NASDAQ$PLPC

Preformed Line Products Company · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Preformed Line Products' Q1 2022 performance saw revenue increase and earnings per share rise, boosted by a life insurance gain but offset by costs from winding down its Russian subsidiary.

Preformed Line Products reported a strong start to 2022, with net sales increasing by 18% to $138.2 million and diluted EPS rising by 72% to $2.49. Results were positively impacted by a $4.4 million gain from life insurance death benefits, but negatively affected by a $1.0 million charge related to winding down the company's Russian subsidiary.

  • Net sales increased by 18% compared to Q1 2021, reaching $138.2 million.
  • Diluted EPS increased by 72% to $2.49.
  • The company benefited from strong volume growth, recent acquisitions, and selling price adjustments.
  • Results were impacted by inflationary pressures, supply chain disruptions, and costs associated with winding down the Russian subsidiary.

Headline financials

Total Revenue

$138M

Previous: $118M+17.6%
EPS (adj)

$2.49

Previous: $1.45+71.7%
Capital Expenditures

-$8.01M

Previous: -$3.47M-130.9%
Free Cash Flow

$4.28M

Previous: $3.71M+15.2%
Net Income

$12.3M

Previous: $7.18M+71.1%
Operating Income

$9.45M

Previous: $10.8M-12.2%
Gross Profit

$42M

Previous: $40.2M+4.4%
Cash & Equivalents

$34.6M

Previous: $34.7M-0.2%
Total Assets

$535M

Previous: $457M+17.0%
Stock-Based Comp

$1.02M

Previous: $1.03M-1.1%

Revenue & EPS history

Preformed Line Products · Revenue · Quarterly

$138M

Q1 2022+17.6%vs Q1 2021

Forward guidance

The company has instituted additional selling price increases. Additional investments are well underway within our PLP USA operations to support this growth both today and into the future. Customer satisfaction remains our primary goal.

Tailwinds

  • Enjoyed strong volume growth
  • Incremental sales from newest acquisitions
  • Benefitted from selling price adjustments
  • Additional investments are well underway within our PLP USA operations to support this growth both today and into the future.
  • Customer satisfaction remains our primary goal

Headwinds

  • Pace of inflationary increases on our raw material inputs and freight expense
  • Additional costs associated with supply chain disruption
  • Continue to negatively impact our gross profit percentage and earnings generation
  • Reductions in revenue in certain operations that rely more heavily on government-sponsored infrastructure projects that have been delayed due to COVID-19
  • Currency translation rates had an unfavorable impact on 2022 first quarter net sales of $2.5 million, or 2%

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 Q1 2022

Historical avgQ1 2022

-0.1%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+5.3%

Avg return

30 days after

42%

27 / 65 earnings

Positive

+21.1%

Q4 2022

Best reaction

-21.3%

Q3 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%+6.3%+9.4%
Q4 2025-2.4%+3.7%+18.5%
Q3 2025-6.9%-10.2%-12.6%
Q1 2025+1.4%+2.2%+11.2%
Q4 2024-1.5%+23.4%+13.4%
Q3 2024-3.3%-1.9%+6.9%
Q2 2024-5.0%-10.2%-10.4%
Q1 2024+4.1%+3.6%+11.0%
Q4 2023-3.9%-3.8%-5.3%
Q3 2023-18.5%-14.2%-5.1%
Q2 2023-8.8%-8.2%-5.6%
Q1 2023+15.9%+10.1%+17.6%
Q4 2022+21.1%+32.5%+43.6%
Q3 2022+4.1%+3.9%+16.5%
Q2 2022+16.1%+12.9%+26.3%
Q1 2022-5.1%-2.6%-1.5%
Q4 2021+5.2%+10.7%+15.2%
Q3 2021+2.5%-0.3%-3.8%
Q2 2021-0.5%+0.9%+2.4%
Q1 2021-0.9%+2.8%+11.5%
Q4 2020-13.4%-7.6%-9.7%
Q3 2020+10.7%+8.6%+22.0%
Q2 2020+15.8%+11.4%+3.7%
Q1 2020+0.2%-10.2%-0.1%
Q4 2019-3.9%-7.5%-9.1%
Q3 2019+17.7%+18.0%+31.7%
Q2 2019-6.6%-12.3%-10.7%
Q1 2019-6.3%-7.0%-13.6%
Q4 2018-1.6%-1.0%+0.8%
Q3 2018-6.2%-14.7%-19.3%
Q2 2018-6.9%-6.4%-6.2%
Q1 2018-0.2%-0.5%+12.8%
Q4 2017+6.9%+3.0%-4.1%
Q3 2017-0.3%-2.2%+14.1%
Q2 2017+8.0%+11.4%+6.5%
Q1 2017-9.0%-11.3%-7.2%
Q4 2016-0.3%+3.2%+13.8%
Q3 2016+3.0%+6.9%+32.6%
Q2 2016-7.1%-12.2%-11.7%
Q1 2016-0.4%
Q4 2015+12.6%
Q3 2015-9.0%
Q2 2015+1.6%
Q1 2015-2.7%
Q4 2014-0.2%
Q3 2014-5.8%
Q2 2014+3.9%
Q1 2014+0.3%
Q4 2013+1.3%
Q3 2013-21.3%
Q2 2013-0.7%
Q1 2013-7.2%
Q4 2012-1.7%
Q3 2012+0.8%
Q2 2012-2.5%
Q1 2011+2.9%
Q1 2012-0.2%
Q4 2009+4.8%
Q4 2011+4.8%
Q3 2011-3.3%
Q3 2010-3.3%
Q4 2010+2.5%
Q2 2010+2.5%
Q2 2011+2.5%
Q1 2010-0.6%

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