NASDAQ$CVGW

Calavo Growers Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Calavo Growers' financial performance reflects continued momentum in the avocado business and strategic divestiture of the Fresh Cut business, resulting in improved adjusted EBITDA and a doubled quarterly dividend.

Calavo Growers reported an 11.7% increase in total net sales, reaching $179.6 million. Net income was $5.4 million, or $0.30 per diluted share. The company's adjusted EBITDA increased to $13.5 million. The Board of Directors increased the cash dividend by $0.10 per share to $0.20 per share.

  • Total net sales increased 11.7% to $179.6 million.
  • Net income was $5.4 million, or $0.30 per diluted share.
  • Adjusted net income was $10.2 million, or $0.57 per diluted share.
  • The Board of Directors increased the cash dividend by $0.10 per share to $0.20 per share.

Headline financials

Total Revenue

$180M

Previous: $260M-30.9%
EPS

-$0.04

Previous: $0.41-109.8%
SG&A Expense

$10.5M

No prior period
Capital Expenditures

-$2.52M

Previous: -$10.1M+75.0%
Free Cash Flow

-$3.25M

Previous: -$3.47M+6.2%
Net Income

-$732K

Previous: $6.63M-111.0%
Operating Income

$9.36M

Previous: $8.39M+11.6%
Gross Profit

$20.1M

Previous: $25M-19.7%
Cash & Equivalents

$1.13M

Previous: $1.4M-19.7%
Total Assets

$382M

Previous: $415M-7.8%
Stock-Based Comp

$388K

Previous: $979K-60.4%

Revenue & EPS history

Calavo Growers · Revenue · Quarterly

$180M

Q3 2024-30.9%vs Q3 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Calavo Growers · $116M total across 1 segment · Q3 2023

  • Prepared
    $116M-14.2%

Forward guidance

Calavo Growers anticipates delivering solid financial results for the fourth quarter and fiscal year, planning to invest proceeds from the Fresh Cut business sale into core avocado and guacamole operations and return cash to shareholders.

Tailwinds

  • Momentum has carried into the fourth quarter.
  • Intend to deploy the cash generated from the sale of our Fresh Cut business by investing in our core avocado and guacamole businesses.
  • Intend to deploy the cash generated from the sale of our Fresh Cut business by returning cash to shareholders over time.
  • Renewed focus on our core operations.
  • Improvements in our financial performance.

Headwinds

  • Potential disruptions to our supply chain.
  • Sensitivity of our business to changes in market prices of avocados and other agricultural products and other raw materials including fuel, packaging and paper.
  • The impact of weather on market prices and operational costs.
  • Seasonality of our business.
  • Risks associated with doing business internationally (including possible restrictive U.S. and foreign governmental actions, such as restrictions on transfers of funds and trade protection measures such as import/export/customs duties, tariffs and/or quotas and currency fluctuations).

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-0.3%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+0.9%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+17.1%

Q3 2016

Best reaction

-27.0%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-5.3%-1.7%+10.4%
Q4 2025+13.3%+14.7%+15.5%
Q3 2025-2.6%-0.3%-9.3%
Q2 2025+0.0%+0.3%-5.2%
Q1 2025-1.4%+8.2%+10.1%
Q4 2024-4.5%+4.8%+0.8%
Q3 2024+10.3%+20.3%+14.8%
Q2 2024+6.5%-0.7%-17.2%
Q4 2023-10.9%-8.6%+5.1%
Q3 2023+1.4%-16.9%-21.9%
Q2 2023-1.0%-4.0%-10.2%
Q1 2023-27.0%-25.3%-11.9%
Q4 2022-15.2%-13.4%-7.0%
Q3 2022-16.5%-12.1%-24.5%
Q2 2022+12.6%+17.8%+25.0%
Q1 2022-2.8%-4.1%+6.0%
Q4 2021+3.4%+1.2%+3.7%
Q3 2021-18.5%-26.4%-22.7%
Q2 2021-7.7%-7.3%-17.3%
Q1 2021-3.8%-2.9%-8.2%
Q4 2020-7.9%-3.9%+2.7%
Q3 2020+3.5%+1.3%+9.3%
Q2 2020-4.4%-10.2%-8.0%
Q1 2020-8.7%-1.2%+10.0%
Q4 2019+4.9%+7.1%-7.9%
Q3 2019+11.4%+5.6%+2.9%
Q2 2019+0.6%+4.8%+5.2%
Q1 2019-1.1%-1.7%+7.2%
Q4 2018-11.5%-13.4%-0.5%
Q3 2018+0.1%+3.0%-6.5%
Q2 2018-6.1%-6.3%+9.3%
Q1 2018+2.9%+6.6%+7.5%
Q4 2017+5.0%+4.3%+16.8%
Q3 2017+1.9%+4.1%+10.4%
Q2 2017+7.8%+10.3%-2.6%
Q1 2017+5.8%+8.1%+17.3%
Q4 2016+13.0%+13.7%+1.6%
Q3 2016+17.1%+14.4%+8.0%
Q2 2016+14.7%+15.6%+17.9%
Q1 2016+10.8%
Q4 2015-2.2%
Q3 2015-14.7%
Q2 2015+13.2%
Q1 2015+10.4%
Q4 2014-15.9%
Q3 2014+11.5%
Q2 2014+9.1%
Q1 2014-4.8%
Q4 2013+8.0%
Q3 2013-1.4%
Q2 2013-5.3%
Q1 2013+1.5%
Q4 2012-0.4%
Q3 2012-10.8%
Q2 2012-13.2%
Q1 2011-0.4%
Q1 2012-1.2%
Q2 2011+3.4%
Q4 2011+3.4%
Q4 2009+3.4%
Q4 2010-0.4%
Q3 2011-0.4%
Q3 2010-0.4%
Q2 2010-2.6%
Q1 2010+1.8%

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