NASDAQ$PLPC

Preformed Line Products Company · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Net sales increased but net income decreased due to rising costs.

Preformed Line Products reported a 13.1% increase in net sales for Q2 2021, reaching $133.0 million compared to $117.6 million in Q2 2020. However, net income decreased to $8.9 million, or $1.80 per diluted share, from $10.5 million, or $2.11 per diluted share, in the same quarter of the previous year.

  • Net sales increased by 13.1% compared to Q2 2020, reaching $133.0 million.
  • Currency translation rates had a favorable impact of $6.2 million on net sales.
  • Net income decreased to $8.9 million, or $1.80 per diluted share, compared to $10.5 million, or $2.11 per diluted share, in Q2 2020.
  • Increased raw material prices and transportation costs, along with losses on foreign currency transactions, negatively impacted net income.

Headline financials

Total Revenue

$133M

Previous: $118M+13.1%
EPS (adj)

$1.80

Previous: $2.11-14.7%
Capital Expenditures

-$7.34M

Previous: -$11.8M+37.9%
Free Cash Flow

$1.53M

Previous: -$1.34M+214.3%
Net Income

$8.87M

Previous: $10.5M-15.4%
Operating Income

$12.7M

Previous: $14.8M-14.0%
Gross Profit

$43M

Previous: $39.6M+8.8%
Cash & Equivalents

$33.5M

Previous: $36.5M-8.4%
Total Assets

$483M

Previous: $436M+10.8%
Stock-Based Comp

$893K

Previous: $612K+45.9%

Revenue & EPS history

Preformed Line Products · Revenue · Quarterly

$133M

Q2 2021+13.1%vs Q2 2020

Forward guidance

While raw material and transportation cost inflation have negatively affected our earnings, the announced price increase will soon begin to mitigate its impact. That said, continued cost inflation in these areas through the second half of the year may off-set these gains and require further price adjustments going forward.

Tailwinds

  • Announced price increase will soon begin to mitigate impact.
  • Geographic diversification continues to de-risk our business model.
  • Focus on the safety and well-being of our employees.
  • Continuing to provide the high-quality products and services our customers expect.

Headwinds

  • Raw material and transportation cost inflation have negatively affected our earnings.
  • Continued cost inflation in these areas through the second half of the year may off-set these gains.
  • Require further price adjustments going forward.
  • Asia-Pacific region continues to be negatively impacted by the deferral of infrastructure projects due to COVID-19.

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

-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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro