NASDAQ$FSTR

Foster (Lb) Co-A · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

L.B. Foster's operating results increased due to strength in the rail, precast concrete products and fabricated steel markets.

L.B. Foster reported a net sales increase of 9.2% year-over-year, driven by the Rail Technologies and Services segment. Net income from continuing operations was $2.9 million, or $0.27 per diluted share. The company's backlog increased by 12.4% to $253.2 million.

  • Net sales increased by 9.2% year-over-year to $154.5 million.
  • Gross profit decreased by 7.0% year-over-year to $26.2 million.
  • Net income from continuing operations was $2.9 million, or $0.27 per diluted share.
  • Backlog increased by 12.4% to $253.2 million compared to the prior year quarter.

Headline financials

Total Revenue

$155M

Previous: $146M+6.0%
EPS (adj)

$0.27

Previous: $0.41-34.1%
Adjusted EBITDA

$8.34M

Previous: $11.8M-29.3%
New Orders, Net

$139M

Previous: $138M+0.2%
Capital Expenditures

-$2.25M

Previous: -$7.43M+69.8%
Free Cash Flow

$628K

Previous: -$6.91M+109.1%
Net Income

$2.88M

Previous: $523K+449.9%
Operating Income

$4.89M

Previous: $3.22M+51.8%
Gross Profit

$26.2M

Previous: $27.1M-3.3%
Cash & Equivalents

$4.14M

Previous: $7.39M-44.0%
Total Assets

$380M

Previous: $397M-4.4%
Stock-Based Comp

$386K

Previous: $558K-30.8%

Revenue & EPS history

Foster · Revenue · Quarterly

$155M

Q2 2021+6%vs Q2 2020
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Revenue by segment

Foster · $16.2M total across 1 segment · Q2 2021

  • Infrastructure Solutions
    $16.2M

Forward guidance

The Company anticipates its Precast Concrete Products and Fabricated Steel business lines to continue to directly benefit from current infrastructure investment trends and remains optimistic about its prospects for year over year revenue growth in the second half of 2021.

Tailwinds

  • Strong order activity for infrastructure projects.
  • Easing pandemic restrictions in the United Kingdom provide a favorable outlook for rail operations in Europe.
  • Precast Concrete Products and Fabricated Steel business lines to benefit from infrastructure investment trends.
  • Divisions in Precast Concrete Products and Fabricated Steel operating at near-capacity levels.
  • Company remains optimistic about year-over-year revenue growth in the second half of 2021.

Headwinds

  • Coatings and Measurement business line expected to remain weak.
  • Coatings and Measurement business unit continues to face significant headwinds.
  • Further cost mitigation actions, including additional shutdowns or furlough periods, could be implemented in certain divisions of the Coatings and Measurement business unit if order rates do not improve.
  • Monitoring elevated commodity prices and taking steps to minimize their effect on margins.
  • Year-over-year operating margins continue to be adversely affected by weakness in the midstream energy markets.

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 Q2 2021

Historical avgQ2 2021

-2.6%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+1.5%

Avg return

30 days after

36%

23 / 64 earnings

Positive

+25.8%

Q1 2017

Best reaction

-36.2%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+19.1%+37.8%+35.0%
Q4 2025-8.3%-10.1%-13.0%
Q3 2025-0.5%-1.1%-0.3%
Q1 2025-3.8%-11.7%-6.9%
Q4 2024-12.3%-19.4%-28.0%
Q3 2024+2.4%+10.1%+36.5%
Q2 2024-21.9%-11.5%-8.1%
Q1 2024+10.4%+22.3%+7.0%
Q4 2023-7.0%-4.0%+9.9%
Q3 2023-6.6%-5.3%-7.9%
Q2 2023+10.2%+20.8%+26.2%
Q1 2023-1.4%-2.5%+29.6%
Q4 2022+0.2%-1.3%-6.2%
Q3 2022+3.2%+12.9%-18.5%
Q2 2022-4.3%-3.7%-24.1%
Q1 2022-4.0%-5.1%+2.2%
Q4 2021-5.7%-2.2%-2.2%
Q3 2021-0.7%-0.2%-7.8%
Q2 2021-0.8%-0.8%-7.2%
Q1 2021+0.9%+4.0%+13.4%
Q4 2020+1.1%+4.5%+5.4%
Q3 2020-1.8%+2.8%+7.5%
Q2 2020+0.3%+3.3%-2.8%
Q1 2020-10.7%-9.6%+9.8%
Q4 2019-6.6%-7.7%-34.1%
Q3 2019-9.2%-8.8%-6.0%
Q2 2019-7.0%-7.8%-22.9%
Q1 2019+16.5%+15.9%+11.4%
Q4 2018-3.1%-0.6%+26.0%
Q3 2018+10.3%+15.4%+6.4%
Q2 2018+13.9%+11.6%+4.1%
Q1 2018-2.5%-7.4%-1.5%
Q4 2017-8.6%-12.1%-17.7%
Q3 2017-10.5%-9.3%-7.1%
Q2 2017+7.1%+9.7%+8.6%
Q1 2017+25.8%+19.4%+29.7%
Q4 2016-0.2%-4.8%-13.5%
Q3 2016-23.2%-12.2%+21.3%
Q2 2016-17.9%-16.1%+5.3%
Q1 2016-36.2%
Q4 2015+13.0%
Q3 2015-28.8%
Q2 2015-28.3%
Q1 2015+0.2%
Q4 2014-20.5%
Q3 2014-1.8%
Q2 2014+5.4%
Q1 2014-1.1%
Q4 2013+5.3%
Q3 2013-2.2%
Q2 2013-6.0%
Q1 2013+3.1%
Q4 2012-4.5%
Q3 2012+11.3%
Q2 2012+9.0%
Q1 2011+2.7%
Q1 2012+2.7%
Q4 2011-1.6%
Q4 2009-1.6%
Q3 2010-4.4%
Q3 2011-4.4%
Q2 2011-6.6%
Q2 2010-6.6%
Q4 2010-6.6%

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