NASDAQ$AVNW

Aviat Networks Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Aviat Networks' financial performance increased year-over-year, driven by strategic execution and market demand.

Aviat Networks reported a successful Q4 and fiscal year 2021, with revenue reaching $71.7 million, a 14.4% increase year-over-year. The company's adjusted EBITDA was $7.0 million, up $1.4 million year-over-year. Wins with Dish Network and increased share in Rural Broadband contributed to the positive results.

  • Total revenue for Q4 2021 was $71.7 million, a 14.4% increase year-over-year.
  • North America revenue increased by 21.4% year-over-year, reaching $46.4 million.
  • Adjusted EBITDA for Q4 2021 was $7.0 million, up $1.4 million year-over-year.
  • The company reported GAAP net income of $2.8 million, or $0.24 per share.

Headline financials

Total Revenue

$71.7M

Previous: $62.7M+14.4%
EPS (adj)

$0.45

Previous: $0.38+18.4%
GAAP Gross Margin

36.1%

No prior period
Adjusted EBITDA

$7M

Previous: $5.53M+26.7%
Capital Expenditures

$448K

Previous: $663K-32.4%
Free Cash Flow

$2.66M

Previous: $2.21M+20.8%
Net Income

$2.8M

Previous: $1.14M+145.0%
Operating Income

$3.7M

Previous: $2.12M+74.5%
Gross Profit

$25.9M

Previous: $21.9M+18.4%
Cash & Equivalents

$47.9M

Previous: $41.6M+15.2%
Total Assets

$298M

Previous: $180M+65.5%
Stock-Based Comp

$767K

Previous: $371K+106.7%

Revenue & EPS history

Aviat · Revenue · Quarterly

$71.7M

Q4 2021+14.4%vs Q4 2020
Beat estimate in 11 of 11 quarters(100%)
ActualEstimate

Revenue by segment

Aviat · $71.7M total across 2 segments · Q4 2021

  • Product sales
    $49.4M
  • Services
    $22.3M

Forward guidance

Aviat Networks anticipates revenues for fiscal year 2022 to be in the range of $283 million to $293 million, and adjusted EBITDA to be in the range of $35 million to $38 million. This outlook is based on the current supply chain environment.

Tailwinds

  • Revenues for fiscal 2022 are anticipated to be in the range of $283 million to $293 million.
  • Adjusted EBITDA for fiscal 2022 is expected to be in the range of $35 million to $38 million.

Headwinds

  • The financial outlook is based on the current supply chain environment.
  • Uncertainty regarding the timing, pace and extent of an economic recovery in the United States and other countries where we conduct business
  • The impact of tariffs, the adoption of trade restrictions affecting our products or suppliers, a United States withdrawal from or significant renegotiation of trade agreements, the occurrence of trade wars, the closing of border crossings, and other changes in trade regulations or relationships
  • Our ability to implement our stock repurchase program or that it will enhance long-term stockholder value.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

+0.7%

Avg return

Earnings day

+3.5%

Avg return

5 days after

+5.7%

Avg return

30 days after

55%

35 / 64 earnings

Positive

+28.2%

Q2 2025

Best reaction

-31.9%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-28.5%-30.0%-14.3%
Q2 2026+14.3%+16.7%+11.2%
Q1 2026+0.4%-3.2%-13.2%
Q4 2025+12.6%+3.6%-7.3%
Q3 2025+5.0%+4.0%+12.2%
Q2 2025+28.2%+12.7%-1.7%
Q1 2025-31.9%-28.5%-15.1%
Q3 2024-15.1%-6.4%-7.6%
Q2 2024+19.9%+9.3%+19.4%
Q1 2024+14.6%+14.5%+17.4%
Q4 2023+19.0%+21.1%+16.6%
Q3 2023-11.9%-16.3%-3.2%
Q2 2023+21.5%+13.0%+14.6%
Q1 2023-12.1%-10.5%+0.6%
Q4 2022+1.3%+1.0%-7.7%
Q3 2022-3.5%-9.1%-6.7%
Q2 2022+1.2%-2.6%-9.1%
Q1 2022+4.8%+4.7%-4.1%
Q4 2021-14.4%-9.4%-13.9%
Q3 2021-13.5%-9.2%+13.4%
Q2 2021+4.8%+25.1%+22.7%
Q1 2021+16.0%+27.6%+86.8%
Q4 2020+3.3%+10.3%+3.4%
Q3 2020+27.7%+28.8%+41.9%
Q2 2020+1.6%-1.3%-12.9%
Q1 2020+0.6%+2.5%+4.1%
Q4 2019+6.1%-0.8%+9.7%
Q3 2019-0.7%-1.5%-1.9%
Q2 2019+4.3%-1.6%-8.0%
Q1 2019-1.2%-4.5%-7.8%
Q4 2018+14.1%+11.9%+2.2%
Q3 2018+8.0%+10.0%-0.2%
Q2 2018+2.5%+5.1%+12.7%
Q1 2018+18.2%+16.6%+14.0%
Q4 2017+9.4%+7.7%+5.2%
Q3 2017-18.3%-11.9%-28.4%
Q2 2017+14.2%+18.5%+23.6%
Q1 2017+19.9%+29.6%+55.3%
Q4 2016-8.7%-10.2%-0.3%
Q3 2016-5.9%
Q2 2016-14.1%
Q1 2016-1.0%
Q4 2015+2.9%
Q3 2015-1.7%
Q2 2015-9.9%
Q1 2015+2.9%
Q4 2014-8.3%
Q3 2014-29.2%
Q2 2014+6.9%
Q1 2014-4.6%
Q4 2013-10.2%
Q3 2013-19.7%
Q2 2013+3.9%
Q1 2013-3.0%
Q4 2012+1.3%
Q3 2012-1.4%
Q2 2012-0.8%
Q1 2012-3.2%
Q4 2011+6.4%
Q3 2011-4.3%
Q2 2010-0.5%
Q1 2010+3.6%
Q4 2010-0.3%
Q3 2010+2.4%

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