trades and 13F holders, then answers with sources.