NASDAQ$PLPC

Preformed Line Products Company · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Preformed Line Products reported record results for Q4 and Full Year 2022, with net sales and EPS reaching new highs.

Preformed Line Products Company reported record fourth quarter and full year 2022 financial results. Q4 net sales increased by 29% to $169.9 million, and diluted EPS increased by 83% to $3.28. Full year net sales increased by 23% to $637.0 million, and diluted EPS increased by 51% to $10.88.

  • Record quarterly net sales; increased 29% from comparable 2021 period
  • Record quarterly net income of $16.5 million
  • Diluted EPS of $3.28, an increase of 83% from Q4 2021, a new quarterly record
  • Gross profit as a percentage of net sales was 36.6% for the fourth quarter of 2022, an increase of 630 bps versus the same quarter in 2021.

Headline financials

Total Revenue

$170M

Previous: $131M+29.3%
EPS (adj)

$3.28

Previous: $1.79+83.2%
Capital Expenditures

$15.4M

Previous: $5.78M+166.9%
Free Cash Flow

$1.61M

Previous: $3.73M-56.9%
Net Income

$16.5M

Previous: $8.95M+84.2%
Operating Income

$24.6M

Previous: $11M+124.2%
Gross Profit

$62.2M

Previous: $39.8M+56.2%
Cash & Equivalents

$37.2M

Previous: $36.4M+2.3%
Total Assets

$568M

Previous: $489M+16.2%
Stock-Based Comp

$1.19M

Previous: $872K+36.1%

Revenue & EPS history

Preformed Line Products · Revenue · Quarterly

$170M

Q4 2022+29.3%vs Q4 2021
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

This news release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 regarding the Company, including those statements regarding the Company's and management's beliefs and expectations concerning the Company's future performance or anticipated financial results, among others.

Headwinds

  • Uncertainty in global business conditions and the economy due to factors such as inflation, rising interest rates, labor disruptions, military conflict, political instability, exchange rates and lingering effects of COVID-19
  • Strength of demand and availability of funding for the Company's products and the mix of products sold
  • Relative degree of competitive and customer price pressure on the Company's products
  • Cost, availability and quality of raw materials required for the manufacture of products
  • Opportunities for business growth through acquisitions and the ability to successfully integrate any acquired businesses

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 2022

Historical avgQ4 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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